Customer Relationship Representative

Customer Relationship Representative | Renewals

Cardiff | Remote | Full-Time

Base Pay: $20–$25/hour

On-Target Earnings: $69,600–$99,669 annually

Uncapped Performance-Based Commissions

About Cardiff

Cardiff is an established leader in business funding, providing tailored capital solutions to small businesses nationwide. With over 20 years of industry experience, we combine the capabilities of a direct funding source with the flexibility of a national brokerage, offering term loans, equipment financing, and merchant cash advances.

Our growth is driven by innovative technology, disciplined execution, and a team of professionals who take ownership of their results.

We offer the foundation of an established company with the energy and opportunity of a growing organization. Our culture is built around accountability, initiative, continuous improvement, and recognizing those who consistently deliver.

The Opportunity

We're looking for motivated, resourceful, and self-directed individuals to join our growing Renewals team as Customer Relationship Representatives.

This is a relationship-driven sales role focused on reconnecting with existing business clients, identifying new funding opportunities, and guiding qualified customers through the renewal process.

You'll manage an established portfolio of business relationships, engage directly with business owners, and collaborate with experienced funding specialists to turn qualified opportunities into successful outcomes.

We're particularly interested in individuals who take initiative without waiting for direction, learn quickly, and hold themselves to high standards.

The strongest performers in this role are naturally curious, comfortable solving problems independently, and motivated by the connection between their effort, performance, and earning potential.

You don't need to arrive as an expert in business funding. You do need the drive to become one.

What You'll Do

Own your relationships: Proactively engage existing business clients, develop rapport, and identify timely renewal opportunities.

Recognize opportunities: Ask thoughtful questions, understand business needs, and assess basic funding eligibility.

Build a productive pipeline: Turn meaningful conversations into qualified applications and actionable funding opportunities.

Drive the application process: Collect financial documentation, coordinate next steps, and deliver complete, accurate submissions.

Work collaboratively: Partner with experienced closers and underwriting teams to move opportunities forward efficiently.

Stay organized and accountable: Maintain accurate Salesforce records, manage follow-ups, and consistently advance your pipeline.

Continuously improve: Apply feedback, sharpen your sales approach, develop industry knowledge, and take ownership of your professional growth.

Deliver results: Meet and exceed performance expectations through consistency, initiative, and effective execution.

Who We're Looking For

We're intentional about the people we bring onto our team. Beyond experience, we value mindset, initiative, and the ability to consistently execute.

You'll likely thrive here if you:

Are a self-starter: You recognize what needs to be done and take action without constant supervision.

Learn independently: You're naturally curious, resourceful, and proactive about finding answers and developing new skills.

Take ownership: You hold yourself accountable for your activity, decisions, and results.

Communicate confidently: You can establish credibility, ask effective questions, and build trust with business owners.

Are motivated by performance: You enjoy measurable goals, welcome constructive feedback, and want your earning potential to reflect your contributions.

Adapt quickly: You approach challenges with a solutions-oriented mindset and remain effective in a fast-moving environment.

Execute consistently: You understand that strong results come from preparation, organization, follow-through, and disciplined daily habits.

Preferred Qualifications

2+ years of sales experience, preferably in B2B sales, financial services, account management, or high-volume sales.

Strong verbal communication, active listening, and relationship-building skills.

Excellent time management, organization, and attention to detail.

Proficiency with CRM platforms and digital sales tools; Salesforce experience is a plus.

Ability to work independently and maintain accountability in a remote environment.

Experience in commercial lending, business funding, or merchant cash advances is advantageous but not required.

We value demonstrated ability, coachability, and ambition as much as industry experience. Candidates with strong sales instincts and a proven ability to learn quickly are encouraged to apply.

Why Cardiff

A strong foundation. Real opportunity. Growth driven by performance.

Competitive compensation: $20–$25 hourly base plus uncapped commissions, with estimated annual on-target earnings of $69,540–$99,661.

Established client relationships: Work with an existing portfolio of business customers and recurring renewal opportunities.

Remote flexibility: Enjoy the independence of working from home within a collaborative, results-oriented team.

Professional development: Gain practical experience in business funding, commercial finance, client relationships, and sales strategy.

Career advancement: Grow within an expanding organization where initiative, capability, and performance are recognized.

Comprehensive benefits: Medical, dental, and vision insurance; 401(k) with employer contribution; paid time off, sick leave, and company-observed holidays.

Experienced leadership: Learn from professionals with extensive industry knowledge while developing the independence to build your own success.

Take Ownership of What's Next

The right opportunity matters. So does what you make of it.

At Cardiff, we provide an established platform, valuable client relationships, and the opportunity to build a rewarding career in business funding. What you accomplish from there is driven by your initiative, consistency, and willingness to grow.

If you're someone who takes pride in figuring things out, holds yourself to high standards, and is motivated to build something meaningful through your own performance, we'd like to hear from you.

Apply today to join Cardiff's Renewals team.

Position Details

Employment Type: Full-Time

Location: Remote

Schedule: Full-time, with occasional weekend coverage based on business needs

Base Pay: $20–$25 per hour

Annual Base Equivalent: $41,600–$52,000

Estimated Annual OTE: $69,540–$99,661, inclusive of base pay and commissions

Commission Structure: Uncapped, performance-based

Benefits: Health, dental, and vision insurance; 401(k) with employer contribution; paid time off, sick leave, and company-observed holidays

On-target earnings represent estimated total compensation at target performance and are not guaranteed. Actual earnings vary based on individual results.

Pay: $69,000.00 - $99,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Work from home

Work Location: Remote