Who they are
Insight
As at Fri 9 Oct 2026Head of Customer Success and the CRM champion at Penmaen Software, then at Cawthorne Learning. She drives adoption and the renewal case, but the CFO decides. At Cawthorne she is a champion in a live Growth evaluation.
Role: Cerys is Head of Customer Success at both organisations, with Cardiff as her city in both CRM contacts. Her Penmaen platform user ran from 25 Jul 2024 to 23 Mar 2026 and was an admin. Her Cawthorne role appears in calls from 22 Jul 2026.
Influence: At Penmaen she championed the product and built the value case, while CFO Huw Bevan decided. She repeatedly warned that finance would ask what the spend delivers. At Cawthorne she describes the need and prepares cost figures, while chief executive Patrick Rowbotham takes the decision to the board.
Watch: Penmaen use was low against forty licensed seats, and questions came from a small group. The evidence does not show how the Penmaen renewal ended. Cawthorne's decision date of 18 Nov 2026 is booked, not reached.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Penmaen Software | Head of Customer Success | champion | cerys.llewellyn@penmaen.example |
| Cawthorne Learning | Head of Customer Success | champion | cerys.llewellyn@penmaen.example |
Activity
- Upcoming
- 14 Oct 2026upcoming callCawthorne Learning / BG-Demo – Negotiation
+1
- Held
- 21 Sep 2026callCawthorne Learning / BG-Demo – Proposal
- 2 Sep 2026callCawthorne Learning / BG-Demo – Demo
+1
- 24 Aug 2026email threadFollow-up after the demo
+1
- 21 Aug 2026callCawthorne Learning / BG-Demo – Demo
+1
- 13 Aug 2026email threadBooking your demo
- 22 Jul 2026email threadFollowing up on our discovery conversation
- 22 Jul 2026callCawthorne Learning / BG-Demo – Discovery
- 19 Jun 2026dealCawthorne Learning – New
- 11 Mar 2026callPenmaen Software / BG-Demo – Check In
- 15 Jan 2026eventBG-Demo webinar
+43
- 8 Jan 2026callPenmaen Software / BG-Demo – Check In
- 22 Dec 2025callPenmaen Software / BG-Demo – QBR
+1
- 15 Dec 2025email threadGetting the next QBR in the diary
- 20 Nov 2025eventBG-Demo webinar
+41
- 4 Nov 2025callPenmaen Software / BG-Demo – Check In
- 28 Oct 2025email threadScheduling our next check-in
- 16 Sep 2025email threadNotes from our check-in
- 15 Sep 2025callPenmaen Software / BG-Demo – Check In
- 5 Sep 2025ticketHow to increase team engagement with the brain
- 22 Jul 2025ticketDashboard widget showing blank
- 18 Jul 2025email threadSupport follow-up on your ticket
- 17 Jul 2025ticketSearch filter not working correctly
- 7 Jul 2025email threadCheck-in notes
- 4 Jul 2025callPenmaen Software / BG-Demo – Check In
- 2 Jul 2025email threadScheduling a check-in
- 23 Jun 2025email threadFollow-up from our QBR
+1
- 20 Jun 2025callPenmaen Software / BG-Demo – QBR
+1
- 9 Jun 2025callPenmaen Software / BG-Demo – Renewal
+2
- 7 May 2025callPenmaen Software / BG-Demo – Renewal
+2
- 25 Apr 2025dealPenmaen Software – Renewal
- 2 Apr 2025email threadFollowing up on our call: the expansion
+2
- 1 Apr 2025callPenmaen Software / BG-Demo – Negotiation
+2
- 20 Mar 2025email threadNotes from our check-in
- 19 Mar 2025callPenmaen Software / BG-Demo – Check In
- 12 Mar 2025ticketDashboard performance issues
- 12 Mar 2025email threadCheck-in call: finding a time
- 5 Mar 2025email threadProposal for Penmaen: follow-up
- 3 Mar 2025callPenmaen Software / BG-Demo – Proposal
- 24 Feb 2025email threadGetting the proposal in the diary
- 17 Feb 2025dealPenmaen Software – Expansion
- 6 Feb 2025ticketBuilding our customer success metrics dashboard
- 16 Jan 2025callPenmaen Software / BG-Demo – Check In
- 30 Dec 2024callPenmaen Software / BG-Demo – QBR
+2
- 24 Dec 2024email threadBooking the next QBR
- 29 Nov 2024email threadCheck-in notes
- 28 Nov 2024callPenmaen Software / BG-Demo – Check In
- 22 Nov 2024email threadFinding a time for our check-in
- 17 Oct 2024eventBG-Demo webinar
+27
- 17 Sep 2024callPenmaen Software / BG-Demo – Onboarding
- 4 Sep 2024callPenmaen Software / BG-Demo – Onboarding
- 28 Aug 2024callPenmaen Software / BG-Demo – Onboarding
- 20 Aug 2024callPenmaen Software / BG-Demo – Onboarding
- 31 Jul 2024callPenmaen Software / BG-Demo – Kickoff
+2
- 29 Jul 2024email threadKickoff scheduling for the Growth onboarding
- 27 Jun 2024callPenmaen Software / BG-Demo – Negotiation
+2
- 12 Jun 2024email threadPenmaen proposal: follow-up from our call
- 11 Jun 2024callPenmaen Software / BG-Demo – Proposal
- 4 Jun 2024email threadProposal walkthrough
- 28 May 2024callPenmaen Software / BG-Demo – Demo
+2
- 22 May 2024email threadDemo on your own data
- 9 May 2024callPenmaen Software / BG-Demo – Discovery
- 3 May 2024email threadFinding time for a first conversation
- 22 Apr 2024dealPenmaen Software – New