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Bailey Kocis
Regional Manager, Customer Success - NY - JOOR
Professional Background
Bailey DeWitt Kocis is adynamic professional with a robust background in customer success, strategy, and sales. Currently serving as the East Coast Manager of Customer Success at JOOR, Bailey leverages a wealth of experience in navigating the complex landscapes of client relationships and product delivery. In this pivotal role, Bailey ensures a seamless transition from sales to post-sales support, fostering deep-rooted relationships with clients and helping them maximize the value of JOOR's innovative solutions.
Before joining JOOR, Bailey made significant contributions to strategic development at Real World Playbook. As the Strategic Development Lead, Bailey was instrumental in driving innovative strategies that aligned with the company's vision to revolutionize industry standards. This role required a unique blend of analytical thinking and creative problem-solving, allowing Bailey to excel as a leader in the rapidly evolving marketplace.
Prior to that, Bailey honed a variety of skills through multiple positions at xAd, Inc., where the responsibilities varied significantly, allowing for professional growth across numerous dimensions. Initially joining the company as an Account Coordinator, Bailey quickly transitioned to serve in a series of increasingly responsible roles including Account Manager, Sr. Partner Manager, and ultimately Sr. Channel Strategy Manager. This trajectory not only illustrates Bailey's adaptability but also a remarkable capacity for driving results in platform sales. As Sr. Channel Strategy Manager, Bailey was key in developing strategic sales initiatives that enhanced operational growth and improved partner performance across the board.
Bailey’s professional journey began at CBS Interactive as an Account Manager and then as a Digital Sales Planner at PulsePoint. These formative experiences laid the groundwork for Bailey’s expertise in sales, customer engagement, and market analysis, skills that have proven essential throughout the subsequent phases of their career.
Education and Achievements
Bailey DeWitt Kocis completed a rigorous academic program at Georgetown University, where they studied Political Science and Government. The education at this prestigious institution not only provided an in-depth understanding of the political landscape but also honed analytical and critical thinking skills that are crucial in navigating today’s dynamic business environments. In addition to the academic credentials, Bailey’s foundational education at St. Francis High School fostered early leadership qualities and a commitment to academic excellence, setting the stage for a successful career.
Bailey’s diverse background and multifaceted skill set have allowed for an impressive number of achievements throughout their career. Whether it’s developing new strategies at Real World Playbook or managing a portfolio of clients at JOOR, Bailey's contributions are characterized by a forward-thinking approach that drives significant outcomes.
Achievements
Bailey has made a lasting impact in the organizations they have been a part of, with notable achievements such as enhancing customer satisfaction rates at JOOR to new heights through innovative solutions and proactive engagement strategies. At xAd, Inc., Bailey's strategic initiatives resulted in an impressive increase in partner performance and sales, underscoring Bailey's role as a change agent in the realm of digital advertising. In addition to these professional accomplishments, Bailey consistently embraces opportunities for personal growth, demonstrating a commitment to lifelong learning and professional development, which are evident throughout their successful career.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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