John R. Casamassina

⦁ Generated over $125M in financing approvals across SMB and mid-market clients by nurturing partner ecosystems and managing full client lifecycles.
⦁ Build, enable, and expand referral/partner channels (e.g., CPAs, brokers, ISOs, SaaS platforms), co-create campaigns and lead-sharing processes to drive qualified volume.
⦁ Own client relationship from initial consult through funding: needs analysis, product fit across lending options, documentation, and coordinated handoffs.
⦁ Maintain rigorous pipeline hygiene and forecasting; collaborate cross-functionally with underwriting, operations, and marketing to accelerate deal velocity.

• Successfully managed a defined geographic territory, targeting clients and prospects with 1-49 employees.
• Identified and signed new clients for payroll, tax, human resources, and benefits solutions.
• Relationship Building: Cultivated strong relationships with clients and business partners, setting appointments and gathering leads to drive business growth.
• Sales Strategy Implementation: Developed and executed sales strategies to meet and exceed sales goals. Presented ADP solutions tailored to client needs.
• Participated in ADP’s industry-leading sales training programs, enhancing skills in sales technology and client management.

• Sell athletic apparel and accessories in a fast-paced retail environment throughout the country.
• Responsible for transportation of merchandise, managing inventory, and organizing the sales site in a timely manner.

• Collected and processed payments from over 100 clients utilizing skills in project management, organization, and communication.
• Tracked payments and ran reports that documented profits and losses for the organization.
• Processed vendor invoices and maintained up-to-date systems.

• Oversaw input, comparison and settlement processes of trades, cash, futures, and derivatives.
• Monitored a variety of markets utilizing Bloomberg software.
• Supported trading areas by creating general ledgers and assisting with end of day close out.

• Supervised collections for delinquent client accounts.
• Negotiated payment plans and settlements with clients.
• Managed accounts for numerous third-party sellers.