Jess Mitchell
Person
Wattlebrook Insurance Services: documents · champion
Jess Mitchell is Head of Business Systems at Wattlebrook in Sydney and the account's recorded champion. She took part in most calls from discovery to the August check-in, and she reports a quieter adoption period after a June restructure.
Who they are
Insight
Current to 11 Oct 26Jess Mitchell is Head of Business Systems at Wattlebrook in Sydney and the account's recorded champion. She took part in most calls from discovery to the August check-in, and she reports a quieter adoption period after a June restructure.
Role: Head of Business Systems at Wattlebrook, recorded in the CRM as champion and based in Sydney. Her platform user was created on 2026-04-04 and is not an admin.
Influence: She was on the demo, proposal, kickoff, onboarding and check-in calls. Chief executive Mitchell Gallagher confirmed the commercial terms, and Jess handled procurement timing and day-to-day adoption.
Watch: On 27 Aug 2026 she attributed quieter usage to a June restructure and a heavy user moving team. She asked 5% of the organisation's questions in the last 90 days, against 7% over the last twelve months. The evidence does not show whether the heavy user has returned.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Wattlebrook Insurance Services | Head of Business Systems | champion | jess.mitchell@wattlebrook.example |
Activity
- 27 Aug 2026callWattlebrook Insurance Services / BB-Demo – Check In
- 25 Aug 2026email_threadCheck-in call
- 22 Jul 2026ticketHow do I build a custom dashboard?
- 26 May 2026eventRevenue leaders roundtable
+12 - 21 May 2026eventBB-Demo webinar
+10 - 17 Apr 2026callWattlebrook Insurance Services / BB-Demo – Onboarding
- 13 Apr 2026email_threadImplementation kickoff+1
- 10 Apr 2026callWattlebrook Insurance Services / BB-Demo – Kickoff+1
- 26 Feb 2026callWattlebrook Insurance Services / BB-Demo – Negotiation
+2 - 9 Feb 2026callWattlebrook Insurance Services / BB-Demo – Proposal
- 21 Jan 2026callWattlebrook Insurance Services / BB-Demo – Demo
+2 - 2 Jan 2026callWattlebrook Insurance Services / BB-Demo – Discovery
- 15 Dec 2025dealWattlebrook Insurance Services – New