Customer success + renewal ops
CustomerOS
A shared-workspace operating system for customer success, renewals, expansion planning, and billing visibility. This implementation is scaffolded on SMP and wired for a dedicated runtime project with shared Spanner and Secret Manager integration.
Workspace: Northstar SoftwarePlan: GrowthRole: ownerOrg: org_demo_customeros
Authentication
Google sign-in is handled through WorkOS AuthKit. After login, the app receives the authenticated user, current organization context, role, permissions, and an access token for the API.
App base URL: https://customeros.app
Core API base URL: https://api.customeros.app
Tracked accounts
3
4/1000 on plan
At risk
1
Watchlist: 1
Renewals in 30 days
3
Pipeline ARR: $758,000
Open tasks due soon
4
Seats used: 3/25
Priority accounts
Nimbus Analytics Owner Alex Morgan · Renewal 2026-04-14 | at risk | 33 $220,000 ARR | Schedule an executive renewal review and confirm invoice status. |
Polaris Cloud Owner Maya Chen · Renewal 2026-05-30 | healthy | 76 $410,000 ARR | Continue regular success cadence and log recent value realization. |
Acme Robotics Owner Alex Morgan · Renewal 2026-05-08 | watch | 58 $128,000 ARR | Review upcoming milestones and confirm success plan delivery. |
Billing state
Growth · active
Stripe customer: cus_demo_customeros_growth
Stripe subscription: sub_demo_growth
Suggested next actions
- Review Nimbus renewal risk and billing retry plan.
- Prepare Polaris expansion proposal for platform seats.
- Confirm Acme enablement reschedule and champion alignment.
Tasks due soon
- Confirm executive sponsor attendance for renewal review — 2026-03-29
- Follow up with finance on failed invoice retry — 2026-03-26
- Reschedule admin enablement session — 2026-03-31
- Prepare expansion proposal draft for platform seats — 2026-04-06