Who they are
Insight
As at Fri 9 Oct 2026Harjit Bains is the Ardenmore champion and heaviest user on the Starter subscription, but not the signatory. Elaine Turvey, the Finance Director, decides spend. Her platform user was deactivated on 3 Oct 2024.
Role: Head of Client Relationships and CRM champion since the June 2023 discovery call. She framed the need as "no surprises for the client" and backed the product to the board at the 12 Jul 2024 QBR. Platform user created 5 Sep 2023, not an admin on record.
Influence: She shapes the case but cannot commit. On the 8 Apr 2024 check-in she said she could not commit anything without Elaine. Use is concentrated in her, a key-person risk: about six of 25 licensed users were active.
Watch: Her platform user was deactivated on 3 Oct 2024. The evidence does not show why, or whether she left. Confirm her status and who now asks the questions before the renewal conversation. Recent tickets on duplicates and a stalled connector touched her trustee reporting.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Ardenmore Pension Administration | Head of Client Relationships | champion | harjit.bains@ardenmore.example |
Activity
- 30 Sep 2024ticketSalesforce connector not syncing
- 26 Sep 2024callArdenmore Pension Administration / BG-Demo – Check In
- 19 Sep 2024ticketDuplicate records in the system
- 19 Sep 2024email threadCheck-in call: finding a time
- 7 Aug 2024callArdenmore Pension Administration / BG-Demo – Check In
- 22 Jul 2024callArdenmore Pension Administration / BG-Demo – Renewal
+2
- 19 Jul 2024ticketReport export formatting issue
- 15 Jul 2024email threadFollow-up from our review call
+2
- 12 Jul 2024callArdenmore Pension Administration / BG-Demo – QBR
+2
- 9 Jul 2024email threadSetting up your review call
- 31 May 2024dealArdenmore Pension Administration – Renewal
- 23 Apr 2024ticketMember count dashboard incorrect
- 8 Apr 2024callArdenmore Pension Administration / BG-Demo – Check In
- 27 Mar 2024email threadBooking a check-in call
- 30 Jan 2024email threadExtra users for your Starter subscription
+1
- 30 Jan 2024callArdenmore Pension Administration / BG-Demo – Negotiation
+1
- 23 Jan 2024callArdenmore Pension Administration / BG-Demo – Proposal
- 17 Jan 2024email threadFollow-up from our check-in call
+2
- 16 Jan 2024email threadProposal: when shall we talk it through?
- 16 Jan 2024callArdenmore Pension Administration / BG-Demo – QBR
+2
- 11 Jan 2024dealArdenmore Pension Administration – Expansion
- 8 Jan 2024email threadQuarterly check-in: finding a time
- 27 Oct 2023ticketDuplicate records in search results
- 10 Oct 2023callArdenmore Pension Administration / BG-Demo – Onboarding
- 3 Oct 2023callArdenmore Pension Administration / BG-Demo – Onboarding
- 19 Sep 2023callArdenmore Pension Administration / BG-Demo – Onboarding
- 14 Sep 2023ticketPreparing trustee meeting report
- 11 Sep 2023callArdenmore Pension Administration / BG-Demo – Onboarding
- 5 Sep 2023email threadKickoff follow-up and access for the first refresh
+2
- 4 Sep 2023callArdenmore Pension Administration / BG-Demo – Kickoff
+2
- 24 Aug 2023email threadKickoff call: finding a time
- 11 Jul 2023callArdenmore Pension Administration / BG-Demo – Proposal
- 7 Jul 2023email threadTime to go through the proposal
- 27 Jun 2023email threadFollowing up on the demo
+1
- 26 Jun 2023callArdenmore Pension Administration / BG-Demo – Demo
+1
- 22 Jun 2023email threadSetting up a demo
- 5 Jun 2023callArdenmore Pension Administration / BG-Demo – Discovery
- 18 May 2023dealArdenmore Pension Administration – New