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Kellie Twiss
Sr. Director, Product Management at Liquidity Services
Professional Background
Kellie Twiss is a dynamic and multifaceted professional with a rich tapestry of experience in product management and client services. Currently serving as the Senior Director of Product Management at Liquidity Services, Kellie has a proven track record of successfully navigating complex business challenges and crafting effective solutions that not only meet clients' needs but also enhance organizational performance. Her career journey has equipped her with a diverse skill set that spans from direct client services to pivotal product development roles.
Prior to her current role, Kellie held various positions within Liquidity Services, including Director of Product Management and Manager of Product Management. In these capacities, she demonstrated an exceptional ability to align product strategies with market demands, spearheading initiatives that improved operational efficiencies and driven growth. Kellie also has significant experience from her time at SEI, where she served as the Global Wealth Platform Director of Product Solutions. There, her leadership contributed to the development of robust solutions tailored to the financial sector.
Before her tenure in the product management domain, Kellie honed her skills in client administration and project delivery at The Vanguard Group, where she took on a plethora of roles from Relationship Manager to Director of Client Administration Management. This extensive experience in client-facing roles underscores her commitment to fostering strong relationships while understanding the intricate needs of clients.
Her career began at Fidelity, where she climbed the ranks from a Client Service Representative to a Customer Service Delivery Manager, proving her innate ability to provide exceptional service and bolster client satisfaction. Additionally, Kellie's early career experience in retail management at Burlington Coat Factory and Hit or Miss illustrates her versatility and hands-on approach to leading teams and delivering results.
Education and Achievements
Kellie's educational background is as impressive as her professional journey. She earned her Bachelor of Arts degree in Greek and Latin Languages from the prestigious University of Florida, where she developed critical thinking and analytical skills that she applies to her work in business problem-solving. Her passion for continuous learning is evident as she translates her unique academic focus into effective communication between clients and technical teams.
Kellie's academic achievements are further highlighted by her Master of Business Administration from the Cox School of Business at Southern Methodist University, where she specialized in Marketing and Entrepreneurship. This degree fortified her knowledge of crafting compelling business plans and delivering impactful presentations, essential skills in the competitive landscape of product management.
In addition to her degrees, Kellie holds several certifications that reflect her commitment to excellence and professional development. She is a Qualified Plan Administrator (QPA), a PMI-Agile Certified Practitioner, and a Scaled Agilist in SAFe. These qualifications not only enhance her credentials but also provide her with the tools needed to implement agile methodologies effectively within product development cycles.
Achievements
Kellie's career is marked by numerous notable achievements and contributions to the organizations she has been a part of. As a strategic thinker, she has consistently sought out opportunities to improve organizational processes and client experiences, whether through significant product innovations or incremental improvements that drive efficiency. Her commitment to making things work better for clients and colleagues alike showcases a philosophy of continuous improvement, which has been instrumental in her success.
Her time on the board of PLAN of PA demonstrates her dedication to community involvement and leadership beyond her professional responsibilities. This role reflects her passion for engaging with broader industry initiatives and contributing to the development of the financial services community. Kellie's extensive background in financial products and client services positions her as a trusted advisor and thought leader in her field.
In conclusion, Kellie Twiss embodies the spirit of innovation and collaboration in her professional approach. From her educational credentials at the University of Florida and Southern Methodist University to her extensive experience across various renowned organizations, Kellie's journey is a testament to her strategic mindset and dedication to client success. With her strong analytical skills, passion for problem-solving, and commitment to lifelong learning, Kellie continues to make significant contributions to the world of product management and beyond.
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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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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 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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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.