Rachel Y.

Observer
DISC Type : ic

Chief Financial Officer at TM Forum

London, England, United Kingdom

Overview

Rachel is a CIMA qualified finance leader with experience as a CFO, board member, and trustee across the UK and USA. She specializes in driving organizational success through strategic financial management, leading high-performance teams, and delivering transformational results in multiple industries.

Outside of her professional life, she is passionate about supporting youth causes. She has actively participated in fundraising events, such as swimming to raise money for a leading UK charity that focuses on childrens education and wellbeing through sport.

She swam a mile around Londons Serpentine Lake to raise funds for the Youth Sport Trust.

Personality Overview

Curious

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

AI Transformation
Expressed excitement about joining TM Forum to help build an "AI enabled future for global connectivity, " indicating a focus on technology-driven transformation in her current role.
Sustainable Solutions
Her new role involves building a future for global connectivity through sustainable solutions, both for members and internally, showing a commitment to sustainable business practices.
Children's Wellbeing
Actively fundraises for the Youth Sport Trust, noting that children's wellbeing is at a "crisis point, " which highlights a deep personal commitment to this cause.

Media Appearances

Rachel has no verified media appearances

Work History

10-2025
Chief Financial Officer at TM Forum
6-2023 - 9-2025
Chief Financial Officer at C40 Cities
11-2021 - 5-2023
Finance Director at Wrenbridge
11-2020 - 11-2021
General Manager | Chief Financial Officer at BWI, Inc
2-2018 - 11-2020
Finance Director at Boys & Girls Clubs of America

Education

Education details unavailable from Clitheroe Royal Grammar School and Sixth Form

More Information

Social Presence :

Prographics :

Exp : 7 Location : London, England, United Kingdom Job Level : Leadership Designation : Chief Financial Officer at TM Forum
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Rachel

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Rachel take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Rachel

Personality Compatibility


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