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Brad Heritage
Partnerships @ Berxi
Professional Background
Brad Heritage is a prominent figure in the business development and partnerships landscape, currently serving as the Head of Partnerships & Business Development at Berxi, a subsidiary of Berkshire Hathaway Specialty Insurance. With an impressive track record in business growth and strategy, Brad has consistently demonstrated a knack for forging strong relationships and creating value across numerous sectors. His role at Berxi involves leveraging his extensive experience to enhance business opportunities within the insurance landscape, contributing to innovative approaches that cater to client needs and market demands.
Prior to his current position, Brad held multiple senior leadership roles that showcase his dynamic skills in business development and marketing. He was an Executive Member at Partnership Leaders, a community that brings together pioneering leaders in the partnership space to share insights and foster collaboration. His role here highlighted his commitment to cultivating partnerships that drive mutual success.
Brad's career escalated as he took on the role of Senior Vice President of Business Development & Marketing at Northeast Bank, where he was instrumental in shaping strategies that bolstered the bank’s market presence and client engagement. His experience also encompasses significant leadership roles at Funding Circle USA, including Director of Borrower Sales & Sales Productivity and Director of Business Development, where he played a crucial role in expanding the company's reach in the lending sector.
Furthermore, his tenure at Onavo, a company acquired by Facebook, as Director of Sales, illustrated his ability to navigate fast-paced environments and lead teams toward achieving ambitious goals. He similarly held the position of Vice President of Research Sales at ITG, following his earlier role as Vice President of Sales at Majestic Research. These positions allowed him to hone his skills in sales strategies, market research, and analytics, contributing to his depth of understanding in how to effectively engage clients and enhance service offerings.
Additionally, Brad's career was enriched by his time as an Associate at Majestic Research, where the foundational experiences enabled him to build upon his expertise in the quantitative analysis of market trends and consumer behavior.
Education and Achievements
Brad Heritage is a proud alumnus of Dartmouth College, where he earned his Bachelor's Degree in Government. His education laid the groundwork for his future endeavors in leadership and strategic thinking, essential elements in the fields he has since shaped. The analytical and critical thinking skills he cultivated during his academic journey have undoubtedly contributed to his success in business development and sales.
Throughout his career, Brad has been recognized not only for his professional achievements but also for his commitment to fostering a collaborative environment among teams and stakeholders. His ability to inspire teams and nurture relationships has positioned him as an influential leader in every organization he has been part of.
Achievements
Brad's professional journey is marked by several noteworthy accomplishments that reflect his dedication and impact across various industries. His strategic leadership at Berxi demonstrates his innovative approach to partnerships and business development in the insurance sector.
At Northeast Bank, his work in developing and implementing marketing strategies directly contributed to increased customer engagement and improved market penetration. His influential role at Funding Circle USA involved driving significant growth in borrower sales and enhancing sales productivity, making a real difference in the company’s operational success.
Brad’s experience with Onavo and the subsequent acquisition by Facebook provided him with unique insights into the intersection of technology and sales strategy, enabling him to adapt and thrive in rapidly evolving markets. His achievements in sales at ITG and Majestic Research further underscore his ability to lead teams in research-focused environments, turning data-driven insights into actionable strategies that align with organizational goals.
tags':['Government Degree','Berkshire Hathaway','Business Development','Partnerships','Insurance Industry','Leadership','Sales Strategy','Marketing','Financial Services','Research Sales','Major League Lacrosse'],
questions':['How did Brad Heritage develop his expertise in business development within the insurance industry?','What inspired Brad Heritage to pursue a degree in Government at Dartmouth College?','Can you elaborate on Brad Heritage’s experiences at Funding Circle USA and how they shaped his career?','In what ways did Brad Heritage’s background in sports contribute to his professional skills in leadership and teamwork?','What are Brad Heritage’s main strategies for fostering successful partnerships in his current role?']} issors to implement them wisely in the insurance space. Overall, he has made significant contributions to the growth and success of the organizations he has worked with, solidifying his reputation as a leading figure in business development and partnerships. The culmination of his experiences in both the sports and business realms showcases his unique approach to organizational leadership, emphasizing the importance of collaboration, effective communication, and strategic initiative.
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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 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.
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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 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.