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ClearSource

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uuid0009m1a

Namestring
ClearSource
Legal namestring
CST Global LLC
Company typeenum
Private
Founded yearint
2007
Descriptiontext

ClearSource is a private US-headquartered business process outsourcing (BPO) company founded in 2007 in Salt Lake City by Rob Goeller and Nate Spears, operating under legal entity CST Global LLC. The company delivers outsourced customer experience, technical support (Tier 1-3), revenue cycle management, and back-office managed services to mid-market and enterprise clients across seven primary verticals: Healthcare, Renewable Energy/Solar, Home Warranty, Gaming & Streaming, Lifestyle, Multi-Level Marketing, and Consumer Services/Retail/eCommerce. ClearSource operates five delivery geographies (USA, Philippines, Costa Rica, India opened April 2023, and South Africa) with 3,000+ advisors and serves clients including Traeger Grills, Project Solar, and multi-year healthcare and home warranty partners.

The underlying technology stack is an AI-enabled BPO platform built around five proprietary components: AI Simulation (Connect and CRAVE) for accelerating client onboarding and agent training, speech analytics for extracting sentiment and insight from voice interactions, workforce management for demand forecasting and scheduling, Generative AI-powered agent assist tools for real-time guidance, and process automation for routine workflows such as order processing and scheduling. The platform is supported by enterprise-grade compliance certifications including PCI DSS 4.0, SOC 2 Type II, and HIPAA, audited annually by Ampcus Cyber. ClearSource reports differentiated operational outcomes including 97% CSAT, agent attrition 50% below industry average, retention above 85%, and client-specific wins such as 11% CSAT lift, 19% productivity increase, and $1.9M in documented cost savings for a Home Warranty client.

ClearSource's business model is primarily managed services BPO sold through direct enterprise field sales, with quote-based contract pricing and no public disclosure of rates. The company added a Small Teams managed staff augmentation product offering 1-9 offshore seats at 40-60% lower cost than US hires, with month-to-month terms and a self-serve onboarding flow, broadening the addressable market into the SMB segment. Distribution combines direct enterprise sales, referral-driven growth from existing client relationships, and PLG-style onboarding for Small Teams. The company remains founder-owned with no disclosed private equity investment, parent company, or acquisition events.

Short descriptiontext

ClearSource is a private US BPO company delivering AI-enabled customer experience, technical support, revenue cycle management, and back-office services across Healthcare, Renewable Energy, Home Warranty, Gaming, Lifestyle, MLM, and Consumer Services verticals, with 3,000+ advisors across five global delivery geographies and a new SMB staff-augmentation offering.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1,001–5,000
akta.pro rankint
HeadquartersSalt Lake City, United States
HQ citystring
Salt Lake City
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices5 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
customer experience outsourcing, business process outsourcing, contact center services, technical support services, revenue cycle management
Industry2 codes
1Business Process-Aligned IT Outsourcing (ITO + BPO Integrated)
CodeBPAEAMAJPrimaryYes
2B2B Appointment Setting & SDR/BDR Outsourcing
CodeBPAAADAAPrimaryNo
NAICS code2 codes
  • Business Support Services5614
  • Other Support Services5619
SIC code1 code
  • Services-Help Supply Services7363
Product category
Customer Experience Business Process Outsourcing (BPO)
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1BPO Customer Support Services
TypeManaged Services
Description

Full-service business process outsourcing providing customer care, technical support, revenue cycle management, and consulting/analytics across multiple industries. Revenue generated through contracted service agreements with enterprise and mid-market clients.

clearsourcebpo.com
2Small Teams Staff Augmentation
TypeManaged Services
Description

Managed staff augmentation service providing 1-9 offshore seats at 40-60% lower cost than US hires. Month-to-month contracts with no minimums, offering vetted talent for SMBs and teams.

clearsourcebpo.com
Marketing channels9 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Pricing details1 tier
1Small Teams - Managed Staff Augmentation
ModelOtherBilling cadenceMonthly
Notes

Costs 40-60% less than fully-loaded US hire. No minimum engagement - 1 seat minimum. Month-to-month terms, no 12-month commitment required.

clearsourcebpo.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

ClearSource is a business process outsourcing (BPO) firm that delivers outsourced customer experience services, including omnichannel customer care, Tier 1-3 technical support, revenue cycle management, and back-office managed services, to mid-market and enterprise clients across verticals such as Healthcare, Renewable Energy/Solar, Home Warranty, Gaming & Streaming, Lifestyle, MLM, and Consumer Services. It supplements these services with a Small Teams managed staff augmentation offering that provides 1-9 offshore seats to SMBs at 40-60% lower cost than fully-loaded U.S. hires.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 11 values shown
  • Agent attrition reduced by 50% compared to industry average
+10 more records
Product overview1 text field

ClearSource is a Business Process Outsourcing (BPO) company offering a unified platform of customer experience services. The core offerings consist of four main service lines: Customer Care & Contact Center Outsourcing, Technical Support (Tier 1-3), Revenue Cycle Management, and Data Entry & Managed Services. These are delivered as managed services with specialized industry solutions including Renewable Energy, Healthcare, Lifestyle, Gaming & Streaming, MLM, Consumer Services, and Home Warranty verticals. An additional module, Small Teams, provides managed staff augmentation for SMBs seeking 1-9 virtual assistant seats. The company operates across five global delivery sites (USA, Philippines, Costa Rica, India, South Africa) and leverages AI technologies including speech analytics, AI simulation, agent assist tools, workforce management, and automation to power its service delivery.

Product and service1 record
1Customer Care & Contact Center Outsourcing
Scale indicator15 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeOthers
Description

Ampcus Cyber serves as ClearSource's trusted certification partner for annual security audits. They conduct PCI DSS 4.0 and SOC 2 Type II certification audits as a global cybersecurity leader.

Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Teleperformance is the world's largest omnichannel customer experience and BPO outsourcer, serving enterprise clients across healthcare, retail, financial services, and renewables. It competes with ClearSource for enterprise CX RFPs but operates at vastly larger scale and broader geography.

TypeBroad incumbent
Description

Concentrix is a Fortune 500 global CX and BPO provider with deep vertical coverage in healthcare, retail, technology, and renewables. It is a direct competitor for mid-market and enterprise outsourcing contracts where ClearSource also competes.

TypeDirect peer
Description

TaskUs is a publicly-traded digital outsourcing specialist serving similar verticals including healthcare, eCommerce, gaming, and tech-enabled services. It is one of the closest comparables to ClearSource in terms of size, vertical mix, and offshore delivery model.

TypeBroad incumbent
Description

TTEC is a global customer experience technology and services company serving large enterprise clients across financial services, healthcare, and consumer industries. It competes with ClearSource for enterprise BPO opportunities and offers AI-enabled CX technology.

TypeBroad incumbent
Description

Foundever (formerly Sitel/Sykes) is a major global CX outsourcing provider owned by Groupe Bruxelles Lambert, serving enterprise clients in financial services, healthcare, retail, and technology. It is a scale competitor to ClearSource for enterprise CX contracts.

TypeBroad incumbent
Description

Sutherland is a global digital transformation and BPO company with deep vertical coverage in healthcare, banking, insurance, and renewables. ClearSource's Director of Workforce Management came from Sutherland, indicating direct talent and capability overlap.

TypeBroad incumbent
Description

Liveops is a US-based on-demand virtual contact center platform providing flexible agent sourcing for enterprise CX programs. ClearSource's CCO Doug DeBolt was previously SVP at Liveops, and the two compete for similar mid-market and enterprise CX opportunities.

TypeDirect peer
Description

SupportYourApp is an outsourced customer support provider specializing in SaaS, tech, and eCommerce, with offshore delivery similar to ClearSource. It is a comparable mid-sized BPO competing for similar SMB and mid-market tech-enabled services clients.

TypeDirect peer
Description

ModSquad (now The Outsiders) provides outsourced digital CX, content moderation, and community management for gaming, streaming, and consumer brands. It is directly comparable to ClearSource's Gaming & Streaming and Lifestyle verticals.

TypeDirect peer
Description

Ibex is a global CX solutions and BPO provider serving financial services, healthcare, and retail with offshore delivery centers in the Philippines and Latin America. It is a comparable mid-sized public BPO peer competing for similar mid-market enterprise accounts.

Market position
Strengths1 record

Each record includes

Headline, Details, Source

Weaknesses1 record

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers6 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment8 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile8 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI capability8 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature6 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles9 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance3 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

ClearSource

Customer Experience Business Process Outsourcing (BPO)clearsourcebpo.com

ClearSource is a private US BPO company delivering AI-enabled customer experience, technical support, revenue cycle management, and back-office services across Healthcare, Renewable Energy, Home Warranty, Gaming, Lifestyle, MLM, and Consumer Services verticals, with 3,000+ advisors across five global delivery geographies and a new SMB staff-augmentation offering.

What ClearSource does

ClearSource is a private US-headquartered business process outsourcing (BPO) company founded in 2007 in Salt Lake City by Rob Goeller and Nate Spears, operating under legal entity CST Global LLC. The company delivers outsourced customer experience, technical support (Tier 1-3), revenue cycle management, and back-office managed services to mid-market and enterprise clients across seven primary verticals: Healthcare, Renewable Energy/Solar, Home Warranty, Gaming & Streaming, Lifestyle, Multi-Level Marketing, and Consumer Services/Retail/eCommerce. ClearSource operates five delivery geographies (USA, Philippines, Costa Rica, India opened April 2023, and South Africa) with 3,000+ advisors and serves clients including Traeger Grills, Project Solar, and multi-year healthcare and home warranty partners.

The underlying technology stack is an AI-enabled BPO platform built around five proprietary components: AI Simulation (Connect and CRAVE) for accelerating client onboarding and agent training, speech analytics for extracting sentiment and insight from voice interactions, workforce management for demand forecasting and scheduling, Generative AI-powered agent assist tools for real-time guidance, and process automation for routine workflows such as order processing and scheduling. The platform is supported by enterprise-grade compliance certifications including PCI DSS 4.0, SOC 2 Type II, and HIPAA, audited annually by Ampcus Cyber. ClearSource reports differentiated operational outcomes including 97% CSAT, agent attrition 50% below industry average, retention above 85%, and client-specific wins such as 11% CSAT lift, 19% productivity increase, and $1.9M in documented cost savings for a Home Warranty client.

ClearSource's business model is primarily managed services BPO sold through direct enterprise field sales, with quote-based contract pricing and no public disclosure of rates. The company added a Small Teams managed staff augmentation product offering 1-9 offshore seats at 40-60% lower cost than US hires, with month-to-month terms and a self-serve onboarding flow, broadening the addressable market into the SMB segment. Distribution combines direct enterprise sales, referral-driven growth from existing client relationships, and PLG-style onboarding for Small Teams. The company remains founder-owned with no disclosed private equity investment, parent company, or acquisition events.

ClearSource firmographics

Firmographics
Name
ClearSource
Legal name
CST Global LLC
Website
https://clearsourcebpo.com
Company type
Private
Founded year
2007
Operating status
Operating
Headcount range
1,001–5,000 employees
Short description
ClearSource is a private US BPO company delivering AI-enabled customer experience, technical support, revenue cycle management, and back-office services across Healthcare, Renewable Energy, Home Warranty, Gaming, Lifestyle, MLM, and Consumer Services verticals, with 3,000+ advisors across five global delivery geographies and a new SMB staff-augmentation offering.
Ownership category
akta.pro rank

ClearSource industry classification

Industry
Product category
Customer Experience Business Process Outsourcing (BPO)
NAICS
Business Support Services (5614), Other Support Services (5619)
SIC
Services-Help Supply Services (7363)
akta.pro primary industry
Business Process-Aligned IT Outsourcing (ITO + BPO Integrated) (BPAEAMAJ)
akta.pro secondary industry
B2B Appointment Setting & SDR/BDR Outsourcing (BPAAADAA)

Keywords

  • Customer experience outsourcing
  • Business process outsourcing
  • Contact center services
  • Technical support services
  • Revenue cycle management

Where ClearSource is headquartered

Location

Headquarters

HQ city
Salt Lake City
HQ country
United States
HQ region
North America

Offices5 records

Markets served

ClearSource business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

  1. BPO Customer Support Services: Full-service business process outsourcing providing customer care, technical support, revenue cycle management, and consulting/analytics across multiple industries. Revenue generated through contracted service agreements with enterprise and mid-market clients.
  2. Small Teams Staff Augmentation: Managed staff augmentation service providing 1-9 offshore seats at 40-60% lower cost than US hires. Month-to-month contracts with no minimums, offering vetted talent for SMBs and teams.

Pricing tiers

ModelBillingPrice
OtherMonthlySmall Teams - Managed Staff Augmentation

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

ClearSource product offering

Product offering

Core offering

ClearSource is a business process outsourcing (BPO) firm that delivers outsourced customer experience services, including omnichannel customer care, Tier 1-3 technical support, revenue cycle management, and back-office managed services, to mid-market and enterprise clients across verticals such as Healthcare, Renewable Energy/Solar, Home Warranty, Gaming & Streaming, Lifestyle, MLM, and Consumer Services. It supplements these services with a Small Teams managed staff augmentation offering that provides 1-9 offshore seats to SMBs at 40-60% lower cost than fully-loaded U.S. hires.

Product overview

ClearSource is a Business Process Outsourcing (BPO) company offering a unified platform of customer experience services. The core offerings consist of four main service lines: Customer Care & Contact Center Outsourcing, Technical Support (Tier 1-3), Revenue Cycle Management, and Data Entry & Managed Services. These are delivered as managed services with specialized industry solutions including Renewable Energy, Healthcare, Lifestyle, Gaming & Streaming, MLM, Consumer Services, and Home Warranty verticals. An additional module, Small Teams, provides managed staff augmentation for SMBs seeking 1-9 virtual assistant seats. The company operates across five global delivery sites (USA, Philippines, Costa Rica, India, South Africa) and leverages AI technologies including speech analytics, AI simulation, agent assist tools, workforce management, and automation to power its service delivery.

Differentiator

Problem solved

Functional benefit

Products and services

  • Customer Care & Contact Center Outsourcing

Quantifiable outcome

  • Agent attrition reduced by 50% compared to industry average
  • +10 more outcomes

Companies that use ClearSource

Customer profile

Named customers6 records

Segments8 records

Ideal customer profiles8 records

ClearSource technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature6 records

ClearSource partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Ampcus CybercoreOthersAmpcus Cyber serves as ClearSource's trusted certification partner for annual security audits. They conduct PCI DSS 4.0 and SOC 2 Type II certification audits as a global cybersecurity leader.

Scale indicators15 records

Recent moves7 records

Expansion highlights6 records

ClearSource competitors and assessment

Company assessment

Broad incumbents

  • Teleperformance: Teleperformance is the world's largest omnichannel customer experience and BPO outsourcer, serving enterprise clients across healthcare, retail, financial services, and renewables. It competes with ClearSource for enterprise CX RFPs but operates at vastly larger scale and broader geography.
  • Concentrix: Concentrix is a Fortune 500 global CX and BPO provider with deep vertical coverage in healthcare, retail, technology, and renewables. It is a direct competitor for mid-market and enterprise outsourcing contracts where ClearSource also competes.
  • TTEC (TeleTech): TTEC is a global customer experience technology and services company serving large enterprise clients across financial services, healthcare, and consumer industries. It competes with ClearSource for enterprise BPO opportunities and offers AI-enabled CX technology.
  • Foundever: Foundever (formerly Sitel/Sykes) is a major global CX outsourcing provider owned by Groupe Bruxelles Lambert, serving enterprise clients in financial services, healthcare, retail, and technology. It is a scale competitor to ClearSource for enterprise CX contracts.
  • Sutherland Global: Sutherland is a global digital transformation and BPO company with deep vertical coverage in healthcare, banking, insurance, and renewables. ClearSource's Director of Workforce Management came from Sutherland, indicating direct talent and capability overlap.
  • Liveops: Liveops is a US-based on-demand virtual contact center platform providing flexible agent sourcing for enterprise CX programs. ClearSource's CCO Doug DeBolt was previously SVP at Liveops, and the two compete for similar mid-market and enterprise CX opportunities.

Direct peers

  • TaskUs: TaskUs is a publicly-traded digital outsourcing specialist serving similar verticals including healthcare, eCommerce, gaming, and tech-enabled services. It is one of the closest comparables to ClearSource in terms of size, vertical mix, and offshore delivery model.
  • SupportYourApp: SupportYourApp is an outsourced customer support provider specializing in SaaS, tech, and eCommerce, with offshore delivery similar to ClearSource. It is a comparable mid-sized BPO competing for similar SMB and mid-market tech-enabled services clients.
  • ModSquad: ModSquad (now The Outsiders) provides outsourced digital CX, content moderation, and community management for gaming, streaming, and consumer brands. It is directly comparable to ClearSource's Gaming & Streaming and Lifestyle verticals.
  • Ibex Global: Ibex is a global CX solutions and BPO provider serving financial services, healthcare, and retail with offshore delivery centers in the Philippines and Latin America. It is a comparable mid-sized public BPO peer competing for similar mid-market enterprise accounts.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

ClearSource social profiles

Digital presence

ClearSource compliance and trust

Trust signal

Compliance3 records

ClearSource financial estimates

Financial estimate

Revenue estimate

Valuation estimate

ClearSource leadership team

Management profile

Number of profiles

Profiles9 records

ClearSource funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

ClearSource M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ClearSource

What does ClearSource do?

ClearSource is a business process outsourcing (BPO) firm that delivers outsourced customer experience services, including omnichannel customer care, Tier 1-3 technical support, revenue cycle management, and back-office managed services, to mid-market and enterprise clients across verticals such as Healthcare, Renewable Energy/Solar, Home Warranty, Gaming & Streaming, Lifestyle, MLM, and Consumer Services. It supplements these services with a Small Teams managed staff augmentation offering that provides 1-9 offshore seats to SMBs at 40-60% lower cost than fully-loaded U.S. hires.

Is ClearSource a public or private company?

ClearSource is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was ClearSource founded?

ClearSource was founded in 2007. It employs 1,001 to 5,000 people.

Where is ClearSource based?

ClearSource is headquartered in Salt Lake City, United States, in the North America region.

How does ClearSource make money?

Two revenue lines are on record. BPO Customer Support Services are the primary driver. The others are small Teams Staff Augmentation.

Who are ClearSource's main competitors?

Broad incumbents on record are Teleperformance, Concentrix, TTEC (TeleTech), Foundever, Sutherland Global and Liveops. Direct peers are TaskUs, SupportYourApp, ModSquad and Ibex Global.

Does ClearSource have an API?

No public API is recorded for ClearSource.

What industry is ClearSource in?

ClearSource's product category is Customer Experience Business Process Outsourcing (BPO). Its primary akta.pro industry code is BPAEAMAJ, Business Process-Aligned IT Outsourcing (ITO + BPO Integrated), with a secondary code of BPAAADAA, B2B Appointment Setting & SDR/BDR Outsourcing. Its NAICS code is 5614 and its SIC code is 7363.

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