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Katelyn Swayne
Account Operations Manager at Wellington
Professional Background
Katelyn Swayne is a talented and dedicated professional who has carved a niche for herself in nonprofit leadership, relationship management, and operational excellence. With a strong foundation accumulated through her diverse roles, Katelyn has consistently demonstrated her commitment to advancing the missions of various organizations. Her journey is marked by essential roles where she showcased her skills in managing operations, fostering relationships, and leading teams toward shared goals.
Katelyn's career began at the Mental Health Association in New Jersey, where she served as an Administrative Assistant, developing critical organizational skills that paved the way for her future positions in operations and management. With a desire to expand her expertise, she took on the role of Team Lead and Operations Associate at American Corporate Partners (ACP), where she was instrumental in coordinating efforts that supported veterans transitioning to civilian life. Her dedication to service and community truly shone during her time as a Military Extension Intern with the U.S. Navy, reflecting her values in community service and family support.
As Katelyn's career progressed, she held various management positions that showcased her adaptability and strategic mindset. At Triplemint, she was not only the Agent Marketing Manager but also the Operations Manager, allowing her to bridge the gap between marketing and operational leadership effectively. Her success at Triplemint prepared her for her next step into a Senior Association Coordinator role at Wellington, where she demonstrated her ability to engage stakeholders and manage relationships to fulfill organizational missions.
Most recently, Katelyn has taken on the role of Account Operations Manager at Wellington. In this position, she continues to excel in relationship management, ensuring that operations run smoothly and that clients recognize the value of their partnership. Her comprehensive background in various roles has equipped her with a unique perspective on the nonprofit sector and operations management, making her a sought-after professional.
Education and Achievements
Katelyn Swayne holds a Bachelor's Degree in Family and Community Services from East Carolina University, where she graduated with an impressive GPA of 3.8. Her academic excellence laid a strong foundation for her professional endeavors, emphasizing her commitment to understanding community dynamics and social service principles.
Throughout her career, Katelyn has been recognized by both peers and senior leaders for her unwavering dedication and her ability to deliver results. This acknowledgment validates her enthusiasm and drive, displaying her efficacy in contributing positively to the organizations she has been part of.
Notable Roles and Contributions
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Administrative Assistant at Mental Health Association in New Jersey: Katelyn began her journey, assisting in various organizational tasks while gaining insights into mental health support services.
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Operations Manager at Triplemint: In this role, she proved her ability to manage operational initiatives, streamline processes, and enhance organizational productivity.
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Account Operations Manager at Wellington: Currently, Katelyn plays a pivotal role in maintaining strong client relations and ensuring operational success, demonstrating her skills in management and strategy execution.
Katelyn’s dedication to her professional development, coupled with her effective management style, has continually paved the way for new opportunities, making her an essential asset in any organization focused on community and service-oriented missions.
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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.
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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 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.
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