The Fundworks LLC

Company Overview The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneur and family-owned companies. We are looking for the right individual to join our team, who is ready to learn and use their skills and experience to add value to our ever-growing company. About the Role The Fundworks is rapidly integrating AI into everything we do. We’re seeking a strategic and hands-on AI Product Manager to lead the identification, prioritization, and implementation of AI solutions that drive real productivity gains and smarter business decisions. This is a high-ownership role that blends product management thinking with practical AI execution. You’ll work directly with leadership and departments to shape our AI strategy, translate business needs into prioritized initiatives, prototype and deploy solutions, and ensure measurable impact—especially in risk assessments, underwriting processes, and risk-based pricing. You’ll bridge strategy and delivery, building on our existing Azure-based agent and Claude usage. Key Responsibilities AI Strategy & Product Management • Own the AI roadmap: identify high-impact opportunities across departments (operations, sales, HR, finance, underwriting, and more), prioritize initiatives based on business value, feasibility, and ROI, and define clear requirements and success metrics. • Partner cross-functionally with leadership and teams to discover use cases, gather requirements, and align AI efforts with company goals. • Evaluate AI tools, platforms, and emerging technologies, recommending the best fit for our needs. AI Experimentation, Implementation & Process Improvement • Drive prototyping and deployment of AI-powered tools, copilots, automations, workflows, and knowledge assistants using LLMs, integrations, and low-code/no-code platforms. • Spot inefficiencies and lead the design/implementation of AI-enhanced workflows to significantly boost team productivity and embed AI into daily operations. • Leverage AI to continuously improve risk assessments, underwriting processes, and risk-based pricing by refining models and delivering more accurate, data-driven insights. • Build and maintain internal resources such as knowledge bases, prompt libraries, reusable frameworks, and documentation to scale AI adoption company-wide. Technical Stewardship & Operations • Support and evolve our Azure cloud environment, integrations (SharePoint, blob storage, CRM, etc.), access management, and basic security needs. • Handle technical requests and system maintenance while balancing innovation with clean, organized, and secure operations. Change Management & AI Adoption • Champion AI literacy through training, best practices, and ongoing support. • Measure and report on AI initiative outcomes, iterating based on results to drive continuous improvement. What We’re Looking For • 3–6 years of experience in AI implementation, product management, digital transformation, automation, or related technical/strategic roles. • Proven track record of identifying AI opportunities, prioritizing initiatives, and delivering measurable process improvements and business value. • Deep practical knowledge of AI tools, including LLMs, prompt engineering, automations, and integrating AI into workflows. • Technical proficiency and hands-on experience with prototyping/implementing AI solutions (coding/scripting experience is a plus; comfort with low-code platforms, APIs, and cloud integrations is essential). • Understanding of (or strong interest in) risk models and leveraging AI for risk assessments, underwriting, and risk-based pricing. • A creative, proactive product-oriented mindset—you excel at turning business problems into prioritized, high-impact AI solutions. • Familiarity with Microsoft Azure or other cloud environments (or strong willingness to learn quickly). • Excellent communication, stakeholder management, and cross-functional collaboration skills in a fast-paced, “figure-it-out” environment. Nice to Have • Experience in product management or solutions architecture for AI/tech initiatives. • Personal side projects or internal tools built with AI (especially involving custom coding, process automation, or risk/analytics applications). • Exposure to RAG, workflow automation platforms, predictive modeling, or similar concepts. • Background in fintech, lending, insurance, or risk-heavy domains. • Genuine passion for staying ahead of AI trends and applying them practically for business impact. Why Join Us? • High visibility and direct impact on how the entire company uses AI—including smarter risk assessment and pricing. • Freedom to shape the AI strategy and roadmap while executing hands-on. • Opportunity to build AI capabilities from the ground up in a growing organization. • Blend of strategic product leadership, creative experimentation, and real business results in a supportive, fast-moving team. Compensation - Competitive base salary + benefits Benefits and Perks - Medical, dental, vision, life insurance and 401k - Paid vacation, sick and holidays Location: Utah (remote work considered for exceptional candidates)

Company Overview The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneurial and family-owned companies. We are looking for an individual with grit, integrity, and a growth mindset to join our team. This individual should be motivated to learn and use their skills and experience to add value to our ever-growing company. Job Overview The Business Development Representative is responsible for driving business growth by identifying and pursuing new opportunities, building client relationships, and implementing strategies to increase revenue and market share. Responsibilities and Duties: - Responsible for all general duties and operations of our business development division and the day-to-day management of our clients - Responsible for all communication with all internal staff along with any representatives from merchants and directing communications - Responsible for understanding the company guidelines for advancing funds to merchants, along with management of all metrics and making determinations as to qualifications of merchants, along with the communication to our merchants - Performs all duties with respect to the management of the Company’s clients - Responsible to advise and/or consult all our clients on guidelines, SOPs, processes and eligibility - Responsible to negotiate, analyze and produce revised offers for final review - Responsible for using independent judgment in analyzing all offers and determining terms of such offers Responsible for using independent judgement in the onboarding/restricting (hiring/firing clients) of any brokers assigned to them. - Responsible for building out and creating SOPs and systems, including decision-making as to CRM capabilities/requirements and SOPs and policies for the same - Responsible for any other duties as assigned Qualifications: - Education: A bachelor's degree in business, marketing, or a related field is often preferred. - Experience with Cold Calling/Outbound Outreach: Familiarity with cold calling or other outbound outreach methods is a plus. - Communication Skills: Excellent verbal and written communication abilities are crucial for engaging with potential customers and effectively conveying information. - Interpersonal Skills: Building rapport and establishing trust with prospects is essential for successful lead acquisition. - Time Management and Organization: Effectively managing your time and prioritizing tasks to meet deadlines and achieve goals is vital in a fast-paced sales environment. - Resilience and Persistence: Maintaining a positive attitude and overcoming objections are important for success in lead generation. - Technology Proficiency: Comfort with CRM software (e.g., Salesforce, etc.), sales engagement tools, and online research platforms is a must. - Sales Acumen: A solid understanding of the sales process, including lead qualification, and prospecting, is essential. - Data Analysis: Ability to analyze data to identify trends, patterns, and insights that can inform lead generation strategies. - Problem-Solving: Finding creative solutions to overcome obstacles in the lead generation process. - Adaptability: Being flexible and willing to adjust strategies in response to changing market conditions. Compensation Compensation between 60-80k/year Benefits and Perks - Competitive medical, dental, vision and life insurance - 401K - Vacation, sick, bereavement and holiday pay. - Remote position

Company Overview The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneurial and family-owned companies. We are looking for an individual with grit, integrity, and a growth mindset to join our team. This individual should be motivated to learn and use their skills and experience to add value to our ever-growing company. Job Overview The Junior Sales Representative is responsible for driving business growth by identifying and pursuing new opportunities, building client relationships, and implementing strategies to increase revenue and market share. Responsibilities and Duties: - Responsible for all general duties and operations of our business development division and the day-to-day management of our clients - Responsible for all communication with all internal staff along with any representatives from merchants and directing communications - Responsible for understanding the company guidelines for advancing funds to merchants, along with management of all metrics and making determinations as to qualifications of merchants, along with the communication to our merchants - Performs all duties with respect to the management of the Company’s clients - Responsible to advise and/or consult all our clients on guidelines, SOPs, processes and eligibility - Responsible to negotiate, analyze and produce revised offers for final review - Responsible for using independent judgment in analyzing all offers and determining terms of such offers Responsible for using independent judgement in the onboarding/restricting (hiring/firing clients) of any brokers assigned to them. - Responsible for building out and creating SOPs and systems, including decision-making as to CRM capabilities/requirements and SOPs and policies for the same - Responsible for any other duties as assigned Qualifications: - Education: A bachelor's degree in business, marketing, or a related field is often preferred. - Experience with Cold Calling/Outbound Outreach: Familiarity with cold calling or other outbound outreach methods is a plus. - Communication Skills: Excellent verbal and written communication abilities are crucial for engaging with potential customers and effectively conveying information. - Interpersonal Skills: Building rapport and establishing trust with prospects is essential for successful lead acquisition. - Time Management and Organization: Effectively managing your time and prioritizing tasks to meet deadlines and achieve goals is vital in a fast-paced sales environment. - Resilience and Persistence: Maintaining a positive attitude and overcoming objections are important for success in lead generation. - Technology Proficiency: Comfort with CRM software (e.g., Salesforce, etc.), sales engagement tools, and online research platforms is a must. - Sales Acumen: A solid understanding of the sales process, including lead qualification, and prospecting, is essential. - Data Analysis: Ability to analyze data to identify trends, patterns, and insights that can inform lead generation strategies. - Problem-Solving: Finding creative solutions to overcome obstacles in the lead generation process. - Adaptability: Being flexible and willing to adjust strategies in response to changing market conditions. Compensation Compensation between 60-80k/year Benefits and Perks - Competitive medical, dental, vision and life insurance - 401K - Vacation, sick, bereavement and holiday pay. - Remote position

Company Overview The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneur and family-owned companies. We are looking for the right individual to join our team, who is ready to learn and use their skills and experience to add value to our ever-growing company. About the Role The Fundworks is rapidly integrating AI into everything we do. We're seeking a hands-on technologist with strong coding skills and deep knowledge of AI implementation for process improvement — someone who loves experimenting with AI tools, writing code to build practical solutions, and turning ideas into real productivity gains. This is not a research or academic role — it's a builder position. You'll spend most of your time coding lightweight internal tools, implementing AI-driven automations and workflows, and driving measurable process improvements across the company — including enhancing our risk models and risk-based decision-making. You'll work directly with leadership, enjoy high ownership, and help shape our AI strategy from the ground up. Key Responsibilities AI Experimentation & Implementation - Drive internal AI initiatives by testing tools, exploring use cases, and rapidly prototyping and coding solutions - Build lightweight AI-powered tools, copilots, automations, and knowledge assistants using LLMs and custom code - Identify creative AI applications across departments (operations, sales, HR, finance, underwriting, and more) with a focus on process improvement Workflows, Process Improvement & Risk Enhancement - Spot inefficiencies and design/implement AI-enhanced workflows to significantly boost team productivity - Collaborate with departments to embed AI deeply into daily processes through custom coding and integrations - Leverage AI to continuously improve risk assessments, underwriting processes, and risk-based pricing by refining risk models and delivering more accurate, data-driven insights - Develop and maintain internal resources such as knowledge bases, prompt libraries, reusable frameworks, and automated solutions - Document best practices and help scale AI adoption company-wide IT & Technology Support - Provide day-to-day support for our Azure cloud environment, access management, and basic security needs - Handle general technical requests and system maintenance - Balance innovation with clean, organized, and secure operations What We're Looking For - 2–5 years of experience in a technical, IT, systems, automation, or software development role - Strong coding experience combined with hands-on implementation of AI solutions for process improvement - Deep practical knowledge of AI tools, including LLMs, prompt engineering, building automations, and integrating AI into workflows - Understanding of risk models and experience (or strong interest) in leveraging AI to enhance risk assessments, underwriting, and risk-based pricing - A creative, proactive "builder" mindset — you enjoy experimenting, writing code, and turning business needs into working AI-powered solutions - Ability to translate business problems into effective, coded AI implementations that deliver measurable improvements - Familiarity with Microsoft Azure or other cloud environments (or strong willingness to learn quickly) - Excellent communication skills and comfort working cross-functionally in a fast-paced, "figure-it-out" environment Nice to Have - Personal side projects or internal tools built with AI (especially those involving custom coding, process automation, or risk/analytics applications) - Exposure to RAG, APIs, workflow automation platforms, predictive modeling, or similar concepts - Genuine passion for staying ahead of AI trends and applying them practically for business impact, particularly in risk and underwriting domains Why Join Us? - High visibility and direct impact on how the entire company uses AI for process improvement — including smarter risk assessment and pricing - Freedom to experiment, code, and bring your ideas to life - Opportunity to shape AI adoption and implementation in a growing organization - Blend of creativity, deep technical work, and real business results in a supportive, fast-moving team Compensation - Competitive base salary + benefits Benefits and Perks - Medical, dental, vision, life insurance and 401k - Paid vacation, sick and holidays - Remote work/ telework - Hire State: Utah

Company Overview The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneur and family-owned companies. We are looking for the right individual to join our team, who is ready to learn and use their skills and experience to add value to our ever-growing company. Job Summary Our Data Entry Representative is processing and analyzing daily incoming submissions from our external customers. The clerk is responsible for accurately and efficiently inputting all information provided on the documents into our internal servers, and pulling various reports related to the submissions. Responsibilities and Duties - Ensure all required documents are submitted - Create entries in our internal systems accurately inputting business and owner information - Pull and review commercial and consumer credit reports - Process 60+ submissions a day - Communicate effectively throughout the analysis review - Provide high quality customer service to internal and external clients - Occasionally perform other duties as assigned by management Skills and Competencies - Highly detail-oriented and comfortable dealing with numbers - Excellent organizational skills and ability to prioritize workload in order to meet tight deadlines in a fast-paced and dynamic work environment - Strong verbal and written communication skills - Resourceful – willing to take on other assignments as needed to support the team Qualifications - 1 - 3 years of previous financial services underwriting or processing experience is preferred Compensation - $16 - $18/hour, based on experience Benefits and Perks - Medical, dental, vision, life insurance and 401k - Paid vacation, sick and holidays - Remote work/ telework - Hire State: Utah

Company Overview The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneurial and family-owned companies. We are looking for an individual with grit, integrity, and a growth mindset to join our team. This individual should be motivated to learn and use their skills and experience to add value to our ever-growing company. Job Overview The Junior Sales Representative is responsible for driving business growth by identifying and pursuing new opportunities, building client relationships, and implementing strategies to increase revenue and market share. Responsibilities and Duties: - Responsible for all general duties and operations of our business development division and the day-to-day management of our clients - Responsible for all communication with all internal staff along with any representatives from merchants and directing communications - Responsible for understanding the company guidelines for advancing funds to merchants, along with management of all metrics and making determinations as to qualifications of merchants, along with the communication to our merchants - Performs all duties with respect to the management of the Company’s clients - Responsible to advise and/or consult all our clients on guidelines, SOPs, processes and eligibility - Responsible to negotiate, analyze and produce revised offers for final review - Responsible for using independent judgment in analyzing all offers and determining terms of such offers Responsible for using independent judgement in the onboarding/restricting (hiring/firing clients) of any brokers assigned to them. - Responsible for building out and creating SOPs and systems, including decision-making as to CRM capabilities/requirements and SOPs and policies for the same - Responsible for any other duties as assigned Qualifications: - Education: A bachelor's degree in business, marketing, or a related field is often preferred. - Experience with Cold Calling/Outbound Outreach: Familiarity with cold calling or other outbound outreach methods is a plus. - Communication Skills: Excellent verbal and written communication abilities are crucial for engaging with potential customers and effectively conveying information. - Interpersonal Skills: Building rapport and establishing trust with prospects is essential for successful lead acquisition. - Time Management and Organization: Effectively managing your time and prioritizing tasks to meet deadlines and achieve goals is vital in a fast-paced sales environment. - Resilience and Persistence: Maintaining a positive attitude and overcoming objections are important for success in lead generation. - Technology Proficiency: Comfort with CRM software (e.g., Salesforce, etc.), sales engagement tools, and online research platforms is a must. - Sales Acumen: A solid understanding of the sales process, including lead qualification, and prospecting, is essential. - Data Analysis: Ability to analyze data to identify trends, patterns, and insights that can inform lead generation strategies. - Problem-Solving: Finding creative solutions to overcome obstacles in the lead generation process. - Adaptability: Being flexible and willing to adjust strategies in response to changing market conditions. Compensation Compensation between 60-80k/year Benefits and Perks - Competitive medical, dental, vision and life insurance - 401K - Vacation, sick, bereavement and holiday pay. - Remote position

Company Overview The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneurial and family-owned companies. We are looking for an individual with grit, integrity, and a growth mindset to join our team. This individual should be motivated to learn and use their skills and experience to add value to our ever-growing company. Job Overview The Junior Sales Representative is responsible for driving business growth by identifying and pursuing new opportunities, building client relationships, and implementing strategies to increase revenue and market share. Responsibilities and Duties: - Responsible for all general duties and operations of our business development division and the day-to-day management of our clients - Responsible for all communication with all internal staff along with any representatives from merchants and directing communications - Responsible for understanding the company guidelines for advancing funds to merchants, along with management of all metrics and making determinations as to qualifications of merchants, along with the communication to our merchants - Performs all duties with respect to the management of the Company’s clients - Responsible to advise and/or consult all our clients on guidelines, SOPs, processes and eligibility - Responsible to negotiate, analyze and produce revised offers for final review - Responsible for using independent judgment in analyzing all offers and determining terms of such offers Responsible for using independent judgement in the onboarding/restricting (hiring/firing clients) of any brokers assigned to them. - Responsible for building out and creating SOPs and systems, including decision-making as to CRM capabilities/requirements and SOPs and policies for the same - Responsible for any other duties as assigned Qualifications: - Education: A bachelor's degree in business, marketing, or a related field is often preferred. - Experience with Cold Calling/Outbound Outreach: Familiarity with cold calling or other outbound outreach methods is a plus. - Communication Skills: Excellent verbal and written communication abilities are crucial for engaging with potential customers and effectively conveying information. - Interpersonal Skills: Building rapport and establishing trust with prospects is essential for successful lead acquisition. - Time Management and Organization: Effectively managing your time and prioritizing tasks to meet deadlines and achieve goals is vital in a fast-paced sales environment. - Resilience and Persistence: Maintaining a positive attitude and overcoming objections are important for success in lead generation. - Technology Proficiency: Comfort with CRM software (e.g., Salesforce, etc.), sales engagement tools, and online research platforms is a must. - Sales Acumen: A solid understanding of the sales process, including lead qualification, and prospecting, is essential. - Data Analysis: Ability to analyze data to identify trends, patterns, and insights that can inform lead generation strategies. - Problem-Solving: Finding creative solutions to overcome obstacles in the lead generation process. - Adaptability: Being flexible and willing to adjust strategies in response to changing market conditions. Compensation Compensation between 60-80k/year Benefits and Perks - Competitive medical, dental, vision and life insurance - 401K - Vacation, sick, bereavement and holiday pay. - Remote work _________________________________________________________________________________________ NOTICE FOR CALIFORNIA RESIDENTS Effective January 1, 2020, pursuant to the California Consumer Privacy Act of 2018 (as amended, the “CCPA”), if you are a California resident, you may have certain additional rights. Please visit https://thefundworks.com/california-residents-privacy-policy/ for a description of those rights and how California residents may exercise them.

Company Overview The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneurial and family-owned companies. We are looking for an individual with grit, integrity, and a growth mindset to join our team. This individual should be motivated to learn and use their skills and experience to add value to our ever-growing company. Job Overview The Junior Sales Representative is responsible for driving business growth by identifying and pursuing new opportunities, building client relationships, and implementing strategies to increase revenue and market share. Responsibilities and Duties: - Responsible for all general duties and operations of our business development division and the day-to-day management of our clients - Responsible for all communication with all internal staff along with any representatives from merchants and directing communications - Responsible for understanding the company guidelines for advancing funds to merchants, along with management of all metrics and making determinations as to qualifications of merchants, along with the communication to our merchants - Performs all duties with respect to the management of the Company’s clients - Responsible to advise and/or consult all our clients on guidelines, SOPs, processes and eligibility - Responsible to negotiate, analyze and produce revised offers for final review - Responsible for using independent judgment in analyzing all offers and determining terms of such offers Responsible for using independent judgement in the onboarding/restricting (hiring/firing clients) of any brokers assigned to them. - Responsible for building out and creating SOPs and systems, including decision-making as to CRM capabilities/requirements and SOPs and policies for the same - Responsible for any other duties as assigned Qualifications: - Education: A bachelor's degree in business, marketing, or a related field is often preferred. - Experience with Cold Calling/Outbound Outreach: Familiarity with cold calling or other outbound outreach methods is a plus. - Communication Skills: Excellent verbal and written communication abilities are crucial for engaging with potential customers and effectively conveying information. - Interpersonal Skills: Building rapport and establishing trust with prospects is essential for successful lead acquisition. - Time Management and Organization: Effectively managing your time and prioritizing tasks to meet deadlines and achieve goals is vital in a fast-paced sales environment. - Resilience and Persistence: Maintaining a positive attitude and overcoming objections are important for success in lead generation. - Technology Proficiency: Comfort with CRM software (e.g., Salesforce, etc.), sales engagement tools, and online research platforms is a must. - Sales Acumen: A solid understanding of the sales process, including lead qualification, and prospecting, is essential. - Data Analysis: Ability to analyze data to identify trends, patterns, and insights that can inform lead generation strategies. - Problem-Solving: Finding creative solutions to overcome obstacles in the lead generation process. - Adaptability: Being flexible and willing to adjust strategies in response to changing market conditions. Compensation Compensation between 60-80k/year Benefits and Perks - Competitive medical, dental, vision and life insurance - 401K - Vacation, sick, bereavement and holiday pay. - Remote position