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VP, Sales and Customer Relationship Management

Fundation Group LLC

This is a Full-time position in New York, NY posted June 8, 2021.

VP Sales/ Customer Relationship Management

Fundation Group LLC – New York, NY

Position Overview:

Leading nationwide direct online lending company headquartered in New York City that provides small business commercial loans to businesses nationwide, using credit and business process automation, seeks a VP, Customer Relationship Management to join its direct sales team.
As a member of the sales department, the VP, Customer Relationship Management will be responsible for selling Fundation loan products from customers through the web and telephone, with leads provided through a robust marketing and business development program.

Duties and Responsibilities:
Effectively transition inbound inquiries to funded loans.

Communicate to prospects generated from CRM/Marketing Automation Tools and transition inquiries to funded loans.

Connect emotionally to prospects while facilitating a Fundation loan that addresses their capital concerns.

Provide world-class customer service – treating every prospect with dignity and respect.

Work collaboratively with other members of the team, including marketing, business development, underwriting, etc.

Bachelor’s degree required.

At least 5 years of work experience Financial services industry experience is preferred but it is not required.

Excellent verbal and written communication skills.

Experience with Microsoft Office programs, as well as CRM tools such as

Excellent organizational abilities, as well as ability to work well with both internal clients and external clients alike.


Attractive compensation program, including base, bonus, full benefits package.


The VP, Customer Relationship Management will be located at the company’s headquarters office in New York City.