Rebecca Oakes
Person
Ellerby Dental Group · champion
Rebecca Oakes is Ellerby's day-to-day champion and a Growth admin. Her platform account was deactivated on 31 Mar 2026, shortly before the renewal term began. The evidence does not show why or who now fills her role.
Who they are
Insight
As at Fri 9 Oct 2026Rebecca Oakes is Ellerby's day-to-day champion and a Growth admin. Her platform account was deactivated on 31 Mar 2026, shortly before the renewal term began. The evidence does not show why or who now fills her role.
Role: Head of Practice Operations and the CRM-recorded champion. She took part in discovery, onboarding, check-ins and the 11 Mar 2026 renewal call, and raised tickets on search, a connector and duplicate supplier records.
Influence: She shapes adoption and the value story, using the brain for the monthly partner pack and board reporting. Vikram Sethi, the CFO, decides price; she asked on 12 May 2025 whether the cost was locked in.
Watch: Her admin platform account was deactivated on 31 Mar 2026. The evidence does not show whether she left or changed role, or whether an executed renewal order form exists. Confirm who now champions the account and holds admin.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Ellerby Dental Group | Head of Practice Operations | champion | rebecca.oakes@ellerbydental.example |
Activity
- 23 Mar 2026ticketSupplier records appearing as duplicates
- 11 Mar 2026callEllerby Dental Group / BG-Demo – Renewal
+1 - 2 Feb 2026callEllerby Dental Group / BG-Demo – Check In
- 23 Jan 2026email threadBG-Demo check-in call
- 22 Jan 2026dealEllerby Dental Group – Renewal
- 6 Oct 2025callEllerby Dental Group / BG-Demo – Check In
- 23 Sep 2025ticketHubSpot connector stopped syncing new records
- 21 Aug 2025ticketHow to search across all practices
- 12 Jun 2025eventBG-Demo Customer Day
+58 - 11 Jun 2025callEllerby Dental Group / BG-Demo – Training
- 6 Jun 2025email threadTraining session scheduling
- 30 May 2025email threadBG-Demo Customer Day, 12 June 2025
- 30 May 2025callEllerby Dental Group / BG-Demo – Onboarding
- 23 May 2025callEllerby Dental Group / BG-Demo – Onboarding
- 12 May 2025callEllerby Dental Group / BG-Demo – Onboarding
- 1 May 2025callEllerby Dental Group / BG-Demo – Onboarding
- 28 Apr 2025email threadImplementation kickoff, next steps+1
- 25 Apr 2025callEllerby Dental Group / BG-Demo – Kickoff+1
- 13 Mar 2025email threadGrowth tier proposal
- 12 Mar 2025callEllerby Dental Group / BG-Demo – Proposal
- 25 Feb 2025callEllerby Dental Group / BG-Demo – Demo
+1 - 10 Feb 2025email threadFollowing up on the discovery
- 7 Feb 2025callEllerby Dental Group / BG-Demo – Discovery
- 3 Feb 2025email threadDiscovery call
- 23 Jan 2025dealEllerby Dental Group – New