RevOps for FinTech and Financial Services

Where your numbers, tools, and teams finally agree.

 InTandem embeds vetted RevOps experts who connect every part of your revenue engine into a data-driven system built for scalable go-to-market operations.

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Beena

Areas of Expertise

Sales Ops, Mar Ops, CS Ops, Sales Enablement, Deal Desk

Tools Expertise:

Salesforce, NetSuite, Microsoft Power BI, HubSpot, SAP Sales Cloud

Previously At

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Deborah

Areas of Expertise

Sales Ops, Sales Enablement, Deal Desk, Business Ops

Tools Expertise:

Lemlist, 6sense, Salesforce Sales Cloud, Conga

Previously At

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Bryan

Areas of Expertise

Sales Ops, CS Ops, Sales Enablement, Business Ops

Tools Expertise:

Microsoft Power BI, Microsoft Dynamics, Salesforce Sales Cloud

Previously At

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Andrey

Areas of Expertise

Sales Ops, CS Ops, Business Systems, Deal Desk

Tools Expertise:

CaptivateIQ, Looker, Capterra, Tableau, Salesforce

Previously At

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Andrea

Areas of Expertise

Sales Ops, CS Ops, Business Ops, Sales Enablement

Tools Expertise:

Clay, Lemlist, Tableau, Salesforce Sales Cloud, HubSpot Sales Hub

Previously At

Trusted by Leaders in Finance

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Results You
Can Rely On

500+

Industry Experts

Work with operators who know financial services and FinTech.

100%

Scalable Support

Adjust hours, scope, and expertise whenever you need.

> 72

Hours to Match

Save significant time and money finding a partner.

The structure behind
scalable, compliant growth

Leaders in FinTech and financial services are under constant pressure to grow revenue while maintaining precision and compliance. But as teams, tools, and data multiply, visibility across the revenue cycle becomes harder to sustain.

Common RevOps Challenges in FinTech and Financial Services:

  • Disconnected marketing, sales, and account management functions leading to reporting gaps
  • Manual reporting and fragmented tech stacks
  • Difficulty forecasting with precision across teams
  • Regulatory risk due to a lack of operational control

InTandem pairs you with revenue operations experts who’ve seen and solved these problems. They partner with you by building data integrity, streamlining tools, and designing processes that scale.

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RevOps Solutions Built
for FinTech and Financial Services

Enhance your profitability and growth with our RevOps services designed to deliver clear and measurable results.

Marketing Ops

We connect every marketing effort to real revenue outcomes. Our experts unify data across systems, automate lead flow, and measure what drives performance, so every campaign is compliant, efficient, and built to deliver measurable ROI.

Some of the solutions we offer:
  • Campaign Management
  • Marketing Analytics
  • MQL Scoring
  • Lead Routing
  • Marketing automation tool setup + Admin



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Sales Ops

We bring structure and speed to sales. From clean CRM data to compliant incentive plans and accurate forecasts, our experts make your pipeline predictable and your sales process transparent.

Some of the solutions we offer:
  • Territory Design
  • Compensation Plans + Admin
  • Analytics & Reporting
  • CRM Setup + Admin
  • Tech Stack Design + Management



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Customer Success Ops

Our experts operationalize customer success with automated renewals, predictive health insights, and reporting built for accuracy, giving you loyal clients and predictable recurring revenue.

Some of the solutions we offer:
  • Onboarding Design
  • Client Health Tracking
  • Up/Cross-Sell Motions
  • CS Tooling + Admin



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Paul M.

Origin

“Partnering with InTandem on critical solutions for better lifecycle management of our deals has improved our Salesforce hygiene immensely and allowed our commercial team to navigate Salesforce with ease.”

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, 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.

Meet our 500+ FinTech and Financial Services RevOps Experts

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Derrek

 

Areas of Expertise: Sales Operations, Marketing Operations, CS/Support Operations, Deal Desk, Project Management, Business Systems

 

Tools Experience: Salesforce Service Cloud, Netsuite, Microsoft Power BI, Tableau, Salesforce CPQ, LinkedIn Sales Navigator, Marketo, Salesforce SalesCloud

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Shannon

 

Areas of Expertise: Sales Operations, Marketing Operations, Sales Enablement, Deal Desk, Business Operations, Project Management, Business Systems, CS/Support Operations

 

Tools Experience: Microsoft Power BI, Salesforce CPQ, ZoomInfo, HubSpot Sales Hub, Salesforce SalesCloud, Tableau

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LaNisha

 

Areas of Expertise: Marketing Operations, Sales Operations, Business Operations, Sales Enablement

 

Tools Experience: HubSpot Sales Hub, LinkedIn Sales Navigator, ZoomInfo, Outreach, Looker, Tableau, ActiveCampaign

What happens when everything works InTandem

Predictable Pipeline,
Predictable Growth

Your team gains full visibility into every stage of the pipeline. Movement is clear, forecasts are reliable, and revenue performance becomes easier to guide.

Compliant Systems,
Lower Risk

Workflows and processes are compliant, so teams have the confidence to operate without financial or regulatory risk.

Data Accuracy,
Unified Reporting

Reports align across every system, giving finance teams full visibility into performance, risk, and opportunity.

Better Forecasting,
Strategic Decision-Making

Streamlined and automated workflows that cut reporting time, freeing teams to focus on strategy and measurable growth.

Got Questions?

How fast can we get started?
Once we understand your goals and systems, we’ll match you with a vetted expert within 72 hours. They’re ready to work immediately, no drawn-out onboarding.
Do we need to commit to a long-term contract?
No. Start with as little as 20 hours a month for a 3-month engagement. Begin fractional with the option to hire full-time when ready.
Can you work with our existing CRM and tools?
Yes. Our experts are fluent in Salesforce, HubSpot, Gainsight, and finance-specific platforms like DealCloud, NetSuite, and Oracle Financials. They can also help you implement or optimize new ones.
How do you handle compliance and data security?
Every expert in our network has operated in regulated financial environments. We follow strict data-handling standards to keep your systems compliant.
Can you help us integrate AI into our RevOps stack?
Yes. We help teams embed AI across their revenue operations, including workflow orchestration, data enrichment, predictive analytics, and intelligent forecasting. Our experts ensure AI adoption aligns with your go-to-market strategy.

 

Still got questions? Click here.

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Flexible engagements tailored to your needs

  • On-Demand Expert Network

    Access hundreds of pre-vetted operations experts who can begin supporting your business needs within 72 hours. InTandem is ideal for commercial leaders looking to increase their operational resource capacity.

  • 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. InTandem loves to form long-term partnerships as well and offers discounts for commitments beyond 3 months.

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Ready to join the network?

We are accepting applications from analyst to VP level and across all go-to-market operations functions: marketing, sales, revenue, customer service, etc.

Join our network