Josh Lavin
5.0
(11)
Studied at California Polytechnic State University, San Luis Obispo
Works at Persona
Successful clients at
Not currently taking new clients
About Josh
I’m Josh a product deployment strategy working in Customer SuccessThroughout college, I wore a lot of hats: I coached students in live sales roleplays, helped build an AI startup from the ground up, led my business fraternity, and even created a Survivor-style competition that brought together 100+ people on campus (yes, like the TV show). What drives me is helping people tell their story and show up with confidence — whether that’s in an interview, a pitch, or figuring out their next move. I’ve worked at both large companies and scrappy startups, received offers in sales, strategy, and product, and now work in a post-sales strategy role at a high-growth tech company. Outside of work, I’m a big fan of fantasy football, reality TV strategy games, and finding ways to make big decisions feel a little less overwhelming. I’m here to be real with you, support you, and help you feel ready — wherever you're at in your journey.
Why do I coach?
I coach because I know how overwhelming it can feel to figure things out alone. I’ve been in that place, trying to navigate interviews, build confidence, tell my story, and break into competitive roles without a clear roadmap. What made the biggest difference for me was having people in my corner — mentors, teammates, and coaches who gave honest feedback, believed in me, and helped me grow. Now I want to be that person for someone else. Whether it’s helping you prep for a sales roleplay, rewrite your resume, or just feel more confident in your path, I care deeply about helping people show up as their best, most authentic selves. Coaching isn’t just about tactics. It’s about helping you believe in your own potential. That’s what excites me every time.
Work Experience
Product Deployment Strategist
Persona
July 2025 - Present
Working as part of the post sales team in customer success, GTM, and growth.
GTM Strategy
SCAFFOLD
July 2025 - December 2025
• Increased MRR $12,000+ through prospecting and closing multiple enterprise accounts by identifying key email paint points, tailoring custom solutions, and providing a demo of the AI email marketing platform • Exceeded prospecting quota by 200% by building a sales pipeline using cold calling and social selling strategies • Lead the development of a new sales approach by connecting a CRM, prospecting tools, and automated sequencing, resulting in 3x production of overall client acquisition, contacts, and leads • Improved sales forecast accuracy 15% by identifying need to improve sales pipeline visibility and launching dashboard
Sales coach
Orfalea College of Business
September 2024 - June 2025
Worked directly with 100+ students to help coach within the school's sales minor. Did over 100 sales roleplays in order to help prepare students for sales competitions. Coached + gave feedback
Digital Assurance and Transparency
PwC
June 2024 - August 2024
PwC – Digital Assurance & Transparency Intern Los Angeles, CA | Summer 2024 As a Digital Assurance & Transparency (DAT) Intern at PwC, I worked with financial services clients to assess risks, test internal controls, and support external audit procedures. I focused on understanding how technology, automation, and data validation drive financial reporting integrity. I collaborated with cross-functional teams to evaluate IT systems and control environments, gaining hands-on experience in risk assessment, compliance, and process improvement. This experience strengthened my analytical skills and reinforced my interest in the intersection of business, data, and technology.
sales and management intern
Sherwin-Williams
June 2022 - August 2022
• Conducted quantitative analysis across 1000+ accounts, competitive market research, and research calls with customers to identify opportunity to expedite commercial property deals; resulted in a projected 67%+ revenue • Presented commercial real estate expansion plan to 150+ people across 50 teams and 15+ senior level executives with a 95% recorded interest and led to continued exploration of identified strategic focus • Monitored sales interactions to identify opportunity to reframe pitch and focus on in demand product and client needs; Partnered with 15 sales managers to operationalize approach resulting in 10% increase in deal size
Josh was also given offers to work at
AlphaSights
Education
California Polytechnic State University, San Luis Obispo
Business Administration, Information Systems
2021 - 2025
Cal Poly, San Luis Obispo B.S. in Business Administration – Concentration in Information Systems | Sales Minor During my time at Cal Poly, I focused on blending business, tech, and storytelling. I completed the Sales Minor, where I did 100+ live sales roleplays, cold-called real clients, and served as a Sales TA coaching peers on objection handling and closing. I also concentrated in Information Systems, building databases, analyzing customer data, and learning how tech powers business strategy. Outside the classroom, I led the Cal Poly Survivor organization, producing large-scale competitive games, and served as VP of Brotherhood for Delta Sigma Pi, organizing a 300+ person awards ceremony. These experiences taught me how to build systems, rally people around a vision, and execute under pressure.
11 Reviews
Overall Rating
5.0
Josh has helped clients get into these companies: