Account 360
Halcyon Partners
Active Customer EnterpriseFinancial Services · Customer since 12 Mar 2024
Account Overview
Edit- Company Halcyon Partners
- Industry Financial Services
- Company size 640 employees
- Website halcyon.partners
- Location Chicago, USA
- Account owner Tomas Lindqvist
- Customer segment Enterprise
Contact information
- hello@halcyon.partners
- +1 312 555 0100
Tags
Account Health
Six weighted factors
Healthy
Strong engagement and payment behaviour. The only drag is one overdue invoice and rising support volume.
Account Insights
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Account health Healthy at 82 - top quartile of your enterprise book.
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Growth opportunity 88% seat utilisation - $64K expansion is the median for this cohort.
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Churn risk Low, but support volume rose 34% while an expansion is open.
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Recent engagement 14 interactions in 30 days across 5 stakeholders.
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Renewal opportunity $96K renews in 74 days. Multi-year terms already requested.
Recommended next action
Key Contacts
7 stakeholders mapped to the buying process
| Contact | Department | Role in buying process | Phone | Last interaction | Relationship | |
|---|---|---|---|---|---|---|
Ellis Vandermeer
Chief Financial
Officer
|
Finance | Decision Maker | e.vandermeer@halcyon.partners | +1 312 555 0119 | 6 hours ago | Strong |
Marcus Whitfield
VP Operations
|
Operations | Champion | m.whitfield@halcyon.partners | +1 415 555 0134 | 1 day ago | Strong |
Dana
Reyes
Chief Technology
Officer
|
Technology | Technical Contact | d.reyes@halcyon.partners | +1 312 555 0164 | 2 days ago | Good |
Priya Raghunathan
Head of IT
Operations
|
Technology | User | p.raghunathan@halcyon.partners | +1 617 555 0188 | 11 days ago | Neutral |
Tomas Berg
Financial
Controller
|
Finance | Finance | t.berg@halcyon.partners | +46 8 555 0142 | 18 days ago | Good |
Nadia Okonkwo
Group COO
|
Executive | Executive Sponsor | n.okonkwo@halcyon.partners | +44 20 5550 173 | 34 days ago | Weak |
Sofia Marchetti
Procurement Lead
|
Finance | Blocker | s.marchetti@halcyon.partners | +39 02 5550 921 | 23 days ago | At Risk |
Deals & Pipeline
$162,000 open across 2 deals
| Deal | Value | Stage | Probability | Expected close | Owner | Deal health |
|---|---|---|---|---|---|---|
| Halcyon Partners - Pilot | $128,000 | Negotiation | 74% | 19 Sep 2026 | Tomas Lindqvist | Low Risk · 76 |
| Halcyon - Support Renewal | $34,000 | Contract Review | 88% | 02 Oct 2026 | Adrian Herrera | Low Risk · 84 |
Account Timeline
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Today, 09:12
Deal updated
Halcyon Partners - Pilot moved to Negotiation at $128,000.
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Today, 06:40
Email received
Ellis Vandermeer asked about multi-year contract terms.
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24 Aug, 14:30
Call logged
32-minute pricing call with Ellis and Dana. View AI summary
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23 Aug, 11:05
Payment overdue
Invoice INV-2048 for $18,600 is 6 days past due.
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21 Aug, 10:00
Meeting held
Executive briefing with the full leadership team.
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19 Aug, 16:22
Contract activity
CNT-0091 sent for signature.
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16 Aug, 09:48
Proposal viewed
PRP-0342 opened 4 times by 2 stakeholders.
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14 Aug, 15:10
Note added
Procurement wants three competing quotes before sign-off.
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12 Aug, 08:30
Task created
Prepare the implementation plan — due 28 Aug.
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02 Aug, 12:00
Payment received
$42,000 received against INV-2039.
No activities of this type
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Documents & Financials
| Project | Lead | Due | Progress | Status |
|---|---|---|---|---|
| Pilot Implementation | Priya Raghunathan | 14 Oct 2026 | 62% | In Progress |
| Data Migration | Dana Reyes | 28 Jun 2026 | 100% | Completed |