FinTech teams I have worked with
Finance leaders are hard to reach, hard to excite and they do not replace their finance stack every year. I train FinTech sales teams to get the meeting, catch the buying window and win the CFO with substance.
Your buyer controls the budget and is paid to be sceptical.
In the outbound data I have reviewed, finance leaders needed more touches before replying than most other personas. One-channel sequences and generic messages do not get through.
Nobody replaces their finance stack on a whim. Change happens around a year-end, an audit, an ERP migration, a funding round or a new CFO. Reaching the buyer outside that window is a long wait.
Finance buyers want substance: clear ROI, risk, integration with the ERP and proof that the numbers add up. Hype and vision slides work against you.
Security, compliance and data accuracy are non-negotiable. Reps have to answer those questions confidently, or the deal stalls in review.
Multichannel sequences with enough touches and relevance for finance personas, timed on the triggers that open a buying window.
See the training →Discovery that quantifies the cost of the current finance process, and a business case a CFO would build themselves.
See the training →Security, compliance and integration questions answered upfront, so they do not stall the deal at the end.
See the training →Pipeline reviews that separate real buying windows from interested prospects.
See the training →No off-the-shelf curriculum. Before a single session gets designed, I look at how your team sells today.
I listen to your team's real calls and review pipeline, win rates and KPIs. That shows where deals stall in your market, not in a generic one.
Every exercise uses your buyers, your competitors and your product. Reps practise on the conversations they will have next week.
Follow-up sessions, call scorecards and manager coaching turn the training into how the team works, not a slide deck people forget.
They are hard to reach, sceptical by profession and rarely in a hurry to change their stack. They respond to clear ROI, low risk and proof, not to enthusiasm.
Usually around specific triggers: a year-end or audit, an ERP migration, a funding round, rapid growth or a new finance leader. Prospecting on those triggers beats generic outreach.
More than for most personas. In the outbound data I have reviewed, finance leaders needed more touches than average before engaging, which is why multichannel sequences with real relevance matter.
Yes. I train in English, German and Dutch, remote or on-site, for teams across the Netherlands, Belgium, Germany, Austria and Switzerland. English sales terminology stays in place, so the frameworks work across mixed teams.
Send me one call from your top rep and one from a mediocre performer. I'll show you the exact gap, specific to how your market buys.