Sales operations for financial services are more than territory planning and CRM upkeep. It’s the foundation of trust, control, and measurable growth. For financial institutions and FinTech organizations, sales systems must be auditable, integrated across functions, and flexible enough to scale in a changing regulatory environment.
In a regulated industry where transparency is essential, traditional sales ops approaches often fall short. We work with financial organizations to address challenges such as:
We create solutions that align sales execution with your broader GTM and compliance strategies.
InTandem delivers specialized sales operations (SalesOps) consulting for financial services companies looking to improve forecasting accuracy, increase rep efficiency, and drive accountable growth. We help teams upgrade their infrastructure and processes without compromising data integrity or compliance obligations.
We design equitable, data-driven territories and segmentation models that align with your institution’s strategic growth areas, resource capacity, and compliance parameters.
Sales comp in finance must reward performance while remaining compliant with regulatory and internal risk controls. We build and manage comp structures that strike the right balance.
Clean, structured sales data is essential for both performance and compliance. We help financial teams optimize their CRM and ensure that sales activity is trackable, secure, and insightful.
We develop reporting systems that integrate sales activity with finance planning, board updates, and risk management metrics.
From CRM to proposal tools, we assess and streamline your sales tech ecosystem to ensure it supports, not complicates, your growth.
We help financial services firms streamline complex sales workflows and enhance client engagement.
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
Your sales infrastructure should do more than support growth, it should protect it. Let’s design a sales ops system that makes your team faster, smarter, and fully aligned with finance and compliance.
