Jasmine Ortega
Person
Copperwick Logistics: documents · user
Customer Success Director at Copperwick Logistics and the main adoption lead. She runs the account-manager rollout, became a second admin on the 27 Jul 2026 call, and asked 9% of the organisation's questions in the last 90 days.
Who they are
Insight
Current to 11 Oct 26Customer Success Director at Copperwick Logistics and the main adoption lead. She runs the account-manager rollout, became a second admin on the 27 Jul 2026 call, and asked 9% of the organisation's questions in the last 90 days.
Role: Customer Success Director at Copperwick Logistics, based in Chicago, with a CRM role of user. Her platform account was created on 1 Jun 2026.
Influence: She drives rollout to account managers and chose the training slot herself. The 27 Jul 2026 call read says she became a second admin, but the platform record shows admin: no. The evidence does not show her signing authority.
Watch: She wants people to see it work before being invited, and committed to a weekly connector check. Pages owned by individual creators are a handover risk, and she is a heavy question-asker.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Copperwick Logistics | Customer Success Director | user | jasmine.ortega@copperwick.example |
Activity
- 27 Jul 2026callCopperwick Logistics / BB-Demo – Training
- 27 Jul 2026callCopperwick Logistics / BB-Demo – Training
- 22 Jul 2026email_threadTraining session: confirming the details
- 21 Jul 2026email_threadTraining session for the account teams
- 2 Mar 2026callCopperwick Logistics / BB-Demo – Demo
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