Snowflake CFO Sales Trigger

Snowflake taps Brian Robins as CFO. This triggers a finance systems overhaul. Pitch financial close automation and real-time FP&A. Next touch: fuel your pipeline and crush quota.

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๐Ÿš€ Battle Card: Snowflake

Quick trigger:
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๐Ÿ‘ค Decision Maker in the News
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๐Ÿ’ก Why It Matters
  • New CFO brings hyper-growth finance playbooks from SaaS leaders to scale reporting and investor relations for the AI era. โ†’ Source
  • This Snowflake sales trigger signals a major re-tooling of financial systems ahead of aggressive revenue targets.
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๐ŸŽฏ Core Pain Point
  • Scaling close processes to support multi-billion revenue growth
  • Real-time FP&A for data-driven funding and resource allocation
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๐Ÿ’ฐ What to Pitch
  • Primary: Financial Close & Consolidation automation โ†’ Compress close cycle by 50%
  • Expansion: Real-time Financial Planning & Analysis โ†’ Dynamic forecasting for AI-led decisions
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๐Ÿ—บ๏ธ Quick Context
  • HQ: Bozeman, MT
  • Employees: โ‰ˆ 3,000
  • Rev: โ‰ˆ $2 B
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๐Ÿคผ Competitive Intel

Which other vendors youโ€™ll probably face to win Snowflakeโ€™s business.
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  • Oracle โ€” ERP / Financials
    • Unique edge: Deep integration across Oracle Cloud
    • Evaluated by CFO for unified financial controls
  • Workday โ€” FP&A / HCM Financial Planning
    • Unique edge: Cloud-native ease of use
    • Evaluated by Finance Ops for budgeting agility
  • SAP โ€” S/4HANA Finance
    • Unique edge: End-to-end enterprise accounting
    • Evaluated by IT & Treasury for global scalability
  • NetSuite โ€” Cloud ERP / Financial Management
    • Unique edge: Rapid mid-market deployment
    • Evaluated by Dir. Accounting for TCO
  • Coupa โ€” Business Spend Management
    • Unique edge: Real-time spend analytics
    • Evaluated by Procurement & Finance for compliance
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โœ… Do-Now Checklist

Connect with Brian Robins on LinkedIn (link above)
Draft first-touch using this Snowflake sales trigger and our Copy-My-Prompt block
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step

Stay ahead of every Snowflake sales triggerโ€”no fluff, all pipeline. Subscribe to NewsletterForLeads
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๐Ÿง  Copy My Prompt for Personalized Cold Outreach

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
โœ๏ธ YOUR COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
OUR_COMPANY   = โ‘โ‘
OFFER_BRIEF   = โ‘Financial Close & Consolidation automationโ‘
PROOF_METRIC  = โ‘50% faster close cyclesโ‘
CTA_STYLE     = โ‘quick_callโ‘
TONE          = โ‘punchyโ‘

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
๐Ÿ“Œ TARGET COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
NAME        = Brian
COMPANY     = Snowflake
DEPT        = Finance
SIZE        = โ‰ˆ 40
BOTTLENECK  = Scaling close processes
EVENT       = CFO appointment
DETAIL      = Brian Robins joining 9/22
PAIN        = Scaling close processes
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903529482&div=41152219
SIM_CO      = GitLab
WIN_METRIC  = 50% faster close cycles
NEXT_SIZE   = โ‰ˆ 80
EMP_EST     = โ‰ˆ 3,000
REV_EST     = โ‰ˆ $2B

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
TASK FOR CHATGPT
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Role: โ€œNewsletterForLeads SDR-Assistโ€.

Validate any โ‰ˆ guesses via SRC.

EMAIL  (keep breaks):
Subject: โ‰ˆ 40-person Finance

Brianโ€”noticed your Finance team is โ‰ˆ 40.

Thatโ€™s when Scaling close processes slows growth.

We helped GitLab fix this with Financial Close & Consolidation automation.

Result: 50% faster close cycles.
Quick call?

PSโ€”next bottleneck hits โ‰ˆ 80.

DM โ‰ค45 words, TONE:punchy:
Saw your post about Brian Robins joining 9/22 โ€” Scaling close processes.
Financial Close & Consolidation automation. 50% faster close cycles.
Quick chat?

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