Solutions Engineering Leader & AI Strategist

Building teams that turn
complex data into decisions
that win deals.

Solutions Engineering Leader at Conviva, shaping pre-sales across the Americas. I sit at the intersection of enterprise analytics, AI strategy, and team leadership.

View case studies → Let's talk

$20M+

Enterprise SaaS deals
influenced

3×

Global quota achieved
3 years running

10+

Years bridging analytics,
AI & pre-sales

AskJon AI — coming soon. Ask me anything about my work, skills, or experience.

Jonathan Montes Miami, FL · EN / ES 🇨🇴

Strategy

About

The analyst who
learned to sell.

I started my career deep in the data — running VOC programs, administering IBM Tealeaf, and building call-center intelligence systems from scratch. Over time I realized the work wasn't just about understanding customers; it was about persuading organizations to act on that understanding.

Today I lead Solutions Engineering at Conviva, building and shaping the pre-sales team across the Americas — and serving as a bridge between what customers need and what we build.

AI / GenAI Digital Analytics SE Leadership Product Strategy CX Strategy MEDDICC Elite Command of the Message Bilingual EN/ES

Dec 2025 — Present

Solutions Engineering Leader

Conviva

Building and shaping the pre-sales & SC team in the Americas. Leading presales activities, driving product design on new solutions, and serving as thought leader and marketing advisor as the company revamps its platform.

Team builder · Product shaper

Aug 2022 — Nov 2025

Principal Solutions Consultant

Contentsquare

Owned technical wins on $5M–$20M enterprise deals. Designed AI-assisted analytics POCs that cut evaluation cycles by 30%. Built ROI & governance frameworks adopted at CIO/CMO level.

120%+ Quota · 3 consecutive years

Jan 2022 — Aug 2022

Senior Data Strategist

Wells Fargo

Unified digital data sources into a single analytics layer, accelerating executive reporting by 40%.

Jun 2021 — Feb 2022

Sr. Manager, Global Digital Experience

Tapestry (Coach · Kate Spade · Stuart Weitzman)

Delivered CX insights lifting checkout conversion and AOV across three luxury brands.

Nov 2018 — Feb 2022

Global Business Insights Manager & Solutions Consultant

Glassbox

Managed 30+ enterprise clients, surfacing $10M incremental revenue through session replay and analytics POCs that shortened sales cycles.

$10M revenue surfaced

Sep 2015 — Nov 2018

Operational Research & Digital CX Manager

TracFone Wireless

Led a 40-person analytics org. Implemented 100+ CX changes, saving $5M while retaining/acquiring 500K customers.

$5M saved · 500K customers

2010 — 2015

Research Analyst & PMO

Early Career

Analyzed CX for 25M customers. Administered 800+ IBM Tealeaf events. Drove SDLC process improvements.

Selected Work

Signature
case studies.

Four engagements that shaped
how I think about the work.

Automotive · Enterprise SaaS

Winning a $5M+ automotive deal with live behavioral intelligence

Contentsquare · 2022–2025

A major automotive OEM couldn't translate traffic into intent signals. We designed a POC demonstrating impression tracking at scale — correlating on-site behavior with CRM & inventory data in real time. Skeptical stakeholders became champions when they saw live recommendations appear during the demo.

POC Design Behavioral Analytics CRM Integration Executive Storytelling

30%

Shorter eval cycle

$5M+

Initial contract value

100%

Skeptic conversion

Live

CRM + behavioral merge

Fintech · Fraud Prevention

Building a cross-device fraud fingerprinting engine

Glassbox · 2018–2022

Fraudsters gamed credit applications by switching devices, locations, and names. We built a correlation engine recognizing the same individual across device, location, browser fingerprint, and typing behavior.

+5% lift in legitimate
application approvals

Identity Resolution Fraud Analytics Regulatory Compliance

Telecom · CX Operations

Saving $3M/year by giving call agents perfect context in <1 second

TracFone Wireless · 2015–2018

Unified 5+ data sources — digital journey, app logs, CRM, call history, telephony — into a real-time agent context panel. Average handle time dropped 30 seconds. At millions of calls per year, that compounded fast.

$3M saved in year 1

Real-Time Pipelines API Architecture VOC Operations

Financial Services · Data Strategy

Unifying Wells Fargo's digital data layer for executive-speed reporting

Wells Fargo · 2022

Consolidated fragmented analytics sources into a unified layer, standardized KPIs, and built the instrumentation framework that became the backbone of flagship executive reporting.

40% faster executive
reporting cycle

Data Unification KPI Frameworks Executive Stakeholders

Contact

Let's talk about
your hardest
analytics problem.

Whether you're evaluating a DX platform, rethinking your data strategy, or building the business case for AI — I'm happy to think through it with you.

✉

Email directly[email protected]

LinkedInjonathaneljach

↓

Download CVPDF · Updated 2026