Lisa Morel Email & Phone Number

Saratoga, Ca, Us

Santa Clara, California, Us

- Led global chat strategy collaborating with global marketing and sales teams to implement demand generation, omni-channel marketing strategies and to drive alignment with corporate business goals. - Expanded utilization of AI features and sales enrichment data within chat program to personalize customer experience, increase visitor engagement, and scale demand generation. - Tracked and analyzed the ROI of Drift chat, identifying areas for improvement to enhance performance and business outcomes.

San Francisco, California, Us

• Defined web and content strategy and executed digital marketing programs aimed at engaging and converting prospects or upselling customers by collaborating cross-functionally and managing external vendors and agencies.• Managed and grew live chat conversational marketing and sales demand generation program (Drift) by building thoughtful and strategic touchpoints along the customer journey, improving audience segmentation and content personalization, and leveraging opportunities for international expansion and optimization.• Improved chatbot user experience by implementing AI and natural language processing in conversations and offering fast and personalized access to marketing resources. • Programmed drift chatbot playbooks to support corporate integrated marketing initiatives and entered key campaign data in Salesforce and Drift to ensure their back-end integration and sharing of data.• Developed and streamlined marketing and sales performance reporting for the Drift chatbot program by importing Drift and Salesforce data into Excel and creating reporting views by quarter, month, region, campaign, or playbook.• Partnered with marketing, design, copy, development teams, and external vendors to deliver comprehensive and integrated website programs that increase awareness, drive customer acquisition, and improve product adoption.

San Jose, Ca, Us

• Build, automate, and maintain a strong data foundation supporting Customer Solutions Marketing’s quarterly business reviews and ad-hoc reporting needs.• Streamline data reporting and reduce manual processes by building dashboards with DOMO and Tableau visualization software.• Present sales & marketing KPIs (perception, brand, share of voice, engagement, sales funnel, and others), analytics, and insights to stakeholders enabling them to make data-driven actionable decisions to improve business performance. • Provide cross-functional leadership to automate SEO performance data through Brightedge and Adobe APIs.

San Jose, Ca, Us

• Drove execution and ensured accurate and on-time delivery of merchant and consumer email marketing / advertising campaigns across Latin America supporting acquisition, adoption and engagement. • Built strong working relationships with in-country (local) marketers and global operations teams to support campaign lifecycle from planning and setup through execution and reporting.• Facilitated weekly meetings with stakeholders; updated campaign project trackers; communicated potential risks quickly and provided or sought problem solving support to keep campaign execution on track.• Served as lead point of contact for legal communications and first line of support for local marketers with questions on email marketing platforms and other campaign technology tools.• Performed QA testing including spot checks of links and other campaign content to ensure compliance, quality and error free delivery.• Encouraged local marketers to adhere to optimized operational processes for greater effectiveness, improved quality, increased operational efficiencies, and minimized churn.

San Jose, Ca, Us

5/14-5/15 and 9/17-9/18• Assisted business clients with digital marketing, website development (or redesign), and SEO to increase website traffic, online acquisition, and revenue while improving profitability. • Created and executed PPC advertising campaigns (SEM) for clients using Google Adwords and Facebook.• Developed and presented social media and content marketing strategy for retailers designed to gain new customers and build community and awareness around products and services.• Increased demand generation for clients by developing and executing an SEO strategy with effective keyword research, competitive intelligence, website optimization, content development, and A/B testing.• Conducted market research and competitive intelligence for new venture to demonstrate service need, viability, positioning and opportunities for automation and software development.• Created financial models used to optimize pricing strategy for bidding projects.

San Jose, Ca, Us

• Provided content development and communications for executives including presentations for “All Hands” and other business meetings, monthly newsletters, webinars and other internal announcements.• Utilized PowerPoint and Photoshop to create internal communications and ensured that all content followed company’s branding guidelines.

Milpitas, California, Us

• Improved functionality of data analytics, segmentation, and cross-sell opportunities by auditing and optimizing campaign setup and executing data integrity initiatives in Marketo and Salesforce.• Investigated the setup and filters of a cross-sell email marketing campaign to identify drivers behind an 80% disqualification rate. Findings led to a significant improvement in lead viability and campaign performance.• Automated and improved lead segmentation process by creating new mappings between JOB TITLE and missing JOB FUNCTION and JOB LEVEL data.• Provided marketing financial management support for budget planning, spend audits, and accrual reporting consolidation leading to improvement in ROI.

San Jose, California, Us

• Executed SEO initiatives to increase rank, website traffic, content engagement, brand awareness and revenue. Projects included keyword research, performance reporting, competitive intelligence, video & app store optimization, content marketing and growth opportunity analysis.• Collaborated with other marketing teams in the development of enterprise marketing collateral (including white papers, articles, blogs, and videos), and to drive customer acquisition and engagement. • Educated and evangelized SEO across the corporation by conducting formal training for other marketers and authoring and sharing internal blog posts.

San Jose, Ca, Us

• Led a cross-functional team to create and launch a new online technical support service offering for cable service providers designed to generate incremental revenues, reduce costs, and increase customer satisfaction.• Executed the “go to market” launch of the service including the development of a private web-based user community in Jive containing a content-rich knowledgebase with data sheets, FAQs, troubleshooting guides, product instruction manuals, release notes, and firmware downloads for self-support and an email-based platform to request online outsourced technical support. • Managed the online community in Jive, published content updates and monitored performance of the site.• Created marketing launch collateral and training documents including the production of an instructional video demonstrating how to use the online-based community, self-support resources and online tech support services.• Conducted live training demos for technical support staff and sales.

• Reduced loan modification processing backlog for Wells Fargo to ensure regulatory compliance by automating business processes. • Managed enhancement project for mortgage origination software by gathering business requirements, creating workflows, designing use cases and documenting change request in a business requirement document (BRD) for stakeholders. Project managed the development work and ensured accuracy by performing user acceptance testing (UAT).• Designed market strategy and go-to-market plan for launch of a commercial real estate analysis & reporting tool.• Improved sales positioning for bidding new projects by acquiring and leveraging competitive pricing intelligence.• Provided weekly sales reporting, performance analysis, and competitive intelligence for retail promotions of consumer electronics. Improved design, efficiency, and automation resulting in a reduction of run-time and weekly savings of 35 labor hours.• Performed planning and management of retail operations for H&R Block leading to increased sales, efficiency, and client and employee satisfaction.• Implemented management reporting and controls for in-house technical support function. Researched and recommended future outsourcing for scalability, superior customer service, reduction of operating costs by 50%, and removal of burden on product team.

Hsinchu City, Taiwan, Tw

• Designed sales strategy for broadband networking company to enter consumer market, managed a team of account executives and relationships with key accounts, and built a strong retail and digital channel resulting in increases in sales revenue of 285%. • Reduced supply chain costs and maximized sales promotion revenue by improving sales forecasting accuracy.• Enabled more effective management company-wide by providing analytical decision support with business plans, budgets, financial models and information reporting.

• Managed, improved, and grew alternative channels, such as direct sales and telephone banking, for major Brazilian bank starting up retail operations in Argentina. Achieved annual growth of 400%.• Increased product sales and customer loyalty for networking company by developing, localizing, and managing channel programs for resellers, system integrators, telecoms, and other service providers in Latin America and Canada.• Forged alliances with content services companies, system integrators and financial institutions and led cross-functional sales and marketing initiatives designed to increase joint exposure, awareness, and revenue.• Led cross-functional team in Argentina to execute business process improvements in customer service resulting in a 52% complaint reduction and improvement in time to satisfaction.• Created and managed sales reporting function for newly established Latin American division.• Optimized financial performance of Latin American region for Chevron by building valuation model to analyze Peru operations.• Improved brand awareness and sales penetration of an international consumer products company by creating and delivering product seminars in Spanish to sales force and retail personnel in Mexico.

Mba, Marketing

Master Of Arts (M.A.), International Studies, Latin America, Spanish

Master Of Arts (M.A.), International Studies, Latin America, Spanish

Certificate, Internet Marketing

Summer Exchange Program, International Business

Ba, Economics, Spanish

Economics, Spanish

High School Diploma