Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jorge Morell

Oxnard,CA

Summary

Results-oriented Marketing Automation Admin skilled in developing marketing campaigns and digital strategies for diverse projects across the organization. Prepared to leverage extensive experience and knowledge within Marketing Automation.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Marketing Automation Administrator

Ventura County Credit Union
01.2023 - Current
  • Lead role in the development, implementation, coordination, tracking, and analysis of internal and external marketing campaigns
  • Responsible for providing support for the information and analytical needs of Marketing through profiling, targeting/segmentation, statistical measurements, list generation, report generation, and response tracking
  • Created complex onboarding and cross-sell automation campaigns
  • Split tested campaign variables to enhance performance
  • Lead search engine marketing strategy and implementation


Marketing Specialist

Ventura County Credit Union
10.2021 - 01.2023
  • Established marketing automation funnels and cross-selling campaigns, through omnichannel automation software
  • Led paid advertising strategy through Google search, display, Meta, and CTV
  • Generated custom reports to provide insights into campaign performance and clear understanding of ROI
  • Built and managed remarketing campaigns through various channels, including Google Paid Search, Facebook, CTV, Nextdoor, and many others
  • Established and managed all Google Analytics properties, events, and conversion goals
  • Managed KPI analysis and performance evaluation using Google Analytics and reported through a custom-built Google Data Studio Dashboard
  • Established customer segmentations and audience-targeting strategies

Relationship Banker

Bank Of America
04.2021 - 10.2021
  • Worked with clients to address and respond to client and partnership management issues.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Maintained in-depth product and service knowledge for well-informed customer advice.

Customer Service Representative

Bank Of America
01.2020 - 04.2021
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Developed customer service policies and procedures to meet and exceed industry service standards.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.

Digital Marketing Associate

Tastes And Tales Hospitality Group
11.2018 - 02.2020
  • Optimized company website to improve user experiences and conversion rates.
  • Generated reports to monitor and analyze website and paid advertising performance.
  • Led all Paid Social campaigns with specific audience targeting.
  • Developed and executed A/B testing strategies to optimize campaign performance.
  • Increased customer engagement through social media.

Founder

FMM Social Media Marketing Agency
03.2018 - 02.2019
  • Managed marketing campaigns to cultivate brand awareness and drive website traffic.
  • Monitored and optimized advertising campaigns using Facebook, Instagram, and other platforms.
  • Provided digital marketing solutions to local businesses.
  • Set clearly defined goals to drive major business initiatives, including increased customer retention, sales, online presence, brand awareness and website or social media traffic.


Education

Master of Business Administration (MBA)

Western Governors University
Salt Lake City, UT

Bachelor of Science: Business

California State University - Channel Islands
Camarillo, CA

Business Analytics

Harvard Business School Online

Skills

  • Marketing Automation
  • Paid Search and CPC Campaign Management
  • Marketing Analytics
  • Project Management
  • SEM Strategy Development
  • Proficient MS Office Suite
  • Proficient in Adobe Suite
  • Digital Marketing

Certification

  • Brevo - Marketing Automation Expert
  • Certified Google Ads Manager
  • Certified Google Analytics Manager
  • Hubspot Inbound Marketing Certification
  • Finra Securities Industry Essentials (SIE)


Timeline

Marketing Automation Administrator

Ventura County Credit Union
01.2023 - Current

Marketing Specialist

Ventura County Credit Union
10.2021 - 01.2023

Relationship Banker

Bank Of America
04.2021 - 10.2021

Customer Service Representative

Bank Of America
01.2020 - 04.2021

Digital Marketing Associate

Tastes And Tales Hospitality Group
11.2018 - 02.2020

Founder

FMM Social Media Marketing Agency
03.2018 - 02.2019

Master of Business Administration (MBA)

Western Governors University

Bachelor of Science: Business

California State University - Channel Islands

Business Analytics

Harvard Business School Online
Jorge Morell