Who they are
Insight
As at Fri 9 Oct 2026Rhian Morgan is a Customer Success Manager at Penmaen Software and the hands-on Growth user. She builds dashboards and renewal packs. Her platform user was deactivated on 24 Jul 2026, so her current status needs checking.
Role: Customer Success Manager in Cardiff, recorded in the CRM as a user, not an admin. She was trained on 7 Oct 2024 and has since raised how-to tickets on dashboards, search and exports.
Influence: She is the day-to-day champion of the tool, building renewal packs and operator dashboards that Cerys Llewellyn sees. The reads do not show her deciding on price or contract.
Watch: Her platform user was deactivated on 24 Jul 2026 and the evidence does not show why. The last ticket read is 21 May 2026, and no reads follow the deactivation. If she has left, the adoption case rests on a few people.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Penmaen Software | Customer Success Manager | user | rhian.morgan@penmaen.example |
Activity
- 11 Jun 2026eventBG-Demo Customer Day London
+91
- 1 Jun 2026email threadInvitation: BG-Demo Customer Day London
- 21 May 2026ticketHow to create dashboards filtered by operator
- 13 Feb 2025email threadSupport follow-up on your recent ticket
- 12 Feb 2025ticketSearching across multiple locations
- 24 Jan 2025ticketExporting dashboard data
- 27 Nov 2024ticketUser access setup
- 7 Oct 2024callPenmaen Software / BG-Demo – Training
- 7 Oct 2024callPenmaen Software / BG-Demo – Training
- 28 May 2024callPenmaen Software / BG-Demo – Demo
+2
- 16 Nov 2023eventBG-Demo webinar
+11
- 4 Nov 2023email threadInvitation: BG-Demo webinar on Thursday