Eric Lucero D.

Inspirer
DISC Type : di

SVP, Chief Accounting Officer at Proofpoint

San Francisco Bay Area, United States

Overview

Eric is the SVP, Chief Accounting Officer at Proofpoint, bringing extensive Big 4 public accounting experience to his role. A CPA and graduate of Texas A&M University, he is a results-driven leader with expertise in M&A integration, SEC reporting, and building world-class finance functions.

He operates on the principle that "Business. Is. Personal. , " emphasizing the importance of human connection to foster trust and innovation. He enjoys traveling to meet his global teams, sharing meals, stories, and ideas to build stronger professional relationships, as seen on his recent trip to Ireland.

During the Veritas separation from Symantec, he drove the complex carve-out, leading an Oracle R12 implementation.

Personality Overview

Decisive

Fast Adopter

Charming & Persuasive

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Global Team Building
He recently visited his accounting teams in Cork and Belfast, emphasizing that in-person connections build trust, encourage vulnerability, and foster innovation.
Relationship-Driven Business
Believes deeply that business is personal and that human connections are essential for success, rejecting the notion of purely transactional professional interactions.
Finance Transformation
Has led complex business transformations, including ERP implementations and creating carve-out financial statements during the $2. 5B Veritas spin-off from Symantec.

Media Appearances

Eric has no verified media appearances

Work History

10-2024
SVP, Chief Accounting Officer at Proofpoint
1-2022 - 10-2024
Chief Accounting Officer at Intercom
9-2019 - 12-2021
SVP, Chief Accounting Officer at SailPoint
7-2016 - 8-2019
Corporate Controller at WP Engine
10-2015 - 7-2016
Sr. Director, Revenue Accounting Operations & Global Policy at Veritas Technologies LLC

Education

Education details unavailable from Mays Business School - Texas A&M University

More Information

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Exp : 10 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : SVP, Chief Accounting Officer at Proofpoint
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Insights For Selling To Eric Lucero

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Clearly address the competitive aspects

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric Lucero is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Eric Lucero

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Eric Lucero move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Eric Lucero take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Eric Lucero

Personality Compatibility


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