Jonathan Lozano Email and Phone Number

Shaping BambooHR's growth through monetization strategy insights. Diving deep into SaaS pricing, developing models, and conducting research for the best packaging and pricing options for optimal revenue and profitability. Conducting external qualitative and quantitative research and developing analytical approaches to identify the potential impact of packaging and pricing changes. Managing projects and partnering cross-functionally to support the monetization process and the go to market strategy. Contributing to the creation of training material and sales assets related to packaging and pricing for GTM. Supporting the development and documentation of packaging and pricing procedures, processes, and policy.

Traveled to 6 Asian countries, 22 European countries, and 1 African country.

- Drove $2M in new revenue by developing data-driven sales and account management strategies based on regression analysis of client data and creating multi-variable analysis tools accounting for pricing, promotions, commissions, and other key variables. - Optimized marketing campaigns and promotions, achieving 15% performance increase through continuous analysis of spend efficacy and client segmentation. - Decreased report production time by 50% and increased accuracy of reports by automating report creation, report error checking, and creating database field validation checks and updates.- Improved forecast precision, planning, reporting, and KPI reliability by analyzing historical sales pipeline and account growth data in collaboration with finance team. - Created business models for external payouts, internal compensation plans, commissions, and ROI.- Aggregated data and performed analysis to create sales tools, recommend sales policies, and drive sales territory design decisions in an ambiguous business environment.- Established best-in-industry prospect database by consolidating 5 disparate data sources, including internal prospects/clients, external company databases, and market data aggregator service. - Transformed data and observed trends to create data-driven presentations that distilled complex statistical information into clear findings and actionable insight tailored to specific internal and external audiences.

- Was responsible for compiling, analyzing, and interpreting the sales pipeline, developing metrics, tracking KPIs, finding relevant data correlations, and reviewing the strategic objectives of the management team.- Retrieved, manipulated, and statistically analyzed large datasets by utilizing Salesforce systems, SQL, Power BI, Excel, VBA, and Python data analysis libraries – Numpy, Pandas, Matplotlib.- Spearheaded projects as subject matter expert, collaborating with executives to design data models and prototypes instrumental to strategic planning, decision-making, and investments. - Produced user-friendly reports, dynamic dashboards, and compelling presentations with visualizations to generate insights and data-driven points of view that elevated business decision making and alignment.- Engineered automated reporting frameworks ensuring transparency and reproducibility for cross-functional teams including sales, marketing, finance, and leadership. - Produced standard and custom ad-hoc data driven reports used by teams both internally and externally.- Implemented data mapping and fuzzy matching techniques to accurately merge and consolidate data from multiple internal and external sources.

Global backpacking trip to see the world and many of its wonders. Traveled to 7 Asian countries, 7 South American countries, and 14 Mexican states.

- Led business requirements gathering, analysis, and design for new ERP module implementation which included developing business process models, rules, stakeholder matrices, and feature lists.- Wrote SQL server scripts to update and query databases of ERP system and business intelligence system.- Automated acceptance testing, data gathering, and generation by leveraging Python and Selenium, enhancing efficiency and accuracy. - Pioneered company's first data-driven demand forecasting report using IBM Cognos BI, incorporating historical data and sales projections. - Project manager of global accounts payable software rollout across international subsidiaries which doubled users. Trained 30 business users by creating videos, web presentations, user guides, and personal instruction.- Championed internal knowledge management initiative, implementing wiki to document complex processes and distribute critical information across teams. - Trained business users on advanced system capabilities to reduce IT dependency. Authored comprehensive troubleshooting guides. - Quickly learned and enhanced JDE automated reporting using Basic scripting with minimal training.

- Managed Fortune 500 client relationships and communication that generated EM over $1 Million in revenue.- Coordinated, prioritized, and audited the production of monthly financial statements by delegating to and supervising associates while accounting for multiple work-streams and time budgets. - Designed, developed, and tested SAS programs and macros that were utilized across client processes throughout the company. Features, modifications, and bugs were source controlled to comply with SOC1 external auditing and controls. - Managed complex and diverse projects end-to-end that required developing and maintaining scalable prototype models that optimized performance & efficiency, reduced risk, and enhanced capability sets. - Implemented dynamic, automated financial reporting services and customized solutions that were deployed across the organization which required the design and testing of standards that adhered to requirements.- Developed and enhanced one of the firm’s most important intellectual property assets that powers compliance solutions. Championed the rollout of new best practices and internal knowledge sharing efforts across teams. - Investigated root cause of operational problems and performance on client engagements and resolved issues.

- Hand-selected to work in the lean, agile, and high-impact Technology and Innovation Group.- Created monthly, quarterly, and yearly analyses, financial reports, and presentations for expense, deferred tax, earnings per share, disclosure, and forecasts used for budgeting and financial statements. - Identified weaknesses, gaps, and areas for improvement in client processes to improve performance and profitability by collecting and analyzing data while predicting potential changes. - Analyzed problems with multiple dimensions and identified the optimal solutions that were elegant, efficient, flexible, and comprehensive by benchmarking, unit testing, and model building. - Created internal and external training materials used throughout the firm and multiple client engagements.- Write technical requirement documents for business needs and documentation for business processes.

- Instituted rules and procedures to maximize instruction time.- Managed the behavior and relayed expectations of 90 students.- Backward designed plans to meet student, school, and state education goals and expectations.- Created and presented PowerPoint presentations on variety of topics to complete training objectives.

- In charge of all changes to member accounts; handled any problems and errors on accounts.- Was point of contact/ manager on duty during weekends and weekday nights.- Trained new employees on computer system, proper paperwork procedure, and duties.- Translated for manager when dealing with Spanish speaking members and guests.