See risk early
Use structured reviews and health signals to identify risk before the renewal window tightened.
← All Case Studies
Case study 03 · Renewal operations
Renewing every due contract in a $27M portfolio
Six enterprise SIEM accounts required early risk detection, stronger stakeholder alignment, and unambiguous ownership. I built a structured renewal motion that delivered complete renewal of due contracts and a highly accurate forecast.
The goal
Replace late surprises with an operating rhythm
A six-account, $27M ARR portfolio included high-risk customers that needed earlier intervention and clearer ownership at renewal time.
The goal was to create enough visibility and accountability to act before a renewal became an escalation—and to make the forecast trustworthy for internal teams.
Rebuild alignment
Strengthen stakeholder and executive-sponsor coverage in accounts that needed attention.
Clarify ownership
Give every escalation and next step an accountable owner.
The strategy
A repeatable risk and renewal discipline
I combined account-health evidence, executive relationships, and escalation management into one renewal operating rhythm across the portfolio.
Ran structured risk reviews
Created a consistent cadence for reviewing account health, renewal timing, risk signals, and the evidence behind the forecast.
Tracked health and executive sponsorship
Used health scoring and sponsor coverage to reveal where engagement or alignment needed to be rebuilt.
Assigned escalation ownership
Stabilized high-risk accounts by making next steps and cross-functional ownership explicit across customer success and internal partners.
Improved the customer’s SIEM outcomes
Worked on log-ingestion quality, detection coverage, and alert triage so renewal conversations were supported by operational progress.
My Personal Role & Authority
What I personally owned
I owned the renewal forecast, account-risk operating cadence, and cross-functional escalation model across the six-account portfolio.
Diagnosed
Identified account-health, executive-sponsor, escalation, and forecast gaps before renewal windows tightened.
Decided
Established the risk-review cadence, evidence standards, stakeholder coverage, and accountable owner for each next step.
Executed
Ran portfolio reviews, rebuilt sponsor alignment, orchestrated escalations, and maintained the renewal forecast.
Cross-functional support: Product, support, and technical teams partnered on issue resolution and the customer’s SIEM outcomes.
The result
Retention, attainment, and a forecast the business could trust
The portfolio renewed 100% of contracts due, reached 115% quota attainment, and achieved 95% renewal forecast accuracy.
The result came from pairing commercial rigor with customer outcomes: address risk early, improve the SIEM program, and keep decision-makers aligned throughout the cycle.
Renewal of due contracts
Quota attainment
Renewal forecast accuracy
What this case demonstrates
Renewal performance is an operating discipline. Reliable health signals, executive alignment, customer progress, and clear escalation ownership made the portfolio more predictable and protected the revenue at risk.
Customer names and sensitive implementation details are withheld. Results are drawn from my portfolio performance.