Scaling as One
Leadership insights on aligning GTM & technology, evolving CFO strategies, and scaling people.

Scaling as One

Leadership insights on aligning GTM & technology, evolving CFO strategies, and scaling people.

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https://www.iconiqcapital.com/growth/insights/scaling-as-one-leadership-insights-on-aligning-gtm-technology-evolving-cfo-strategies-and-scaling-people

Stay Ahead with ICONIQ Growth

How do you build resilient organizations that can weather change, capitalize on moments of opportunities, and deliver lasting value? Thriving amidst uncertainty frequently requires more than just sound strategy—it demands bold leadership and a holistic approach to aligning people, processes, and priorities.

Luca Lazzaron, ICONIQ Growth GTM advisor and former CRO of Sprinklr, shares insights from his leadership experience alongside his counterparts at Sprinklr. Their collaboration fostered a "win-together" culture, aligned execution across all functions, and drove results. But above all, Luca emphasizes a top-down approach to leadership.

To equip founders with actionable insights and help them avoid making the mistake of actively implementing these strategies once they hit certain scale, we hosted three exclusive roundtables, alongside Luca, featuring Eileen Schloss (Board Member at Sprinklr), Pavitar Singh (Co-Founder & CEO of UnifyApps and former CTO of Sprinklr), and Chris Lynch (former CFO of Sprinklr). Their hard-earned wisdom reveals insights into how to integrate commercial and technical priorities, leverage the CFO’s role as a strategic driver, and scale teams without eroding culture. Let’s dive into these strategies and discover their insights into how great leadership can truly shape the future of your company.

1. Align GTM Strategies with Technology for Maximum Impact 

Foster a Collaborative and Customer-Centric Partnership

  • Build trust by investing time to learn each other’s processes and challenges. At Sprinklr, Luca and Pavitar spent an hour daily discussing customer needs, lost deals, and team dynamics. This consistent alignment as the company continued to scale helped increase renewal rates.
  • Integrate Product into GTM processes. Include Product leaders in sales meetings, CRM access, and deal cycles. Sprinklr’s weekly forecast calls featured Product leaders to discuss progress, creating accountability and real-time collaboration.
  • Embed customer focus in both teams. Train GTM and Product teams in the same qualification methodology to create a universal language and shared focus on solving core customer pain points, such as creating a “One List”. This approach ensures every product or feature originates from a mutually agreed list that outlines key features, required investment resources and top priorities.
  • Create Unified goals and incentives, driving cross-functional success. At Sprinklr, revenue goals and retention targets became part of Product KPIs, ensuring alignment across both teams. Celebrating wins together—like recognizing Product team contributions in sales success emails—reinforced collaboration.

Use Collaboration to Drive Product Innovation and Sales Growth

  • Unlock new growth opportunities through solving customer pain points. When Sprinklr’s GTM team identified a $1M customer pain point, the Product team prioritized solving it, even if it disrupted the existing pipeline. This agile response led to significantly growing the account and unlocked cross-sell opportunities.
  • Adapt based on customer signals. Product teams should prioritize feature development that addresses widespread customer issues, even if initially flagged by a single account. At Sprinklr, identifying similar needs across accounts helped reprioritize features and expand total addressable market (TAM).

2. Redefine the CFO Role as a Strategic Partner

Establish Shared Frameworks and Policies

  • Early alignment on goals, productivity models, and hiring plans is essential. Luca and Chris co-created a unified productivity model that informed budget planning and tested variables like ramp times for new reps.
  • Maintain clear, documented policies that evolve with the business. Sprinklr’s booking policy was as detailed as its travel and expense policies, ensuring consistency and fairness. A committee reviewed policy exceptions quarterly to make joint decisions and adapt the policy over time, as needed.

Build a Growth Focused Finance Team

  • Leverage your finance leader to help close strategic hires. Chris supported every senior hire at Sprinklr, explaining equity valuation and the company’s growth trajectory to candidates.
  • Experiment with small, controlled bets to test new markets or pricing structures. At Sprinklr, Chris allowed Luca to deploy small teams to explore new opportunities, ensuring knowledge retention and scalability.
  • Build a "Navy SEAL"-style finance team to manage varied challenges, focusing on core functions like collections and revenue. Avoid premature software implementations; instead, prioritize adaptable systems and hires for early-stage scaling.

3. Scale Your Team Without Compromising Culture

Hire for Scale with Stage-Appropriate Talent

  • Invest early in HR leadership. A senior HR leader should precede recruiters, as they set the stage for scalable organizational design and prevent future inefficiencies like title inflation or poor communication structures. At Sprinklr, Eileen implemented frameworks to identify critical roles and align top performers with needle-moving positions, ensuring long-term success.
  • Adapt leadership to growth phases. As companies grow, hiring leaders with "stage affinity" becomes crucial. While early-stage businesses may rely on junior talent with inflated titles, scaling companies should proactively uplevel senior leadership to prepare for new challenges and opportunities. Everyone on your leadership team cannot be in the biggest jobs they have been in - you need leaders around the table who have seen the journey before.
  • Align on retention and compensation strategies. Consistent communication between GTM and HR is essential for retaining top talent. At Sprinklr, Luca and Eileen regularly reviewed compensation benchmarks to remain competitive and improve GTM tenure, resulting in better performance and morale.

Create a Culture and Organizational Structure that is Built to Scale

  • Embed culture into organizational DNA. Building culture is a company-wide effort that requires time, resources, and leadership involvement. At Sprinklr, Luca and Eileen worked together to instill a culture employees were proud of, helping drive company-wide satisfaction and performance.
  • Foster organizational understanding. Early investment in internal enablement strengthens employee alignment with company goals. Luca requested that a Head of Internal Enablement be hired before he joined Sprinklr, enabling employees to better understand the company’s products, processes, and playbook, thereby fostering a shared culture. Hiring someone to enable early within an organization's scaling journey is critical to the success and longevity of processes.
  • Leverage cross-functional support for scaling. HR can lay the groundwork for GTM expansion by creating scalable structures for compensation, titles, and geographic support. At Sprinklr, Eileen collaborated with Luca on organizational design to effectively commercialize new regions while maintaining alignment with broader company goals.

Great leadership transcends managing processes—it’s about inspiring your team, aligning priorities across functions, and adapting to change. By implementing these strategies from our roundtable discussions, founders can build strong, cohesive organizations poised for sustainable growth.

The ICONIQ Growth website does not present information relating to ICONIQ Capital, its investment funds, or its advisory business and should not be consulted for any advisory purposes. The ICONIQ Growth content is intended for the use of company founders and executives.

Notes

ICONIQGrowth is a trading name of certain ICONIQ businesses, including ICONIQPartners (UK) LLP. ICONIQ Partners (UK) LLP(Registration Number: 973080) is anappointed representative of Kroll Securities Ltd. (Registration Number: 466588)which is authorized and regulated by the Financial Conduct Authority. ICONIQPartners (UK) LLP is a limited liability partnership whose members are ICONIQCapital (UK) Ltd, Seth Pierrepont and Lou Thorne, and it is registered inEngland and Wales and has its registered office at 27 Soho Square, London W1D3QR. ICONIQ Partners (UK)LLP acts as an adviser to ICONIQ Capital LLC.

Disclaimer

The views expressed in this presentation are those of ICONIQ Growth ("ICONIQ" or the "firm"), are the result of proprietary research, may be subjective, and may not be relied upon in making an investment decision. 

 This presentation is for general information purposes only and does not constitute investment advice.  This presentation must not be relied upon in connection with any investment decision.  The information in this presentation is not intended to and does not constitute financial, accounting, tax, legal, investment, consulting or other professional advice or services.  Nothing in this presentation is or should be construed as an offer, invitation or solicitation to engage in any investment activity or transaction, including an offer to sell or a solicitation of an offer to buy any securities which should only be made pursuant to definitive offering documents and subscription agreements, including without limitation, any investment fund or investment product referenced herein.  

Any reproduction or distribution of this presentation in whole or in part, or the disclosure of any of its contents, without the prior consent of ICONIQ, is strictly unauthorized.  

This presentation may contain forward-looking statements based on current plans, estimates and projections.  The recipient of this presentation ("you") are cautioned that a number of important factors could cause actual results or outcomes to differ materially from those expressed in, or implied by, the forward-looking statements.  The numbers, figures and case studies included in this presentation have been included for purposes of illustration only, and no assurance can be given that the actual results of ICONIQ or any of its partners and affiliates will correspond with the results contemplated in the presentation.  No information is contained herein with respect to conflicts of interest, which may be significant.  The portfolio companies and other parties mentioned herein may reflect a selective list of the prior investments made by ICONIQ.  

Certain of the economic and market information contained herein may have been obtained from published sources and/or prepared by other parties.  While such sources are believed to be reliable, none of ICONIQ or any of its affiliates and partners, employees and representatives assume any responsibility for the accuracy of such information.  

All of the information in the presentation is presented as of the date made available to you (except as otherwise specified), and is subject to change without notice, and may not be current or may have changed (possibly materially) between the date made available to you and the date actually received or reviewed by you.  ICONIQ assumes no obligation to update or otherwise revise any information, projections, forecasts or estimates contained in the presentation, including any revisions to reflect changes in economic or market conditions or other circumstances arising after the date the items were made available to you or to reflect the occurrence of unanticipated events.  

For avoidance of doubt, ICONIQ is not acting as an adviser or fiduciary in any respect in connection with providing this presentation and no relationship shall arise between you and ICONIQ as a result of this presentation being made available to you.  

ICONIQ is a diversified financial services firm and has direct client relationships with persons that may become limited partners of ICONIQ funds.  Notwithstanding that a person may be referred to herein as a "client" of the firm, no limited partner of any fund will, in its capacity as such, be a client of ICONIQ.  There can be no assurance that the investments made by any ICONIQ fund will be profitable or will equal the performance of prior investments made by persons described in this presentation. 

Any information in this presentation is directed at, and intended for, only persons who are experienced institutional or professional investors (“professional investors”) as defined by applicable law and regulation.  Any person that is not a professional investor is not an intended recipient of this presentation and the matters discussed herein.

ICONIQ Growth is a trading name of certain ICONIQ businesses, including ICONIQ Partners (UK) LLP. ICONIQ Partners (UK) LLP (Registration Number: 973080) is an appointed representative of Kroll Securities Ltd. (Registration Number: 466588) which is authorised and regulated by the Financial Conduct Authority. ICONIQ Partners (UK) LLP is a limited liability partnership whose members are ICONIQ Capital (UK) Ltd, Seth Pierrepont and Lou Thorne, and it is registered in England and Wales and has its registered office at 27 Soho Square, London W1D 3QR. ICONIQ Partners (UK) LLP acts as an adviser to ICONIQ Capital LLC

Unless otherwise indicated, the views expressed in this presentation are those of ICONIQ Growth (“ICONIQ" or the “Firm"), are the result of proprietary research, may be subjective, and may not be relied upon in making an investment decision. Information used in this presentation was obtained from numerous sources. Certain of these companies are portfolio companies of ICONIQ Growth. ICONIQ Growth does not make any representations or warranties as to the accuracy of the information obtained from these sources.

This presentation is for general information purposes only and does not constitute investment advice. This presentation must not be relied upon in connection with any investment decision. The information in this presentation is not intended to and does not constitute financial, accounting, tax, legal, investment, consulting or other professional advice or services. Nothing in this presentation is or should be construed as an offer, invitation or solicitation to engage in any investment activity or transaction, including an offer to sell or a solicitation of an offer to buy any securities which should only be made pursuant to definitive offering documents and subscription agreements, including without limitation, any investment fund or investment product referenced herein.

Any reproduction or distribution of this presentation in whole or in part, or the disclosure of any of its contents, without the prior consent of ICONIQ, is strictly unauthorized.

This presentation may contain forward-looking statements based on current plans, estimates and projections. The recipient of this presentation ("you") are cautioned that a number of important factors could cause actual results or outcomes to differ materially from those expressed in, or implied by, the forward-looking statements. The numbers, figures and case studies included in this presentation have been included for purposes of illustration only, and no assurance can be given that the actual results of ICONIQ or any of its partners and affiliates will correspond with the results contemplated in the presentation. No information is contained herein with respect to conflicts of interest, which may be significant. The portfolio companies and other parties mentioned herein may reflect a selective list of the prior investments made by ICONIQ.

Certain of the economic and market information contained herein may have been obtained from published sources and/or prepared by other parties. While such sources are believed to be reliable, none of ICONIQ or any of its affiliates and partners, employees and representatives assume any responsibility for the accuracy of such information.

All of the information in the presentation is presented as of the date made available to you (except as otherwise specified), and is subject to change without notice, and may not be current or may have changed (possibly materially) between the date made available to you and the date actually received or reviewed by you. ICONIQ assumes no obligation to update or otherwise revise any information, projections, forecasts or estimates contained in the presentation, including any revisions to reflect changes in economic or market conditions or other circumstances arising after the date the items were made available to you or to reflect the occurrence of unanticipated events. Numbers or amounts herein may increase or decrease as a result of currency fluctuations.

For avoidance of doubt, ICONIQ is not acting as an adviser or fiduciary in any respect in connection with providing this presentation and no relationship shall arise between you and ICONIQ as a result of this presentation being made available to you.

ICONIQ is a diversified financial services firm and has direct client relationships with persons that may become limited partners of ICONIQ funds. Notwithstanding that a person may be referred to herein as a "client" of the firm, no limited partner of any fund will, in its capacity as such, be a client of ICONIQ. There can be no assurance that the investments made by any ICONIQ fund will be profitable or will equal the performance of prior investments made by persons described in this presentation.

Any information in this presentation is directed at, and intended for, only persons who are experienced institutional or professional investors (“professional investors”) as defined by applicable law and regulation. Any person that is not a professional investor is not an intended recipient of this presentation and the matters discussed herein.

ICONIQ Growth is a trading name of certain ICONIQ businesses, including ICONIQ Partners (UK) LLP. ICONIQ Partners (UK) LLP (Registration Number: 973080) is an appointed representative of Kroll Securities Ltd. (Registration Number: 466588) which is authorised and regulated by the Financial Conduct Authority. ICONIQ Partners (UK) LLP is a limited liability partnership whose members are ICONIQ Capital (UK) Ltd, Seth Pierrepont and Lou Thorne, and it is registered in England and Wales and has its registered office at 27 Soho Square, London W1D 3QR. ICONIQ Partners (UK) LLP acts as an adviser to ICONIQ Capital LLC