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Saenz Global

B2B back-office support provider built exclusively for roofing contractors, operating inside the contractor's own CRM.

Last updated September 27, 2026

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Overview

Saenz Global is a United States-based business-to-business services company that provides back-office support exclusively to roofing contractors. Rather than selling software, the company operates inside the customer relationship management (CRM) platforms that roofing companies already use — JobNimbus, AccuLynx, and Zuper — handling administrative workflows from the signed contract through to the final payment. Its service scope is organized into three phases: pre-sale support (measurements and estimates, estimate and contract follow-up), production support (permit management, install scheduling), and post-sale support (insurance and depreciation follow-up, closing documents, customer experience and quality control). The company was founded in 2020 by Thais Saenz, who built it after observing that roofing contractors were losing a meaningful share of revenue to administrative chaos — delayed follow-ups, permit bottlenecks, and long payment cycles. Saenz Global positions itself as a specialized alternative to generic virtual-assistant providers and broad construction-trade agencies, arguing that roofing administration is specific, repetitive, and solvable only with deep pattern knowledge. The company states that its workflows were refined from more than 80,000 jobs and are proven across 40+ markets, and that it has accumulated over five years and more than a million hours of back-office work nationwide, from Hawaii to Florida. A distinguishing operational claim is speed of implementation: Saenz Global says a client can go from a discovery call to fully operational in 10 business days, in contrast to the 90-day onboarding typical of some competitors. The company also emphasizes that all work appears in real time inside the client's existing CRM, with no separate platform, no migration, and no new software for crews to learn. Its permit team is dedicated solely to pulling permits across jurisdictions nationwide. Saenz Global markets itself through a partner program, a podcast, a blog, press coverage, and a JobNimbus partnership, and it publishes client testimonials from roofing business owners. The company presents itself as selective about fit, evaluating contractors before onboarding. It is a private company; no parent company, ownership group, or public listing is indicated in the available evidence.

History

Saenz Global was founded in 2020 by Thais Saenz. According to the company's own account, the founding insight came from watching roofing contractors lose 12–15% of their revenue to administrative chaos: delayed follow-ups, permit bottlenecks, and payment cycles stretching beyond 45 days. Saenz built the company to run the entire roofing back office — from the first measurement to the final payment — rather than to sell software or provide generic administrative labor. The company chose to specialize exclusively in roofing. Its stated reasoning is that roofing administration is specific, repetitive, and solvable, but only for operators who have managed thousands of jobs and know the patterns. It contrasts this with generic virtual-assistant providers, who learn the industry at the client's expense, and with traditional agencies spread thin across construction trades. Saenz Global cites JobNimbus workflows, AccuLynx automations, insurance depreciation follow-up, and permit processes across 40+ jurisdictions as capabilities that cannot be trained in 30 days but that it has already mastered through 80,000+ jobs. Over its first five-plus years, the company reports accumulating more than a million hours of back-office work and operating nationwide, from Hawaii to Florida. It built its service model around the CRMs its clients already use — JobNimbus, AccuLynx, and Zuper — so that no migration or new software adoption is required and all work is visible in real time inside the client's system. It also built a dedicated permit team that pulls thousands of permits across every jurisdiction in the country. A central operational promise is a 10-day implementation: from discovery call to fully operational in 10 business days, explicitly contrasted with 90-day onboarding. The company also markets the economics of outsourcing against hiring: it cites that 45% of new office hires are gone within 18 months and that it takes 3–6 months just to break even on one, whereas Saenz Global clients are operational in 10 days with no taxes, benefits, sick days, or turnover. Saenz Global has developed a partner program and a JobNimbus partnership, and it publishes a podcast, blog, press page, and client testimonials. It describes itself as selective, evaluating fit before onboarding and being upfront when a contractor is not a match. The company is privately held; the available evidence does not identify a parent company, investor group, or public listing.

  • 2020

    Saenz Global founded by Thais Saenz.

  • Company reports workflows refined from 80,000+ jobs and proven across 40+ markets.

  • Company reports 5+ years and over a million hours of back-office work nationwide, from Hawaii to Florida.

  • JobNimbus partnership established.

Products and positioning

Specialized, CRM-native back-office partner for roofing contractors, positioned against generic virtual assistants and broad construction agencies.

  • Pre-sale support

    Measurements and estimates, loading measurements into the estimator, preparing estimates for sales reps, CRM reminders for outstanding proposals, re-engaging unsigned prospects, and routing questions back to sales reps.

  • Production support

    Permit management (launching applications, submitting paperwork and fees, tracking status, daily follow-ups with jurisdictions) and install scheduling (setting install dates, coordinating crew and dumpster, pre-install homeowner calls, post-install feedback calls).

  • Post-sale support

    Insurance and depreciation follow-up (calling and emailing carriers, collecting documents, tracking depreciation release, status updates, sending 'What to Expect' packets), closing documents (Certificate of Completion, photo report, warranty registration, zero-balance invoice, homeowner receipt confirmation), and customer experience and quality control (thank-you gifts, final satisfaction calls, Google Review solicitation).

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