VP-level leadership embedded in your team. Without the VP-level commitment.
A senior StratX operator, a former VP or Director of Customer Success, Implementation, or Operations at a SaaS company, embeds in your org part-time and drives execution against a defined plan. Part-time presence, full-time accountability.
6-month minimum · Senior operators only
This is built for you if…
You need a senior Customer Success, Implementation, or Operations leader but it's too early, or too uncertain, to commit to a $250K+ full-time hire.
You've raised a round and need executive presence in the post-sale function while you run the full-time search.
Your current Customer Success leader is strong on execution but needs strategic air cover and outside calibration.
You're scaling through a market shift and need leadership that's actually done it before.
Your board is asking sharper retention questions than your current leadership can answer.
What an embedded StratX leader actually does.
Defines and owns the post-sale operating plan: KPIs, cadence, accountability
Runs (or rebuilds) your Customer Success, Implementation, and Operations team management
Owns renewal and expansion forecasting, brings it to the board
Designs and delivers health scoring, compensation plans, segmentation, and playbooks
Coaches and develops your internal leaders so the function can stand on its own
Serves as the senior voice in cross-functional decisions with Product and Sales
Represents the function in board materials, investor updates, and executive syncs
Builds the case for (and runs the recruiting on) the eventual full-time hire
How we run a Fractional engagement.
- 01
Health Check or Scoping
We start with a Health Check (or a focused scoping engagement) to make sure we know exactly what the embedded leader is solving for.
- 02
Operator Match
We match you with a senior StratX operator whose background fits your stage, ACV, and motion. You meet, you decide.
- 03
Embedded Execution
1.5–2.5 days per week, on your tooling, in your standups, owning the plan. Weekly with you, board prep with your CFO.
- 04
Exit & Handoff
Six months minimum, then continue, hand off, or transition to your full-time hire. We help recruit and onboard them.
Four beliefs that shape every engagement.
— Kerri Martin, Founder & CEO
Post-sale is the product.
Most SaaS companies sell a future and try to deliver a feature. The post-sale function is what closes that gap, every day, for every customer. Treat it as a function of the product, not a function of the org chart.
Strategy without execution is a slide deck.
The work is the work. Frameworks help only insofar as they shorten the path from diagnosis to results. StratX is built around experienced practitioners because the gap between knowing and doing is where most consulting fails.
Clear scope respects everyone's time.
Open-ended engagements reward drift. A clear scope forces us to be precise about what we're solving and disciplined about how we get there. You know what you're paying for going in.
Independence is the point.
We don't sell software, we don't take referral fees, and we don't recommend platforms that aren't right for the company. The roadmap goes wherever the data leads.
Duration
6 months minimum, typically 9–12
Format
1.5–2.5 days/week, embedded
Pricing
Monthly retainer
Based on days per week. Six-month minimum, then month-to-month.
FAQs.
A consultant delivers a deck. A fractional executive owns outcomes. Our operators sit in your standups, run your team meetings, present to your board, and are measured on the same KPIs your full-time hire would be measured on. The deliverable isn't a recommendation. It's the function actually working.
Embed a senior operator in your post-sale engine.
Most engagements start with a Health Check. 30 minutes on a call gets you the right next move.