Clare Huddleston
Person
Penwortham Mutual: documents · champion
Head of Member Operations at Penwortham Mutual, tagged champion in the CRM. Present from the 23 Feb 2026 discovery call through onboarding and the main voice on early value. She asked 4% of the organisation's questions in the last 90 days.
Who they are
Insight
Current to 12 Oct 26Head of Member Operations at Penwortham Mutual, tagged champion in the CRM. Present from the 23 Feb 2026 discovery call through onboarding and the main voice on early value. She asked 4% of the organisation's questions in the last 90 days.
Role: Head of Member Operations in Preston, CRM champion and a platform admin since 28 May 2026. She is the day-to-day sponsor for member operations.
Influence: She joined the discovery, proposal and onboarding calls, but Bernard Haslam, the COO, said the team was ready to move to the order form. The buying decision is not hers alone.
Watch: The 27 Aug 2026 ticket on missing partner schemes had a first response of 216 minutes against the 30-minute Enterprise SLA. A new-hire access request from 9 Oct 2026 is pending.
Value: On 5 Aug 2026 she put usage at ten or fifteen queries a day. Her use is the clearest value story so far.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Penwortham Mutual | Head of Member Operations | champion | clare.huddleston@penworthammutual.example |
Activity
- 9 Oct 2026ticketUser access for new team members
- 27 Aug 2026ticketPartner schemes missing from search
- 10 Aug 2026callPenwortham Mutual / BB-Demo – Training
- 5 Aug 2026callPenwortham Mutual / BB-Demo – Onboarding
- 29 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding
- 24 Jul 2026ticketCan we add a filter for inactive members?
- 3 Jul 2026callPenwortham Mutual / BB-Demo – Onboarding
- 24 Jun 2026callPenwortham Mutual / BB-Demo – Onboarding
- 11 Jun 2026callPenwortham Mutual / BB-Demo – Onboarding
- 4 Jun 2026callPenwortham Mutual / BB-Demo – Kickoff
+2 - 1 Jun 2026email_threadImplementation kickoff
- 29 Apr 2026email_threadProposal discussion
+2 - 27 Apr 2026callPenwortham Mutual / BB-Demo – Negotiation+2
- 7 Apr 2026callPenwortham Mutual / BB-Demo – Proposal
- 26 Mar 2026email_threadProposal walkthrough
- 17 Mar 2026email_threadDemo follow-up
+1 - 16 Mar 2026callPenwortham Mutual / BB-Demo – Demo+1
- 11 Mar 2026eventData leaders conference (BB-Demo stand)
+7 - 23 Feb 2026callPenwortham Mutual / BB-Demo – Discovery
- 16 Feb 2026email_threadDiscovery call
- 29 Jan 2026dealPenwortham Mutual – New
- 17 Apr 2025eventBB-Demo webinar
+12