# Customer Success Operations Consulting

# Customer Success Operations 
Consulting and Execution
				
				
				
				
									Our customer success operations experts build post sales systems that streamline onboarding, monitor customer health, and surface expansion opportunities, turning existing customers into predictable growth.

								
				
		
				
				
									
					[
						
									Find An Expert
					
					](https://growintandem.com/contact-fractional-revops/)
				
								
				
				
				
									
					[
						
									Be The Expert
					
					](https://growintandem.com/careers/)
				
								
				
				
				
					
				
		
				
				
							
			
											
							
									
						
				
				
		
					
		
				
		
				
				
					
## The structure behind long-term retention and expansion 
				
				
				
				
					Customer Success Operations (CS Ops) builds the foundation that allows your CS teams to do what they do best, keep your customers happy and engaged. 

Common CS Ops challenges:

 	- No consistent definition of customer health

 	- Renewals and expansion are reactive, not proactive

 	- Fragmented data due to manual tracking

 	- Misalignment between CS, Sales, & Product

 	- Lack of standardized lifecycle motions

We embed specialized CS Ops experts who’ve seen and solved these before. They'll create visibility and streamline processes ensuring clients get value faster turning good customer experiences into great ones.

				
				
				
				
									
					[
						
									Get Started
					
					](https://growintandem.com/contact-fractional-revops/)
				
								
				
				
					
				
		
					
		
				
				
					
## Our Customer Success Operations Solutions
				
				
				
		
		
				
				
					
### Expansion Enablement
				
				
		
				
				
									We design and enable clear expansion motions so growth opportunities are identified early, routed correctly, and acted on consistently across CS and sales.​

								
				
				
				
		
				
				
					
### Onboarding Design
				
				
		
				
				
									We design structured onboarding workflows that create early momentum, reduce churn risk, and set a strong foundation for long-term retention.

								
				
				
				
		
				
				
					
### Customer Health Tracking
				
				
		
				
				
									We create customer health models that surface risk early, highlight expansion opportunities, and build a proactive CS approach.

								
				
				
				
		
				
				
					
### Cross-Sell Motions
				
				
		
				
				
									We build the structure behind cross-sell motions so teams act on the right opportunities at the right time, across the customer lifecycle.

								
				
				
				
		
				
				
					
### Support Data Integration
				
				
		
				
				
									We implement structured support data categorization so recurring issues surface early and connect back to customer health.

								
				
				
				
		
				
				
					
### CS Tooling + Administration
				
				
		
				
				
									Whether you’re on Salesforce, HubSpot, Gainsight, or something else, we design CS tooling and automation that supports retention and expansion.

								
				
				
				
				
		
				
				
									
					[
						
									Schedule a Call
					
					](https://meetings.hubspot.com/sebastien-van-heyningen?uuid=f7a23523-1b00-4901-8428-709cdcabe619)
				
								
				
				
					
				
		
					
		
				
				
					
#### Meet our 2000+ RevOps experts, ready to support your growth journey
				
				
				
		
				
				
							
			
					
						
							
		
				
						
							
		
				
						
							
		
				
						
							
		
				
						
							
		
					
			
				
				
				
																														
				
		
					
				
				
					Lissette				
				
				
				
									GTM Systems & RevOps Analyst

**Industries of Focus:** SaaS, Financial Services, FinTech, MarTech

**Tools Experience:** Salesforce, HubSpot, DOMO, ZoomInfo

								
				
					
				
				
		
				
				
																														
				
		
					
				
				
					Justin				
				
				
				
									Marketing Automation and RevOps Expert

**Industries of Focus:** SaaS, Financial Services, Manufacturing, Transportation Management

**Tools Experience:** HubSpot, Salesforce Sales Cloud, Gong

								
				
					
				
				
		
				
				
																														
				
		
					
				
				
					Katie				
				
				
				
									Sales Ops & Process Automation Expert

**Industries of Focus:** Tech, Finance

**Tools Experience:** Salesforce, Outreach, Salesloft, Groove, LeanData, Gong, Tableau, Chili Piper, Workato, Demand Tools, Cloudingo, Jira, Zapier

								
				
					
				
				
		
				
				
																														
				
		
					
				
				
					Nicky				
				
				
				
									Go-To-Market Expert

**Industries of Focus:** Healthcare, Legal, Construction

**Tools Experience:** HubSpot, Salesforce, Gong, Salesloft, PowerBl, Tableau

								
				
					
				
				
		
				
				
																														
				
		
					
				
				
					Michael				
				
				
				
									RevOps Strategy and Analytics Expert

**Industries of Focus:** AI, Data, Cyber, Enterprise Software, Federal Government

**Tools Experience:** Salesforce, BigQuery/Snowflake, Power BI

								
				
					
				
				
					
		
						
				
				
					
				
		
					
		
				
				
					
#### Looking for help with something else?
				
				
		
				
				
									Tell us your Customer Success Ops problem, and we’ll connect you with an expert who’s solved it before and knows the fastest path forward.

								
				
				
				
									
					[
						
									Contact Us
					
					](https://growintandem.com/contact-fractional-revops/)
				
								
				
				
				
					
				
		
				
				
					
	
		
			
									
## How you get the right expert in under 72 hours
				
									You don’t need a six-month ramp to see results. Tell us what’s not working and we do the heavy lifting.

							

			
									
						
													

													
								
### Discovery & 

Audit Call

							
						
													
								
									Tell us your goals, your challenges, and your roadblocks.

								
							
											
									
						
													

													
								
### AI-Powered 

Expert Screening

							
						
													
								
									We use Al + human review to find and select the best expert for your needs.

								
							
											
									
						
													

													
								
### Match Introduction  

& Confirmation

							
						
													
								
									You’re introduced to the expert within 72 hours for a 1:1 meeting to confirm the fit.

You choose how many hours you need and can adjust at any time.

								
							
											
									
						
													

													
								
### Expert Joins 

Your Team

							
						
													
								
									They’re ready to go on day one. No lengthy onboarding or training required.

Not a fit? We’ll match you with another expert within 72 hours, free of charge.

								
							
											
							

							
						[
		Let's Start Your Match	](#contact-form)
					
        			
	

				
				
				
		
					
				
				
									
					
				
											
									
							
					
						We've partnered with InTandem on two Salesforce projects, and their impact has been outstanding. Their RevOps expertise helped us streamline our CRM processes and improve system efficiency across the board. Fiachra, our expert, was instrumental throughout both engagements. His deep knowledge of Salesforce, clear communication, and proactive approach made a real difference. He quickly understood our business needs and delivered solutions that were both
practical and scalable.					
									
						
									
						
											
								John ScottClient Services & Operations Manager EMEA, Daxtra Technologies			
		
								
											
									
							
					
						When I joined Milliken, I identified the need to standardize our marketing platform & CRM practices. Due to my team's limited capacity, I found InTandem to partner with us on this large and complex project. They are my most trusted agency partner and instantly integrated themselves as a part of our team. They have done phenomenal work that the entire organization will benefit from.					
									
						
									
						
											
								April WhittingtonHead of Digital Marketing, Milliken			
		
								
											
									
							
					
						I have leveraged InTandem across 3 different companies: Acquia, HubSpot, and Built In. In each case, we were short on experienced analytics resources so I reached out to Michael Ingram for help. We were able to quickly tap into the InTandem expert network to find resources with the depth of analytics expertise I was targeting. InTandem enabled us to move more quickly with actionable insights that drove better decisions and timely business analytics. 					
									
						
									
						
											
								Channing FerrerFormer Chief Revenue Officer, Built In			
		
								
											
									
							
					
						The InTandem team has been instrumental in helping us set up the operational foundation to grow and scale.  They are true RevOps experts who know first-hand the challenges of early-stage, high-growth B2B startups.  And their recruiting services have been key in building a strong pipeline of experienced full-time candidates from which we have made two full-time hires to our RevOps team.

					
									
						
									
						
											
								Matt CatalanoVP of Sales, Thoropass			
		
								
									
																				
												
				
								
				
					
				
		
					
		
		
				
		
				
				
					
## Your revenue challenges.
 Our solutions. 
				
				
				
				
									We don’t just solve for CS Ops, we help you run a revenue engine that works together. Learn more about our [services](https://growintandem.com/services/).

								
				
				
				
							
						
				
					
###  Sales Operations 

							
			
			
		

						
				
				
				
									Our experts design scalable sales processes, improve forecasting accuracy, and eliminate manual work so you can build a more reliable pipeline, and your team can focus on closing deals.

[Learn More.](https://growintandem.com/sales-operations-consulting/)

								
				
				
					
						
				
					
###  Marketing Operations 

							
			
			
		

						
				
				
				
									Make sure your campaigns actually convert. We improve attribution, clean up lead flow, and deliver reporting your leadership team can rely on.

[Learn More.](https://growintandem.com/marketing-operations-consulting/)

								
				
				
					
						
				
					
###  GTM AI Enablement 

							
			
			
		

						
				
				
				
									Operationalize your go-to-market engine faster with AI. Our experts step in to evaluate your tech stack and processes and implement AI solutions that are practical, measurable, and built to scale. 

[Learn More](https://growintandem.com/gtm-ai-enablement/)

								
				
				
					
					
						
				
				
				
					
				
		
					
				
				
					
## Flexible engagements tailored to your needs
				
				
		
				
				
									
					[
						
									Explore Fractional Support
					
					](https://growintandem.com/fractional-support/)
				
								
				
				
				
									
					[
						
									Explore Full-Time Support
					
					](https://growintandem.com/full-time/)
				
								
				
				
					
				
		
					
		
		
				
				
							
						
				
				
				
				
							
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## Revenue growth happens InTandem.  
Meet your expert in 72 hours. 
 
				
				
		
		
				
				
																														
				
		
				
				
					
### CS Ops consulting and expertise on demand
				
				
				
				
									Access hundreds of pre-vetted experts who can support your operational needs within 72 hours.

								
				
				
				
		
				
				
																														
				
		
				
				
					
### Ready for any challenge
				
				
				
				
									Engagements range from 5 to 40 hours per week, allowing us to provide coverage for your needs from specific project execution to parental leave coverage.