Representative, Sales, Customer Success Mgr.​/ CSM

• Location 45 West 29th Street,Suite 603,New York, NY, 10001,United States
• Base Pay $45,000.00 - $55,000.00 / Year
• Average Commission $
• Employee Type Full-Time Exempt

Company:
Clarify Capital

Clarify Capital is seeking a Renewals Representative to help strengthen client relationships and drive customer retention within our growing portfolio of funded clients. This role is perfect for someone who thrives on relationship-building, proactive communication, and delivering an exceptional client experience.

You’ll serve as the main point of contact for existing clients — ensuring their continued satisfaction, identifying renewal opportunities, and maintaining long‑term partnerships that align with Clarify’s mission to help small businesses thrive.

• Serve as the primary liaison for clients who have already been funded through Clarify Capital.
• Build, nurture, and maintain strong relationships with existing clients to foster loyalty and retention.
• Conduct regular outreach (calls, emails, and postcards) to ensure client satisfaction and identify renewal opportunities.
• Manage a portfolio of active accounts to ensure consistent engagement and maximize lifetime value.
• Proactively address client needs, resolve issues, and ensure a seamless renewal process.
• Collaborate cross‑functionally with Sales, Underwriting, and Operations to maintain a superior client experience.
• Track and manage renewals and follow‑ups using CRM tools (e.g., Salesforce).
• Contribute to retention campaigns and loyalty initiatives designed to strengthen customer relationships.

• 2–3 years of experience in customer success, account management, renewals, or sales.
• Strong communication and relationship‑management skills.
• Proven ability to manage multiple accounts and prioritize effectively in a fast‑paced environment.
• Empathetic, customer‑focused mindset with strong problem‑solving abilities.
• Self‑motivated, organized, and goal‑driven.
• Team‑oriented with a positive attitude and a passion for helping clients succeed.
• On‑Target Earnings (OTE): ~$80,000 annually
• Perks:
  Office events, mentorship, and opportunities for professional growth

At Clarify, we value relationship‑builders who take pride in helping small businesses thrive. Our Renewals Representatives play a vital role in ensuring long‑term client satisfaction and repeat success. With a supportive leadership team, structured training, and an energetic office culture, you’ll have the resources and freedom to build meaningful relationships that drive real impact.

If you’re passionate about client relationships and enjoy turning partnerships into long‑term success stories, apply today and take the next step in your career with Clarify Capital.