Account Manager

Riverhead Financial Partners; Melville, Northern (NY, KY); Hybrid; USD 531,000 - 719,000; Full time

Job summary

Riverhead Financial Partners in Melville, NY is seeking an Account Manager to lead a team of Junior Sales Advisors while continuing to originate and close transactions personally. You will coach, develop, and manage a relationship-driven team that stays engaged with clients after funding and identifies future financing needs.

The role emphasizes leadership, performance, and relationship management within a commission-driven, high-growth environment.

Qualifications

• Proven track record in sales leadership or account management.
• Experience coaching and developing sales professionals.
• Ability to build and maintain client relationships across portfolios.

Responsibilities

• Lead and manage a team of Junior Sales Advisors.
• Train new advisors on Riverhead’s products, processes, technology, and sales methodology.
• Provide ongoing coaching, mentorship, and performance feedback.
• Monitor pipelines, activity, conversion, and production for individuals and the team.
• Conduct pipeline reviews and identify opportunities requiring support.
• Originate, structure, and close your own commercial financing transactions.
• Maintain and grow your own portfolio of client relationships.
• Collaborate with leadership, operations, and financing partners to move transactions through funding.

Skills

Strong sales leadership

Team management

Coaching and mentoring

Relationship-building

Negotiation

CRM experience

Financing knowledge

Tools

CRM software

Job description

## About the RoleRiverhead Financial Partners is seeking experienced, high-performing sales professionals to join our team as **Account Managers**.The Account Manager is a **producing leadership role** responsible for managing, training, and developing a team of Junior Sales Advisors while continuing to originate and close transactions independently.As an Account Manager, you’ll oversee your team’s day-to-day sales performance, provide hands-on coaching, assist with deal strategy and execution, and ensure your advisors build and maintain strong relationships with their existing client accounts.This role extends beyond closing transactions. Account Managers are responsible for developing a **relationship-driven team** that stays engaged with clients after funding, identifies future financing needs, and builds a portfolio of long-term relationships that generates repeat business.Account Managers earn commission on **both their personally funded transactions and qualifying transactions funded by the Junior Sales Advisors on their team**, creating an opportunity to build income through both individual production and team performance.## What You’ll Do* Lead and manage a team of Junior Sales Advisors* Train new advisors on Riverhead’s products, processes, technology, and sales methodology* Provide ongoing coaching, mentorship, and performance feedback* Monitor individual and team pipelines, activity, conversion, and production* Conduct regular pipeline reviews and identify opportunities requiring additional attention* Help Junior Sales Advisors evaluate opportunities and structure appropriate financing solutions* Assist team members with complex transactions, negotiations, objections, and closing strategies* Establish performance expectations and hold team members accountable to their goals* **Ensure Junior Sales Advisors maintain and strengthen relationships with existing client accounts after funding*** **Oversee client retention efforts across your team and ensure advisors remain engaged with their portfolio of existing accounts*** **Coach advisors on identifying repeat financing opportunities and developing long-term client relationships*** **Monitor existing accounts to help ensure clients receive consistent communication, service, and follow-up*** Originate, structure, and close your own commercial financing transactions* Maintain and grow your own portfolio of client relationships* Collaborate with leadership, operations, and financing partners to move transactions efficiently through the funding process* Help develop sales strategies, processes, scripts, and best practices* Foster a competitive, collaborative, and professional team environment## What We’re Looking ForAccount Managers are expected to demonstrate both **strong individual production and the ability to lead and develop others**.Successful candidates typically demonstrate:* Proven success in sales, business development, commercial finance, or another performance-driven environment* Strong leadership and team management capabilities* The ability to coach, motivate, and develop sales professionals* Excellent verbal and written communication skills* Confidence working directly with business owners and decision-makers* Strong negotiation and closing abilities* The ability to evaluate opportunities and think strategically about deal structure* Strong pipeline and account management skills* An understanding of the importance of client retention and long-term relationship development* Comfort using CRM systems, sales technology, and performance data* A high level of accountability and personal ownership* The ability to lead by example through personal production* A competitive mindset balanced by a team-first approachExperience in commercial finance, business lending, revenue-based financing, or financial services is strongly preferred.## Leadership ResponsibilitiesAs an Account Manager, your success is measured by **individual production, team performance, and the strength of the client relationships your team develops and retains**.You’ll be expected to:* Set the standard for professionalism, work ethic, and execution* Develop Junior Sales Advisors into confident and knowledgeable finance professionals* Maintain visibility into each advisor’s pipeline, active opportunities, and existing client accounts* Identify strengths, weaknesses, and coaching opportunities across your team* Provide hands-on assistance when transactions require additional experience or strategy* Hold advisors accountable to activity, pipeline, production, and client relationship expectations* **Ensure advisors consistently follow up with existing clients and maintain relationships beyond the initial transaction*** **Promote a relationship-driven sales approach focused on client retention, repeat business, and long-term account value*** **Help advisors identify when existing clients may benefit from additional financing solutions*** **Ensure clients receive a consistent standard of service throughout their relationship with Riverhead*** Help team members improve their communication, sales, negotiation, and closing skills* Build a team capable of consistently generating, closing, and retaining high-quality business* Contribute to the continued growth and development of Riverhead’s sales organization## Why Riverhead**Qualified Opportunities**Our sales organization is supported by opportunities from business owners actively seeking capital, allowing advisors to focus on consulting, structuring, relationship management, and closing.**Extensive Capital Network**Riverhead maintains relationships with **100+ funding partners**, providing access to a broad range of financing programs and giving our team the ability to evaluate multiple solutions for each client.**Technology-Driven Platform**Our proprietary technology and workflow systems streamline lender matching, pipeline management, communication, account management, and transaction processing, giving Account Managers visibility into both their personal pipeline and the performance of their team.**Build and Develop Your Team**Account Managers have the opportunity to develop a team of Junior Sales Advisors while remaining active producers themselves.Your role is not simply to manage production. You’ll help your advisors develop the skills, discipline, and relationship-management practices necessary to build valuable long-term books of business.As the capabilities, client relationships, and production of your team grow, so does your opportunity for increased responsibility and compensation.**Performance-Based Growth**We believe responsibility and opportunity should follow performance. Account Managers who consistently produce strong results, retain client relationships, and develop successful teams may have opportunities to take on broader leadership responsibilities within the organization.## CompensationThis is a **performance-based, commission-driven leadership position with uncapped earning potential**.Account Managers participate in a compensation structure designed to reward both **individual production and team performance**.* Commission on personally funded transactions* Additional commission on qualifying transactions funded by Junior Sales Advisors on your team* **Uncapped earning potential*** Daily, weekly, and monthly performance incentives* Additional compensation opportunities based on individual and team production* Long-term advancement opportunities for top-performing managersThe Account Manager compensation structure provides the opportunity to build income through both **your own book of business and the production of the team you manage and develop**.Compensation is directly tied to performance, and earnings are not guaranteed.## Our Core Values* **Client-First Mindset** — We succeed by helping business owners access the capital they need to move forward.* **Relentless Accountability** — We take ownership of our responsibilities, decisions, and results.* **Speed With Precision** — We move quickly without sacrificing accuracy or professionalism.* **Team Over Ego** — We believe the strongest outcomes come from collaboration.* **Continuous Growth** — We constantly improve our knowledge, processes, technology, and performance.* **Integrity Always** — We conduct business honestly, responsibly, and with respect for our clients and partners.* **Entrepreneurial Spirit** — We encourage initiative, resourcefulness, and an ownership mentality.## Schedule & Location* **Employment:** Full-Time* **Schedule:** Monday–Friday* **Work Environment:** In Office* **Location:** 58 S Service Rd, Melville, NY 11747* Candidates must be able to commute reliably to our Melville office## Lead From the FrontAt Riverhead Financial Partners, management is built on performance, leadership, and relationships.Account Managers are expected to **lead from the front** — producing their own business while helping the advisors they manage become stronger, more knowledgeable, and more successful.Closing a transaction is only the beginning of a client relationship. Account Managers are responsible for building teams that remain engaged with their clients, understand their evolving capital needs, and become trusted resources as those businesses continue to grow.This role is designed for experienced sales professionals who want to move beyond individual production and build something larger: **a high-performing team, a valuable portfolio of long-term client relationships, and a long-term career within Riverhead Financial Partners.**If you know how to produce, know how to develop people, and understand the value of building relationships that extend beyond a single transaction, we’d like to hear from you.**Apply to Join Riverhead Financial Partners**## Compensation rangeThis is a commission-based role. The range shown is total annual compensation (on-target earnings) for this role — **$250,000 – $1,000,000 / year** — not a fixed base salary; actual earnings vary with performance and are uncapped.Riverhead Financial Partners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.