Jalissa Meraz

Windsor,CO

Summary

Accomplished Marketing Professional with extensive experience in spearheading successful go-to-market strategies at Heartland Financial. Expert in leveraging Salesforce CRM and project management tools like Jira to exceed business objectives and deliver exceptional results. Known for outstanding cross-functional collaboration, strategic thinking, and a keen ability to prioritize and manage complex projects effectively. Skilled in driving significant improvements in web traffic, brand awareness, and customer engagement through innovative and customer-centric marketing strategies. A decisive leader with over 6 years of experience, adept at analyzing market trends and customer insights to develop targeted messaging and content that resonates with key audiences. Resourceful and adaptable, with a proven ability to build and lead teams, influence stakeholders, and deliver impactful marketing campaigns that drive company growth.

Overview

years of professional experience

Work History

Senior Marketing Professional

Heartland Financial

10.2021 - Current

Spearheaded commercial marketing strategy in the absence of the segment director, driving go-to-market initiatives across 11 bank brands, treasury & payment solutions, retirement planning services, small business, food & agribusiness, & specialized industries.
Successfully supported multiple business lines by developing and executing cross-functional marketing strategies aligned with business objectives & deadlines.
Led weekly strategic check-ins with lines of business leadership to provide project updates, align on goals, & optimize marketing efforts.
Coordinated comprehensive social media strategies for commercial teams, resulting in increased follower engagement, website traffic, & lead generation.
Conducted in-depth market analysis to identify trends within targeted industries, producing timely & impactful content that resonates with key audiences.
Led the launch of bundled small business treasury management services, collaborating with cross-functional teams to create targeted go-to-market strategies that resulted in a 10% increase in none interest income.
Increased web traffic & brand awareness through strategic content promotion across owned channels & paid advertising campaigns.
Developed & presented marketing campaign proposals to secure approval from business lines, ensuring alignment with broader company goals.
Leveraged data analysis to benchmark, measure, & continuously improve the effectiveness of digital marketing campaigns.
Created & executed high-impact content for digital/print collateral, websites, social media, email journeys, & webinars to support sales initiatives and enhance customer engagement.
Led the development and execution of internal & external communications strategies for all commercial lines of business.
Negotiated with vendors to secure products & services that align with marketing goals and budget requirements.
Collaborated with advertising agencies & external consultants to craft and implement strategic marketing plans that drive business growth and market penetration.
Collaborated with cross-functional teams to drive product innovation and improve user experience.
Developed sales enablement materials that empowered the sales team to close deals more effectively.
Guided the development of customer testimonials & case studies showcasing real-world success stories, strengthening brand credibility in the marketplace.
Enhanced brand visibility through the creation of compelling content for multiple platforms.

Marketing Specialist

TBK Bank, SSB

10.2018 - 10.2021

Oversaw & managed marketing efforts for 23 banking branches throughout Northern Colorado.
Collaborated with sales team to increase brand awareness & enhanced business development by building & maintaining relationships with key community leaders & organizations.
Increased brand awareness by developing technical/non-technical marketing collateral and presentations, public relations campaigns, articles & newsletters.
Maximized advertising efforts by developing content for media relations, corporate communications & social media posts.
Forecasted marketing trends based on previous data and adjusted campaigns to maximize sales.
Planned & executed events to produce qualified leads.
Managed business development & advertising budgets.

Financial Sales Advisor

BBVA Compass

11.2016 - 10.2018

Established relationships with customers to provide excellent customer service & gain customer loyalty.
Identified customer needs & implemented effective solutions.
Uncovered opportunities to refer customers to internal partners including financial advising, business banking, & mortgage.
Identified innovative approaches to lead generation.
Built brand reputation within the community by hosting and attending local events.
Established partnerships with local businesses to strengthen brand awareness & managed prospecting events.
Effectively utilized Salesforce to manage sales leads & sales pipelines.

Member Service Representative

Bellco Credit Union

10.2014 - 11.2016

Provided exceptional customer service during all interactions with members & internal personnel.
Carefully reviewed member accounts & identified opportunities to deepen relationships.
Maintained in-depth knowledge of products & services offered. Performed monthly audits & maintained key logs.
Provided support to platform team by reviewing new account documentation to ensure it was properly scanned & uploaded into signature card system.
Requested documentation needed from customers to complete loan applications.

Education

Bachelor's in Marketing -

Colorado State University

Englewood, CO

05.2019

High School Diploma -

Mountain Range High School

Westminster, CO

05.2013

Skills

Product marketing
Product positioning
Conduct data analysis to measure campaign results
Ability to manage several projects while prioritizing based on goals & deadlines
Well organized & detail orientated
Strong verbal & written communication skills
Exceptional ability to work collaboratively with internal & external partners

Eager to learn new skills & take on stretch projects
Content creation & SEO optimization
Plan & execute effective GTM marketing campaigns
Design client centric marketing collateral to support sales enablement
Develop internal & external communication plans
Conduct market & competitive analysis to ensure effective product/brand positioning
Proficient in Salesforce Marketing Cloud, Salesforce CRM, Jira, Microsoft Suite, Adobe Creative Cloud Suite

Timeline