Roxanne Oulman

Inquirer
DISC Type : dc

CFO Operating Partner at Lightspeed

San Francisco Bay Area, United States

Overview

Roxanne Oulman is a financial executive and CFO Operating Partner at Lightspeed, specializing in scaling high-growth SaaS companies. With a career spanning roles at Medallia and CallidusCloud, she has extensive experience in acquisitions, raising capital, and leading companies through successful IPOs. She earned her B. S. from Minnesota State University, Mankato.

Outside of her board responsibilities, Roxanne is a dedicated learner who enjoys spending time with her family, gardening, and recently took up golf. She values patience and curiosity, principles she applies to both her personal hobbies and professional mentorship. Her favorite book is "Where the Crawdads Sing. "

As a first-generation college graduate from a blue-collar background, she credits her drive and resilience for her success.

Personality Overview

Demanding

Upfront

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Scaling SaaS Companies
Has a proven track record as CFO of leading high-growth SaaS companies like Medallia and CallidusCloud through acquisitions and a successful IPO.
Corporate Governance
Serves as a board member and audit committee chair for multiple public and private companies, including Western Digital and Plume Design.
Gardening and Golf
Enjoys spending time in the garden and has recently started learning to play golf, highlighting a passion for patience and continuous learning.

Media Appearances

Roxanne has no verified media appearances

Work History

4-2025
CFO Operating Partner at Lightspeed
2-2025
Board Member at Western Digital
5-2024
Board Member at Human Interest
5-2023
Board Member at Klaviyo
3-2023 - 7-2024
Board Member and Audit Committee Chair at AuditBoard

Education

1995 - 1998
MBA from University of the Pacific - Eberhardt School of Business
1989 - 1993
Bachelor of Science (B.S.) from Minnesota State University, Mankato

More Information

Social Presence :

Prographics :

Exp : 33 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : CFO Operating Partner at Lightspeed
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Insights For Selling To Roxanne

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Stress on the business value that your product offers
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roxanne is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Roxanne

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Roxanne move?

  • Their decision making speed is somewhere in the middle.
  • Can Roxanne take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Roxanne

Personality Compatibility


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