Growth and Market Presence Lever1 has experienced rapid growth, evidenced by recognition as one of the fastest-growing private companies in the U.S. with a three-year sales growth rate of 6,560 percent. This suggests a strong market acceptance and expanding client base, presenting opportunities to offer complementary HR and benefits solutions to a thriving customer portfolio.

Leadership Transition The appointment of Erica Brune as CEO in October 2022 indicates strategic leadership positioning, which can open doors for discussions around innovative HR outsourcing services and new growth initiatives tailored to evolving client needs.

Client Focus Strategy Lever1’s emphasis on outsourcing HR, payroll, and benefits for small and midsized businesses highlights a need for affordable, scalable, and efficient HR tech solutions. Targeting SMBs that are looking to outsource core functions could unlock additional sales opportunities with tailored service packages.

Technology Usage Lever1 leverages cloud technologies such as AWS and integrates popular service platforms like Shopify and LiveChat, demonstrating a tech-forward approach. Offering integrations or enhancements in HR tech and digital management tools could appeal to current clients seeking seamless automation and improved user experiences.

Competitive Alignment Competing with well-funded HR SaaS providers like BambooHR and Gusto, Lever1’s solid revenue and growth metrics suggest it can benefit from upselling advanced HR automation services, compliance solutions, and employee engagement tools to existing and potential clients in a competitive landscape.