Jim Roberts

Managing Partner
Philadelphia, Pennsylvania, United States

Professional Overview

Jim Roberts is an experienced financial services professional with a strong track record of driving growth and optimizing operational efficiency. As the Managing Partner at Coast 2 Coast Payroll & Payments, he leverages his deep industry expertise to guide the strategic direction of the firm and deliver tailored solutions that unlock value for clients.

Experience Summary

Current Role

As the Managing Partner at Coast 2 Coast Payroll & Payments, Jim is responsible for overseeing all aspects of the firm's operations, including business development, client management, and financial performance. Under his leadership, the company has experienced consistent year-over-year revenue growth and expanded its client base across the Mid-Atlantic region. Jim's keen analytical skills and ability to identify and capitalize on market opportunities have been instrumental in driving the firm's success.

Career Progression

Prior to his current role, Jim held several leadership positions within the financial services industry. As the Sales Director at Simpay, he spearheaded the company's expansion into new markets, resulting in a 25% increase in revenue over a two-year period. Before that, he served as the Territory Manager and Senior Product Advisor at Heartland Payment Systems, where he consistently exceeded sales quotas and earned recognition as a top performer. Earlier in his career, Jim held the role of Director of Implementation at Streamline Payroll, LLC, where he oversaw the successful implementation of payroll solutions for numerous clients.

Academic Background

Jim holds a Bachelor of Science degree in Business Administration from the University of Pennsylvania, where he graduated with honors.

Areas of Expertise

• Payroll and payment processing

• Business development and client relations

• Financial analysis and operational optimization

• Strategic planning and decision-making

• Team leadership and talent management

Professional Impact

Throughout his career, Jim has demonstrated a strong commitment to driving innovation and continuous improvement within the financial services industry. He has served as a guest speaker at industry conferences, sharing his insights on emerging trends and best practices. Additionally, Jim has been actively involved in professional organizations, such as the Pennsylvania Payroll Association, where he has contributed to the development of industry standards and initiatives.

Conclusion

With over a decade of experience in the financial services sector, Jim Roberts has established himself as a respected and influential leader in the industry. As the Managing Partner at Coast 2 Coast Payroll & Payments, he is poised to continue driving the firm's growth and expansion, while delivering exceptional value to clients through his strategic vision and operational expertise.