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Paul Helm
Software Development Manager at Veterans United Home Loans
Professional Background
Paul Helm is a seasoned professional with a diverse background that spans the realms of banking, project management, and software development. Currently, he serves as a Software Development Manager at Veterans United Home Loans, where he leverages his skills to enhance the technology-driven solutions that aid veterans in achieving their homeownership dreams. His journey at Veterans United Home Loans began with his role as a Project Manager, where he was instrumental in overseeing critical projects aimed at improving operational efficiencies and customer experiences.
Before joining Veterans United Home Loans, Paul made a significant impact at Oberd - Universal Research Solutions, LLC, where he held multiple positions culminating in his role as Head of Implementation and Client Engagement. With his extensive experience as an Implementation Specialist at Oberd, he honed his ability to effectively manage client relationships and oversee the successful deployment of research solutions tailored to diverse client needs.
In addition to his experience in technology and implementation, Paul began his career in the financial services industry as a Personal Banker at Bank of America. This foundational role equipped him with essential skills in client management and financial services that would serve him well in his future endeavors.
Education and Achievements
Paul studied for his Bachelor of Arts (B.A.) in Music at the esteemed University of Missouri-Columbia. While his formal education may be centered around music, it is clear that he possesses a unique blend of creativity and analytical thinking that serves him well in every managerial and technical role he has taken on. His academic background enriches his professional perspective, allowing him to approach challenges with an innovative mindset that combines his artistic sensibilities with a strong foundation in business and technology.
Over the years, Paul has learned the importance of adaptation, collaboration, and continuous improvement in the fast-paced environments he has navigated. His ability to pivot between different roles, from personal banking to software development, speaks volumes about his versatility and commitment to personal and professional growth.
Achievements
In his current position as Software Development Manager, Paul Helm has led numerous initiatives that have significantly streamlined processes and improved the user experience for clients at Veterans United Home Loans. His leadership and strategic thinking have not only contributed to the company's success but have also fostered a culture of innovation within his team. As a Project Manager, his project successes were marked by timely delivery and effective stakeholder management, demonstrating his capacity to lead diverse teams through complex challenges.
Moreover, Paul's experience in client engagement at Oberd allowed him to develop robust relationships with clients, adding tremendous value through effective implementations and support. His history in the banking sector has equipped him with a unique perspective on client needs, ensuring that he always advocates for the best outcomes for those he serves.
Paul Helm’s trajectory exemplifies professional development through the integration of diverse experiences and educational backgrounds, enabling him to thrive at the intersection of technology and client service. His story is a testament to how a passion for learning and adaptation in a dynamic field can yield significant contributions to both an organization and its clientele.
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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 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 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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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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