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Bert Balonzo

@bertbalonzo

People analytics leader at ClickUp who scaled workforce dashboards, planning models, and AI-assisted insights for 60+ managers.

Philippines

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At ClickUp, I led the design and scaling of People Analytics for a ~1,000-employee SaaS organization. I delivered executive dashboards, workforce planning, recruiting analytics, and AI-assisted insights for 60+ managers.

I built and scaled 10+ people dashboards and standardized ~10 core People and Talent metrics. A centralized HR data dictionary defined 30+ workforce metrics, while reporting automation reduced turnaround from days to hours.

As a Data Analytics Manager at C2H, Inc., I led a team of 5 analysts and owned data-product delivery for one data operations team. Later, as a freelance analytics consultant, I built a transformation process that produced 1B+ rows of organized data and a text-search tool that improved match rate by 50%.

At Wells Fargo India & Philippines, I developed dashboards and data support for Small Business, including the Paycheck Protection Program. Earlier, at Safeway, I built nationwide campaign analytics and designed test-and-control analyses to measure loyalty-program impact.

Experience

Work history, roles, and key accomplishments

Lead People Systems Specialist, Analytics

ClickUp

Mar 2024 - Jun 2026 (2 years 3 months)

Led the design and scaling of People Analytics capabilities for a ~1,000-employee SaaS organization, delivering executive reporting, workforce planning, recruiting analytics, and AI-enabled insights across HR and Talent Acquisition.

SQL Python Tableau Metabase Snowflake PostgreSQL Data Governance AI Assisted Analytics Workforce Planning Recruiting Analytics Engagement Survey Analysis HR Data Dictionary Automation

Freelance Analytics Consultant

C2H, Inc.

Nov 2022 - Mar 2024 (1 year 4 months)

Built a data transformation process that unlocked value from underutilized JSON files, producing 1B+ rows of clean, organized data. Developed a bulk free-form text search tool improving match rate by 50% and contributed to a job-title taxonomy.

data transformation JSON Python Search Data Analysis Taxonomy Development

Data Analytics Manager

C2H, Inc.

May 2022 - Nov 2022 (6 months)

Led a team of 5 analysts and owned the data-product delivery process for one of the data operations teams. Built the data layer for the operations team's reporting needs, creating processes to capture and store operations data and building reports on top of it.

SQL Data Delivery Team Leadership Process Automation Data Quality Training

Lead Analytics Consultant

Wells Fargo India & Philippines

Feb 2022 - May 2022 (3 months)

Developed one of the Small Business Organization's vital dashboards, focused on Business Real Estate Finance's production pipeline and productivity. Provided data and insights support to the Processing Engineering project for Small Business Operations.

SQL Tableau Dashboard Development Data Analysis Process Mapping Value Chain Analysis

Senior Analytics Consultant

Wells Fargo India & Philippines

Oct 2018 - Jan 2022 (3 years 3 months)

Designed and developed the Reg B dashboard for the Paycheck Protection Program, collaborating across Analytics, IT, Risk, Audit, and Operations. Developed a Python script for data lineage and improved capacity planning processes.

SQL Tableau Cognos Python Data Lineage Dashboard Development Training Human Centered Design

Lead CRM Analytics Manager

HOOQ Digital Phils. Inc.

Feb 2018 - Oct 2018 (8 months)

Led CRM analytics and experimentation initiatives supporting customer engagement, onboarding, and conversion optimization across Southeast Asian markets. Built stakeholder-facing reporting and defined key lifecycle performance metrics.

CRM Analytics Experimentation Customer Engagement Conversion Rate Optimization Reporting Lifecycle Metrics

Marketing Analytics Lead & Analyst

Safeway

Jul 2013 - Feb 2018 (4 years 7 months)

Built nationwide campaign analytics and executive reporting supporting ~20M customers, 2K stores, and 500 product categories. Designed quasi-experiments using test-and-control methodology to measure the causal impact of loyalty programs.

SQL Tableau Campaign Analytics Executive Reporting Test and Control Quasi Experimental Techniques Loyalty Programs Data Analysis

Marketing Officer

Shopping Center Management Corporation

Oct 2012 - Jun 2013 (8 months)

Marketing officer role at Shopping Center Management Corporation.

Entrepreneur

Leberbon Enterprise

Apr 2011 - Sep 2012 (1 year 5 months)

Entrepreneur at Leberbon Enterprise.

Business Analytics Officer

Sun Cellular

Sep 2007 - Mar 2011 (3 years 6 months)

Delivered marketing and sales analytics for a national telecommunications provider using enterprise data-warehouse reporting. Conducted churn and policy-impact analyses presented to business-unit leadership.

SQL Data Warehouse Churn Analysis Policy Impact Analysis Trend Analysis Sales performance reporting