How Level Access Stabilized and Scaled its Growth Engine

Turning uncertainty into confidence with Salar Digital’s embedded marketing ops support

The Challenge: Stabilize the Growth Engine During a Merger

As Level Access scaled and integrated teams following a major international merger, its marketing and revenue operations functions faced a familiar challenge: complexity. Multiple systems, disconnected workflows, and inconsistent processes made it difficult to maintain clarity and confidence in how leads were captured, scored, and routed.

With leadership transitions and evolving priorities, the team needed more than just quick fixes—they needed to restore confidence in how the engine ran.

Project Overview

Company: Level Access
Industry: B2B SaaS – Digital Accessibility
Headquarters: Arlington, VA
Company Size: 500+ employees
Key Challenge: Operational complexity and lead funnel inefficiencies across multiple systems and teams
Solution: Marketing Operations Advanced Scale Package
Impact: Faster lead flow, fewer qualified leads left without follow-up, and renewed confidence in marketing operations

The Solution: Embedded Expertise That Delivers Stable Architecture

Salar Digital didn’t take over marketing ops—they became a seamless extension of the team.

By embedding directly into Level Access’s workflows, they closed execution gaps, clarified complex systems, and ensured the team could move quickly and confidently across key focus areas pertinent to the team.

“Salar Digital is consistently able to pinpoint the exact reason why any given lead wasn’t processed correctly in our system—and can fix it fast.”

– Katie Swift
Director of Marketing Operations
Level Access

Key Focus Areas

Funnel Optimization & Lead Scoring

Resolved scoring issues across Hubspot and Salesforce
Built workflows designed for long-term stability
Ensured solutions were easy to understand and maintain

Speed to Lead Tracking & Reporting

Reduced time from form submission to lead availability
Addressed enrichment and scoring delays
Enabled faster follow-up with high-priority prospects

Documentation & Knowledge Transfer

Maintained clear, accessible documentation
Provided historical context to support onboarding and decision-making
Trained new team members and ensured continuity through change

The Conclusion:

Salar Digital helped Level Access navigate the complexity of scale, mergers, and change—bringing clarity, continuity, and confidence to a growing marketing operations team. For B2B SaaS companies looking to stabilize and scale without adding internal overhead, Salar Digital is the partner to trust.

Why Salar Digital?

Strategic and Tactical Embedded Partnership

Working with Salar Digital feels like collaborating with a seasoned internal marketing operations team member – someone who brings years of experience, shows up to every meeting, and proactively solves problems. The partnership offers strategic guidance rooted in deep expertise, while also providing flexible bandwidth for the hands-on execution needed to keep initiatives moving and deliver results.

B2B SaaS Expertise

With deep experience in marketing automation and CRM systems, Salar Digital understands the unique challenges of scaling SaaS operations, helping you skip straight to the solution.

Ready to complete your growth equation?

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