Sales Battle Card: Coursera CFO Transition

🚀 Battle Card: Coursera

• Ken Hahn, Chief Financial Officer (transitioning to Advisor)

• The CFO transition signals a critical buying window for advanced finance tools and advisory support. It’s a high-value Coursera sales trigger for finance vendors. → Source

• Leadership gap in financial strategy during transition

• Need for seamless financial reporting and guidance

• Primary: Corporate FP&A software → real-time financial insights and reporting continuity

• Expansion: Interim CFO advisory services → strategic guidance and smooth leadership handover

• HQ: Mountain View, CA

• Employees: ≈ 1,600

• Rev: ≈ $650 M

• Website: [coursera.org](https://www.coursera.org/)

🤼 Competitive Intel

• Workday Adaptive Planning — FP&A / budgeting
• Unique edge: seamless integration with HR and payroll data
• Evaluated by CFO for unified planning across teams

• Anaplan — Connected planning platform
• Unique edge: advanced scenario modeling at scale
• Evaluated by Finance leads for predictability

• Oracle NetSuite — ERP with financial modules
• Unique edge: end-to-end cloud financial suite
• Evaluated by Finance & IT for global consolidation

• Vena Solutions — FP&A with Excel interface
• Unique edge: familiar Excel-based workflow
• Evaluated by finance teams for user adoption

• Planful — Continuous planning platform
• Unique edge: rapid deployment and self-service analytics
• Evaluated by FP&A managers for agility

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑real-time FP&A software for continuous financial visibility❑
PROOF_METRIC  = ❑≈30% increase in forecasting accuracy❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ken
COMPANY     = Coursera
DEPT        = Finance
SIZE        = ≈15
BOTTLENECK  = Leadership gap in financial strategy during CFO transition
EVENT       = CFO Transition
DETAIL      = CFO transition announcement
PAIN        = Leadership gap in financial strategy during transition
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251002508368&div=41152219
SIM_CO      = Udemy
WIN_METRIC  = ≈40% faster month-end close
NEXT_SIZE   = ≈25
EMP_EST     = ≈1,600
REV_EST     = ≈650M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈15-person Finance

Ken—noticed your Finance team is ≈15.

That’s when Leadership gap in financial strategy during CFO transition slows growth.

We helped Udemy fix this with real-time FP&A software for continuous financial visibility.

Result: ≈40% faster month-end close.  
Quick call?

PS—next bottleneck hits ≈25.

DM ≤45 words, TONE:
Saw your post about CFO transition announcement — Leadership gap in financial strategy during transition.  
Real-time FP&A software for continuous financial visibility. ≈30% increase in forecasting accuracy.  
Quick chat?