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Jonathan Shepard is an experienced operations, analytics, and business strategy professional with experience in digital marketing, data analysis, project evaluation, project management, and data migration. Jonathan has a passion for creative problem solving, working cross-functionally to help organizations streamline and optimize business processes, and using data to make smarter business decisions.Prior to his current role at HighLevel, Jonathan worked as a senior data analyst, senior operations analyst, and independent data analysis and data migration consultant for a variety of public and private sector clients. Before that, Jonathan served as a Presidential Management Fellow in the U.S. Government. He provided technical assistance and methodological expertise to staff around the world, and has conducted comprehensive research on foreign assistance in Baghdad, Iraq.Jonathan has worked across a range of public, private, and nonprofit capacities. He is proficient in French, and holds a Master's in Public Policy from the University of Michigan's Ford School of Public Policy and a B.A. in Policy Studies from Rice University.
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Data Strategy ManagerHighlevelAustin, Tx, Us -
Data Strategy ManagerHighlevel Jun 2024 - PresentDallas, Texas, Us-Delivered customized dashboards with KPIs for Board of Directors, C-suite, and equity partners. Custom-built requisite data sources in backend.-Interviewed and made hiring recommendations for new members of data analytics team.-Collaborated with product team to ingest new objects into data warehouse. -
Manager, Data AnalyticsHighlevel Aug 2023 - Oct 2024Dallas, Texas, Us•Led data analytics team, prioritizing tasks and ensuring that deliverables were completed correctly, and on time. •Managed data modeling and architecture of entirety of end-to-end BI stack, including Mozart, Snowflake, Tableau Cloud.•Prepared and analyzed high-level financial data for executive team, including C-suite and Board of Directors.•Established and enforced standards for backend data sourcing (SQL) and Tableau dashboard development.•Ensured that team deliverables were consistent with stakeholder requirements. Clarified and documented requirements as necessary.•Provided mentoring and coaching to analytics team members.•Liaised with C-suite and investors to provide granular, cohort-level reporting on company churn.•Built predictive algorithm to audit the finances of company affiliate program, resulting in the identification and amelioration of thousands of discrepancies.•Transformed raw data into usable SaaS metrics for executive reporting.•Assisted company founders with the resolution of fraud issues. -
Senior Data AnalystHighlevel Aug 2022 - Aug 2023Dallas, Texas, Us• Served as team lead, managing and delivering on incoming analytics requests end-to-end: collecting and clarifying requirements, assigning work to team members, developing custom transforms and reports, and QA'ing deliverables.• Implemented full-scale data warehouse project rollout, including vendor selection, connector setup, data pipeline management, data transform development, and bug triage.• Led customer segmentation analysis project; resulting data was used as key input in company valuation.• Led team in successful rollout of agile project management; delivered over 180 completed tickets over the course of six months, including new dashboards, major projects, modification requests, ad hoc analyses, and bug resolution.• Improved operational efficiency and scalability to stakeholders by automating manual data management tasks.• Served as data warehouse admin/manager and Tableau admin/account manager.• Built out dozens of data transforms as foundation for Tableau reporting; delivered over 100 distinct Tableau dashboards to wide range of cross-functional organizational stakeholders, including C-suite. -
Senior Business Operations Analyst, Financial OperationsBigcommerce Oct 2018 - Feb 2022Austin, Texas, Us• Led and implemented cross-functional business process improvements across organization to optimize financial health and long-term scalability of technology partner program.• Built out complex SQL queries to automate core business processes and answer ad hoc business questions.• Generated comprehensive Tableau dashboards to monitor financial transactions and core KPIs acrossBigCommerce partner program. Presented findings to senior management.• Spearheaded major revenue recoupment initiative across technology partner program portfolio, resulting inrecapture of over $1M to date. Authored audit findings, briefed senior leadership.• Managed BigCommerce partner program commission payments and operationalized partner re-tiering project.• Documented detailed requirements for Partner Experience Improvement Project.• Managed BigCommerce financial operations/relationships for key technology partner accounts.• Planned and implemented reporting improvement project in Partner Relationship Manager (PRM) software.• Led, gathered requirements for, executed employee insider status designation project.• Documented business processes for internal and external stakeholders.• Led and executed internal data cleanup effort across multiple database objects. -
Senior Data AnalystAustin Energy Jan 2018 - Aug 2018Austin, Texas, Us- Coordinated cross-functional team response to metering issues, resulting in prompt issue resolution.- Analyzed billing and electrical metering data, manipulated raw data to produce Tableau dashboards for senior management team. Dashboards were subsequently used for project monitoring and task resolution. -
Senior Data Migration Lead ConsultantCircle Twice Consulting 2015 - 2017Bellevue, Us• Identified causal pathway to enable clean data migration for data entities to be migrated to new client ERP system. Successfully mapped, extracted, cleaned, and transformed data from legacy systems to facilitate data migration. • Worked with onsite client functional leads and remote technical consultants to test ERP functionality and ensure comprehensiveness of data migration.• Successfully mapped hundreds of fields from legacy ERP system to destination ERP system.• Ensured data quality and validation for several million records across dozens of data migration entities.• Served as project manager for Global Data Synchronization Network project. -
Digital Marketing And Data Analysis ConsultantThumbtack Jan 2014 - Mar 2015San Francisco, California, Us• Launched, configured, and actively managed hundreds of online ad campaigns on social media platforms. The campaigns brought thousands of new customers to the client company. • Conducted campaign audits, analytics, and bid experiments to reduce expenditure on underperforming ad campaigns. Performed statistical analyses on campaign performance data, using findings to enhance campaign profitability and maximize ROI. Saved client company over $200,000 in marketing expenses over a period of three months. -
Research Analyst (Temporary Assignment)U.S. Embassy, Baghdad, Iraq Jul 2013 - Oct 2013• Compiled a comprehensive research report on US aid and reconstruction projects in Iraq from 2003-2013. Data were collected from a diversity of information sources, reports, and contacts. Final report was provided to Washington-based policymakers as foundation material for a longer-term systematic examination of US reconstruction work in post-conflict settings.• Synthesized and organized geospatial data sets to create integrated project database, which was subsequently used to manage projects in ISIS-controlled zones.• Designed first phase of research project to systematically examine the long-term effects of US-funded infrastructure projects in Iraq.
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Strategic Communications SpecialistUsaid Sep 2012 - Sep 2013Washington, District Of Columbia, Us• Produced video content and other strategic communications products to promote USAID’s work in science and technology. Oversaw and directed contract with video production team. Video content was subsequently screened at numerous public events.• Managed design, award criteria, and outreach for agency-wide Science and Technology prize competition, which resulted in 86 prize entries from around the world. Prize winners were subsequently awarded additional federal funding to advance their projects’ objectives.• Created and managed social media portfolio.• Served as primary liaison between technical scientific experts and public affairs officers for outreach and marketing campaigns. -
Data Analysis And Evaluation SpecialistUsaid May 2010 - Sep 2012Washington, District Of Columbia, Us• Provided ongoing technical expertise on project monitoring and evaluation to USAID field offices worldwide. Consultation allowed field staff to more effectively design, manage, and budget for project evaluations.• Provided technical and operational liaison services between field staff and headquarters on project monitoring and evaluation. Provided policy guidance and technical expertise to field staff.• Managed $125 million contract to provide evaluation services to USAID global field operations. • Managed and oversaw provision of evaluation training to USAID staff, resulting in the training of over 500 staff from around the world.• Organized and executed evidence summit on broad-based economic growth. • Provided direct in-country technical assistance to USAID/Nepal and USAID/Iraq.• Provided input on agency-wide evaluation policy.• Produced and directed documentary and short films on behalf of the agency.• Winner, 2011 Funniest Fed stand up comedy competition. -
Country Development OfficerUsaid Jan 2010 - May 2010Washington, District Of Columbia, Us• Managed communications between overseas field mission and USAID/Washington• Provided analytical and programmatic support to field mission• Organized and participated in interagency working groups. -
Presidential Management FellowU.S. Department Of Commerce Jun 2009 - Jan 2010Washington, Dc, Us• Produced interactive GIS maps to facilitate regional planning initiatives and strategically target programming. Used resulting geospatial maps to evaluate incoming grant proposals for eligibility and quality.• Served as primary liaison to grantees to provide agency guidance on application processes. -
Project ManagerCommunity Economic Adjustment Program Sep 2007 - Sep 2008Headed research team responsible for garnering, aggregating, and presenting comprehensive data on federal grant programs.
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Policy FellowKscw Government Relations May 2008 - Jul 2008• Conducted comprehensive market analysis on the feasibility of exporting products to Latin America.• Regularly liaised with congressional offices on matters of policy interest.
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EditorHakurosya Publishing Sep 2005 - Jul 2007• Reviewed incoming draft manuscripts for quality and potential marketability.• Edited unpublished manuscripts for translation into Japanese and publication on the Japanese market.
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Language InstructorJapan Exchange And Teaching (Jet) Program Aug 2005 - Apr 2006• Taught English to Japanese students of all ages.• Collaborated with Japanese English teachers to produce original lesson plans.• Planned and participated in a variety of international cultural exchange events.
Jonathan Shepard Skills
Jonathan Shepard Education Details
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University Of MichiganPublic Policy -
General AssemblyData Science -
Rice UniversityPolicy Studies
Frequently Asked Questions about Jonathan Shepard
What company does Jonathan Shepard work for?
Jonathan Shepard works for Highlevel
What is Jonathan Shepard's role at the current company?
Jonathan Shepard's current role is Data Strategy Manager.
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What schools did Jonathan Shepard attend?
Jonathan Shepard attended University Of Michigan, General Assembly, Rice University.
What are some of Jonathan Shepard's interests?
Jonathan Shepard has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Politics, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture.
What skills is Jonathan Shepard known for?
Jonathan Shepard has skills like International Development, Program Evaluation, Policy Analysis, Policy, Public Policy, Economic Development, Research, Civil Society, Grants, Government, Grant Writing, International Relations.
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