Raymond Yue

Commander
DISC Type : D

SVP of Finance and Strategy at Avalara

San Francisco Bay Area, United States

Overview

Raymond Yue is the SVP of Finance and Strategy at Avalara, where he leads the strategic finance organization. With a track record of scaling high-growth tech companies like Microsoft, Sumo Logic, and Talkdesk for public readiness, he has deep expertise in IPO preparation and building efficient finance organizations. People who have worked with him describe him as smart and dedicated.

Outside of his finance career, Raymond is an avid pickleball player. He recently competed in an amateur mixed doubles competition with his wife, where they won a silver medal. His interests also include major companies like Microsoft and The Walt Disney Company, reflecting a passion for innovation and entertainment.

Unique fact: Loyalty and performance are hallmarks of his career, having been recruited by the same manager on four separate occasions to join different companies.

Personality Overview

Decisive

Strong-Willed

Impact-Driven

They like to move fast and expect the same from others.  They prefer to be the ones controlling the conversation or defining the terms. More than the product, they care about the impact of the product.

Topics They Care About

Public Company Readiness
He has extensive experience preparing companies for the public market, having led the IPO financial planning process at Sumo Logic and scaled Talkdesk for public readiness.
Scaling Finance Teams
His career focuses on scaling finance operations, implementing best practices, and building efficient, compliant teams at both early-stage and enterprise-level companies.
Strategic Growth
His role at Avalara involves partnering with executives to drive long-term value, profitable growth, and disciplined capital allocation, overseeing functions like pricing and monetization.

Media Appearances

Raymond has no verified media appearances

Work History

12-2025
SVP of Finance and Strategy at Avalara
4-2025 - 11-2025
Chief Financial Officer at Talkdesk
10-2021 - 11-2025
SVP of Finance and Operations at Talkdesk
2019 - 2021
Vice President FP&A at Sumo Logic
2018 - 2019
Vice President Finance and Treasurer at Duo Security

Education

Master of Business Administration from The Tuck School of Business at Dartmouth
BSBA from Georgetown University

More Information

Social Presence :

Prographics :

Exp : 22 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : SVP of Finance and Strategy at Avalara
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Insights For Selling To Raymond

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Hold your ground without indulging in one-upmanship
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Avoid being too verbose
  • Don't try too hard to forge relationships with them
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Raymond is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Raymond

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Raymond move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Raymond take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Raymond

Personality Compatibility


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