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Ross Ungar
Director, Client Services (East + South) @ Kargo
Professional Background
Ross Ungar is a seasoned digital advertising professional who brings over 15 years of experience in Programmatic Account Management and Sales Operations. His career journey traverses a variety of environments, from dynamic start-up atmospheres to established Fortune 500 companies. Ross has demonstrated his capabilities as a proactive self-starter who excels in both independent and collaborative settings. His extensive experience is complemented by his skills in developing and overseeing successful Account Management Teams, emphasizing the importance of cohesive teamwork and efficiency in project management.
Ross is well-versed in streamlining processes to enhance productivity and has a clear understanding of how to implement technology solutions that drive significant sales and revenue growth. His career trajectory showcases his ability to adapt and thrive in any setting, making him an invaluable asset to any organization.
Education and Achievements
Ross Ungar's educational foundation is rooted in journalism and communications, with a Bachelor of Science degree from The Ohio State University. His passion for continuous learning led him to pursue executive education at the prestigious Columbia University School of Professional Studies, where he focused on enhancing his skills in customer engagement, social media, digital marketing, and analytics. This combination of formal education and practical experience enables Ross to approach challenges with a well-rounded perspective, making him a highly sought-after professional in the digital advertising landscape.
Throughout his career, Ross has held a variety of notable positions, each contributing to his extensive knowledge and skills in the field. He currently serves as the Director of Client Services for Kargo, where he is responsible for managing client relationships and ensuring a high level of service delivery across the East and South regions. Ross's previous roles include Engagement Lead at Prohaska Consulting, VP of Client Services at Townsquare Ignite, and Senior Director of Client Services and Sales Operations at NinthDecimal, which was acquired by InMarket. These positions have allowed him to hone his skills in operations management, strategic planning, and new business development.
Key Skills and Areas of Expertise
Ross possesses a wealth of technical proficiency in various platforms and tools critical to today’s digital advertising ecosystem. His expertise includes Salesforce Sales & Salesforce Service Cloud, Pardot, and various project management applications like Atlassian Jira and Asana. He is also adept at analyzing data through Google Analytics and utilizing digital marketing platforms, including Facebook, Instagram, and Snapchat, to create effective advertising strategies for clients.
His areas of expertise encompass a diverse array of skills, from providing exceptional customer service and project management to optimizing operational processes and deep knowledge of sales processes. Ross's ability to communicate effectively and present ideas clearly is crucial in fostering strong relationships with clients, stakeholders, and management teams.
Ross is also a strong advocate for integrity-based selling and excels at tactful closing techniques that ensure client satisfaction as well as business sustainability. His aptitude for problem-solving and research allows him to approach challenges methodically, providing clients with insightful solutions tailored to their unique needs.
Ross's ability to influence, network, and negotiate with key stakeholders is another key facet of his career. His strong leadership skills have enabled him to engage effectively with clients and serve as a credible resource to vice presidents and C-level management teams in various organizations.
Notable Achievements
- Leadership Roles: Ross has established himself as a leader in the digital advertising sector by taking on increasingly responsible roles at major firms, including overseeing significant teams and projects.
- Process Improvements: He has successfully implemented operational improvements that have led to increased productivity and revenue growth in multiple organizations.
- Technology Integration: Ross excels in integrating digital tools and platforms that enhance client engagement and streamline sales processes, demonstrating his commitment to leveraging technology for operational excellence.
- Client Engagement: His proactive client engagement strategies have not only enhanced client satisfaction but also fostered lasting professional relationships across various organizations.
- Strategic Planning: Ross’s expertise in strategic planning and analysis has allowed organizations to align their sales strategies effectively with market trends and consumer behavior.
In summary, Ross Ungar is a dedicated professional whose extensive experience and expertise in digital advertising and sales operations make him a crucial player in any organization he is part of. His strong leadership, combined with strategic insight and technical proficiency, equip him to drive business results and deliver exceptional value to clients and stakeholders alike. As he continues to evolve in his career, Ross remains committed to fostering relationships and developing innovative solutions in the fast-paced world of digital advertising.
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Mesh 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.
Mesh 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
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- 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
Mesh 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, Mesh 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 Mesh 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 Mesh 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.
Mesh 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. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh 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.
Mesh 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. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh 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. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh'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.
Mesh 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. Mesh'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.
Mesh 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. Mesh 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, Mesh 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.
Mesh 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.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh 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. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh 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 Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh 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, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh 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. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh 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.
Mesh 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 Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh 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, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh 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.
Mesh'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. Mesh 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 Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh'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, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh 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 Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.