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Jeremy Newman
Operations & Support Expert, Marketing Enthusiast, Community Evangelist. Also open to new opportunities in the Boston area; looking to have a positive impact. [covidsilverlining.org]
Professional Background
Jer Newman is a seasoned professional specializing in quality assurance and operations. With an expansive career that encompasses over 15 years in versatile roles, Jer has cultivated a comprehensive understanding of quality assurance processes, research methodologies, logistics, and support. His multifaceted expertise allows him to excel in various environments by seamlessly adapting to the diverse needs of stakeholders. Over the past five years, he has focused on quality assurance, ensuring that products and services align with high standards of quality and functionality, greatly enhancing user satisfaction.
Before honing his skills in QA, Jer spent a decade excelling in various support and administrative capacities. His early professional experiences provided him with a solid foundation in customer service and operations. He mastered the nuances of organizational dynamics, which proved invaluable as he stepped into more specialized roles. His tenure as a Senior Customer Success Manager at Zenya.io is particularly noteworthy; here, Jer not only oversaw customer interactions but also played a critical role in refining service delivery, contributing to improved client relations and retention rates.
In addition to his professional commitments, Jer has a strong passion for philanthropy and nonprofit work. For over ten years, he has devoted his time to digital marketing, fundraising, and event organizing for various nonprofit initiatives. This blend of volunteerism coupled with professional experience has refined his skills in creating impactful email and fundraising campaigns, further enhancing his desire to integrate social good into his career.
Education and Achievements
Jer’s academic journey began at Northeastern University, where he pursued a Bachelor’s Degree, laying the groundwork for his professional career. Seeking to deepen his expertise further, he enrolled in the User Experience Design Program at General Assembly, where he acquired specialized skills that empower him to think critically about user engagement and experience.
Jer pursued additional educational opportunities with multiple certificates at Northeastern University, enhancing his knowledge and skills in pertinent areas of his field. This commitment to continual learning is evident in the broad array of skills he possesses: from proficiency in Tableau for data visualization to SaaS environment administration, and from mobile and desktop testing to strong advocacy and leadership abilities.
Among his professional achievements are significant contributions to the optimization and improvement of processes in multiple roles, notably as a QA Engineer and Beta Test Project Manager at Aquent. Here, Jer was responsible for ensuring product quality and devising effective testing protocols that led notable reductions in launch cycle times and increased overall satisfaction.
Notable Experience
In his diverse career, Jer has played pivotal roles within respected organizations. At Wellist, he transitioned from a Recruiting Coordinator to a Vendor Analyst, showcasing his versatility and ability to adapt to various functions within the organization. This journey allowed him to gain insights into talent acquisition and analysis, essential components for any thriving business.
In his capacity as a Product Development & Marketing Consultant at jsnUX, Jer utilized his sharp analytical skills to market new products effectively, ensuring they met client needs and market demands. His responsibilities included fostering communication between teams and clients to ensure alignment on product vision and execution.
At BT Conferencing, Jer excelled in multiple roles ranging from Senior Event Traffic Coordinator to Event & Operational Customer Success Manager. In these roles, he successfully managed logistics and facilitated events, ensuring operations ran smoothly while maximizing client satisfaction. His ability to supervise teams while implementing process improvements contributed significantly to the efficiency of the operation.
Skills and Expertise
Jer Newman possesses a wealth of valuable skills that have been crucial to his professional success. He has a proven ability to implement effective documentation procedures and process improvements, ensuring organizational efficiency. His expertise in Google Analytics allows him to monitor key metrics and adjust strategies accordingly, making data-driven decisions that positively affect both operations and user experience.
Additionally, Jer’s knowledge of Scrum methodologies enhances team collaboration and workflow. His experience in usability testing further ensures that products are not only functional but enjoyable and easy to use, demonstrating his dedication to user-centric design principles. Moreover, he finds joy in harnessing technology in meaningful ways, notably through his work in SaaS environments.
Alongside his professional life, Jer enjoys exploring the world, often intertwining his love for photography. He finds inspiration among the landscapes and subjects he captures, and he often uses this passion to engage with communities and make a positive societal impact. Jer also finds fulfillment in running, which mirrors his tenacity and commitment to personal development.
In summary, Jer Newman is an accomplished professional in the realms of quality assurance and operations, with over a decade of experience in support roles and nonprofit engagement. His journey is characterized by a commitment to continuous learning, volunteerism, and a desire to do good in the world. Jer is a dynamic individual who embodies the balance between professional excellence and personal passion, demonstrating a clear commitment to making a positive impact on society.
"We'll never be great as a people if we aren't good as individuals."
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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
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- 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.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
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.
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