Joshua Gray Email and Phone Number

Drove strategic efforts that supported sales enablement, sales cycle and experience enhancements. • Led strategic efforts to enhance sales cycle and client and associate experience.o Partnered with Marketing on creation of new webpages for all commercial bankers.o Conducted line of business wide training for new dashboard to quickly identify products/services to add value to business clients. o Led multi-month pilot for lead generation software. Resulted in hundreds of prospects.o CRM pilot power user, provided feedback and assisted with streamlining workflows.• SME for sales cycle technology.o Hosted webinars, created internal guides and communications for various tools.o Monitored usage and adoption.o Coached bankers on researching businesses and creating lead lists.

Worked with Private Bank Executive and leadership to plan, prioritize, and execute on strategic efforts. • Represented Private Bank as stakeholder for enterprise initiatives.• Continuously improved and executed roadmap projects for line of business.o Implemented new software to drive visibility into key efforts, prioritization and status.o Reported on status to department during quarterly meetings.o Created and distributed timely communications.• Implemented Power BI to provide visibility into performance from banker to department level.o Recommended, analyzed, implemented, and tracked KPIs.o Created new household reporting with full product breakdowns for leadership.o Resulted in deepening household cross sell with high value add products and services.• Strengthened partnerships with other lines of business to increase new client acquisition.o Launched new cross department meetings to drive engagement, awareness and results.o Implemented new reports to increase visibility into performance resulting in deeper relationships and more shared clients.o Created communications to celebrate successes. • Led all growth-related campaigns for department.o Partnered with product and marketing teams during design phase. o Crafted engaging launch presentations.o Created resources materials, reporting, and served as department SME.

Responsible for execution and implementation of various programs and projects to support strategic goals.

Lead cross functional project teams to the successful completion of enterprise portfolio driven initiatives.

Collaboratively partnered with stakeholders to ensure organizational readiness for the launch of new products.

Lead store associates to achieve sales and service goals resulting in increased market share and improved client experience.