Rebecca Oakes
Person
Ellerby Dental Group · champion
Rebecca Oakes is Ellerby's business champion and day-to-day lead on the brain. The CFO, Vikram Sethi, decided the renewal. Her admin platform account was deactivated on 2026-03-31, and the evidence does not show why.
Who they are
Insight
As at Fri 9 Oct 2026Rebecca Oakes is Ellerby's business champion and day-to-day lead on the brain. The CFO, Vikram Sethi, decided the renewal. Her admin platform account was deactivated on 2026-03-31, and the evidence does not show why.
Role: Head of Practice Operations at Ellerby Dental Group and the CRM champion. She led from discovery through onboarding, check-ins and the renewal, and raised the March 2026 duplicate supplier ticket.
Influence: She supplies the usage and value case, with dashboards used for partner and board reporting. Vikram Sethi, the CFO, decided price on the 11 Mar 2026 renewal call.
Watch: Her admin platform account was deactivated on 2026-03-31, after the 23 Mar 2026 ticket. The evidence does not show why, or whether she is still in role.
Watch: About half the 40 seats were in use at the last check-in.
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
+48 - 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