Joe Habib

Joe Habib

Service Assistant

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location of Joe HabibGreater Boston

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  • Timeline

  • About me

    Revenue Tech Stack Manager at Firstup

  • Education

    • University of Massachusetts Dartmouth

      -
      Accounting
    • Blue Hills Regional Technical School

      2008 - 2012
      Engneering ENGINEERING

      Activities and Societies: Boy Scouts of America

  • Experience

    • Texas Roadhouse

      Jan 2011 - Jan 2014
      Service Assistant
    • A. S. Thomas, Inc.

      Jan 2011 - Jan 2012
      Student Internship

      3D Modeling: Utilizing modeling programs such as Autodesk Inventor, AutoCAD, and Revit Architectural DesignProblem Solving: Resolving problems quickly and effectively in any range of areas from shipping and receiving to manufacturer issues to modeling problemsBusiness Communications: Interacting in business relationships with different software makers, manufacturing companies, and shipping and receivingAssembly and Hardware Testing: Taking components of products and assembling them together. Also stress testing them and rating them for customersSoftware Testing and Teaching: Evaluating multitude of software packages and recommending ones for the company to endorse and teaching the chosen programs Show less

    • Eastern Mountain Sports

      Jan 2014 - Jan 2016
      Store Guide

      Product Knowledge: Learning product details to give customers insight to what product is right for their needsSales: Sales representative for Eastern Mountain Sports utilizing marketing and sales techniquesCustomer Service: Speaking with customers who have problems and resolve them in a professional manner

    • GTxcel

      Jan 2015 - Jan 2016
      Sales, Marketing, & Finance Operations Intern

      Salesforce: Inputting & updating data, running reports, and merging listsSaaS Financial Metrics Tracking: Taking sales report data from accounting and finance to track company progress, find trends, and analyze to improve performanceLead Generation: Evaluating lists to find potential customers for the sales department

    • QuotaFactory

      Jan 2016 - Jan 2016
      SDR
    • Fiksu DSP

      Aug 2016 - Aug 2017

      Served as main knowledge and research support for all sales team needs & as a multi disciplinary support to aid in VP and C-level visibility into pipeline, revenue, and profits.Tasked with improving the sales process from inbound lead to IO signed-Help sales reps achieve top of funnel outreach metrics resulting in an increase of opportunities by 200%-Reduced team outreach overlap by 90%-Qualify and distribute all inbound leads to decrease passing of unqualified leads by 80%Onboard and educate sales teams on new products ranging from entirely new CRMs to prospecting tools-Onboard new revenue team members from business development reps through VP of Sales-Plan and execute team trainings with appropriate internal or external personnel to review processesCreate reports, track, and forecast deals and activity-Managed & reviewed pipelines for up to 23 salespeople spread over 4 teams from around the world -Leverage Excel, Hubspot, Salesforce, and Tableau to create reports for management and team members tracking revenue, profits, team activity, and forecasted deals-Creating detailed processes and records to help define a better view into future earnings or potential issues-Work closely with marketing and client development team as a bridge to sales Show less

      • Sales Operations & Enablement Manager

        Feb 2017 - Aug 2017
      • Sales Operations & Enablement Associate

        Aug 2016 - Feb 2017
    • Nanigans

      Aug 2017 - Sept 2018
      Salesforce Administrator & Sales Operations Manager

      -Managed & administrated CRM of ~100 users-Transitioned org from Salesforce Classic to Lightning Experience-Consolidated redundant/duplicate fields by 50% to clean up page layouts and improve UI-Transitioned teams from siloed excel spreadsheets to collaborative CRM usage-Managed revamp of internal & external knowledge base/community pages to to improve efficiency-Worked & traveled internationally to help teams better understand processes and improve trust in the platform-Installed processes for forecasting sales in CRM vs outside documents for full view of progress to goal-Built reports and dashboards to be used in executive meetings and to track personal goal attainment-Calculated compensation for sales teams Show less

    • PatientPing

      Sept 2018 - Nov 2021

      Managed Revenue Operations in support of the marketing, sales, finance, & professional service team’s end-to-end customer lifecycle management from lead routing through post-sale performance tracking.Developed data models to solve complex business problems in support of scaling the revenue organization-Designed scalable infrastructure to model, implement, and maintain territories for sales teams-Provided actionable insights for the sales team to highlight the ideal customer profile shown through mediums such as Salesforce reports, dashboards, and page layouts-Reorganized Salesforce data to support a more cohesive usability through custom data relationships, rollups, & summaries-Installed forward looking automation to flag upcoming deals that materially impact territories and model out required additional headcount to maintain efficiency during growthTransformed the company’s Salesforce instance from a basic data input tool into a data insights engine-Transitioned from Salesforce Classic to Lightning-Ingested data silos of excel documents into reportable data while building scalable process around the forward looking data input-Developed reporting dashboard from the ground up using standard Salesforce functionality & custom object relationships-Provided key activity, pipeline, attainment, & forecasting metrics within Salesforce-Customized Salesforce’s UI for specific roles to highlight the data that was most important to users for teams like BDRs, Sales Reps, Managers, Rev Ops, Marketing, & Finance-Implemented tools for mapping, custom relationship management, data syncing, Slack alerts, call recording, & activity logging Show less

      • Revenue Operations Manager

        Feb 2021 - Nov 2021
      • Sr. Growth Operations Lead

        Sept 2018 - Feb 2021
    • Firstup

      Nov 2021 - now
      • Revenue Tech Stack Manager

        Mar 2023 - now
      • Revenue Tech Stack Lead

        Nov 2021 - Mar 2023
  • Licenses & Certifications

    • Salesforce Certified Administrator (SCA)

      Salesforce