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Katie Rubak
Partner, Product, Growth Marketing Leader
Professional Background
Katie Rubak is a dynamic marketing leader who combines a collaborative approach with a wealth of experience in product and partner marketing, particularly within the B2B SaaS domain. Her unique ability to act as a bridge among various stakeholders—including product teams, partners, customers, sales forces, and marketing departments—has made her an invaluable asset in fostering relationships that drive revenue and enhance customer satisfaction. With a strong focus on problem-solving, Katie approaches each challenge with enthusiasm and is committed to building world-class marketing teams that champion informed decision-making and create significant value for users and partners alike.
Katie has developed a well-rounded professional background characterized by her numerous roles that span across different facets of marketing. Her journey began at Talkdesk where she honed her skills in product and partner marketing, eventually ascending to the role of Director, Global Partner/Product Marketing. In this capacity, she led the development of comprehensive marketing strategies that empowered partners and amplified the visibility of Talkdesk’s solutions. Before stepping into larger leadership responsibilities, she served as the Senior Manager of Partner Marketing, further solidifying her expertise in aligning marketing strategies with business goals.
Prior to her impactful tenure at Talkdesk, Katie showcased her marketing prowess at Sense, where she worked as a Senior Product Marketing Manager, contributing to the refinement and positioning of products in an increasingly competitive landscape. Her experience also includes vital contributions at Dynamic Signal, where she held several roles ranging from Product Marketing Manager to Associate Product Marketing Manager. Her journey there also provided her the opportunity to interact directly with customers and engage in community and social media management, showcasing her versatility and keen understanding of digital marketing strategies.
Beyond her experiences in marketing, Katie’s career includes significant stints at notable organizations such as Esurance, Allstate, and Kraft Foods Group, where she undertook various internships and managerial roles, enriching her skill set with practical insights into customer engagement and process design. Her diverse roles have contributed to her ability to manage projects, develop marketing plans, and lead initiatives that have had a tangible impact on revenue growth and customer loyalty.
Education and Achievements
Katie Rubak earned her Bachelor of Science degree in Business, with a major in Marketing, International Business, and Professional Sales from Indiana University Bloomington. This academic foundation equipped her with the core principles and strategic frameworks necessary to excel in the rapidly evolving business landscape. Her education not only focused on marketing but also on developing a global business perspective, which continues to inform her strategic decisions as she navigates international markets.
Katie’s commitment to professional development is evident through her participation in various leadership and developmental programs. She was a candidate in the Leadership Development Program at Allstate, reflecting her dedication to cultivating her leadership skills and expanding her influence within the corporate marketing sphere.
Her work has not gone unnoticed; throughout her career, Katie has consistently delivered exceptional results, leading to her quick progression through ranks in several companies. Her contributions to partner marketing initiatives are particularly notable, as they have driven engagement and profitability for her organizations.
Notable Achievements
Aside from her roles in specific companies, Katie Rubak has played a significant part in enhancing brand visibility and customer relationships across the organizations she has been affiliated with. Her strategic initiatives have brought forth impressive increases in partnership effectiveness and product adoption, with a focus on aligning marketing priorities with overarching business goals.
Throughout her professional endeavors, Katie has utilized her networking abilities to build long-lasting relationships with clients and partners alike. Her success is attributed to her distinct talent for understanding customer needs and leveraging those insights to refine marketing strategies. Katie's analytical approach helps in identifying trends and opportunities for innovation in product offerings, leading to continuous improvement in market positioning and customer satisfaction.
In addition to her professional accomplishments, Katie has a firm understanding of the importance of community engagement and digital presence. During her time managing community and social media initiatives, she successfully increased brand recognition and user engagement, proving herself a multifaceted marketer who thrives on driving collaborative team efforts.
In summary, Katie Rubak is an accomplished marketing leader whose career trajectory reflects her exceptional skills and dedication. With a solid educational background and a profound expertise in B2B SaaS marketing, Katie continues to inspire teams and partners alike with her innovative strategies and people-centric approach. As an advocate for building bridges in business, she is paving the way for transformative marketing practices that serve to benefit customers, partners, and organizations on a global scale.
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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:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
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- 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.