Joe Geras

Associate Director - Foreign Language and Legal Services at Morningside
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Languages
  • Spanish -

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Dorothy Etra Katz

Joe is one of the most dedicated, focused, and talented people I have had the opportunity to work with. He is passionate about his work, detail-oriented and forward thinking. When faced with a difficult project, Joe makes sure to analyze and thoroughly understand all of the requirements -- the result is a flawless execution each and every time. At Morningside, we are faced with tight client deadlines, but Joe makes sure the clients' needs take priority. I appreciate the opportunity to work with Joe and all the effort he puts in to make our work as a team a success.

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Credentials

  • Life & Health License
    New York State
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

    • United States
    • Translation and Localization
    • 1 - 100 Employee
    • Associate Director - Foreign Language and Legal Services
      • Jun 2022 - Present

      • Responsible for developing, maintaining, and expanding new business opportunities through full sales life cycle including phone calls, in person meetings, client platform demonstrations • Research industry trends, client competitors, and marketing opportunities to identify growing streams of business. • Collaborate with product leads to develop and test technical advancements for client platform • Attend industry trade shows and networking events throughout the U.S. • Responsible for developing, maintaining, and expanding new business opportunities through full sales life cycle including phone calls, in person meetings, client platform demonstrations • Research industry trends, client competitors, and marketing opportunities to identify growing streams of business. • Collaborate with product leads to develop and test technical advancements for client platform • Attend industry trade shows and networking events throughout the U.S.

    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Manager of Sales Development
      • Jan 2022 - Jun 2022

      • Responsible for developing, maintaining, and expanding SDR team and development material• Research industry trends, client competitors, and marketing opportunities to assist team and provide direction for ICPs

    • National Account Executive
      • Nov 2021 - Jun 2022

      Responsible for developing, maintaining, and expanding new business opportunities through full sales life cycle including phone calls, in person meetings,Percentage to Quota:2021 Q4: 100%2022 Q1: 331%2022 Q2: 227%

    • United States
    • Translation and Localization
    • 1 - 100 Employee
    • Account Executive - Patents
      • Nov 2018 - Nov 2021

      • Responsible for developing, maintaining, and expanding new business opportunities through full sales life cycle including phone calls, in person meetings, client platform demonstrations• Research industry trends, client competitors, and marketing opportunities to identify growing streams of business.• Collaborate with product leads to develop and test technical advancements for client platform• Attend industry trade shows and networking events throughout the U.S.

    • Client Solutions Manager
      • Feb 2018 - Oct 2018

      • Works within the Professional Service Group, writing estimates and entering orders• Analyzes new requests and determines project parameters• Validates project requirement against Morningside’s service offering• Writes precise timely quotes in response to sales team and direct client requests• Supports order entry activity• Assists with account setup• Train and mentor new hires• Create and manage documentation of Work Instructions, Standard Operating Procedures, etc. • Assist in creating/changing policies• Working with other department team leads as needed • Assist with progress reports and general reporting for check ins, reviews, etc. Show less

    • Customer Solutions Representative
      • Jun 2016 - Feb 2018

      • Generated estimates and order instructions for projects, based on company pricing models and project specific parameters• Maintained highest workload of all representative • Oversaw internal data management by maintaining thoroughness and accuracy• Worked directly with sales and operations counterparts to customize and generate quotes for all products

    • Co Owner
      • Jul 2016 - Apr 2018

      • Reviewed client’s needs and current solution to develop a cost-efficient offering • Developed referral program within pre-existing small business clients, additional marketing campaigns, and website • Reviewed client’s needs and current solution to develop a cost-efficient offering • Developed referral program within pre-existing small business clients, additional marketing campaigns, and website

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Jan 2016 - Jun 2016

      AXA Advisors, LLC (NY, NY), member SIPC. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. AXA Advisors, LLC (NY, NY), member SIPC. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.

    • Shift Supervisor
      • Aug 2011 - Nov 2014

    • Intern
      • Sep 2013 - Dec 2013

Education

  • Binghamton University
    Bachelor's Degree, Financial Economics

Community

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