Who they are
Insight
Current to 14 Oct 26Champion at Penmaen Software, Head of Customer Success, whose platform user was deactivated on 2026-03-23. She appears from 22 Jul 2026 at Cawthorne Learning in the same role, leading a Growth evaluation with a decision date of 18 Nov 2026.
Role: Head of Customer Success and CRM champion at both organisations. At Penmaen Software she was the main contact for the Growth subscription and an admin user. Her platform user there was deactivated on 2026-03-23, and the evidence does not show why. At Cawthorne Learning she joins discovery on 22 Jul 2026 and gathers loss figures for the board case.
Influence: At Penmaen she defended the 40 seats, while the CFO Huw Bevan made the decisions. At Cawthorne she shapes the evaluation, but Patrick Rowbotham, the chief executive, takes cost to the board.
Watch: Her Penmaen relationship is a route into Cawthorne, not a stranger. Her Penmaen value case rested on a small group of users. Cawthorne's decision date of 18 Nov 2026 is booked, not reached.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Penmaen Software | Head of Customer Success | champion | cerys.llewellyn@penmaen.example |
| Cawthorne Learning | Head of Customer Success | champion | cerys.llewellyn@penmaen.example |
Activity
- 14 Oct 2026callCawthorne Learning / BB-Demo – Negotiation
+1
- 21 Sep 2026callCawthorne Learning / BB-Demo – Proposal
- 2 Sep 2026callCawthorne Learning / BB-Demo – Demo
+1
- 24 Aug 2026email_threadFollow-up after the demo
+1
- 21 Aug 2026callCawthorne Learning / BB-Demo – Demo
+1
- 13 Aug 2026email_threadBooking your demo
- 22 Jul 2026email_threadFollowing up on our discovery conversation
- 22 Jul 2026callCawthorne Learning / BB-Demo – Discovery
- 19 Jun 2026dealCawthorne Learning – New
- 11 Mar 2026callPenmaen Software / BB-Demo – Check In
- 15 Jan 2026eventBB-Demo webinar
+35
- 8 Jan 2026callPenmaen Software / BB-Demo – Check In
- 22 Dec 2025callPenmaen Software / BB-Demo – Qbr
+1
- 15 Dec 2025email_threadGetting the next QBR in the diary
- 20 Nov 2025eventBB-Demo webinar
+30
- 4 Nov 2025callPenmaen Software / BB-Demo – Check In
- 28 Oct 2025email_threadScheduling our next check-in
- 16 Sep 2025email_threadNotes from our check-in
- 15 Sep 2025callPenmaen Software / BB-Demo – Check In
- 5 Sep 2025ticketHow to increase team engagement with the brain
- 22 Jul 2025ticketDashboard widget showing blank
- 18 Jul 2025email_threadSupport follow-up on your ticket
- 17 Jul 2025ticketSearch filter not working correctly
- 7 Jul 2025email_threadCheck-in notes
- 4 Jul 2025callPenmaen Software / BB-Demo – Check In
- 2 Jul 2025email_threadScheduling a check-in
- 23 Jun 2025email_threadFollow-up from our QBR
+1
- 20 Jun 2025callPenmaen Software / BB-Demo – Qbr
+1
- 9 Jun 2025callPenmaen Software / BB-Demo – Renewal
+2
- 7 May 2025callPenmaen Software / BB-Demo – Renewal
+2
- 25 Apr 2025dealPenmaen Software – Renewal
- 2 Apr 2025email_threadFollowing up on our call: the expansion
+2
- 1 Apr 2025callPenmaen Software / BB-Demo – Negotiation
+2
- 20 Mar 2025email_threadNotes from our check-in
- 19 Mar 2025callPenmaen Software / BB-Demo – Check In
- 12 Mar 2025ticketDashboard performance issues
- 12 Mar 2025email_threadCheck-in call: finding a time
- 5 Mar 2025email_threadProposal for Penmaen: follow-up
- 3 Mar 2025callPenmaen Software / BB-Demo – Proposal
- 24 Feb 2025email_threadGetting the proposal in the diary
- 17 Feb 2025dealPenmaen Software – Expansion
- 6 Feb 2025ticketBuilding our customer success metrics dashboard
- 16 Jan 2025callPenmaen Software / BB-Demo – Check In
- 30 Dec 2024callPenmaen Software / BB-Demo – Qbr
+2
- 24 Dec 2024email_threadBooking the next QBR
- 29 Nov 2024email_threadCheck-in notes
- 28 Nov 2024callPenmaen Software / BB-Demo – Check In
- 22 Nov 2024email_threadFinding a time for our check-in
- 17 Oct 2024eventBB-Demo webinar
+22
- 17 Sep 2024callPenmaen Software / BB-Demo – Onboarding
- 4 Sep 2024callPenmaen Software / BB-Demo – Onboarding
- 28 Aug 2024callPenmaen Software / BB-Demo – Onboarding
- 20 Aug 2024callPenmaen Software / BB-Demo – Onboarding
- 31 Jul 2024callPenmaen Software / BB-Demo – Kickoff
+2
- 29 Jul 2024email_threadKickoff scheduling for the Growth onboarding
- 27 Jun 2024callPenmaen Software / BB-Demo – Negotiation
+2
- 12 Jun 2024email_threadPenmaen proposal: follow-up from our call
- 11 Jun 2024callPenmaen Software / BB-Demo – Proposal
- 4 Jun 2024email_threadProposal walkthrough
- 28 May 2024callPenmaen Software / BB-Demo – Demo
+2
- 22 May 2024email_threadDemo on your own data
- 9 May 2024callPenmaen Software / BB-Demo – Discovery
- 3 May 2024email_threadFinding time for a first conversation
- 22 Apr 2024dealPenmaen Software – New