Joseph Lombardi

Pioneer
DISC Type : ids

Director, Solutions Engineers at Ottimate

San Diego, California, United States

Overview

Joseph is a Director of Solutions Engineers at Ottimate, leveraging his deep experience as a financial leader and former CFO. A graduate of Queens College, he is skilled in software implementation, data management, and financial reporting, particularly within the hospitality industry. He also holds a Selling for Impact Certification.



He made a unique career transition from a Chief Financial Officer to a technical, client-facing solutions engineering leader.

Personality Overview

Decisive But Friendly

Dynamic But Sincere

Driven But Considerate

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

AP Automation
Advocates for transforming Accounts Payable with AI, creating end-to-end solutions to streamline processes for industries like healthcare and grocery.
Grocery Profitability
He believes profitability for grocers is defended in the back office, focusing on how AP processes can protect the industry's narrow margins.
Technical Sales
Emphasizes the need for technical consultants who can act as "translators" for great technology and secure the "technical win" in sales.

Media Appearances

Joseph has no verified media appearances

Work History

1-2026
Director, Solutions Engineers at Ottimate
3-2024 - 1-2026
Manager, Solutions Engineer at Ottimate
1-2023 - 3-2024
Pre Sales Engineer at Ottimate
1-2021 - 11-2022
Chief Financial Officer at Savory
8-2019 - 12-2020
Senior Controller at Savory

Education

2004 - 2009
BA from Queens College

More Information

Social Presence :

Prographics :

Exp : N/A Location : San Diego, California, United States Job Level : N/A Designation : Director, Solutions Engineers at Ottimate
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • Ask them for a lunch or coffee once some rapport has been established
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Joseph

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • They are generally fast movers and can take quick decisions
  • Can Joseph take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Joseph

Personality Compatibility


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