Top Talent like Joseph are on Pangea

Pangea, a YC company, connects companies with fractional talent. Fractional hiring allows companies to move faster and work with more specialized talent, while giving talent more flexibility and independence. If you are talent open to fractional work, apply here. If you’re a company looking for high-quality fractional talent, learn more here.

Joseph Montejo

Data Analyst
Microsoft Office
Salesforce
Operations Management
Analytics
Analytical Thinking
Data Visualization
Data Analysis
Tableau
PowerBI
Available for hire fromNegotiable
Contracts
Data Analytics Expert and Business Strategist
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.

Projects

Revive Program Tracker

Customer health tracking dashboard with churn risk scoring, recovery pipeline management, and VP-level KPIs across multiple account segments.See More

Product CARR Change Dashboard

Daily and QTD contract ARR change analysis by product line with drill-down to account-level detail and trend tracking.

Work History

K

GTM Analytics Automation

KaseyaOct 2024 - Jul 2025 • 10 mos
W

Sales Analytics Manager, Sales Operations

WrikeMar 2023 - Jun 2024 • 1 yr 4 mos
S

President / Crypto Mining and Consulting

SkillGrindNov 2017 - Dec 2023 • 6 yrs 2 mosAll things crypto.
C

Business Intelligence Lead

CitrixJun 2020 - Feb 2023 • 2 yrs 9 mosDevelop actionable dashboards and reports in Tableau and Power BI for Citrix's Go-To-Market Strategy team.
W

Director of Business Intelligence

Watsco, Inc.Mar 2017 - Aug 2017 • 6 mosManaged 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.
C

Sr. Manager, Worldwide Partner Operations and Analytics

CitrixMay 2013 - Mar 2017 • 3 yrs 11 mosManaged 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.
C

Senior Enterprise Analytics Program Manager / Business Intelligence

CitrixDec 2011 - May 2013 • 1 yr 6 mosSupported 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.
C

Business Relationship Manager

CitrixAug 2010 - Jan 2012 • 1 yr 6 mosFunctioned 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.
C

Lead Business Analyst, Business Intelligence

CitrixAug 2009 - Aug 2010 • 1 yr 1 moDirected 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.”
C

Business Analyst

CitrixMar 2008 - Aug 2009 • 1 yr 6 mosGuided 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

T

Tulane University - A.B. Freeman School of Business

Bachelor of Science in Management, Finance and Information Systems1997 - 2001
M

Miami Beach Senior High

High school1993 - 1997

How Pangea Works

Effortlessly discover top talent

We've distilled the candidate search from endless hours down to just a few minutes. Using Pangea's AI-powered search tools, you can find top fractional talent able to take on your next project. Our system looks at your company's niche and your needs to find the perfect match faster than any traditional hiring platform.

Start working with talent today

The top talent on Pangea is ready to get started with you right now. You can message or hire a candidate right from their profile page and start assigning work as soon as they respond. And the best part? Pangea's fractional contract structure lets you start small and ramp up as your needs change, keeping your costs manageable and your team's capabliities flexible.

Track work and invoices in one place

Assign tasks, track progress, and complete invoices all on Pangea. We've combined every part of the hiring process into one platform to eliminate the miscommunication that's unavoidable on other freelance platforms. We even send out 1099s to your contractors at the end of the year!

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call
Data Analytics Expert and Business Strategist
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.

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call

Top Talent like Joseph are on Pangea

Pangea, a YC company, connects companies with fractional talent. Fractional hiring allows companies to move faster and work with more specialized talent, while giving talent more flexibility and independence. If you are talent open to fractional work, apply here. If you’re a company looking for high-quality fractional talent, learn more here.

Joseph Montejo

Data Analyst
Microsoft Office
Salesforce
Operations Management
Analytics
Analytical Thinking
Data Visualization
Data Analysis
Tableau
PowerBI
Available for hire fromNegotiable
Contracts

Projects

Revive Program Tracker

Customer health tracking dashboard with churn risk scoring, recovery pipeline management, and VP-level KPIs across multiple account segments.

Product CARR Change Dashboard

Daily and QTD contract ARR change analysis by product line with drill-down to account-level detail and trend tracking.

Work History

K

GTM Analytics Automation

KaseyaOct 2024 - Jul 2025 • 10 mos
W

Sales Analytics Manager, Sales Operations

WrikeMar 2023 - Jun 2024 • 1 yr 4 mos
S

President / Crypto Mining and Consulting

SkillGrindNov 2017 - Dec 2023 • 6 yrs 2 mosAll things crypto.
C

Business Intelligence Lead

CitrixJun 2020 - Feb 2023 • 2 yrs 9 mosDevelop actionable dashboards and reports in Tableau and Power BI for Citrix's Go-To-Market Strategy team.
W

Director of Business Intelligence

Watsco, Inc.Mar 2017 - Aug 2017 • 6 mosManaged 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.
C

Sr. Manager, Worldwide Partner Operations and Analytics

CitrixMay 2013 - Mar 2017 • 3 yrs 11 mosManaged 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.
C

Senior Enterprise Analytics Program Manager / Business Intelligence

CitrixDec 2011 - May 2013 • 1 yr 6 mosSupported 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.
C

Business Relationship Manager

CitrixAug 2010 - Jan 2012 • 1 yr 6 mosFunctioned 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.
C

Lead Business Analyst, Business Intelligence

CitrixAug 2009 - Aug 2010 • 1 yr 1 moDirected 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.”
C

Business Analyst

CitrixMar 2008 - Aug 2009 • 1 yr 6 mosGuided 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

T

Tulane University - A.B. Freeman School of Business

Bachelor of Science in Management, Finance and Information Systems1997 - 2001
M

Miami Beach Senior High

High school1993 - 1997

How Pangea Works

Effortlessly discover top talent

We've distilled the candidate search from endless hours down to just a few minutes. Using Pangea's AI-powered search tools, you can find top fractional talent able to take on your next project. Our system looks at your company's niche and your needs to find the perfect match faster than any traditional hiring platform.

Start working with talent today

The top talent on Pangea is ready to get started with you right now. You can message or hire a candidate right from their profile page and start assigning work as soon as they respond. And the best part? Pangea's fractional contract structure lets you start small and ramp up as your needs change, keeping your costs manageable and your team's capabliities flexible.

Track work and invoices in one place

Assign tasks, track progress, and complete invoices all on Pangea. We've combined every part of the hiring process into one platform to eliminate the miscommunication that's unavoidable on other freelance platforms. We even send out 1099s to your contractors at the end of the year!

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call
Pangea empowers fractional work across the world for marketing and design roles.