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Beth Omar
Senior Director Treasury at Zillow Group
Professional Background
Beth Omar is a highly skilled professional in the realm of corporate finance and treasury management, known for her exceptional ability to evaluate and execute strategic initiatives while effectively communicating with a wide array of stakeholders, including investors, banks, and rating agencies. Her diverse background showcases her expertise in critical financial areas that are instrumental for the growth and sustainability of modern businesses.
Currently serving as the Senior Director of Treasury at Zillow Group, Beth has played a pivotal role in building a new treasury function within this fast-growing organization. Her leadership in this area has been paramount as Zillow continues to expand its operations within the competitive real estate technology market. Before assuming her current role, she excelled as the Director of Treasury at Zillow, where she further honed her skills in capital structure and allocation strategies, focusing on optimizing shareholder returns and developing financing strategies that align with the company's overarching goals.
Prior to her time at Zillow, Beth had an impressive tenure with Alaska Airlines, where she held multiple roles that showcased her financial acumen and strategic thinking. As Director of Finance, she was essential in guiding the company's financial planning and analysis efforts, while her previous positions as Manager of Finance and Senior Analyst in Fuel Hedging & Finance allowed her to develop a deep understanding of complex financial issues. Furthermore, her experience as Lead Internal Auditor at Alaska Airlines helped solidify her expertise in risk management and compliance, ensuring that the organization's financial practices adhered to the highest standards.
Beth's career began at Deloitte, where she served as an Associate before advancing to the prestigious role of Intern. This foundational experience laid the groundwork for her future endeavors in corporate finance and treasury management, providing her with invaluable insights into the workings of financial institutions and the dynamics of the finance industry.
Education and Achievements
Beth Omar graduated with a Bachelor of Arts (BA) from Claremont McKenna College, a distinguished institution known for its focus on the liberal arts and economics, which has equipped her with a robust understanding of the economic and financial principles that drive successful corporate strategies. Her education laid a strong foundation for her future roles in finance and treasury management, enabling her to approach complex business challenges from both analytical and strategic perspectives.
Throughout her career, Beth has significantly contributed to the organizations in which she has been involved, delivering measurable results through effective financial strategies. Her strengths lie not only in her technical financial skills but also in her ability to distill intricate financial issues into actionable recommendations that resonate with senior audiences, including Boards of Directors. This unique ability positions her as a trusted advisor to executive leadership, making her an integral part of the strategic decision-making processes within her organizations.
Beth's experience encompasses a wealth of specialized knowledge, including M&A, capital structure optimization, credit rating management, strategic hedging, and managing bank relationships. Her comprehensive skill set allows her to craft varied solutions that address the unique financial situations faced by her employer, ultimately enhancing the company's financial health and market position.
Achievements
Beth's professional journey is marked by several notable achievements that reflect her dedication and expertise in corporate finance. As the Senior Director of Treasury at Zillow Group, she is instrumental in crafting innovative financing strategies that not only support the company’s needs but also enhance its competitive position in the real estate technology space. Her ability to manage complex bank relationships and navigate credit rating processes has been critical to Zillow's financial success and investor confidence.
At Alaska Airlines, her leadership in finance substantially contributed to optimizing cost structures and maximizing shareholder returns, showcasing her focus on effective financial management during a pivotal time for the airline industry. Through her oversight of fuel hedging strategies, Beth safeguarded the organization against volatile fuel prices, demonstrating her capability to mitigate risks while driving performance.
Her commitment to professional growth is underscored by her proactive approach to staying abreast of industry trends and best practices in finance and treasury management. Beth consistently seeks opportunities to deepen her knowledge and refine her skills, ensuring she can offer the most effective and strategic financial recommendations to the senior leadership teams she serves.
In summary, Beth Omar is a recognized leader in corporate finance with a remarkable record of achievements, a strong educational foundation, and a wealth of experience across several high-profile organizations. Her expertise in treasury management, financial strategy, and risk assessment positions her as a formidable asset in any corporate environment, making her a sought-after professional for organizations looking to strengthen their financial strategies and operations.
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Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
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:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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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.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
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.
Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
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 is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
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.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.