Give every account a customer success pro who knows your product, works in your CRM, and speaks as your company.
See Who We Can Find for You
Quick Answer:
Customer success outsourcing places post-sale account work, such as onboarding, adoption check-ins, health monitoring, and renewal prep, with an external team. At Connext, that team is dedicated to one client: you interview and approve each hire, they work inside your CRM and CS platform under your brand, and Connext handles recruiting, payroll, compliance, and facilities.
Onboarding that gets customers to value faster
Health monitoring that catches churn early
Renewal prep that lands before the date does
Figure
Label
21 Days
Average time to first hire
94%
Of hires retained at 90 days
Top 4%
Of applicants endorsed for client review
Give every account a customer success pro who knows your product, works in your CRM, and speaks as your company. Connext builds dedicated teams for SaaS, fintech, and B2B tech companies, and you choose every hire. We handle recruiting, payroll, compliance, and facilities, so you can focus on keeping and growing your customer base.
Picture 400 customers and five customer success managers. That’s 80 accounts each, and you can stay afloat for a while, until customers stop renewing.
A dedicated Connext team checks in with the accounts that get overlooked, gets renewals ready on time, and keeps your customer records up to date, so your best people get back to your key accounts.
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Accounts each CSM carries today
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It started as a small pilot in 2022. Today, a Denver-based expense management software company runs nearly 60 Connext professionals, including Client Support Specialists, Client Delivery Managers, and Technical Implementation Specialists. Together, they support customers across North America, Europe, and Asia as part of the company’s global client delivery.
A Virginia-based digital lending company began with four Connext specialists in September 2023. By mid-2024, the team had grown to 20, including the company’s first offshore HelpDesk team and bilingual support from Connext’s Colombia site. Team members have since earned promotions to Team Lead and Senior Specialist, driving process improvements from inside the operation.
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“Connext has been instrumental in helping us scale globally. Their team delivers consistently, adapts quickly, and has become an integral part of our success story.”
Client Delivery Manager, Expense Management Software Company
Your customer support team closes tickets. Customer success outsourcing with Connext covers everything after, so accounts keep growing.
Onboarding and Implementation. Kickoffs, setup, data uploads, and training that get customers to value faster.
Adoption and Health Monitoring. Usage reviews and health score follow-up that spot risk while there’s still time to act.
CRM and CS Platform Hygiene. Clean records in Salesforce, HubSpot, Gainsight, or ChurnZero, so every forecast starts from real data.
Renewal Management. Renewal calendars, outreach, and quote prep, ready before the date arrives.
Expansion Support. Upsell signals logged and handed to Sales while interest is warm.
QBR and Reporting Prep. Usage reports and business review decks your CSMs present instead of build.
Who owns the relationship
Your onshore CSMs
What your Connext team does
Prepares QBR decks, keeps account records current, and flags usage changes before the next call.
Who owns the relationship
Shared
What your Connext team does
Runs onboarding, scheduled check-ins, and renewal prep. Your CSMs step in for escalations and commercial conversations.
Who owns the relationship
Your Connext team, day to day
What your Connext team does
Owns adoption outreach, health monitoring, and renewal reminders, with a direct escalation path to your account owners.
We start with your accounts, tools, and playbooks, and only the top 4% of applicants ever reach your review.
First candidates usually arrive within 5 to 7 days. You interview and approve every one, with a 21-day average to first hire.
Team members learn your platform, playbooks, and brand voice before they ever talk to a customer.
An in-country team manager handles HR, payroll, compliance, IT, and facilities under Connext’s employer of record structure, with weekly syncs and quarterly reviews alongside your leaders. See the co-management model.
AI speeds up reporting and quality checks. Your team owns the conversations, escalations, and judgment calls.
Figures are monthly and fully loaded, from Connext’s Role and Bill Rate Estimates rate card dated October 2026. Rates vary by experience and location.
Quality is the biggest worry buyers have about offshore teams: 21% of leaders in Connext’s 2026 Unfilled Role Report named it their top barrier. Connext answers it with structure, not promises.
Your Team, Not a Vendor’s
Every team member works for you alone, on your accounts, chasing your adoption and renewal goals.
Customers Hear One Company
Your brand, your email domain, your playbooks. The hand-off never shows.
Same-Day Escalation on Churn Risk
With direct access to your CRM and your account owners, a risk spotted at 9am gets a decision that day.
Account Knowledge That Stays Put
94% of hires are still on the team at 90 days and 91% at six months, so the people who learn your customers keep serving them.
Security Built for Customer Reviews
Connext holds a SOC 2 Type II attestation report, with monitored workstations and annually audited access controls. You provision and control every login. See how we secure offshore teams.
Start With One Specialist Then Grow From There
The same model took a Denver software company from a small pilot to nearly 60 professionals, and a Virginia fintech from four specialists to 20.
Hiring onshore is slow. Shared pools are fast but anonymous. A dedicated Connext team gives you speed and ownership in one.
Your customers signed up for a relationship, not a queue. Give every account to a person who knows its history, works in your systems, and speaks for your company.
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