Demo

Account Manager / Team Leader – Business Financing

First Class Business Group Inc
Woodbury, NY Full Time
POSTED ON 10/25/2026
AVAILABLE BEFORE 12/24/2026

Account Manager / Team Leader – Business Financing

HOT LEADS DAILY DIALER SYSTEM CRM INBOUND MARKETING UNCAPPED COMMISSIONS

First Class Business Group is seeking motivated Account Managers and Team Leaders to join our growing financial sales organization.

This is a full-time, in-office sales position for competitive, motivated individuals who want to build a book of business, develop long-term client relationships, and grow within a rapidly expanding company.

Compensation

Weekly Commission Potential: $500 – $4,000

First-Year Earning Potential: $150,000

Base salary opportunities may be available depending on experience and position.

We offer a transparent, aggressive commission structure with uncapped earning potential, along with daily and weekly performance bonuses.

Why First Class Business Group?

At First Class Business Group, we pride ourselves on our ability to tailor financing solutions around the needs of each individual business.

We work with businesses across a wide variety of industries throughout the United States and have access to an extensive network of banks, lenders, and capital providers.

Our goal is simple: put our clients in the strongest financial position possible and build relationships that continue quarter after quarter and year after year.

Our financing products include:

  • Business Lines of Credit
  • Working Capital
  • Term Loans
  • Equipment Financing
  • Real Estate & Bridge Financing
  • Customized commercial financing solutions

We provide our sales team with the leads, technology, lender relationships, marketing infrastructure, and support necessary to succeed.

We Provide the Tools

Our Account Managers are equipped with a full technology and sales stack, including:

  • HOT leads delivered daily
  • Convoso Dialer System
  • Zoho CRM
  • Zoho sales and communication tools
  • DocuSign
  • Adobe Acrobat
  • Microsoft Outlook / Microsoft 365
  • Business texting and SMS tools
  • Inbound marketing leads
  • Automated lead management and follow-up systems
  • Dedicated underwriting and management support
  • Extensive lender and financing network

This allows our sales representatives to focus on what matters most: connecting with business owners, building relationships, and closing deals.

Account Manager Responsibilities

  • Connect with new business owners and prospective clients
  • Generate new business by consistently working company-provided leads
  • Qualify merchants and understand their financing needs
  • Manage an active pipeline of qualified opportunities in Zoho CRM
  • Utilize Convoso, Zoho, DocuSign, Adobe, Outlook, texting, and other sales tools throughout the financing process
  • Maintain consistent phone, email, and text communication with clients
  • Collect applications, bank statements, and required financial documents
  • Work alongside underwriting and management to structure financing opportunities
  • Present financing options to new and existing clients
  • Follow up aggressively and professionally throughout the sales cycle
  • Develop long-term relationships that generate renewals and repeat business
  • Report daily, weekly, and monthly progress to management
  • Meet and exceed individual production goals

Team Leader Responsibilities

Our Team Leaders are expected to lead from the front while managing and developing their Account Managers.

Responsibilities include:

  • Manage and oversee Account Managers throughout the daily sales cycle
  • Monitor lead activity, follow-up, pipelines, and production
  • Help Account Managers structure and advance active opportunities
  • Present and close financing offers with new and existing clients
  • Assist representatives with objection handling and closing strategies
  • Conduct individual and team sales training
  • Monitor activity through Zoho CRM and Convoso
  • Establish daily, weekly, and monthly production targets
  • Hold team members accountable for activity and performance
  • Motivate and develop Account Managers
  • Work closely with senior management and underwriting
  • Maintain personal production while helping drive overall team revenue

What We're Looking For

We are looking for individuals who are:

  • Highly motivated and financially driven
  • Competitive and goal-oriented
  • Confident speaking with business owners over the phone
  • Strong communicators and relationship builders
  • Comfortable making a high volume of outbound calls
  • Consistent and persistent with follow-up
  • Organized and capable of managing multiple active opportunities
  • Comfortable working within a CRM and modern sales technology
  • Coachable and eager to improve
  • Able to thrive in a fast-paced, performance-driven environment
  • Interested in building a long-term career in financial sales

For Team Leader candidates, previous closing, management, or business financing experience is strongly preferred.

Experience

  • Sales experience: 1 year required
  • Business Funding / MCA / Commercial Finance experience preferred
  • B2B sales experience preferred
  • Phone sales or high-volume sales experience is a plus
  • Closing experience strongly preferred for Team Leader applicants
  • Bachelor's degree preferred, but not required

What We Offer

  • $500 – $4,000 weekly commission potential
  • Base salary opportunities depending on experience
  • Uncapped commission structure
  • Daily and weekly bonuses
  • Hot company-provided leads
  • Inbound marketing opportunities
  • Convoso Dialer System
  • Zoho CRM and sales technology
  • Dedicated underwriting support
  • Extensive lender network
  • In-house real estate financing
  • Paid training and ongoing sales development
  • Opportunity to build your own book of clients
  • Renewal and repeat business opportunities
  • Opportunity to advance into Team Leader and senior management positions
  • Energetic, competitive, entrepreneurial work environment

Schedule

Full-Time

Monday through Friday

Work Location: In Person

Join First Class Business Group

This is an opportunity for someone who wants more than just another sales job.

You will have access to daily leads, a complete sales technology stack, multiple financing products, strong lender relationships, experienced underwriting support, and uncapped earning potential.

We are continuing to expand and are looking for motivated sales professionals who want to grow with us.

If you're hungry, competitive, confident on the phone, and ready to build a serious book of business, apply today to join First Class Business Group.

Pay: $500.00 - $3,000.00 per week

Experience:

  • Sales: 1 year (Required)

Ability to Commute:

  • Woodbury, NY 11797 (Required)

Work Location: In person

Salary : $150,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Account Manager / Team Leader – Business Financing?

Sign up to receive alerts about other jobs on the Account Manager / Team Leader – Business Financing career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$60,382 - $85,313
Income Estimation: 
$109,535 - $156,850
Income Estimation: 
$78,252 - $113,319
Income Estimation: 
$71,143 - $86,536
Income Estimation: 
$73,461 - $153,404
Income Estimation: 
$130,351 - $192,268
Income Estimation: 
$168,526 - $245,699
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Account Manager / Team Leader – Business Financing jobs in the Woodbury, NY area that may be a better fit.

  • Big Think Capital Melville, NY
  • Account Executive – Business Financing Melville, NY | Full-Time | Base Salary Uncapped Commission Warm Inbound Opportunities | Six-Figure Earning Expectati... more
  • 14 Days Ago

  • Toshiba Business Melville, NY
  • If you enjoy building relationships, developing new businesses, and creating opportunities for your customers and yourself, Toshiba offers the tools, suppo... more
  • 28 Days Ago

AI Assistant is available now!

Feel free to start your new journey!