Who they are
Insight
Current to 14 Oct 26CFO at Pellegrin Hart Benefits and the person who signs the Growth order form. Numbers-led: he pressed on payback and price on the 23 Apr 2026 call. Signature was still open in the 8 May 2026 thread.
Role: CFO and CRM economic buyer. He signs the £62k Growth order form and holds a non-admin platform user created 2026-05-27.
Influence: He sets the terms. He asked for the figure and payback, said he does not pay early and does not sign multi-year without a reason, and asked for the order form before the terms call.
Watch: Payback was not quantified on the 23 Apr 2026 call and the CFO wants it. The evidence does not show whether he replied to the 22 Sep 2026 roundtable invitation or signed the order form.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pellegrin Hart Benefits | Chief Financial Officer | economic_buyer | gary.pellegrin@pellegrinhart.example |
Activity
- 22 Sep 2026eventRevenue leaders roundtable
+36
- 8 Sep 2026email_threadInvitation: revenue leaders roundtable, London
- 8 May 2026email_threadOrder form for signature: Pellegrin Hart Benefits
- 23 Apr 2026callPellegrin Hart Benefits / BB-Demo – Negotiation
+2
- 15 Apr 2026email_threadCall to discuss terms