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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.
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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.

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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.

CS Tooling + Administration

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

Support Data Integration

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

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Meet our 2000+ RevOps experts, ready to support your growth journey

This is a headshot of Lissette, our GTM system and RevOps analyst expert.
Lissette

GTM Systems & RevOps Analyst

Industries of Focus: SaaS, Finance (including FinTech), MarTech

Tools Experience: Salesforce, HubSpot, DOMO, ZoomInfo

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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.

This is an image of Justin Crawford, our Marketing Automation and RevOps Expert.
Justin

Marketing Automation and RevOps Expert

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

Tools Experience: HubSpot, Salesforce Sales Cloud, Account Engagement

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Nicky

Go-To-Market Expert

Industries of Focus: Healthcare, Legal, Construction

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

This is a headshot of Michael, our RevOps Strategy and Analytics Expert.
Michael
RevOps Strategy and Analytics Expert

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

Tools Experience: Salesforce, BigQuery/Snowflake, 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.

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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.

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Discovery &
Audit Call

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

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AI-Powered
Expert Screening

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

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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
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 Scott - Client Testimonial
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 Whittington, Head of Digital Marketing
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 Ferrer Testimonial
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.

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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.

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.

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

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Automate workflows, improve forecasting accuracy, and give your team smarter insights with AI.

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Flexible engagements tailored to your needs

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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.