Finance Pipeline Igniter: Acumatica’s New CFO
Acumatica hires Jordan Weitzen as CFO. Use this high-value trigger to pitch unified global reporting and CFO-grade analytics. Boost deal flow and close faster.
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🚀 Battle Card: Acumatica
Quick trigger:
👤 Decision Maker in the News
- Jordan Weitzen, Chief Financial Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/acumatica/)
💡 Why It Matters
- New CFO with proven digital finance transformation chops means aggressive push on operational efficiency — prime Acumatica sales trigger. → Source
🎯 Core Pain Point
- Fragmented financial processes across global teams
- Pressure to balance growth investments with margin control
💰 What to Pitch
- Primary: Financial Management module → Unified global financial reporting
- Expansion: Analytics & BI add-on → Real-time, CFO-grade dashboards
🗺️ Quick Context
- HQ: Bellevue, WA
- Employees: ≈ 700
- Rev: ≈ $120 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Acumatica’s business.*
- NetSuite — Cloud ERP
- Unique edge: SuiteSuccess industry templates
- Evaluated by CFO for rapid ROI
- Microsoft Dynamics 365 — Cloud ERP
- Unique edge: Tight Office 365 integration
- Evaluated by CFO & IT for ecosystem fit
- Sage Intacct — Financial Management
- Unique edge: Best-in-class core financials
- Evaluated by Finance Director for depth
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block and send first touch citing this Acumatica sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Harness this Acumatica sales trigger to accelerate your finance pipeline—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Implement our Financial Management module for unified global reporting❑
PROOF_METRIC = ❑30% reduction in close time❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Jordan
COMPANY = Acumatica
DEPT = Finance
SIZE = ≈ 15
BOTTLENECK = fragmented financial processes
EVENT = Appoints Jordan Weitzen Chief Financial Officer
DETAIL = Acumatica Appoints Jordan Weitzen Chief Financial Officer
PAIN = balancing growth investments with margin control
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007710721&div=41152219
SIM_CO = Rootstock Software
WIN_METRIC = 30% faster financial close
NEXT_SIZE = ≈ 25
EMP_EST = ≈ 700
REV_EST = ≈ $120M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 15-person Finance
Jordan—noticed your Finance team is ≈ 15.
That’s when fragmented financial processes slows growth.
We helped Rootstock Software fix this with Implement our Financial Management module for unified global reporting.
Result: 30% faster financial close.
Quick call?
PS—next bottleneck hits ≈ 25.
DM ≤45 words, TONE:
Saw your post about Acumatica Appoints Jordan Weitzen Chief Financial Officer — balancing growth investments with margin control.
Implement our Financial Management module for unified global reporting. 30% reduction in close time.
Quick chat?