Senior Representative - Sandy, UT

Senior Renewals Representative

Full-Time | Monday-Friday, 8:00 AM – 5:00 PM

Sandy, UT - In-Office

Sandy, UT Compensation: $22.50/hour + Commission

Build Relationships. Create Opportunities. Help Businesses Continue to Grow.

About Expansion Capital Group (ECG)

ECG provides financing solutions that help small businesses access the capital they need to grow. Our team specializes in efficient, non-traditional lending, balancing speed with strong credit discipline and a commitment to doing things the right way.

We are looking for a Senior Renewals Representative to support our Renewals team.

This role is ideal for someone who enjoys building long-term customer relationships, serving as a trusted advisor, and helping existing customers identify financing solutions that support their continued growth.

You'll play a key role behind the scenes by managing an assigned portfolio of existing and inactive customers, strengthening customer relationships, and creating opportunities for repeat business through exceptional service and thoughtful financial solutions.

If you're relationship-driven, customer-focused, and motivated by helping businesses succeed, this is a strong opportunity.

In this role, you'll proactively engage customers, understand their evolving financing needs, and guide them through the renewal process while delivering an outstanding customer experience.

• Manage an assigned portfolio of existing and inactive customers throughout the renewal process
• Build lasting customer relationships through proactive communication and consistent follow-up
• Understand each customer's financing needs and recommend solutions that align with their business goals
• Prepare pricing, financing proposals, and supporting documentation
• Guide customers through the renewal process while delivering an exceptional customer experience
• Re-engage inactive customers and identify opportunities to restore business relationships
• Identify additional financing opportunities that provide value to existing customers
• Maintain an active pipeline of renewal opportunities through consistent relationship management
• Track customer activity, forecasts, and pipeline performance within CRM systems
• Partner with internal departments to ensure a seamless customer experience
• Maintain accurate customer documentation and contribute to continuous process improvement

• How to build and manage long-term customer relationships within a growing fintech organization
• Advanced relationship management and consultative communication techniques
• Commercial financing products and customer lending solutions
• Customer portfolio management and renewal strategies
• Cross-functional collaboration with underwriting, operations, and customer support teams
• How to identify opportunities that strengthen customer relationships and support long-term business growth

• Relationship-Focused Role:
  Build long-term customer relationships instead of pursuing one-time transactions
• Earning Potential:
  Competitive hourly pay plus commission opportunities
• Career Growth:
  Clear advancement opportunities from Senior Renewals Representative to Renewals Supervisor and Renewals Manager
• Meaningful Impact:
  Help existing customers secure financing that supports their continued success
• Team Environment:
  Collaborative, fast-paced, and customer-focused
• Consistency:
  Monday–Friday schedule with predictable hours

• In-office role based in either Sioux Falls, SD or Sandy, UT
• Professional office environment with a collaborative team atmosphere
• Occasional evening or weekend work may be required based on business needs

• Strong candidates typically have experience in:
• Account management or relationship management
• Customer success or customer retention
• Banking, lending, financial services, or fintech
• Managing an assigned portfolio of customers
• Consultative customer communication
• CRM systems and customer relationship management

• A natural relationship builder who enjoys helping customers succeed
• A trusted advisor who focuses on understanding customer needs before recommending solutions
• Comfortable proactively reaching out and maintaining customer…