Dana Whitaker
Person
Wexmoor Property Group · champion
Dana Whitaker is Wexmoor's VP Operations, platform admin and day-to-day champion on the Growth contract. She asks 16% of recent questions, so the account leans on her. Finance is questioning forty seats and a third ticket in a month has dented confidence.
Who they are
Insight
As at Fri 9 Oct 2026Dana Whitaker is Wexmoor's VP Operations, platform admin and day-to-day champion on the Growth contract. She asks 16% of recent questions, so the account leans on her. Finance is questioning forty seats and a third ticket in a month has dented confidence.
Role: VP Operations in Chicago, CRM champion and platform admin since 2 Feb 2026. She drove the Growth purchase from discovery and took over as main admin. Tyler Brooks, the COO, signs off and delegates detail to her.
Influence: She shapes the renewal on 2 Feb 2027. Her finance team is asking about the value of forty seats, and she has asked about handing licences back. She asked 709 of 4124 questions over the last 12 months, 17%, and 16% over the last 90 days.
Watch: Her 30 Sep 2026 email says this is the third ticket in a month and her team is questioning reliance on the brain. She wants a named owner and next step. The evidence does not show a reply or a resolution.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Wexmoor Property Group | VP Operations | champion | dana.whitaker@wexmoor.example |
Activity
- Upcoming
- 23 Oct 2026upcoming callWexmoor Property Group / BG-Demo – Check In
- Held
- 30 Sep 2026email threadSupport follow-up on your open ticket
- 29 Sep 2026ticketUrgent: main connector is down
- 28 Sep 2026ticketDuplicate records in search results
- 22 Sep 2026email threadFollow-up from our QBR
+1 - 21 Sep 2026callWexmoor Property Group / BG-Demo – QBR+1
- 16 Sep 2026ticketHelpdesk connector not syncing
- 15 Sep 2026email threadQuarterly review: scheduling
- 24 Aug 2026callWexmoor Property Group / BG-Demo – Check In
- 14 Aug 2026email threadCheck-in call: finding a time
- 13 Aug 2026ticketInvoice inquiry and renewal information
- 4 Aug 2026email threadNotes from our check-in
- 3 Aug 2026callWexmoor Property Group / BG-Demo – Check In
- 29 Jul 2026email threadFinding a time for our next check-in
- 30 Jun 2026email threadWexmoor QBR: summary and next steps
- 29 Jun 2026callWexmoor Property Group / BG-Demo – QBR
- 22 Jun 2026email threadScheduling your quarterly business review
- 17 Jun 2026ticketLease data not syncing from contracts system
- 16 Jun 2026ticketDashboard timing out on load
- 5 Jun 2026callWexmoor Property Group / BG-Demo – Check In
- 3 Jun 2026email threadScheduling our check-in
- 30 Apr 2026callWexmoor Property Group / BG-Demo – Check In
- 22 Apr 2026email threadArranging a check-in call
- 31 Mar 2026callWexmoor Property Group / BG-Demo – Training
- 25 Mar 2026email threadGetting training dates booked for the Wexmoor team
- 19 Mar 2026callWexmoor Property Group / BG-Demo – Onboarding
- 13 Mar 2026callWexmoor Property Group / BG-Demo – Onboarding
- 11 Mar 2026email threadOnboarding sessions: getting dates in the diary
- 10 Mar 2026ticketOnboarding progress and refresh delays
- 10 Mar 2026email threadOnboarding session: confirming a time
- 5 Mar 2026callWexmoor Property Group / BG-Demo – Onboarding
- 27 Feb 2026callWexmoor Property Group / BG-Demo – Onboarding
- 25 Feb 2026email threadOnboarding session: connector set-up
- 24 Feb 2026email threadOnboarding sessions: rearranging
- 20 Feb 2026callWexmoor Property Group / BG-Demo – Onboarding
- 17 Feb 2026email threadOnboarding sessions: finding a time
- 13 Feb 2026callWexmoor Property Group / BG-Demo – Onboarding
- 11 Feb 2026email threadOnboarding session scheduling
- 6 Feb 2026email threadKickoff follow-up and next steps
- 5 Feb 2026callWexmoor Property Group / BG-Demo – Kickoff
- 3 Feb 2026email threadKickoff scheduling for the Wexmoor brain
- 16 Jan 2026email threadWexmoor order confirmed and start
- 18 Dec 2025email threadWexmoor and BG-Demo: where we are after the call
+2 - 18 Dec 2025callWexmoor Property Group / BG-Demo – Negotiation+2
- 20 Nov 2025email threadWexmoor proposal: summary and next steps
- 20 Nov 2025callWexmoor Property Group / BG-Demo – Proposal
- 14 Nov 2025email threadBooking time to go through the proposal
- 4 Nov 2025email threadFollow-up: Wexmoor second demo and proposal
- 3 Nov 2025callWexmoor Property Group / BG-Demo – Demo
- 30 Oct 2025email threadScheduling the second demo for Wexmoor
- 17 Oct 2025email threadFollow-up from Thursday's demo: Wexmoor and the brain
- 17 Oct 2025callWexmoor Property Group / BG-Demo – Demo
- 9 Oct 2025email threadSetting up your demo
- 22 Sep 2025email threadFollowing up on our discovery call
- 19 Sep 2025callWexmoor Property Group / BG-Demo – Discovery
- 17 Sep 2025email threadScheduling our discovery conversation
- 18 Aug 2025dealWexmoor Property Group – New