Account Portfolio
Customer Success · Global · Mon 20 Apr 2026
Total ARR Managed
$4.2m
Across 18 accounts
Accounts at Risk
3
High or critical churn risk
Renewals This Quarter
5
Due Apr–Jun 2026
Avg Health Score
72
Portfolio average
Risk summary:3critical0high6medium9low
AccountCSMARRHealthChurn RiskLast TouchRenewalStatus
Axiom Logistics
Logistics & Supply Chain
Nneka A.
$127k
82
low
3d ago
15 Sept 2026
Active
Perennial Health
Healthcare Technology
Rafael E.
$219k
67
medium
11d ago
30 Jun 2026
At Risk
Crestline Finance
Financial Services
Priya N.
$340k
91
low
2d ago
1 Dec 2026
Active
Dune Analytics
Data & Analytics
Tobias B.
$90k
43
critical
18d ago
31 May 2026
At Risk
Harborview Retail
Retail & E-commerce
Nneka A.
$54k
78
low
7d ago
15 Oct 2026
Active
Maple Street Media
Media & Publishing
Rafael E.
$39k
59
medium
14d ago
31 Jul 2026
At Risk
Ironworks Manufacturing
Industrial Manufacturing
Tobias B.
$164k
85
low
5d ago
30 Nov 2026
Active
Redwood Compliance
Legal & Compliance
Priya N.
$98k
47
critical
22d ago
15 May 2026
At Risk
Pinnacle Staffing
Human Resources
Nneka A.
$71k
76
low
6d ago
31 Aug 2026
Active
Coastline Energy
Energy & Utilities
Rafael E.
$285k
88
low
4d ago
31 Jan 2027
Active
Summit Legal
Legal Services
Priya N.
$58k
65
medium
9d ago
15 Jul 2026
At Risk
Orion Technologies
Enterprise Software
Tobias B.
$194k
93
low
Yesterday
31 Dec 2026
Active
Cascade HR
Human Resources
Nneka A.
$44k
62
medium
16d ago
15 Jun 2026
At Risk
Vertex Capital
Financial Services
Rafael E.
$128k
80
low
8d ago
31 Oct 2026
Active
Borealis Pharma
Pharmaceuticals
Priya N.
$234k
41
critical
25d ago
1 May 2026
At Risk
Frontline Security
Cybersecurity
Tobias B.
$88k
73
medium
10d ago
30 Sept 2026
Active
Nimbus Cloud
Cloud Infrastructure
Nneka A.
$156k
87
low
3d ago
15 Nov 2026
Active
Ashford Group
Professional Services
Rafael E.
$29k
70
medium
12d ago
15 Aug 2026
Active