WM CFO Switch: Your Next High-Value Deal
WM names a new CFO—prime time to pitch reporting automation and treasury tools. Boost deal flow, hit quota, and close faster.
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🚀 Battle Card: WM
Quick trigger:
👤 Decision Maker in the News
- David Reed, Executive Vice President and Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- A CFO transition often leads to re-evaluation of finance systems and advisory relationships, priming vendor opportunities—this WM sales trigger signals a chance to sell automation. → Source
🎯 Core Pain Point
- Legacy finance system complexity
- Investor relations and reporting efficiency
💰 What to Pitch (Capitalize on this WM sales trigger)
- Primary: Financial reporting automation → faster close and accurate investor insights
- Expansion: Treasury management optimization → improved cash visibility
🗺️ Quick Context
- HQ: Houston, TX
- Employees: ≈ 45,000
- Rev: ≈ $20 B
- Website: https://www.wm.com/
🤼 Competitive Intel
*Which other vendors you’ll probably face to win WM’s business.*
- Oracle — ERP / FP&A
- Unique edge: Comprehensive modular suite with global compliance
- Evaluated by CFO & VP Finance for scale
- Workday — Financial Management
- Unique edge: Unified cloud approach and AI-driven insights
- Evaluated by Finance & IT for modernization
- BlackLine — Account Reconciliation
- Unique edge: Automated close with real-time visibility
- Evaluated by Controller & Accounting for close acceleration
- Kyriba — Treasury Management
- Unique edge: Integrated cash forecasting and risk
- Evaluated by Treasurer & CFO for liquidity optimization
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
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 = ❑≈ TBD❑
OFFER_BRIEF = ❑≈ TBD❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = David
COMPANY = WM
DEPT = Finance
SIZE = ≈ TBD
BOTTLENECK = Legacy finance system complexity
EVENT = CFO Devina Rankin retirement
DETAIL = Devina Rankin's retirement announcement
PAIN = Inefficient financial reporting processes
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250821708011&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 45,000
REV_EST = ≈ $20 B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Finance
David—noticed your Finance team is ≈ TBD.
That’s when Legacy finance system complexity slows growth.
We helped ≈ TBD fix this with ≈ TBD.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Devina Rankin's retirement announcement — Inefficient financial reporting processes.
≈ TBD. ≈ TBD.
Quick chat?