Jasmine Coleman
Person
Pellegrin Hart Benefits · user
Jasmine Coleman is a senior account manager and heavy user at Pellegrin Hart Benefits. She is enthusiastic about the brain after training on 3 Aug 2026 and 5 Aug 2026, and wants to widen adoption across her team.
Who they are
Insight
As at Fri 9 Oct 2026Jasmine Coleman is a senior account manager and heavy user at Pellegrin Hart Benefits. She is enthusiastic about the brain after training on 3 Aug 2026 and 5 Aug 2026, and wants to widen adoption across her team.
Role: Senior account manager and user, not an admin. She joined the platform on 2026-05-26 and has been on three calls and three email threads. She is expected to become an admin after the 3 Aug 2026 training.
Influence: She acts as the working champion. She built a live renewals dashboard, wants to show it to her whole team, and may ask Monica Starling to fill the remaining seats. Allison Pereira holds the leadership case and the evidence does not show who signs.
Watch: Value rests on a small group, with only a handful of the forty seats in use. Several colleagues were on leave for the first session, so adoption may stay uneven.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pellegrin Hart Benefits | Senior Account Manager | user | jasmine.coleman@pellegrinhart.example |
Activity
- 5 Aug 2026callPellegrin Hart Benefits / BG-Demo – Training
- 3 Aug 2026email threadFollow-up training: dashboards and renewals view
- 3 Aug 2026callPellegrin Hart Benefits / BG-Demo – Training
- 24 Jul 2026email threadTraining sessions for the client-service team
- 13 Mar 2026email threadFollow-up after the demo
+2 - 11 Mar 2026callPellegrin Hart Benefits / BG-Demo – Demo+2
- 25 Nov 2025eventRevenue leaders roundtable
+29 - 19 Jun 2025eventBG-Demo webinar
+26