Jason Ray, Ctp Email & Phone Number

Kansas City Metropolitan Area

Promoted through progressively responsible roles at C2FO, culminating in Senior Manager – Relationship Management. In each role, I focused on building and enhancing strategic partnerships with Fortune 500 clients by delivering data-driven insights and aligning solutions with client goals. I led initiatives to optimize program adoption, streamline onboarding, and improve cross-functional collaboration across Supplier Management, Implementation, and Marketing teams, ensuring a seamless and high-satisfaction client experience. As a Senior Program Manager, I spearheaded the first year of Dynamic Discounting and Supplier Finance programs, implementing operational improvements for efficient program execution and successful handoffs. Earlier, as Strategic Supplier Relationship Manager, I developed tailored working capital solutions for Fortune 1000 clients, working closely with sales teams to increase supplier engagement and mentoring new team members.

Leawood, Kansas

At CrossFirst Bank, I managed and enhanced complex treasury and corporate card relationships, employing a consultative approach to align working capital solutions with clients' long-term objectives. I partnered with Enterprise Finance and Institutional teams to consistently exceed key performance indicators. Additionally, I founded "Non-Profit Connect," an executive roundtable fostering collaboration among non-profit leaders to share best practices and address growth challenges.This experience honed my skills in client relationship management, strategic planning, and community engagement, aligning well with roles focused on client success and program growth.

Leawood, Ks

At BMO Harris Bank, I built and sustained long-term client relationships across key U.S. markets, developing retention strategies and collaborating with relationship managers to deepen service offerings. In my role as Cash Management Consultant, I identified and pursued high-value growth opportunities, generating significant non-interest fee income potential and increasing overall client engagement. By proactively engaging established businesses, I aligned cash management solutions with clients’ needs, supporting revenue growth and strengthening client satisfaction. My work contributed to expanding our presence in priority markets, including Kansas City, Chicago, and St. Louis.

Kansas City, Mo

In progressive roles at Commerce Bank, I managed both branch operations and grew relationships in treasury sales. As a Branch Manager, I oversaw recruitment, team management, and business development, successfully increasing deposits and profitability. Later, as a Treasury Services Sales Specialist, I supported Senior Treasury Sales on client calls to assess and meet cash management needs, leading client onboarding and training for products like ACH, Lockbox and Positive Pay. These roles enabled me to develop a strong foundation in financial services, client engagement, and operational leadership.