Consensus Risk: How BMC Helix Aligned CS and Sales to Drive Retention
44 min.
2026
Event:
Pulse 2026
Speakers
Joel Skaggs, Sarah Othmer, Trenton Vincent (BMC Helix)
Session Abstract
This session examines how BMC Helix created a Consensus Risk model within Gainsight to align Customer Success and Sales around a single view of customer retention risk. Attendees will learn how standardized risk definitions, streamlined classifications, and a consistent review process improved prioritization, forecasting accuracy, and cross-functional collaboration. The session also explores how establishing a strong risk framework can lay the foundation for more effective AI-driven risk management in the future.