Customer Experience Representative

About Cardiff

Cardiff is a respected name in business finance, delivering customized capital solutions to small businesses nationwide. Our offerings include term loans, equipment financing, and merchant cash advances. With more than two decades of experience, we streamline the funding journey through efficient approvals and practical financing strategies that empower entrepreneurs to operate and scale with confidence.

As a rapidly expanding broker and direct funding source in the MCA sector, we pair advanced marketing strategies with disciplined operational execution. Our organization is streamlined, performance-driven, and built for momentum. If you are ambitious, results-focused, and thrive in a high-performance culture, we encourage you to apply.

The Opportunity

The Customer Relationship Representative serves as the primary point of contact for business owners exploring financing options. This position plays a direct role in revenue growth by qualifying prospects, collecting required documentation, and preparing complete files for underwriting review.

This is a dynamic, performance-oriented environment where communication precision and operational accuracy are essential.

Key Responsibilities

Conduct outbound outreach to prospective small business clients

Assess and qualify opportunities prior to submission

Compile and deliver complete, accurate application packages to underwriting

Support clients throughout the documentation process with clarity and professionalism

Maintain detailed records of all activity within Salesforce

Manage follow ups, update account dispositions, and ensure pipeline integrity

Achieve and surpass individual performance benchmarks that contribute to overall team results

Qualifications

Minimum two years of sales experience, preferably within B2B or high-volume environments preferred

College degree preferred

Strong technical aptitude and CRM proficiency

Excellent verbal communication skills with the ability to build rapport quickly

Highly organized with effective time management capabilities

Self motivated and process oriented

Resilient, resourceful, and solution-focused

Comfortable working independently in a remote setting

Why Cardiff

Remote-first structure offering location flexibility

Competitive base compensation with an uncapped commission opportunity

Full-time schedule with flexible hours, including occasional weekend coverage

Comprehensive benefits package including medical, dental, and vision coverage

401(k) plan with employer contribution

Paid time off, sick leave, and company-observed holidays

The credibility and strength of an established industry leader

If you are ready to elevate your career with a company shaping the future of business finance, apply today and join the Cardiff team.

Employment Type: Full Time

Benefits Include:

401(k)

Health insurance

Dental insurance

Vision insurance

Paid time off

Job Type: Full-time

Pay: $69,539.57 - $99,660.55 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance
• Work from home

Work Location: Remote