Customer Success is no longer just a support function. It’s a key driver of recurring revenue, retention, and long-term growth. But for CS teams to be truly impactful, they need more than great CSMs. They need strong operations. At InTandem, our customer success operations consulting services help high-growth companies build the systems, processes, and tools that enable their post-sale teams to scale with confidence.
CS Ops (Customer Success Operations) is the behind-the-scenes engine powering how your team supports, grows, and retains customers. It’s the difference between reactive account management and proactive customer growth.
Whether you’re implementing health scoring, streamlining onboarding, or enabling CSMs with better tooling, our CS Ops experts ensure that every process and platform supports your broader go-to-market (GTM) goals.
InTandem offers strategic and tactical support to help companies:
We tailor every engagement to your specific stage, tools, and goals. Here are some of the most common areas we support:
We build smart, data-backed territory models that increase coverage, drive fairness, and unlock rep productivity.
Designing and managing comp plans that motivate while aligning with profitability and growth. No more spreadsheet chaos or payout confusion.
We create executive-level dashboards and rep-level reports that drive action, real-time visibility into pipeline, win rates, and conversion metrics.
Whether you’re on Salesforce, HubSpot, or something else, we design workflows, fields, and automation rules to support how your sales team actually sells.
Customer success can’t be free-standing. As part of a unified revenue operations strategy, CS Ops must be connected to sales, marketing, and product data, so your team can act on insights, not instincts.
InTandem is a RevOps consulting firm that works across the full GTM spectrum. That means we don’t just improve CS tools. We connect them to the systems and data that drive coordinated customer engagement and sustainable growth.
We go beyond traditional marketing consulting. As a revenue operations firm, we bring the full GTM picture into focus, ensuring marketing ops is fully aligned with sales and CS for a cohesive growth strategy.
Our network of 1,500+ vetted professionals includes marketing operations specialists, automation experts, and data analysts. We match you with the right expert in 72 hours or less. No endless interviews required.
Need a few hours per week or a full-time hire? We’ve got you covered. Our fractional and full-time support options let you scale expertise based on your stage, budget, and goals.
Marketing Automation and RevOps Expert
Industries of Focus: SaaS, Financial Services, Manufacturing, and Transportation Management
Tools Experience: HubSpot and Salesforce Sales Cloud and Account Engagement
GTM Systems & RevOps Analyst
Industries of Focus: SaaS, Finance(including FinTech), and MarTech
Tools Experience: Salesforce, HubSpot, DOMO, ZoomInfo, and more.
RevOps and Business Intelligence Expert
Industries of Focus: AI, InfoSec, Manufacturing, Services
Tools Experience: Salesforce, Tableau, Hubspot, Marketo, Outreach, LeanData, Gong, Highspot, Seismic, 6sense, BoostUp, Cloudingo
RevOps Strategy and Analytics Expert
Industries of Focus: AI, Data, Cyber, Enterprise Software, Federal Government
Tools Experience: Salesforce, BigQuery/Snowflake, BI
We don’t just advise. We execute. Whether your need is strategic, operational, or both, we match you with an expert who can move fast and make an impact.
Because CS is just one piece of the growth puzzle, we ensure your CS Ops function connects seamlessly with Sales, Marketing, and Product.
With a network of over 1,500 vetted operators, we bring experienced CS Ops professionals who’ve worked at companies like yours and scaled what you’re trying to scale.
We deliver top-tier support on your timeline. Most clients are matched with an expert in under 72 hours, with no long-term commitment required.
Customer success operations isn’t about more tools or more data. It’s about enabling your team to act on the right information at the right time.
Whether you’re launching a new onboarding process, upgrading your tech stack, or aligning CS with GTM strategy,
InTandem provides the clarity, flexibility, and expert support to help your team scale with confidence.
