This role manages Salesforce as a system of record while overseeing internal IT support, including hardware provisioning and account lifecycle management. You will be responsible for configuring the Salesforce environment, automating workflows, and ensuring data integrity across integrated systems.
The Sales Manager is responsible for driving pod-level productivity through pipeline management, accurate forecasting, and rigorous adherence to sales playbooks. They also serve as an escalation point for funding partner exceptions and provide ongoing coaching and performance management for sales representatives.
The Vice President of Marketing will own the execution of the omni-channel roadmap and translate the CMO's vision into measurable growth. They are responsible for managing performance marketing across various channels, optimizing budgets, and driving customer acquisition efficiency.
You will own the day-to-day configuration, data integrity, and deployment processes within Salesforce while managing integrations with external systems. Additionally, you will be responsible for scoping and executing requests from various business departments and migrating logic from Salesforce to AWS.
You will build and maintain the integration layer between Salesforce and the Cardiff platform while migrating application logic to AWS services. You are responsible for owning code, integrations, and deployment while working directly with stakeholders across Sales, RevOps, and Engineering.
You will lead the engineering department, overseeing the delivery of AI-driven systems and managing both in-house and contract teams. You are responsible for the entire technical roadmap, production health, and ensuring the engineering team meets business commitments.
You will design and maintain FastAPI services and AWS pipelines to integrate financial and credit data from external providers. You will also implement LLM-assisted extraction workflows and ensure data quality and compliance across the platform.
You will own end-to-end vertical projects, including backend, frontend, and deployment, while designing and launching AI agents that integrate with internal and external tools. You will work directly with leadership and stakeholders to translate business needs into production-ready products using AI-assisted development patterns.
Manage a portfolio of corporate clients to secure contract renewals and drive asset retention. Identify expansion opportunities through upsell and cross-sell initiatives to optimize client capital access.
The Account Executive manages the transition from approved opportunities to funded deals, ensuring high conversion rates through diligent closing processes. They are responsible for communicating offers to clients, gathering required stipulations, and managing default accounts to restore good standing.
The Portfolio Manager is responsible for overseeing a book of active clients to drive recurring revenue through disciplined renewal management and strategic upsells. They act as the primary liaison to ensure client retention and align funding solutions with client business objectives.
