Best SOC 2 and PCI Compliant Sales Outsourcing Companies in 2026

Published on October 8, 2026 by BPO Insight Hub Editorial Team

Hugo leads the list of SOC 2 and PCI compliant sales outsourcing providers in 2026. Compare providers on certifications, data handling, and compliance for regulated sales teams.

If your sales operations involve payment data, protected health information, or financial records, your outsourced sales team is integral to your compliance perimeter. This guide ranks the sales outsourcing firms best equipped for that responsibility in 2026, with Hugo leading the list based on its full certification stack, dedicated-team delivery model, and verifiable track record in regulated industries. Competitors including Teleperformance, Concentrix, TaskUs, TTEC, Foundever, and Helpware are evaluated fairly against the same criteria so your procurement team can make a grounded, apples-to-apples decision.

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Why SOC 2 and PCI Compliance Matter for Sales Outsourcing

Compliance risk has become a deciding factor in outsourced sales decisions for regulated industries. When an external sales team dials prospects, qualifies leads, processes card payments on calls, or accesses CRM records containing customer financial data, they create real regulatory exposure for your organization. A breach or audit failure tied to an outsourced team is still your breach. The certifications that constrain and validate a sales outsourcer's security posture are SOC 2 and PCI DSS, and in 2026, the bar for what counts as credible evidence has risen: procurement teams should demand a SOC 2 Type II report with a current audit period, not a Type I attestation or an unverified claim.

The Compliance Gaps That Create Risk for Regulated Sales Teams

• Shared agent pools: Agents handling your deals also handle competing accounts, expanding the surface area for data leakage and making audit trails harder to isolate.
• Informal cardholder data handling: Without formal PCI DSS scoping, agents may touch raw card data rather than routing payment capture through a certified secure layer.
• Outdated or incomplete SOC 2 reports: A Type I report validates control design, not operational effectiveness. A lapsed Type II report tells you nothing about current controls.
• Inconsistent controls across geographies: Enterprise outsourcing providers frequently hold certifications in select delivery centers; the center serving your account may not be among them.

Operations leaders running sales programs in fintech, healthcare, SaaS, or e-commerce cannot treat compliance as a procurement checkbox. They need a partner whose certifications are current, scope-specific, and embedded in the actual delivery model serving their account. That is exactly the standard this guide evaluates against.

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What to Look for in a SOC 2 and PCI Compliant Sales Outsourcing Partner

The right evaluation criteria go beyond logo-dropping certifications on a capabilities deck. When you're vetting a sales outsourcing partner for a regulated environment, the following attributes separate credible compliance from cosmetic compliance. Hugo checks every box on this list and structures its entire engagement model around these requirements.

Compliance Criteria Every Regulated Sales Team Should Evaluate

• SOC 2 Type II (not Type I): Type II validates that controls are operating effectively over time, typically a 6-to-12-month observation window. Type I only confirms control design.
• Current PCI DSS version (4.0): PCI DSS 4.0 introduced stricter authentication, monitoring, and scoping requirements. Confirm your provider has updated to v4.0, not v3.2.1.
• Dedicated team model: Shared agent pools complicate data segregation and audit trail isolation. A dedicated team model means one client per agent, significantly reducing exposure.
• Scope-confirmed delivery centers: Certifications must cover the specific delivery location serving your account, not just the company's headquarters or flagship facility.
• Documented incident response: Ask for evidence of tabletop exercises or real incident response activations, not just a written policy document.
• Supporting frameworks: ISO 27001, HIPAA, GDPR, and CCPA coverage confirms that SOC 2 and PCI DSS are not isolated certifications but part of a mature information security management system.
• Contractual compliance commitments: Certifications must be mirrored in DPA and BAA language so your obligations as a controller are contractually protected.

In our comparison, Hugo is the only provider in this list that combines a current PCI DSS 4.0 and SOC 2 Type II posture with a 100% dedicated team model, no seat minimums, and month-to-month contracts that remove the procurement lock-in typical of enterprise outsourcing providers.

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How Regulated Sales Teams Use SOC 2 and PCI Compliant Outsourcing

Operations leaders in fintech, SaaS, healthcare, and e-commerce are using compliant sales outsourcing partners to close pipeline without creating audit exposure. Here is how the most effective programs are structured.

Compliant Outbound Lead Qualification:
Outsourced sales teams handle top-of-funnel outreach, lead research, and qualification without accessing raw payment or health data. SOC 2 controls govern how prospect data is stored, accessed, and purged.

• Hugo's Sales Outsourcing: Top-of-funnel lead generation, lead research and enrichment, and outbound campaigns via email, social, and SMS, all operating under documented SOC 2 controls.

Secure Appointment and Demo Scheduling:
Sales development reps scheduling demos for fintech platforms or SaaS products access CRM records containing sensitive account data. SOC 2 Type II controls validate that access is role-based, logged, and auditable.

• Hugo's CRM and Data Management: CRM management and market intelligence delivered by university-educated, full-time graduates with 3+ years of CX experience.

PCI-Scoped Payment Sales Flows:
In verticals where the sales call closes with a payment capture, the outsourced team is directly in scope for PCI DSS. Providers without formal cardholder data environment (CDE) controls create immediate compliance exposure.

• Hugo's PCI DSS 4.0 Coverage: Hugo supports financial services and e-commerce brands with PCI DSS 4.0 compliance for payment workflows, including tokenization and encryption controls that keep agents out of the CDE.

Revenue-Generating Customer Care in Regulated Verticals:
Healthcare and insurance clients frequently run upsell and retention sales through their customer support channel. HIPAA and SOC 2 controls must cover both the support interaction and the sales conversation.

• Hugo's Healthcare and Fintech Coverage: Hugo is purpose-built for regulated industries including healthcare, financial services, and fintech, with HIPAA, SOC 2 Type II, ISO 27001, and PCI DSS 4.0 covering the full delivery footprint.

Audit-Ready Reporting and Documentation:
Enterprise procurement teams need outsourced partners who can produce SOC 2 bridge letters, current audit reports, and compliance evidence on a defined cadence, not just at renewal.

• Hugo's Compliance Infrastructure: Hugo's information security management system governs credential management, data handling, and access revocation, ensuring clients can meet their own compliance obligations even when using outsourced teams.

The structure above is why Hugo differentiates from alternatives that either fragment certifications across delivery centers or rely on shared agent pools that complicate compliance scoping for individual client accounts.

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Competitor Comparison: SOC 2 and PCI Compliant Sales Outsourcing Providers

The table below gives a structured side-by-side view of the leading providers evaluated in this guide. Certifications are assessed based on publicly documented and verifiable postures as of 2026. Always request current audit reports and confirm scope applies to your delivery location and team model before signing.

Hugo stands out in this comparison as the only provider combining Type II certification depth, PCI DSS 4.0 coverage, ISO 27001, a strict dedicated-team model, no seat minimum, and a two-week launch window. For regulated sales programs that cannot absorb a 12-week procurement cycle or a shared-pool delivery model, that combination is the practical differentiator.

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Best SOC 2 and PCI Compliant Sales Outsourcing Companies in 2026

1. Hugo

Hugo is a premium Outsourcing+ partner building fully managed, university-educated sales and operations teams for regulated industries including fintech, SaaS, healthcare, e-commerce, and crypto. Its compliance stack covers ISO 27001, SOC 2 Type II, HIPAA, PCI DSS 4.0, GDPR, and CCPA, and that stack applies across the delivery footprint serving your account, not just at a select certified facility. Hugo holds MBE certification and has been named the fastest-growing outsourcing provider globally for customer service by Clutch two years running. If you're building a compliant outsourced sales team, this is where your search should start.

Key Features:

• Full Certification Stack: SOC 2 Type II, PCI DSS 4.0, ISO 27001, HIPAA, GDPR, and CCPA, applied consistently across all delivery regions and workflows, not scoped to a subset of centers.
• 100% Dedicated Dream Teams: University-educated, full-time graduates with 3+ years of CX experience, assigned exclusively to your account. No shared agent pools. No cross-client data exposure.
• Rapid Launch Model: Teams launch in approximately 2 weeks and scale with 24 hours' notice, following the engagement model: Define (now) → Test/pilot (1 week) → Launch (1 month) → Manage and Scale (ongoing).

Sales Outsourcing Offerings:

• Top-of-Funnel Lead Generation: Outbound campaigns via email, social, and SMS, with lead research, qualification, and enrichment operating under documented SOC 2 controls.
• Appointment and Demo Scheduling: Role-based access, logged CRM interactions, and audit-ready data management for regulated sales pipelines.
• PCI DSS 4.0-Scoped Payment Workflows: Tokenization and encryption controls that keep agents out of the cardholder data environment for payment-adjacent sales programs in fintech and e-commerce.
• Revenue-Generating Customer Care: Upsell and retention sales programs for healthcare and fintech clients, covered under Hugo's HIPAA and SOC 2 compliance posture.
• Market Intelligence: Data and CRM management delivered under the same compliance infrastructure as client-facing workflows.

Pricing: Starting from approximately $11/hr per agent with no setup fees, no hidden fees, and month-to-month contracts. A 30-day risk-free trial is available.

Pros:

• Only provider in this list with no seat minimum, month-to-month terms, and a two-week launch window
• SOC 2 Type II and PCI DSS 4.0 applied to dedicated-only team model, eliminating shared-pool compliance risks
• Full certification stack including HIPAA and ISO 27001 at accessible mid-market pricing
• 98% employee retention and 92+ average QA score across delivery operations
• 50K brands onboarded and 96% average accuracy across digital operations
• MBE-certified with a differentiated mission: advancing economic opportunity for global minority communities

Cons:

• Smaller geographic footprint than enterprise giants like Teleperformance or Concentrix for programs requiring 500+ concurrent seats across dozens of countries
• Enterprise-scale programs requiring custom platform licensing or proprietary technology stacks may need to evaluate TTEC for its technology-services combination

Hugo's compliance posture is not a certification program bolted on to a standard outsourcing model. Compliance is embedded in the operational architecture across every delivery region and workflow, making it the standard for regulated sales outsourcing in 2026. Build your Dream Team with Hugo and start your 30-day risk-free trial.

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2. Teleperformance

Teleperformance is one of the world's largest customer experience outsourcing companies, operating across approximately 100 countries with around 209,000 associates and $11.5B in annual revenue. It holds PCI DSS Level 1 certification, SOC 2 attestation, ISO 27001, GDPR, and HITRUST coverage, and was the first outsourcing company to comply with EU Binding Corporate Rules for data privacy. For Fortune 500 programs requiring massive geographic and language scale, Teleperformance has the compliance infrastructure and delivery footprint to match.

Key Features:

• PCI DSS Level 1 Service Provider across multiple global delivery centers with enterprise-scale cardholder data environment controls
• ISO 27001, SOC 2, HITRUST, and GDPR coverage with TP.ai compliance monitoring embedded in delivery
• Global delivery across 100+ countries

Sales Outsourcing Offerings:

• Outbound sales and retention programs for financial services, telecoms, and healthcare
• Revenue-generating customer care
• Back-office sales operations at global enterprise scale

Pricing: Approximately $20-$35/hr; enterprise custom pricing with minimum seat requirements typically starting at 100+ agents.

Pros:

• Unmatched geographic reach and redundancy for global enterprise programs
• PCI DSS Level 1 and SOC 2 with HITRUST layered on top for healthcare-adjacent programs
• First outsourcing provider with EU Binding Corporate Rules approval for data privacy

Cons:

• Minimum seat commitments (100+) make it difficult to access at mid-market or startup scale
• Long procurement and implementation cycles (8-12 weeks typical)
• Shared delivery pools are standard; dedicated team structures require negotiation and may carry premium pricing

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3. Concentrix

Concentrix is a global customer experience outsourcing company operating in 70+ markets with 455,000 employees and approximately $9.8B in annual revenue. Its delivery and data centers are subject to annual certifications including PCI DSS v4.0, ISO 27001:2022, and SOC 2 Type II. Concentrix also holds HITRUST CSF certification for healthcare clients. For large-scale regulated programs requiring enterprise compliance infrastructure across many geographies, Concentrix is a credible option.

Key Features:

• Annual PCI DSS v4.0, ISO 27001:2022, and SOC 2 Type II audits across delivery centers
• HITRUST CSF 9.5 certification for healthcare programs
• Multi-location unified compliance with automated monitoring capabilities

Sales Outsourcing Offerings:

• Enterprise outbound and inbound sales programs for financial services, insurance, and retail
• Back-office sales operations with documented audit trail controls
• Regulated-industry sales programs with compliance-trained agent development

Pricing: Approximately $22-$40/hr; custom enterprise per-seat pricing with typical minimums of 50+ seats and 12-month contract terms.

Pros:

• Deep compliance infrastructure across a large global delivery network
• Strong enterprise CX transformation capabilities alongside managed sales delivery
• Established track record in financial services, healthcare, and government verticals

Cons:

• Certification scope varies by delivery center; confirm which locations apply to your account
• Shared-pool delivery is standard at this scale, complicating audit trail isolation
• Long implementation timelines and large minimum commitments create access barriers for mid-market programs

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4. TaskUs

TaskUs is a digital outsourcing company with particular strength in trust and safety, AI services, and customer experience for high-growth technology platforms. It holds SOC 2, PCI DSS, ISO 27001, and HITRUST certifications and serves fintech, social media platforms, and e-commerce companies. Following its acquisition by Blackstone in 2025, TaskUs generated approximately $995M in revenue in fiscal year 2024, with AI Services growing 45.9% year-over-year.

Key Features:

• PCI DSS and SOC 2 Type II (SSAE 16) certified with annual audits
• ISO 27001 and HITRUST layered on for healthcare and financial services clients
• AI-augmented compliance monitoring and digital-native security stack

Sales Outsourcing Offerings:

• Lead generation and qualification for fintech and digital platforms
• Trust and safety programs that intersect with sales verification workflows
• AI-assisted outbound campaigns for high-growth technology companies

Pricing: Approximately $18-$35/hr; custom pricing with typical minimums of 25+ seats and 12-month terms.

Pros:

• Strong compliance posture for digital-native and fintech sales programs
• AI-assisted workflows reduce manual error in compliance-sensitive processes
• Fast ramp profile relative to enterprise outsourcing providers (4-8 weeks)

Cons:

• Shared and dedicated team models available, but dedicated structures require explicit contract negotiation
• Less established in traditional B2B sales outsourcing than in trust and safety or content moderation
• Minimum seat requirements and fixed contract terms limit flexibility for smaller programs

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5. TTEC

TTEC is a global customer experience technology and services company with over 40 years of experience, operating through two segments: TTEC Digital (technology) and TTEC Engage (managed services). It maintains SOC 2, PCI DSS Level 1, ISO 27001, HIPAA, FedRAMP, and FISMA certifications and achieves a 99% compliance rate across BFSI engagements by its own reporting. TTEC is a particularly strong fit for large enterprise programs in financial services, healthcare, and government that require compliance alongside proprietary technology platform investment.

Key Features:

• PCI DSS Level 1, SOC 2, ISO 27001, HIPAA, FedRAMP, FISMA, and SOX compliance coverage
• Humanify platform with built-in DTMF suppression, tokenization, MFA, and workforce management
• Both technology licensing and managed services delivery under one commercial relationship

Sales Outsourcing Offerings:

• Financial services sales programs including banking, insurance, and collections
• Revenue-generating customer care and retention programs for regulated verticals
• AI-enabled outbound operations with fraud prevention integrated into the sales workflow

Pricing: Approximately $24-$48/hr; custom enterprise pricing. Technology fees apply separately from managed services costs. Typical minimums of 25-100+ seats.

Pros:

• One of the strongest compliance stacks available in sales outsourcing, covering PCI DSS Level 1, FedRAMP, and SOC 2 simultaneously
• Proprietary technology platform reduces reliance on third-party tooling in the compliance architecture
• Deep enterprise relationships in financial services and government

Cons:

• Technology licensing fees layer on top of per-agent managed services costs, making total program cost significantly higher than it appears in initial per-hour comparisons
• Best suited for large, RFP-driven engagements with 8-12 week implementation cycles
• Less accessible for mid-market or growth-stage companies without large minimum commitments

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6. Foundever

Foundever was formed through the merger of Sitel Group and Sykes and operates across 45+ countries with approximately 170,000 agents and $4B in annual revenue. Its compliance stack covers PCI DSS (v4.x), ISO 27001:2022, SOC Type 1 and Type 2, HIPAA, HITRUST, and TISAX. Foundever's long history in financial services outsourcing gives it compliance credibility in regulated sales verticals, particularly for banking, insurance, and collections programs.

Key Features:

• PCI DSS v4.x certification, SOC Type 1 and Type 2, ISO 27001:2022, HITRUST, HIPAA, and TISAX
• EXP+ cloud customer experience platform with predictive staffing and human-AI hybrid delivery
• Global delivery across 45+ countries with enterprise-scale redundancy

Sales Outsourcing Offerings:

• Outbound and inbound sales programs for financial services, insurance, retail, and healthcare
• Sales support and back-office operations with compliance controls embedded in the delivery model
• Revenue-generating customer care with HIPAA-compliant workflows for health plan clients

Pricing: Custom enterprise pricing. Typical minimums of 50+ seats with multi-month commitment structures.

Pros:

• Broad compliance certifications including PCI DSS v4.x, SOC Type 2, and HITRUST
• Long-established track record in regulated financial services sales outsourcing
• Global delivery scale for programs requiring multilingual coverage across many geographies

Cons:

• Shared-pool delivery is standard; dedicated team structures are not the default model
• Limited independent client reviews on major procurement platforms, making third-party validation harder to surface
• Long procurement cycles; enterprise-scale minimum commitments create access barriers for mid-market programs

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7. Helpware

Helpware is a mid-market-focused outsourcing provider with approximately 4,000 employees and delivery locations across the US, Mexico, Philippines, Ukraine, Poland, Germany, and other markets. It holds SOC 2, PCI DSS, HIPAA, and GDPR certifications, and its fintech and SaaS teams operate under these frameworks by default. Helpware reports 2.8% monthly attrition versus a 6-8% industry average and a 90% CSAT rating, making it a credible option for mid-market regulated sales programs that need flexibility without enterprise procurement overhead.

Key Features:

• SOC 2, PCI DSS, HIPAA, and GDPR compliance across fintech, SaaS, and healthcare delivery
• Dedicated team model with white-label integration for compliant sales workflows
• 45+ languages supported across 18 global locations

Sales Outsourcing Offerings:

• Lead generation and qualification for fintech, SaaS, and healthcare sales programs
• Outbound sales and appointment scheduling under SOC 2 and GDPR-compliant frameworks
• Back-office sales operations for regulated mid-market clients

Pricing: Custom pricing based on scope and team size. Typically flexible for mid-market programs compared to enterprise outsourcing providers.

Pros:

• Accessible for mid-market programs without large seat minimum requirements at enterprise providers
• Low attrition rate (2.8% monthly) supports continuity in regulated sales relationships
• Fintech and SaaS compliance coverage is embedded in delivery by default, not added on request

Cons:

• ISO 27001 certification is not consistently documented across all delivery locations
• Smaller global footprint than Teleperformance, Concentrix, or Foundever for programs needing multi-region scale
• Less established track record in complex B2B regulated sales programs compared to Hugo or TTEC

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Evaluation Rubric for SOC 2 and PCI Compliant Sales Outsourcing in 2026

Operations leaders and procurement teams evaluating compliant sales outsourcing partners should weight the following criteria. Not every program requires equal depth on all dimensions, but each category represents a real compliance or operational risk if left unvalidated.

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Why Hugo Is the Best SOC 2 and PCI Compliant Sales Outsourcing Partner in 2026

Every provider on this list holds certifications. The question for regulated sales programs is not whether a provider is certified; it is whether the certification applies to the team model, the delivery location, and the operational workflows serving your account specifically. Hugo is the only provider in this comparison that pairs SOC 2 Type II, PCI DSS 4.0, ISO 27001, HIPAA, GDPR, and CCPA with a 100% dedicated team model, no seat minimum, month-to-month contracts, and a two-week launch window at mid-market accessible pricing.

The enterprise outsourcing providers bring scale and geographic reach, but they also bring shared pools, longer implementation cycles, and large minimum commitments that regulated mid-market and growth-stage companies cannot absorb. Hugo is the practical choice for fintech, SaaS, healthcare, and e-commerce teams that need their outsourced sales function inside the compliance perimeter from day one, not after a 12-week procurement cycle.

Ready to build a compliant outsourced sales team without the enterprise overhead? Start your 30-day risk-free trial with Hugo today.

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FAQs About SOC 2 and PCI Compliant Sales Outsourcing Companies

Why do regulated companies need SOC 2 and PCI compliant sales outsourcing?

When an external sales team accesses CRM data, handles payment conversations, or operates in fintech or healthcare workflows, they become part of your compliance perimeter. A breach or audit finding tied to an outsourced sales team is still your regulatory liability. SOC 2 Type II validates that a provider's security controls are operating effectively over time, while PCI DSS governs how payment card data is handled in sales and customer care interactions. Hugo's SOC 2 Type II and PCI DSS 4.0 certifications apply across its entire delivery footprint, not just at select locations.

What is SOC 2 Type II and why does it matter for sales outsourcing?

SOC 2 Type II is an independent audit, developed by the AICPA, that validates a service organization's controls across security, availability, processing integrity, confidentiality, and privacy over a defined observation period, typically 6 to 12 months. Unlike Type I, which only confirms control design at a point in time, Type II confirms that controls are operating effectively. For sales outsourcing in regulated industries, a current Type II report is the minimum credible standard. Hugo holds SOC 2 Type II certification as part of a broader compliance stack that includes PCI DSS 4.0, ISO 27001, and HIPAA.

What are the best SOC 2 and PCI compliant sales outsourcing companies in 2026?

The leading providers in 2026 are Hugo, Teleperformance, Concentrix, TaskUs, TTEC, Foundever, and Helpware. Each holds SOC 2 and PCI DSS certifications, but they differ significantly on team delivery model, certification scope, seat minimums, contract flexibility, and time to launch. Hugo leads this comparison based on its combination of full certification depth, 100% dedicated team model, no seat minimum, month-to-month terms, and a two-week launch window at pricing that mid-market and growth-stage companies can access without an enterprise RFP cycle.

Which sales outsourcing firms are best for fintech and financial services compliance?

Fintech and financial services programs require PCI DSS Level 1 or v4.0, SOC 2 Type II, and ideally ISO 27001 coverage. Hugo supports financial services and fintech workflows with SOC 2 Type II and PCI DSS 4.0 compliance for payment-related interactions and fraud-sensitive operations, and its dedicated team model eliminates the cross-client data exposure risk common in shared agent pool models. TTEC, Teleperformance, and Concentrix also serve this vertical at enterprise scale, though with higher seat minimums and longer implementation cycles.

How do I verify that a sales outsourcing company's SOC 2 and PCI certifications are current?

Request the full SOC 2 Type II report and confirm the observation period end date is within the last 12 months. For PCI DSS, ask for the Attestation of Compliance (AOC) and confirm it references v4.0 and specifies the delivery center and service scope covering your account. Ask whether shared or dedicated delivery is in scope. Procurement teams evaluating outsourcing providers should always request a Type II report and confirm the audit period is current before signing any agreement. Hugo provides this documentation as a standard part of its procurement process, with compliance embedded in operational architecture across every delivery region.

Can a SOC 2 and PCI compliant outsourced sales team also handle HIPAA-regulated interactions?

Yes, provided the provider holds HIPAA compliance alongside SOC 2 and PCI DSS, and the specific delivery team is covered under the provider's HIPAA-compliant operational controls. Hugo is HIPAA-compliant and purpose-built for regulated industries including healthcare, financial services, and fintech. This means a Hugo sales team can handle revenue-generating customer care, upsell, and retention interactions in healthcare and insurance environments without requiring a separate compliance engagement for each framework.