Cardiff

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.

Lead and coach a team of Renewal Account Managers to maximize recurring revenue and ensure client retention. Develop scalable operational workflows and monitor team KPIs to drive productivity and customer satisfaction.