AI-Powered Post-Sales Transformation

The Post-Sales Motion
Your Valuation Depends On.

AI-powered post-sales transformation for PE-backed SaaS and Services companies, led by an operator who has run the function through two exits. We fix the process first, then apply AI where it moves the number buyers underwrite.

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Why We Exist

Board Pressure Meets a Process
That Was Never Built for AI

Board pressure to show AI ROI
Every portco CEO is on the clock.
→
Spend lands on broken process
Tools on top of a failing motion.
→
NRR never moves
The number your multiple rests on.

CS Rescue is led by an operator who ran post-sales inside PE-backed companies through a sale to Vista Equity and a strategic exit to The Street. We fix the process first, then apply AI where it moves the number buyers underwrite.

The Gaps We Typically Find

Four Patterns We See in
Nearly Every Portfolio Company

01
Health scores nobody trusts
Built on logins and gut, not churn signals.
02
Renewal forecasts without a method
Called from CSM confidence, not a repeatable framework.
03
Onboarding slower than sales promised
Time-to-value gaps become first-renewal churn.
04
AI pilots with no owner and no metric
Tools layered on a workflow that was already failing.
Why You Should Care

Retention Is Not a Soft Metric.
It's the Number Buyers Underwrite.

24x
EV/Revenue at 113%+ NRR
5x
EV/Revenue at 98% NRR
15 pts
Separate a 5x Company From a 24x One
McKinsey · B2B Tech Research. Across 100+ B2B SaaS companies, top-quartile NRR companies trade at a median 24x EV/revenue. Bottom-quartile peers trade at 5x. The delta is retention, not growth spend.
Source: McKinsey & Company, "The net revenue retention advantage: Driving success in B2B tech," November 19, 2025. Multiples analyzed Q1 2019 to Q4 2024.
What We Offer

Three Ways to Engage, Depending
on How Deep You Need Us

Every engagement starts from the same 4-pillar framework: CS Org Design, Onboarding, Health Scoring, and Renewal & Expansion Forecasting.

01 · 90 Days · Fixed Fee
Jump Start
  • 4-pillar diagnostic on your own data
  • Scored, benchmarked report
  • Executive readout, board-ready
  • 1-2 quick wins to start on
  • Fixed fee, no follow-on required
Fixed Fee, No Follow-On Required
A clear, board-ready picture of where NRR is leaking and what to fix first.
02 · 3-6 Months · Milestone Fee
Core Remediation
  • 1-3 core gaps solved end to end
  • Deep work alongside your team
  • New process documented and installed
  • Team executing on their own at exit
Built and Handed Off
We roll up our sleeves on the gaps that matter most, then leave a team that can run it.
03 · 6-12 Months · Retainer
Extended Partnership ✦
  • Operating leadership for the hold period
  • We own the roadmap, not just the advice
  • Org design, onboarding, health scoring, forecasting
  • AI and automation built in where NRR moves
Embedded Operating Leadership
A partner in the seat through the hold period, not an advisor on the sidelines.
Results Delivered as an Operator

Track Record From Inside the Seat,
Not From the Sidelines

$100M+
of expansion opportunities surfaced
95%+
gross revenue retention delivered
Double digit
NPS improvements
Faster TTV
shortened time-to-value for new accounts
The Team

Operators Who've Been
in the Seat

Not consultants who theorize about post-sales. Operators who've run the function inside PE-backed companies, through diligence, integration, and exit, and know exactly what it takes to move NRR.

Jay Fox
Jay Fox
Co-Founder & CEO

Jay brings 20+ years leading Account Management, Customer Success, and Product teams across three PE-backed FinTech companies, including The Deal (sold to The Street) and TRG Screen (sold to Vista Equity). He's run post-sales through diligence, integration, and exit, and now brings that operating playbook to PE-backed portfolio companies.

PE-Backed Exits ×3 Vista Equity The Street 20+ yrs CS Leadership
Nitai Vinitzky
Nitai Vinitzky
Co-Founder & COO

Nitai brings 10+ years leading enterprise SaaS implementations and operational strategy across FinTech and compliance-focused organizations including Nova Credit, Hearsay Systems, and iCIMS. His extensive experience across onboarding, customer operations, and enterprise scalability provides a practical operator's perspective on hidden customer journey risk.

Nova Credit Hearsay Systems iCIMS Enterprise SaaS Ops
Let's Get Started

Interested in Learning More?

Book a 30-minute discovery call. We'll walk through the gaps we typically find in portfolio companies like yours, and what a Jump Start diagnostic would surface in the first 90 days.

Schedule a Call
or reach us directly hello@csrescue.com