Who they are
Insight
Current to 12 Oct 26Caitlin Mercer is VP Customer Success at Pemaquid Analytics and the champion for the Growth rollout. She asks about a fifth of the organisation's questions, so value sits heavily with her. The CFO, Raymond Tsai, holds the commercial decision.
Role: VP Customer Success in Boston, recorded as champion in the CRM and a platform admin since 1 Apr 2026. She sponsored the Growth purchase to get ahead of renewals and wants one view of tickets, usage and calls.
Influence: she shapes scope and adoption but is not the final approver. Raymond Tsai, the CFO, signs after Kevin Dussault reviews, and he wants usage and payback shown first.
Watch: she asked 21% of the organisation's questions over the last 12 months and 19% over the last 90 days, a key-person risk. Seats in active use remain well below the 40 licensed, and the 1 Apr 2027 renewal needs a value case.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pemaquid Analytics | VP Customer Success | champion | caitlin.mercer@pemaquid.example |
Activity
- 22 Sep 2026callPemaquid Analytics / BB-Demo – Negotiation
+2
- 24 Aug 2026callPemaquid Analytics / BB-Demo – Qbr
+1
- 17 Aug 2026email_threadScheduling your quarterly review
- 29 Jul 2026email_threadFollow-up on the proposal for extra users
- 27 Jul 2026callPemaquid Analytics / BB-Demo – Proposal
- 21 Jul 2026dealPemaquid Analytics – Expansion
- 8 Jul 2026ticketExport dashboards to CSV
- 21 May 2026ticketDuplicate distributor records
- 18 May 2026callPemaquid Analytics / BB-Demo – Onboarding
- 5 May 2026callPemaquid Analytics / BB-Demo – Onboarding
- 27 Apr 2026callPemaquid Analytics / BB-Demo – Onboarding
- 20 Apr 2026callPemaquid Analytics / BB-Demo – Onboarding
- 13 Apr 2026callPemaquid Analytics / BB-Demo – Kickoff
+2
- 8 Apr 2026email_threadKickoff call: finding a time
- 27 Feb 2026callPemaquid Analytics / BB-Demo – Negotiation
+2
- 11 Feb 2026email_threadFollow-up on the Growth proposal
- 9 Feb 2026callPemaquid Analytics / BB-Demo – Proposal
- 30 Jan 2026email_threadScheduling the proposal walkthrough
- 19 Jan 2026email_threadFollow-up from the demo
+1
- 19 Jan 2026callPemaquid Analytics / BB-Demo – Demo
+1
- 14 Jan 2026email_threadScheduling your demo
- 31 Dec 2025callPemaquid Analytics / BB-Demo – Discovery
- 12 Dec 2025dealPemaquid Analytics – New