Joseph Montejo

About

Businesses can only succeed in line with the caliber of their data and their ability to interpret and translate that data into informed strategy and decision-making. When companies use data effectively, they get results. What many don’t realize is that it’s not just about the data. Even more important is building a self-service analytics culture where employees across the organization know how to use data tools. That’s where I come in, showing companies and teams how to create cultural alignment by simplifying data processes and creating platforms that drive collaboration and integration. As a data analytics expert with more than a decade of experience, I help companies capitalize on their data to execute turnarounds, seize opportunities, and achieve sales gains. CONNECT & CONTACT If you are ready to leverage your data to drive breakthrough solutions, connect with me here or contact me at josephmontejo@gmail.com (305) 298-1434.

Experience

• GTM Analytics Automation · Kaseya2024-10-01 – 2025-07-01
• Sales Analytics Manager, Sales Operations · Wrike2023-03-01 – 2024-06-01
• President / Crypto Mining and Consulting · SkillGrind2017-11-01 – 2023-12-01

  All things crypto.

• Business Intelligence Lead · Citrix2020-06-01 – 2023-02-01

  Develop actionable dashboards and reports in Tableau and Power BI for Citrix's Go-To-Market Strategy team.

• Director of Business Intelligence · Watsco, Inc.2017-03-01 – 2017-08-01

  Managed the EDW and Business Intelligence platform. Oversaw data consolidation across 4 independent subsidiaries into a single enterprise data warehouse for consumption across entire company (over 1500+ BI users). Information used to benchmark and identify areas to improve profit; defined KPIs to measure across each subsidiary.

• Sr. Manager, Worldwide Partner Operations and Analytics · Citrix2013-05-01 – 2017-03-01

  Managed global partner operations, piloting strategic initiatives to expand Partner Programs and drive revenue accounting for 90% of product bookings. Delivered programs, processes, and tools to enable Channel Partners. Initialized global Partner data foundation, integrating data into single reporting engine. Drove adoption by 250 internal users and 8K+ external partners. Reduced reporting processes from 6+ weeks to seconds.

• Senior Enterprise Analytics Program Manager / Business Intelligence · Citrix2011-12-01 – 2013-05-01

  Supported BI for all functional departments, led BI reporting team, and oversaw operational reporting team. Delivered BI solutions to enable winning internal business decisions. Integrated processes and technology to create operational and product management efficiencies. Worked with vendors including Microsoft, Oracle and Tableau.

• Business Relationship Manager · Citrix2010-08-01 – 2012-01-01

  Functioned as expert business liaison between core business areas and IT organization. Introduced business processes and technology to create new efficiencies in supply chain management, product operations, and product launch. Enabled cross-functional collaboration and business/IT alignment, translated business needs for IT development teams, helped IT prioritize business requests and supported product development and launch initiatives. Delivered BI project leadership frequently upon request. Phased out time-consuming product launch process and created new, effective system that affords ample lead time to plan and implement back-office system enhancements prior to launch.

• Lead Business Analyst, Business Intelligence · Citrix2009-08-01 – 2010-08-01

  Directed BI Reporting team delivering key performance data to executive-level personnel. Formulated BI solutions that supported strategic and operational decision-making processes after promotion. Oversaw team of internal and external development resources who created operational reports, analytic engines/cubes (OLAP), dashboards and scorecards. Drove departmental communications team to implement several communication improvement initiatives. Designed Citrix Performance Management dashboard by migrating Citrix to an enterprise-class BI solution. Dashboard became primary decision support system for quarterly Executive Management Committee meetings. Steered Lead Management Cube design and development which provided Demand Marketing teams heightened access into lead funnel creation and overall marketing program metrics. Received 2009 Annual Award for “Above and Beyond” performance; earned quarterly awards for “Perseverance” and “Innovation.”

• Business Analyst · Citrix2008-03-01 – 2009-08-01

  Guided operational reporting team that supported enterprise projects, drafted and validated business requirements, performed and oversaw user acceptance testing and developed business process models. Aided enterprise architects and business teams to improve Citrix’s sales and commission process.

Education

• Tulane University - A.B. Freeman School of BusinessBachelor of Science in Management, Finance and Information Systems
• Miami Beach Senior HighHigh school

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