Lyndsey Grubb

Critic
DISC Type : C

Director Private Equity at Salesforce

New York, New York, United States

Overview

Lyndsey Grubb is a Director within Salesforces Private Equity practice, focused on driving front-office digital transformation for PE firms and their portfolio companies. Her background includes roles at NetSuite, Barings, and PwC, with deep experience in technology-based value creation. She holds both a Bachelors and Masters degree from Tulane University.

She has built a specialized career focused on the intersection of private equity and technology, advising firms on strategic due diligence, carve-outs, and synergies.

Personality Overview

Critic

ROI Driven

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  They choose to analyze logically and value facts to emotions. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

PE Digital Transformation
Her career is dedicated to partnering with private equity firms to drive value creation across their portfolios using technology platforms like Salesforce.
Data & AI Adoption
She actively promotes Salesforce events and learning opportunities related to Data Cloud and AI, signaling its importance for business growth.
Go-to-Market Strategy
She publicly celebrates and supports initiatives designed to help startups and new ventures build and accelerate their go-to-market plans.

Media Appearances

Lyndsey has no verified media appearances

Work History

2-2022
Director Private Equity at Salesforce
3-2020 - 2-2022
Private Equity Business Development at NetSuite
3-2018 - 12-2019
Associate Director at Barings
10-2014 - 3-2018
Analyst at Barings
1-2012 - 10-2014
Experienced Associate at PwC

Education

Bachelor of Science - BS from Tulane University
Master from Tulane University - A.B. Freeman School of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : New York, New York, United States Job Level : Mid-senior Designation : Director Private Equity at Salesforce
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Insights For Selling To Lyndsey

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Tell them what ROI they can expect
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lyndsey is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Lyndsey

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Lyndsey move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Lyndsey take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Lyndsey

Personality Compatibility


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