Meet Your Partners in Post-Sale Growth
Two seasoned operators who bring wisdom earned through experience and a balanced approach that turns strategy into scalable systems.
Founded on Real Operating Experience
Sage CS Advisory was founded by two leaders who spent decades in the trenches of customer success, renewals, and revenue operations. We've built teams, carried quotas, navigated PE portfolios, and designed the systems that drive retention and growth. We know what works because we've done the work, and we bring that experience to every engagement.
Dynamic Sales Leader & Strategic Advisor
Alexis Neal is a post-sale leader with nearly twenty years leading organizations to turn customer success into a deliberate, scalable engine for growth. She brings a clear, candid approach that shifts organizations from treating renewals as transactions to managing them as strategic moments that define customer value, loyalty, and future revenue.
At Sage CS Advisory, Alexis helps executives see their post-sale function for what it truly is: the most powerful driver of predictable revenue. She equips executives with the blueprint, alignment how-to, and strategic direction needed to elevate customer success from a reactive support arm to a disciplined, revenue-generating organization. Her style blends empathy with accountability, pairing human-centered leadership with bold, practical guidance that teams can action immediately.
Alexis believes companies succeed when their customer experience is intentional, not leaving customers to navigate on their own, or achieve value by chance. She challenges leaders with the right questions, delivers frameworks that work in the real world, and ensures teams have the clarity and conviction to execute.
Her mission is to help organizations create customer experiences that increase retention, build trust, and turn quick wins into sustainable growth.
Notable Achievements
Transformed underperforming team into President's Club-winning unit with 118% revenue achievement
Chief Executive Operating System (CEO-S) Masterclass certified
Multiple customer program launches across organizations: Customer Advisory Board 2x, Voice of the Customer 3x, Red Account & Crisis Communication 4x
Gainsight for Executives trained
Customer Community redesign: Migrated platforms, changed strategy, and scaled online community to thousands of customers in 12 months
Customer Operations Leader & Systems Expert
Tess is a customer operations and experience leader who has spent more than a decade helping organizations transform complex, scattered processes into systems that scale. She brings a calm, structured approach that helps companies move from guessing to knowing, from reacting to operating with intention, and from fragmented communication to aligned execution.
At Sage CS Advisory, Tess guides teams to build the operational foundation that increases retention, accelerates collaboration, and creates the confidence that comes from knowing exactly what needs to happen next. She believes growth becomes sustainable when people understand how their work connects, when they have the clarity to execute, and when systems are built to evolve with the business.
Her mission is to help leaders create environments where teams can do their best work and customers feel the impact.
Notable Achievements
Global Customer Success Hero award for GTM process innovation and CX alignment
SFDC, Gainsight, ChurnZero, and Pendo.io systems design and migration expertise
Rebuilt and deployed post-sale customer lifecycle and renewal processes across 4+ organizations
Built 300+ digital workflows and 1:Many enablement programs improving adoption by 33%
Developed and trained 30+ global team members achieving 90%+ retention
Results We've Delivered Together
93%+ enterprise retention and 106%+ NRR through optimized renewals and lifecycle design
49% faster time-to-value for customer onboarding via data-driven Gainsight and CX process improvements
Created content that drove desired customer action by 21%+ and increased webinar engagement by 60%
Launched 15+ internal processes and onboarding systems to scale customer growth in-app
How we work
Lead with empathy and deliver with excellence
Our approach balances people-first understanding with disciplined, results-driven execution. We don't deliver theory or slides, we partner with you to build systems that work today and grow with tomorrow.
Why the name Sage?
The name Sage CS Advisory reflects both what we bring wisdom earned through experience, and what we deliver: clarity, guidance, and growth for post-sale teams. SAGE represents the intersection of wisdom and action, the balance between strategic clarity and operational precision that defines how we help our clients grow.
S
Simplicity & Scalability
A
Accountability & Alignment
G
Growth through Clarity
E
Empathy & Execution
Let’s Start a Conversation
We'd love to learn about your challenges and explore how we can help.