Sandy Swanson

Questioner
DISC Type : c

Director, Finance Transformation at ServiceNow

San Francisco Bay Area, United States

Overview

Sandy Swanson is the Director of Finance Transformation at ServiceNow, where she leverages her expertise in analytics and process improvement to innovate finance processes. A graduate of Santa Clara University (MBA) and San Jose State University, she has a track record of enhancing efficiency. Colleagues describe her as analytical, inspiring, and open-minded.

Outside her corporate role, Sandy has a strong passion for fitness and wellness. She has previously worked as a Barre and Interval Instructor at Salt Lab Studio, demonstrating a commitment to an active lifestyle and coaching others in a different capacity.

She co-led a project that saved her company 2, 000 hours annually by building new dashboards for live financial variance visibility.

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Finance Transformation
Her career at ServiceNow is focused on reshaping enterprise finance through intelligent workflows, process improvement, and implementing new system capabilities.
Process Automation
She has earned multiple CFO awards for projects that automated financial modeling and reporting, resulting in thousands of hours in efficiency gains for the company.
Team Leadership
Multiple colleagues describe her as a coach and mentor who inspires, nurtures, and empowers her team to help them become great leaders.

Media Appearances

Sandy has no verified media appearances

Work History

2-2024
Director, Finance Transformation at ServiceNow
2-2022 - 2-2024
Director, Strategic Finance at ServiceNow
12-2019 - 2-2022
Director, FP&A Marketing at ServiceNow
3-2017
Barre/Interval Instructor at Salt Lab Studio
11-2013 - 3-2014
Corporate FP&A at Apple

Education

MBA from Santa Clara University
Bachelor of Science (BS) from San Jose State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Francisco Bay Area, United States Job Level : Mid-senior Designation : Director, Finance Transformation at ServiceNow
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Insights For Selling To Sandy

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sandy is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Sandy

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sandy move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Sandy take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Sandy

Personality Compatibility


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