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PulseIQ Customer 0216

CUST-00215 · Financial Services · Mid-Market · CSM Jordan Lee

Critical
Health Score
52.75
At Risk
Estimated ARR
$263
Low value account
Renewal
53 days
High
CSM Priority
Critical
Renews 2026-09-12

Why this customer needs attention

At-risk customer health

Health score of 52.75 (At Risk) with a month-to-month contract and renewal urgency rated high.

Recommended action

Review health drivers and create recovery plan

Owned by Jordan Lee. Last QBR 50 days ago with low executive engagement.

Customer Signals

Key account factors influencing customer health

Tenure
64 months
Contract
Month-to-month
Executive Engagement
Low
Last QBR
50 days ago
Support Tickets
6
Escalations
0
Active Services
3
Tech Support
Not enabled