Edwards Lifesciences CFO Transition Playbook
Oct 2025 sees a CFO handoff at Edwards Lifesciences. Use this trigger to juice your pipeline and commission. Pitch CFO onboarding tech & FP&A tools to close fast.
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🚀 Battle Card: Edwards Lifesciences
Quick trigger:
Capitalize on this Edwards Lifesciences sales trigger with tailored finance solutions.
👤 Decision Maker in the News
- Not yet announced, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- A CFO transition can create gaps in financial leadership and investor communication, risking forecasting accuracy and stock performance. → Source
🎯 Core Pain Point
- Maintaining financial continuity during executive handover
- Mitigating risks in reporting and investor relations
💰 What to Pitch
- Primary: CFO onboarding platform → Seamless handover and maintained investor confidence
- Expansion: FP&A software → Enhanced forecasting and scenario planning during transition
🗺️ Quick Context
- HQ: Irvine, CA
- Employees: ≈ 15,000
- Rev: ≈ $5 B
- Website: edwards.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Edwards Lifesciences’ business.*
- Workday — FP&A / HCM
- Unique edge: Unified HR and finance data in one system
- Evaluated by CFO for real-time analytics
- Oracle — ERP / EPM
- Unique edge: Scalable financial consolidation tools
- Evaluated by VP Finance for global reporting
- SAP — ERP / EPM
- Unique edge: Integrated enterprise resource planning
- Evaluated by CFO for roadmap and support
- Anaplan — FP&A
- Unique edge: Cloud-native scenario modeling
- Evaluated by Director of FP&A for agility
- BlackLine — Financial Close
- Unique edge: Automated close and reconciliation
- Evaluated by Accounting Ops for accuracy
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (link above)
Use this Edwards Lifesciences sales trigger to craft a tailored email and DM with the Copy-My-Prompt block (Step 7)
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑CFO onboarding platform for seamless handovers❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = ≈ TBD
COMPANY = Edwards Lifesciences
DEPT = Finance
SIZE = ≈ TBD
BOTTLENECK = gaps in financial leadership
EVENT = CFO transition
DETAIL = CFO transition plan
PAIN = Maintaining financial continuity during executive handover
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251030455357&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 15000
REV_EST = ≈ $5B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Finance
≈ TBD—noticed your Finance team is ≈ TBD.
That’s when gaps in financial leadership slows growth.
We helped ≈ TBD fix this with CFO onboarding platform for seamless handovers.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about CFO transition plan — Maintaining financial continuity during executive handover.
CFO onboarding platform for seamless handovers. ≈ TBD.
Quick chat?