Joe Lalli

Director, Business Systems @Lucid Software

Salt Lake City, UT, US
EMAILS
j•••••@lucid.co
MOBILE NUMBERS
+14•••••••52

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WORK HISTORY

Nov 2021 — Present

Director, Business Systems @Lucid Software

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Salt Lake City, UT, US

Director of Business Systems at Lucid, manages the teams that own administration and development of a variety of internal software solutions including: SalesforceSalesforce CPQGainsightSalesloftGrooveMarketoWorkatoSpearheaded scalable Salesforce architecture to support revenue increase.Led successful CPQ implementation (Salesforce CPQ / Apttus) across sales and finance, improving quote-to-cash efficiency by 7xBuilt and scaled a business systems team, increasing delivery throughput and system uptime.Partnered cross-functionally with RevOps and Finance to align business processes with system automation.Developed team governance frameworks emphasizing autonomous accountability, with KPIs tied to business impact.

EDUCATION

N/A

University of Utah

Bachelor of Arts (B.A.) Economics , Economics

SKILLS

Customer ServiceMarketingEconomicsMicrosoft ExcelTeam BuildingAccount ManagementSaasSales ProcessSalesforce.comSoftware IndustryProfit MaximizationEnterprise SoftwareSales ManagementBusiness DevelopmentLeadershipMicrosoft OfficeSalesEconomic DevelopmentAnalysisReal Estate Economics

ABOUT JOE LALLI

I specialize in building scalable systems and high-performing teams that enable rapid growth. Over the past decade, I’ve helped SaaS companies grow from early-stage to maturity by architecting business systems that support 10x revenue expansion.My expertise includes Salesforce architecture, multiple CPQ implementations (including end-to-end design and deployment), and the development of governance frameworks that support both autonomy and accountability across teams. I build systems and processes that don’t just scale, but scale smartly, aligning closely with GTM strategy, finance, and customer success.Key strengths:GTM system strategy aligned with RevOps and FinanceDeep Salesforce + CPQ expertise (Apttus, Salesforce CPQ, etc.)Proven team builder and mentor with a track record of high retentionScalable governance frameworks for cross-functional alignmentStrong belief in using value and impact to drive team metrics and prioritiesIf you\'re looking for someone who bridges the gap between technical execution and strategic business outcomes—I’d love to connect.Salesforce, Dell Boomi, Workato, Outreach, Salesloft, Salesforce CPQ, Zuroa, Recurly, Net Suite, Jira, DocuSign, Zoominfo, DiscoverOrg, Calendly. Salesforce certified (Salesforce platform applications builder) with a demonstrated history of working in the computer software industry. Skilled in Salesforce-3x CPQ implementations -1 acquisition and 2 unicornsAnalytical Skills, Enterprise Software, Sales, Profit Maximization, and Sales Management. Strong information technology professional with a Bachelor of Arts (B.A.) Economics, University of Utah

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