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$500K - $1M

Technology Company SSO Migration: 5,000 Employees

technology
Account Executive
MM
3-6 months

ACV

$750K

TCV

$1.5M

Sales Cycle

3 mo

Deal Motion

Net-New Logo

Replaced

Okta Workforce Identity

Why We Won

Outpaced Okta on developer experience — delivered a working SSO integration in 4 hours during the technical evaluation, versus Okta's 3-day estimate — and came in 22% below Okta on total 3-year cost.

Outcome

Closed $750K initial deal with expansion path to $1.5M based on their hiring projections. The migration completed in 4 weeks with zero production incidents. Reduced IT support tickets by 40% and improved developer satisfaction scores by 45% based on their internal surveys. Achieved SOC 2 certification on first attempt with no findings related to authentication. The customer has since become a reference account and case study participant.

The Challenge

A fast-growing SaaS company had outgrown their legacy SSO solution. Engineers were frustrated with login issues impacting productivity, IT was overwhelmed with password reset tickets, and the security team was concerned about the lack of MFA enforcement. The company was also preparing for SOC 2 certification and needed stronger authentication controls to pass the audit. Their current vendor's pricing had increased 40% at renewal, creating budget pressure. Developer experience was a top priority for the company culture, and any solution needed to minimize friction.

Sales Motion

I led with technical credibility, engaging directly with the VP of Engineering and DevOps team to understand their workflow requirements and frustrations with the current solution. I arranged a hands-on POC where their engineers could test our API, CLI tools, and developer experience features. This created internal champions who advocated for the switch. I quantified the cost of password reset tickets and lost productivity, building a business case that resonated with the CFO. We demonstrated 40% cost savings compared to their current vendor's renewal quote. I also connected them with reference customers - similar-stage startups who had made the same migration.

Execution

The POC ran for two weeks with their engineering team, who documented their experience and shared positive feedback internally via Slack. I facilitated reference calls with three similar tech companies, including one where the CTO had previously been skeptical but became a strong advocate. For the contract negotiation, I structured a growth-friendly pricing model that reduced per-seat costs as they scaled, aligning with their rapid hiring plans. I coordinated migration support with our professional services team, offering a dedicated migration engineer for the first month.

Objections Handled

We've already invested significantly in our current vendor

I quantified the ongoing costs of their current solution including productivity loss, IT burden, and the 40% price increase. The migration investment would pay back within 6 months.

We don't have bandwidth for a migration right now

I offered our migration services team to handle the heavy lifting, with their team only needed for validation and testing. We scheduled the migration during their quietest quarter.

Key Takeaways

Technical credibility with engineering teams drives tech company deals - investing in hands-on POCs pays dividends in champion development. Quantifying IT cost savings resonates with CFOs and creates budget for migration investments. Growth-friendly pricing models reduce friction for fast-growing companies and build long-term relationships.

Key Stakeholders

  • VP of Engineering
  • IT Director
  • CFO
  • Security Lead
  • DevOps Manager

Tools & Platforms

SalesforceMEDDICGongNotion

Deal Timeline

Financial Services MFA — 10,000+ User Rollout

1

Initial Engagement

Mar 1, 2023(10d)

Inbound from compliance audit finding. Bank needed to upgrade SMS-based MFA to phishing-resistant methods per FFIEC guidance.

CISOVP of Compliance
2

Requirements Workshop

Mar 11, 2023(14d)

Two-day on-site workshop mapping authentication flows across retail banking, wealth management, and back-office operations.

CISOVP of ITHead of Retail Banking ITCompliance Officer
3

Technical Proof of Value

Mar 25, 2023(45d)

Deployed in IT department first (200 users). Proved integration with core banking platform and trading systems.

VP of ITSecurity ArchitectCore Banking PM
4

Executive Alignment

May 9, 2023(14d)

Presented pilot results to C-suite. Positioned as regulatory compliance accelerator — audit remediation timeline cut from 18 months to 6.

CEOCFOCISOChief Risk Officer
5

Closed Won

May 23, 2023

Signed enterprise license for 10,000+ users. Phased rollout starting with customer-facing teams, then back-office.

CISOCFOProcurement
Mar 1, 2023May 23, 2023 (3 months)