Customer success in financial services is about more than satisfaction. It’s about protecting assets, renewing long-term contracts, and ensuring service delivery is consistent, secure, and compliant. Whether you’re a FinTech platform or a traditional financial institution, your post-sale experience must be operationally sound and strategically aligned.
Post-sale operations in finance face high regulatory scrutiny, complex onboarding requirements, and high-value customer relationships. These realities create challenges such as:
We help solve these problems by implementing tools and frameworks that provide structure, insight, and consistency.
InTandem provides specialized Customer Success Operations (CS Ops) consulting for financial services teams ready to scale retention programs, drive expansion, and operationalize compliance across the customer lifecycle. From onboarding design to upsell motions and customer health tracking, we help you create systems that enable proactive, data-informed success.
We create onboarding workflows that deliver consistent experiences across customer types while satisfying documentation and compliance needs.
Our experts design and implement health scoring models that blend product usage, engagement signals, and support history to identify risks early and surface expansion opportunities.
We help CS teams identify, prioritize, and execute expansion opportunities with workflows designed for collaboration with sales and product teams.
Whether you’re using Gainsight, ChurnZero, Salesforce Service Cloud, or another platform, we help configure and optimize the tools your team needs to manage scale.
Our CS Ops experts understand how to operationalize success for high-touch, regulated, and complex customer relationships.
We design CS operations with built-in audit trails, documentation standards, and controls that meet financial industry regulations.
Our CS frameworks drive both service quality and commercial growth, from preventing churn to driving NRR.
We align CS systems and reporting with sales, finance, and marketing for unified customer insight.
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
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
Areas of Expertise: Marketing Operations, Sales Operations, Business Operations, Sales Enablement
Tools Experience: Hubspot Sales Hub, LinkedIn Sales Navigator, ZoomInfo, Outreach, Looker, Tableau, ActiveCampaign
Customer retention, growth, and risk management all start with operations. Let us help you bring structure, intelligence, and compliance to your customer success engine.
