Jasmine Coleman
Person
Pellegrin Hart Benefits · user
Jasmine Coleman is a senior account manager and the most engaged day-to-day user at Pellegrin Hart Benefits. She is a champion for adoption, but she is not shown as a buyer or admin, and she is still a user in the CRM.
Who they are
Insight
As at Fri 9 Oct 2026Jasmine Coleman is a senior account manager and the most engaged day-to-day user at Pellegrin Hart Benefits. She is a champion for adoption, but she is not shown as a buyer or admin, and she is still a user in the CRM.
Role: Senior Account Manager, CRM role user, with a platform account created on 26 May 2026 and no admin rights. She joined the demo on 11 Mar 2026 and said she was sold on review prep.
Influence: Her influence is on adoption, not on signing. In training on 3 Aug 2026 she prepared a client review in five minutes against twenty, and she plans to show the renewals dashboard to her whole team. Allison Pereira and Monica Starling hold the commercial and admin questions.
Watch: Only a handful of the forty licensed seats are in use, so value rests on a small group. Jasmine may raise the remaining seats with Monica, and she will become an admin. The evidence does not show who signs.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pellegrin Hart Benefits | Senior Account Manager | user | jasmine.coleman@pellegrinhart.example |
Activity
- 5 Aug 2026callPellegrin Hart Benefits / BG-Demo – Training
- 3 Aug 2026email threadFollow-up training: dashboards and renewals view
- 3 Aug 2026callPellegrin Hart Benefits / BG-Demo – Training
- 24 Jul 2026email threadTraining sessions for the client-service team
- 13 Mar 2026email threadFollow-up after the demo
+2 - 11 Mar 2026callPellegrin Hart Benefits / BG-Demo – Demo+2
- 25 Nov 2025eventRevenue leaders roundtable
+38 - 19 Jun 2025eventBG-Demo webinar
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