Allison Pereira
Person
Pellegrin Hart Benefits · champion
Allison Pereira is the day-to-day sponsor and champion for the Growth subscription at Pellegrin Hart Benefits. She shaped the purchase, set the open enrollment deadline and has raised the renewal herself. Gary Pellegrin signs.
Who they are
Insight
As at Fri 9 Oct 2026Allison Pereira is the day-to-day sponsor and champion for the Growth subscription at Pellegrin Hart Benefits. She shaped the purchase, set the open enrollment deadline and has raised the renewal herself. Gary Pellegrin signs.
Role: VP Client Service and CRM champion. She ran the buying process, took the proposal to leadership and is sponsor day to day, with Monica Starling as admin. She is also a platform user and admin, created 26 May 2026.
Influence: She does not buy alone. Gary Pellegrin signed the order form, and she warned that he would ask about payback. She sets the priorities: a by-client view and training before open enrollment.
Watch: On 28 Sep 2026 she raised the renewal herself and wants a view on value by then. Only a small slice of the 40 Growth seats is in use. Her 23 Sep 2026 ticket for twelve SSO users had a first response of 397 minutes.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pellegrin Hart Benefits | VP Client Service | champion | allison.pereira@pellegrinhart.example |
Activity
- Upcoming
- 27 Oct 2026upcoming callPellegrin Hart Benefits / BG-Demo – QBR
- Held
- 28 Sep 2026callPellegrin Hart Benefits / BG-Demo – Check In
- 23 Sep 2026ticketAdding new users with SSO
- 23 Sep 2026email threadCheck-in call
- 24 Jul 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 15 Jul 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 3 Jul 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 17 Jun 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 5 Jun 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 28 May 2026callPellegrin Hart Benefits / BG-Demo – Kickoff+2
- 26 May 2026email threadKickoff scheduling
- 26 May 2026eventRevenue leaders roundtable
+54 - 1 May 2026email threadInvitation: Revenue leaders roundtable in London
- 23 Apr 2026callPellegrin Hart Benefits / BG-Demo – Negotiation
+2 - 2 Apr 2026email threadProposal follow-up for Pellegrin Hart
- 31 Mar 2026callPellegrin Hart Benefits / BG-Demo – Proposal
- 26 Mar 2026email threadTime for the proposal walkthrough
- 13 Mar 2026email threadFollow-up after the demo
+2 - 11 Mar 2026callPellegrin Hart Benefits / BG-Demo – Demo+2
- 5 Mar 2026email threadScheduling the demo
- 17 Feb 2026email threadFollow-up from our discovery call
- 13 Feb 2026callPellegrin Hart Benefits / BG-Demo – Discovery
- 9 Feb 2026email threadDiscovery call: finding a time
- 22 Jan 2026dealPellegrin Hart Benefits – New
- 23 Sep 2025eventRevenue leaders roundtable
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