Joe Panzarella Email & Phone Number

Long Beach, Ny, Us

New York, United States

As a Senior Account Manager at TrustFi, I manage diverse client portfolios, ensuring high levels of satisfaction through tailored strategies and exceptional service. I serve as the main point of contact for key clients, fostering strong relationships and providing personalized solutions. My role involves developing a robust sales pipeline, accurately forecasting, and identifying growth opportunities to drive business performance.Key Accomplishments:- Financial Solutions: Secured a $2.5M loan for a client by facilitating their Employee Retention Tax Credit (ERTC) through the IRS and establishing strong financing relationships with a key financial institution.- Revenue Growth: Increased closing ratios by 15% and drove a 25% quarter-over-quarter revenue growth by implementing two-step borrower-lender matching funnel system, consistently meeting quarterly objectives.

As a Senior Account Manager at Empower Group Partners, I led a dynamic sales team to consistently exceed targets, while training and mentoring new team members to ensure continuous performance improvement. I strengthened the company’s market position by analyzing competition and implementing strategic initiatives, and optimized customer satisfaction through thorough market research on loan products.Key Accomplishments:- Sales Growth: Increased new sales closing ratios by 35% by negotiating favorable exclusivity agreements with multiple lenders, securing better terms for clients.- Client Retention: Maintained an 80% client retention rate during the COVID-19 pandemic, despite significant industry disruptions and the widespread shutdown of financial institutions nationwide.

As a Senior Sales Executive at Merchant Advance Express, I developed strategies to enhance the company’s market position and delivered personalized solutions to boost client satisfaction. My role involved acquiring new clients, building strong relationships with existing ones, and conducting thorough market research to stay ahead of industry trends.Key Accomplishments:- Revenue Growth: Achieved 50% quarter-over-quarter business growth by developing and implementing a strategic sales plan.- Training and Development: Enhanced the performance of entry-level sales representatives through the creation and execution of a comprehensive sales training program, driving overall team success.