For growing startups, scaling isn’t just about hiring faster, it’s about hiring smarter. In this case study, we explore how a U.S.-based tech company transitioned from traditional outsourcing to a co-sourcing model with Latin American talent, resulting in a leaner, more aligned, and more effective operation.
The Challenge
A venture-backed SaaS startup based in New York was entering a critical growth phase. Their U.S. team was stretched thin across product development, customer support, and internal operations. Outsourcing some functions had helped in the past, but it often came at the cost of misalignment, time zone delays, and a disconnect from company culture.
They needed a new approach: one that offered scale and speed without sacrificing cohesion.
The Solution: Co-Sourcing with LATAM Talent
The leadership team decided to pilot a co-sourcing strategy with a nearshore partner specializing in LATAM professionals. Unlike their previous vendor relationships, this time they opted for integrated collaboration:
- Three roles co-sourced: a bilingual customer success agent, a junior controller, and a marketing coordinator
- Tools unified: Slack, ClickUp, and Notion connected internal and external workflows
- Weekly syncs: All team members participated in cross-functional standups
- Shared goals: Everyone worked toward the same OKRs with joint reporting
The Transition Process
- Week 1–2: Internal team created onboarding documentation and conducted cultural briefings
- Week 3–4: First deliverables reviewed jointly, with structured feedback loops
- Week 5 onward: Teams functioned as one unit, with external hires proactively contributing to strategy discussions
Results After 3 Months
✅ 27% increase in project delivery speed
✅ 40% lower personnel cost compared to U.S. hires
✅ 0% turnover: each LATAM team member chose to extend their contract
✅ Team satisfaction scores improved across departments
The leadership team reported not just operational gains, but a cultural shift: a stronger sense of unity, shared ownership, and reduced burnout.
Lessons Learned
- Co-sourcing works best when treated as an extension of your team, not a side channel
- Tools and rituals matter, but mindset matters more
- Nearshore LATAM talent brings both technical fluency and cultural alignment
Conclusion
For this tech startup, co-sourcing wasn’t a fallback, it was a strategic leap forward. With the right setup and the right partner, they built a high-performing team that helped them scale faster, smarter, and more sustainably.
No responses yet