Michael Wray Email and Phone Number
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Over a decade of experience improving advisor data and sales tools used by Investment Management sales, marketing and compliance teams to raise over $5 billion in new initial public offering (IPO) proceeds with independent financial advisors and registered investment advisers.Previous roles have included a few years in consulting, where I served the director of professional services for a software start-up, and couple years with two world-wide business consulting firms, where technology solutions needed to work for specific business processes and people that use them.My technology foundation started with my Computer Engineering degree from the University of South Carolina (Go Gamecocks!). I'm particularly grateful when a web development startup, Renaissance Interactive, hired me as a web developer in 1995. At this time, Netscape was the best web browser, and you paid for it, and I probably knew all the HTML tags you could use, which occasionally still comes in handy when I have to reformat an email template.
Wtds Llc
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President, Lead Solutions ArchitectWtds Llc Aug 2017 - PresentGreater Atlanta AreaFounder and President of WTDS LLC, a technology consulting firm providing sales and marketing management Salesforce.com solutions to improve:- Analytics and dashboards to optimize sales, activity, campaigns and team performance - Advisor data quality with deduplication and cleansing solutions- Data integrations solutions with DST Universal Dealer, DST Applied Analytics, RIA Database, and Discovery Data. - Sales territory analysis and optimization- Segmentation and targeted campaign solutions- Integrated mapping solutions -
Director Of Sales Analysis And Intelligence, Carey Financial, LlcW. P. Carey Inc. Jun 2013 - Jun 2017Greater Atlanta AreaProvided Salesforce.com technology leadership to support the national sales organization, which raised over $2.5 billion in new offering proceeds during my tenure. Lead Salesforce.com data quality and integration projects to provide reliable territory metrics, by cleansing and deduplicating of over 50,000 prospective advisor records; reconfigured and integrated Salesforce.com with 3rd party advisor services from DST Universal Dealer, DST Applied Analytics, RIA Database, and Discovery Data. Developed all executive and sales team dashboards with Salesforce.com and Tableau.Added geographical mapping tools for users and management for territory realignment analytics and planning to Salesforce.com. -
Director, Sales Operations PlanningWells Real Estate Funds Sep 2003 - Jun 2013Norcross, GaI joined Wells in 2003 to support the CRM initiatives for the national sales teams, where our teams raised over $2.5 billion in new offering proceeds through 2013.In 2003, I came in to maximize a new Siebel CRM investment across sales, marketing and fulfillment operations as they expanded to 38 sales regions, and multiple distribution channels. In 2011 we began the migration to Salesforce.com to improve reporting, analysis and business functionality to reduce organizational cost and bring new operational efficiency to sales distribution and marketing.With nearly 10 years at Wells, I developed a deep understanding of the processes and operations for sales, marketing and fulfillment, and lead numerous cross departmental projects to refine and optimize business processes to maximize marketing and sales results.While at Wells I became a certified Salesforce.com Administrator responsible for the execution, reporting and analysis to achieve operational efficiency with Salesforce.com. -
Software Sales ConsultantSiebel Systems, Inc.* Jan 2001 - Apr 2003Atlanta, GaSupported the Southeast sales team's customize sales demonstrations to large enterprise accounts with annual revenues over $500 million, by working with primary sales rep to identify business challenges, develop RFP responses, sales proposals, financial ROI justifications, sales presentations, and customized software solution demonstrations.* Oracle Corporation its acquisition of Siebel Systems, Inc. in January 2006.
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Senior AssociateCambridge Technology Partners (Ctp)* Aug 1999 - Mar 2000Atlanta, GaA technical team lead with the Computer Telephony Integration (CTI) Practice providing software development and subject matter expertise for call center client engagements.My notable engagements included: - Developed software and application enhancements for a blended call center to route incoming calls and emails to agents using Aspect and Quintus applications. - Engaged with CANTV, the telecommunications provider for Venezuela, to perform an architecture assessment of their call center support technologies and proposed a consolidated system design.
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Senior ConsultantArthur Andersen, Llp Mar 1998 - Jul 1999Atlanta, GaSenior Consultant with the Business Consulting Integrated Technology Services group.Notable engagements included: - Improved collection agent’s live phone time by 25% by creating an automatic outbound dialing application by developing the custom CTI application components. - Identified potential costs savings with call center CTI solution recommendation through agent interviews and executive assessments. - Developed selection criteria for comparative assessment of Quality Assurance Monitoring tools for a worldwide beverage and bottling client.
Michael Wray Skills
Frequently Asked Questions about Michael Wray
What company does Michael Wray work for?
Michael Wray works for Wtds Llc
What is Michael Wray's role at the current company?
Michael Wray's current role is Providing sales management analytics, territory analysis, data cleansing and integration solutions with Salesforce.com..
What is Michael Wray's email address?
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What is Michael Wray's direct phone number?
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What skills is Michael Wray known for?
Michael Wray has skills like Financial Services, Crm, Salesforce.com, Business Intelligence, Business Analysis, Analytics, Business Process Improvement, Vendor Management, Siebel, Saas, Integration, Project Management.
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