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David Lee
Director of Alumni Relations/Senior Advancement Officer at Harvard-Westlake School
Professional Background
David Lee is a highly accomplished professional in the field of education and admissions, with a wealth of experience managing alumni relations and advancement efforts at prestigious institutions. Currently serving as the Director of Alumni Relations and Senior Advancement Officer at Harvard-Westlake School, David has demonstrated an exceptional ability to engage alumni and foster meaningful relationships that contribute to the ongoing success of the school community. His extensive career in educational administration has equipped him with a unique understanding of the intricacies of admissions processes, enrollment management, and financial aid, making him a valuable asset to any educational institution.
David's earlier roles include notable positions such as Director of Advancement at Harvard-Westlake School, where he played a pivotal role in developing strategic initiatives aimed at enhancing the school’s fundraising efforts and strengthening community ties. Before that, he served as the Director of Admission and Financial Aid at Oakwood School, where he successfully managed the admission process and ensured equitable access to financial resources for prospective students. His leadership at Harvard-Westlake School extended to a critical role as Director of Enrollment Management, where he oversaw the entire enrollment strategy, integrating data-driven approaches with personalized communication that resonated with families seeking admission.
In addition to his impressive tenure at Harvard-Westlake, David has held several influential positions at other renowned educational institutions. As the Associate Director of Admission at George School, he was instrumental in enhancing the admissions process and ensuring that it aligned with the school’s mission and values. His foundational experience began as an Assistant Director of Admission at Georgetown University, where he honed his skills in student recruitment and marketing.
Another significant chapter of David's professional journey was his role as the Dean of Upper School Admission at Cranbrook Educational Community. Here, he not only managed the admission process for upper school students but also worked diligently on strategies that enhanced the community's overall perception and outreach efforts.
Education and Achievements
David Lee holds an impressive educational background that underpins his expertise in education and student admissions. He earned his Bachelor of Arts (B.A.) degree from Brown University, an institution renowned for its rigorous academic programs and diverse community. Following his undergraduate studies, David pursued further education at Harvard University, where he obtained a Master of Education (M.Ed.) from the Harvard Graduate School of Education. This prestigious program is known for cultivating leaders in education and emphasizing the importance of educational equity.
David’s commitment to professional development is evident in his continuous pursuit of knowledge related to educational leadership and administration. His experiences in the classroom, coupled with his advanced training from top-tier universities, have provided him with a strong foundation, enabling him to contribute positively to the educational landscape.
Achievements
Throughout his career, David has achieved remarkable milestones that highlight his dedication and expertise in the field of education. He has successfully led numerous initiatives that enhanced the admission processes at various institutions, improved fundraising strategies, and fostered a strong sense of community among alumni and current students.
One of David's noteworthy achievements at Harvard-Westlake School involved the implementation of strategic communication plans that effectively engaged alumni and increased participation in fundraising efforts. His innovative approaches to alumni relations have not only strengthened existing relationships but also established new connections that contribute to the school’s long-term success.
Additionally, in his various roles spanning different educational institutions, David has been recognized for his ability to adapt to changing educational landscapes, effectively manage diverse teams, and champion initiatives that promote equity in education. His leadership has been instrumental in ensuring that institutions remain competitive and relevant in an ever-evolving educational environment.
Achievements
David Lee has been pivotal in enhancing admission processes and fundraising efforts at several prestigious institutions.
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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:
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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.
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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 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.