Lucid Software

Lucid Software is a leader in visual collaboration, helping teams see and build the future from idea to reality. With its products—Lucidchart, Lucidspark, and Lucidscale—teams can align around a shared vision, clarify complexity, and collaborate visually, no matter where they’re located. Top businesses use Lucid’s products all around the world, and Lucid’s partners include industry leaders such as Google, Atlassian and Microsoft. Since the company’s founding, it has received numerous awards for its products, business and workplace culture. For more information, visit lucid.co(opens in a new tab).

Field Coach & Facilitator

Princeton University

Assistant Diving Coach

Account Executive

Lucid

Pioneered the FinServ vertical, building relationships and driving sales in the finance sector.

Enterprise Account Executive

• Top revenue producer in segment and across all products.
• Managed and grew strategic and enterprise customer relationships across Asia-Pacific.
• Brought in new ASX 200 clients and helped grow the team from 10 to 25+ employees in 18 months.
• Mentored and onboarded new team members.

APAC Enterprise Account Executive

• Moved from the US to build the Lucid APAC HQ in Melbourne, Australia.
• Trained new talent, drove staff development through feedback and mentoring, and built a strong local culture.
• Managed and grew existing relationships with APAC enterprise customers.
• Worked with new APAC-based clients to transition from legacy software to the Lucid Suite.
• Responsible for team-based KPIs and was awarded President's Club.

APAC Sales - Team Lead

Regional Sales Manager

Team Lead - Strategic Account Development

• Supported Head of Strategic Sales throughout deal cycles, ensuring client satisfaction.
• Coordinated with Sales Engineers, Customer Success, and Product Managers for exceptional customer experiences.
• Conducted tailored product demonstrations, showcasing solutions for clients' unique challenges and initiatives.
• Recognized for generating the most pipeline in the development team.

Strategic Account Development

Account Development Representative

Corzo

We started Corzo from a need we saw in the sales space to enable reps to spend more time selling and less time on data entry. 
- Interviewed sales leaders and sales reps from across the US to validate the need and refine the MVP.
- Brought the MVP to beta and collected feedback from initial users.

Founder

Hashtaggy, Inc.

Founding Team - Finances and User Acquisition

University of Utah

Student Athlete

GPS Capital Markets, Inc.

Foreign Exchange Intern

The Dirty Dash & Color Me Rad

Assisted in developing an internal sponsorship department.
Generated sponsorship deals for 80+ events across North America through cold calling and following leads.
Grew a fledgling sponsorship department from the ground up, finishing with over $100k in sponsorship by year end. 
Was recognized by Sponsor My Event for the work I was doing.

Sponsorship Coordinator

I'm a passionate software sales professional and now a Field Coach and Facilitator at Lucid, dedicated to elevating the performance of global sales teams and shaping the next generation of sales talent.

With a background in finance and information systems, complemented by my experience as a certified Scrum Master, I bring a unique blend of technical knowledge and sales expertise to my role. Over the past 6+ years, I've had the privilege of working with industry leaders like Lucid and Zip, contributing to their success and building high-performing teams across continents.

In my current role at Lucid, I focus on:
- Coaching new hires and experienced sales professionals to unlock their full potential
- Facilitating Sales Skills Programs and Virtual Instructor-Led Trainings
- Developing and implementing strategies to optimize sales performance and reduce ramp-up time
- Collaborating with leadership to continually improve our sales enablement programs

My experience spans various sales motions, including Self-Serve, B2C inbound, B2B inbound, and B2B outbound. This diverse background allows me to provide comprehensive, tailored coaching that addresses the unique challenges of each sales environment.

I'm passionate about fostering a culture of continuous learning and achievement. By combining data-driven insights with personalized coaching techniques, I help sales professionals not only meet but exceed their goals.

Josiah Purss

Whistic

•Reporting directly to the CEO, I lead the Finance function at Whistic, a Series-B SaaS company, including annual budgeting, quarterly forecasting, month-end reporting, and long-range planning.
•Support all functional groups with ad-hoc strategic and financial analysis
•Investor and Board of Directors reporting/messaging
•Led the analysis and identification of Whistic's Ideal Customer Profile (ICP), significantly improving go-to-market efforts to target, acquire, and retain the correct customers.
•Led evaluation, negotiation, and implementation of two new software tools: 1) Mosaic - financial planning tool --> migration out of spreadsheets, improved accuracy, visibility, and capability of all financial reporting and forecasting, and 2) Tropic - software spend management tool --> material savings in Whistic tech stack, improved contract organization, and time saved during procurement/renewal negotiations.

Director / Head of Finance

•IPO readiness and LRP (Long-Range Planning) development
•Oversee Annual Budget, Quarterly Forecast, Intra-month pacing, and Month-End processes for high-growth SaaS business valued at $3B (as of June 2021)
•Prepare financial reporting and operational messaging/materials for monthly C-Suite and Board of Directors presentations, along with investor earnings call guidance
•Execute on ad hoc strategic initiatives as requested by senior leadership - uncover, valuate, and execute on additional projects as identified during self-initiated investigations of the business
•Onboard, train, and mentor members of the Strategic Finance/FP&A team

Director of Strategic Finance

Clearlink

•Oversee annual Budget cycle, quarterly company forecasts for Wall Street release, monthly reporting, and ad hoc financial analysis.
•Primary support to Partner Strategy, Marketing, and Sales leadership to examine historical and forecasted performance on various brand partners with annual revenues exceeding $265M. Prepare Profit/Loss studies, perform trend analysis on KPI metrics. 
•Research, model, and evaluate new opportunities in conjunction with Business Development team. Oversee integration and ongoing financial servicing of new acquisitions (Whistleout - 2018, The Penny Hoarder - 2021)
•Onboard, train, and mentor members of the FP&A team.

Sr. Manager - Financial Planning & Analysis (FP&A)

•Personally selected by CEO, COO to participate in internal think-tank strategy group with C-suite and VP-level executives, evaluating strategic opportunities at 3, 5, and 10-yr horizons.

Manager - FP&A

First recipient of Most Valuable Clearlinker award (Q1 2017) - given quarterly to one employee across the 2,000+ person organization who makes an outstanding contribution to the business and exemplifies the culture of Clearlink.

Sr. Financial Analyst - FP&A

PacifiCorp

•Advanced Cost/Revenue analytics for company operations throughout Western United States, provided recommendations for rate case filings, annual Business Plan, semi-annual Results of Operations, and ad hoc financial analysis. Performed forecast modeling and calculation of revenue requirement.
•Primary draftee of the direct, rebuttal, and surrebuttal written testimony for the company's key revenue requirement witness in multiple rate case filings. 
•Team Lead analyst for the company's 2015 Wyoming General Rate Case, coordinating efforts of nine other analysts on the team.
•Provided financial reporting to legislative bodies, Public Utilities Commissions, and appointed intervenors in six states.

Financial Analyst - Revenue Requirement/Regulation

Complete Merchant Solutions

•Financial analysis on at-risk accounts, spearheading loss-mitigation efforts ~ $2.5 million recovered during 12-month period. 
•Provided daily and monthly reports for management on processing volume, income, and expenses.
•Managed accounts receivable and inventory.

Financial Analyst - Risk/Accounting

Cambridge Financial Advisers

Acquiring and servicing clients with regards to their personal financial objectives, namely retirement, investing, and insurance.

Financial Advisor

I partner with company leadership to offer solutions through accurate and actionable financial forecasting, modeling, and analysis.

My personal brand is centered on 1) cultivating those relationships with leadership to help them achieve their team's goals, 2) developing my personal skillset, and 3) demonstrating ongoing curiosity and initiative around every aspect of the organization, all in service of achieving broader strategic objectives. I am also passionate about building and developing elite Finance teams. I am PEOPLE-focused - their success is my success.

Outside of work, I like experiencing new things. I'm always trying a new sport, eating a new food, reading a new book. I especially enjoy playing piano, tennis, disc golf, and games with the family.

taplio

The Battle

Josiah Purss

Kit Lloyd

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