Sarah Gray Email & Phone Number

Cleveland, Ohio, United States

Support C&IB in evaluating the organization's operations and technology processes. Develop solutions to optimize process efficiency and mitigate risk. Partner with all levels of the organization to ensure the introduction of new processes is smooth and effective, ensuring continuous improvement after initial implementation.

Served as Co-Change Lead of the Salesforce implementation, designing organizational change management practices, learning and communication strategies and materials, and providing post implementation support for 7,000 onboarded users. Create and manage a centralized support and training team to service Salesforce users in C&IB, AMG, and portions of Retail. Focus on the client experience, creating internal efficiency to drive outside sales performance.

Created a cross-functional sales reporting team leading continuous improvement projects to align and establish a universal core reporting package, eliminating 1,000 hrs/yr in shadow reporting. Led development of role based dashboards to allow sales officers access to multiple types of data in a one stop shop concept. Developed CRM user training and standard CRM rules of engagement for C&IB. Founding Board Member of Cleveland Women Connect, an Employee Business Resource Group sponsored by Diversity & Inclusion.

Executed quarterly audit of Treasury Management sales officers in accordance with the Sales Incentive Plan. Prepared audit statistics and compensation payments, partnering closely with Incentive Compensation and Human Resources. Produced sales reporting and interacted with Senior Management on sales planning and analysis.

Performed business and financial analyses in support of all Cleveland Bank Operations cost centers. Focused on increasing productivity and reducing direct expenses. Launched and managed capacity plans that tracked employee hours and forecasted labor expenses. Partnered with Supply Chain Management in creating a best-in-class Supplier Expense Management Program.

Defined and monitored quantitative operator performance statistics and responsible for utilizing production techniques such as Lean Six Sigma, to design, modify, implement, and predict department workflows. Responsible for forecasting, capacity planning and maximizing utilization and efficiency of operators and equipment to ensure optimal performance. Also responsible for owning standard operating procedures, the physical layout of the department and workflow cycle time. Resolved production-related issues to ensure all key service levels are maintained at or above client expectations. Served as a back up when the Operations Manager was offsite.

Completed 2-year intensive leadership and hard/soft skill development program. Performed rotational assignments and received classroom instruction that provided in-depth experience and knowledge in banking, corporate culture and ethics. Refined personal leadership style.

Master Of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Bachelor'S Degree, Business Administration - Finance, Quantitative Analysis