Saenz Global
Saenz Global is a managed services provider that runs back-office operations — permits, insurance follow-up, scheduling, and closing documentation — for U.S. roofing contractors by working directly inside their CRM systems (JobNimbus, AccuLynx, Zuper, ServiceTitan). Founded in 2020, it serves 100+ contractors across 19 states.
- Company typePrivate
- Founded2020
- HeadquartersWest Palm Beach, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Saenz Global does
Saenz Global is a managed back-office services provider exclusively serving roofing contractors in the United States. Founded in 2020 by Thais Saenz and headquartered in West Palm Beach, Florida, the company deploys a team of 53 roofing specialists to handle seven production stages — measurements and estimate preparation, estimate and contract follow-up, permit management, install scheduling, insurance and recoverable depreciation follow-up, closing documentation, and customer experience — on behalf of roofing contractors who typically range from $1M to $80M+ in annual revenue. Rather than selling software, Saenz Global operates as an extension of the contractor's team by working directly inside the client's existing CRM (JobNimbus, AccuLynx, Zuper, or ServiceTitan), eliminating duplicate data entry and providing real-time visibility for the contractor. The company currently serves 100+ roofing businesses across 19 states and 40+ markets, having managed 80,000+ roofing jobs cumulatively.
The company's core technology is a CRM-native delivery model layered with proprietary Standard Operating Procedures (SOPs) and automation workflows refined from 80,000+ jobs. Rather than building its own platform, Saenz Global leverages deep integrations with four major roofing CRMs (notably an official partnership with JobNimbus), roof measurement tools (Roofr, EagleView, GAF QuickMeasure), insurance claims platforms (Fusion Claims, Justice Public Adjusters), and an AI receptionist service (Smith.AI). Differentiators cited by the company include 10-day implementation versus an industry-typical 90 days, real-time CRM synchronization, and workflows battle-tested across 40+ jurisdictions. The firm is organized under an eight-person functional leadership team covering intelligent operations, client success, demand generation, coordinators, talent acquisition, systems efficiency, client launch, and growth strategy.
Saenz Global monetizes primarily through monthly subscription fees for back-office services, supplemented by a $5,000 one-time setup fee and usage-based overage charges of $110 per project beyond included allocations. Pricing is tiered across small ($1M-$3M), mid ($3M-$10M), and enterprise ($10M+) contractors, with no annual contract requirement. Go-to-market combines a sales-led discovery call motion with channel-based lead generation through the JobNimbus partner ecosystem and earned media coverage (Business Insider, FOX 5, USA Wire). The marketing apparatus includes a 50+ article blog, a 'Roof It Up!' podcast on YouTube, and state-level SEO landing pages for all 19 served markets. Saenz Global is privately held by founder Thais Saenz with no disclosed institutional funding, operating as Saenz Global LLC under Florida jurisdiction.
Saenz Global firmographics
Firmographics- Name
- Saenz Global
- Legal name
- Saenz Global LLC
- Website
- https://saenzglobal.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Saenz Global is a managed services provider that runs back-office operations — permits, insurance follow-up, scheduling, and closing documentation — for U.S. roofing contractors by working directly inside their CRM systems (JobNimbus, AccuLynx, Zuper, ServiceTitan). Founded in 2020, it serves 100+ contractors across 19 states.
- Ownership category
- akta.pro rank
Saenz Global industry classification
Industry- Product category
- Roofing Back-Office Operations Support
- NAICS
- Office Administrative Services (56111), Business Support Services (5614)
- SIC
- Services-Management Services (8741), Services-Facilities Support Management Services (8744)
- akta.pro primary industry
- CRM Managed Services & Support (BPAEAGAD)
- akta.pro secondary industries
- Service Desk & ITSM Outsourcing (BPAEAMAF), Facilities Helpdesk & Service Request Management (FM Call Center/Dispatch) (IMAIALAG)
Keywords
Where Saenz Global is headquartered
LocationHeadquarters
- HQ city
- West Palm Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Saenz Global business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Back Office Support Services: Monthly recurring service fee for comprehensive back office support covering 7 production stages. Includes unlimited coordination, CRM management, permit handling, insurance follow-up, and closing documentation. Monthly service fee starts 7 days after onboarding completion.
- Setup/Onboarding Fee: One-time non-refundable setup fee of $5,000 covering account configuration, workflow setup, CRM integration, and training. Onboarding takes 10 business days (21 days for first-time CRM users).
- Project Overage Fees: $110 per project overage fee when client exceeds included project allocation. Repair-to-replacement conversion policy: 5 repairs = 1 replacement for billing purposes. Fair billing applied for mid-process CRM jobs.
- Reinstatement Fee: $2,500 reinstatement fee required for service reinstatement after data deletion due to non-payment. Applied after full payment of outstanding balances.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Enterprise Roofing Contractors ($10M+ revenue) |
| Subscription | Monthly | Mid-Market Roofing Contractors ($3M-$10M revenue) |
| Subscription | Monthly | Small-Mid Roofing Contractors ($1M-$3M revenue) |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Saenz Global product offering
Product offeringCore offering
Saenz Global provides managed back-office operations support exclusively for roofing contractors, executing work inside the contractor's existing CRM (JobNimbus, AccuLynx, Zuper, or ServiceTitan). Services span seven production stages — lead intake, inspection, supplements, production, AR/collections, post-job, and reinstatement — delivered by 53+ roofing-specialized operations staff under a recurring monthly subscription with a 10-day implementation.
Product overview
Saenz Global offers a unified back-office support service for roofing contractors, not a traditional software product. The core offering is a managed services team of 53+ roofing specialists who operate directly inside the contractor's existing CRM (JobNimbus, AccuLynx, Zuper, or ServiceTitan) to handle all administrative tasks across 7 production stages: Measurements & Estimate Prep, Estimate & Contract Follow-Up, Permit Management, Install Scheduling, Insurance & RD Follow-Up, Closing Documentation, and Customer Experience & QC. The service includes access to proprietary Standard Operating Procedures (SOPs/Roadmaps) and a 10-day onboarding process. An official JobNimbus Partnership add-on provides specialized setup, daily operations management, CRM audits, and migration services.
Differentiator
Problem solved
Functional benefit
Products and services
- Back Office Support Services for Roofing Contractors Recurring managed back-office execution service for U.S. roofing contractors, delivered by Saenz Global specialists inside the contractor's existing CRM (JobNimbus, AccuLynx, Zuper, or ServiceTitan). Covers seven production stages — lead intake, inspection, supplements, production, AR/collections, post-job, and reinstatement — with a 10-day implementation and tiered monthly subscription tied to contractor revenue.
- JobNimbus Partnership Services
Quantifiable outcome
- 80% faster payment cycle
- +4 more outcomes
Companies that use Saenz Global
Customer profileNamed customers15 records
Segments3 records
Ideal customer profiles1 record
Saenz Global technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
Feature5 records
Saenz Global partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered flagship, core and minor.
- JobNimbusflagshipOfficial JobNimbus partner for roofing. Provides setup, daily operations, and everything in between handled inside the client's JobNimbus account. Certified team members with pre-built automation workflows and real-time data sync. Joint go-to-market with co-marketing and co-selling. Admin hours worked inside JobNimbus: 1M+.
- ZupercoreCRM integration partner. Saenz Global operates directly in Zuper, updating tasks, notes, and workflows in real-time alongside other CRM platforms.
- AccuLynxcoreCRM integration partner. Saenz Global manages estimates, supplements, invoicing, permits, and production updates inside AccuLynx accounts.
- ServiceTitancoreCRM/platform integration partner. Saenz Global operates inside ServiceTitan ecosystem for contractors using that platform.
- RoofrcoreRoof measurement tool integration. Saenz Global orders roof measurements using client's preferred tool including Roofr, EagleView, or GAF QuickMeasure.
- EagleViewcoreRoof measurement technology partner. Saenz Global orders aerial roof measurements through client's EagleView account for each scheduled appointment.
- Day 41 ThriveminorMarketing partner in the Saenz Global partner ecosystem. Co-marketing and referral relationship for roofing contractors.
- Dope MarketingminorMarketing partner for roofing industry. Digital marketing services integrated with Saenz Global's back office support ecosystem.
- Fusion ClaimsminorThird-party administrator partner for insurance claims handling. Works alongside Saenz Global's insurance follow-up services.
- Justice Public AdjustersminorPublic adjusting services partner. Collaboration on insurance claim documentation and recoverable depreciation follow-up.
- Modernize Home ServicesminorLead generation and contractor marketing platform. Referral relationship for roofing contractor leads needing back office support.
- Roof DepotminorRoofing materials supplier partnership. Provides materials sourcing for roofing contractors using Saenz Global's back office support.
- Ascend Digital ExpertsminorDigital marketing implementation partner. Vetted expert who picks up where Saenz Global leaves off for broader digital operations.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Saenz Global competitors and assessment
Company assessmentBroad incumbents
- JobNimbus: JobNimbus is the dominant CRM/workflow platform for roofing contractors and Saenz Global's Flagship technology partner. Comparable as the core platform Saenz operates within, and as a broader incumbent that could expand into adjacent services or build competing back-office offerings.
- AccuLynx: AccuLynx is a leading CRM/operations platform for roofing and exterior contractors, integrated with Saenz Global. As a broad incumbent in the same category, it offers overlapping workflow capabilities and could deepen native service offerings to compete.
- ServiceTitan: ServiceTitan is a large, multi-trade field service management software platform that also integrates with Saenz Global. As a broad incumbent serving HVAC, plumbing, electrical, and roofing, it has the resources and customer base to either compete with or absorb similar back-office offerings.
- Housecall Pro: Housecall Pro is a field service management platform for home service businesses with workflow automation and customer engagement tools. Comparable as a broad incumbent platform targeting the same SMB contractor segment Saenz Global supports.
Direct peers
- Outsource Access: Outsource Access provides offshore BPO teams for real estate, healthcare, and small businesses, including back-office coordination. Closely parallels Saenz Global's distributed-team, task-managed model for operational workflows on a recurring basis.
- Wing Assistant: Wing provides dedicated virtual assistants to businesses for administrative, operational, and back-office tasks on a subscription basis. Comparable recurring-revenue, human-delivered support model targeting SMBs that need to offload admin work.
- Smith.ai: Smith.ai offers AI-augmented receptionist, call answering, and outreach services to SMBs and professional services firms. Directly comparable to Saenz Global's call/coordination-heavy back-office work; notably, Smith.ai is also a Saenz Global technology partner.
- Time Etc: Time Etc delivers remote executive assistants and business support on a subscription model, primarily to entrepreneurs and SMBs. Similar managed-services subscription economics to Saenz Global, though generalist rather than roofing-specialized.
- BELAY Solutions: BELAY provides remote executive assistants and back-office support to businesses across industries on a subscription basis. Highly comparable to Saenz Global's managed, human-delivered back-office model - both sell recurring remote staffing/support to SMB customers, though BELAY is generalist rather than roofing-specific.
Emerging players
- Fuse.ai: Fuse is an AI-native back-office automation platform for contractors, handling estimating, change orders, and operations. Comparable as an emerging AI-first entrant targeting the same contractor back-office pain point Saenz Global addresses via human specialists.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Saenz Global social profiles
Digital presenceSaenz Global financial estimates
Financial estimateRevenue estimate
Valuation estimate
Saenz Global leadership team
Management profileNumber of profiles
Profiles8 records
Saenz Global funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Saenz Global M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Saenz Global
What does Saenz Global do?
Saenz Global provides managed back-office operations support exclusively for roofing contractors, executing work inside the contractor's existing CRM (JobNimbus, AccuLynx, Zuper, or ServiceTitan). Services span seven production stages — lead intake, inspection, supplements, production, AR/collections, post-job, and reinstatement — delivered by 53+ roofing-specialized operations staff under a recurring monthly subscription with a 10-day implementation.
Is Saenz Global a public or private company?
Saenz Global is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Saenz Global founded?
Saenz Global was founded in 2020. It employs 51 to 100 people.
Where is Saenz Global based?
Saenz Global is headquartered in West Palm Beach, United States, in the North America region.
How does Saenz Global make money?
Four revenue lines are on record. Back Office Support Services are the primary driver. The others are setup/Onboarding Fee, project Overage Fees and reinstatement Fee.
Who are Saenz Global's main competitors?
Broad incumbents on record are JobNimbus, AccuLynx, ServiceTitan and Housecall Pro. Direct peers are Outsource Access, Wing Assistant, Smith.ai, Time Etc and BELAY Solutions. Fuse.ai is listed as an emerging player.
Does Saenz Global have an API?
No public API is recorded for Saenz Global.
What industry is Saenz Global in?
Saenz Global's product category is Roofing Back-Office Operations Support. Its primary akta.pro industry code is BPAEAGAD, CRM Managed Services & Support, with a secondary code of BPAEAMAF, Service Desk & ITSM Outsourcing. Its NAICS code is 56111 and its SIC code is 8741.