Customer Relations Representative
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Job Summary
Managing a strategic portfolio of existing corporate clients, the remote Customer Relations Representative will drive asset retention through contract renewals and identify upsell opportunities while empowering entrepreneurs to optimize their capital access.
Key Responsibilities
- Cultivate proactive engagement with corporate accounts nearing contract maturity to evaluate capital reinvestment and financing opportunities
- Diagnose and articulate advanced funding architectures aligned with clients' long-term business objectives
- Navigate client stakeholders through the renewal lifecycle to ensure seamless asset retention and capital continuity
Required Qualifications
- 2+ years of experience in account management or renewal-focused sales, preferably in alternative commercial finance
- Documented success in high-velocity, transactional commercial environments
- Exceptional relationship management and advanced negotiation skills
- Advanced technical proficiency with CRM frameworks, particularly Salesforce
- Self-directed professional with a strategic prospecting mindset and disciplined time management
Complete Job Description
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