Idea: Allow Manual Selection of Primary Company for Sponsor Tracking
Problem
When a tracked sponsor holds multiple concurrent positions (e.g., a board seat or advisory role at one company while employed full-time at another), Sponsor Tracking automatically designates latest/current positions as "primary." If the sponsor leaves the non-primary company, that departure is not surfaced or flagged — even though it may be the position most relevant to our relationship with them.
Example
We had a case where a tracked sponsor's profile showed two concurrent positions. Sponsor Tracking treated the latest company as primary and the other as secondary. When the sponsor left the secondary company, no update appeared in Sponsor Tracking, even though this was the departure we actually needed visibility into (since it was related to the customer). LinkedIn showed the change, but Gainsight did not surface it.
Current Behaviour confirmed with Gainsight Support/Product
- When tracking starts, Sponsor Tracking automatically selects the sponsor's latest/current position as the "primary" company.
- If a sponsor has multiple concurrent positions, only the primary one is monitored for changes.
- Departures from a non-primary (concurrent) position are not captured or surfaced.
- There is currently no way to manually select which company should be treated as primary for tracking purposes.
CSMs rely on Sponsor Tracking to catch champion/sponsor departures before they impact renewals or expansion. When a sponsor holds concurrent roles, the system's automatic choice of "primary" company may not match the company that actually matters for our relationship — meaning a critical departure can go completely unnoticed until it's too late to react.
Suggested Enhancement
Allow users to manually designate or override which company is treated as the "primary" tracked position for a sponsor, particularly in cases where a profile shows multiple concurrent positions. This would let CSMs ensure the correct relationship is monitored, regardless of how the sponsor's profile is ordered externally.
Curious whether other Gainsight admins have seen sponsor departures go unflagged because of concurrent positions on a profile. If you've hit this too, please upvote and share your example below. It will help Product team gauge how widespread this gap is.