Tasha Merriweather
Person
Conover Lending Group: documents · champion
VP Customer Operations at Conover Lending Group and CRM champion on a Growth prospect. She asked for Growth herself, was keen after the 18 Sep 2026 demo and is the only contact seen so far. Budget holder and IT are not yet known.
Who they are
Insight
Current to 12 Oct 26VP Customer Operations at Conover Lending Group and CRM champion on a Growth prospect. She asked for Growth herself, was keen after the 18 Sep 2026 demo and is the only contact seen so far. Budget holder and IT are not yet known.
Role: VP Customer Operations at Conover Lending Group, based in Charlotte, recorded in the CRM as champion. She leads a twelve-person customer operations team and proposed the Growth tier herself on the 25 Aug 2026 discovery call.
Influence: She drives the evaluation, attended both calls and replied to the demo follow-up saying the team is keen to move forward. The evidence does not show whether she holds the budget.
Watch: She will confirm unnamed internal points, and pricing is still open. Security is a likely gate given financial data, and Conover's IT person has not yet been seen. Ask who approves spend.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Conover Lending Group | VP Customer Operations | champion | tasha.merriweather@conover.example |
Activity
- 26 Oct 2026callConover Lending Group / BB-Demo – Proposal
- 18 Sep 2026email_threadDemo follow-up
- 18 Sep 2026callConover Lending Group / BB-Demo – Demo
- 25 Aug 2026callConover Lending Group / BB-Demo – Discovery
- 27 Jul 2026dealConover Lending Group – New
- 21 May 2026eventBB-Demo webinar
+23 - 14 May 2026email_threadBB-Demo webinar on customer operations