RevOps for Finance

Revenue Operations Consulting for Financial Services

In the financial services industry, precision, trust, and control are non-negotiable. Whether you’re a traditional financial institution, a FinTech disruptor, or a B2B payments platform, your revenue engine must run on more than sales instinct. It needs rigorously managed data, compliant systems, and scalable go-to-market operations. InTandem helps financial organizations align and optimize their marketing, sales, and customer success operations through a centralized revenue operations (RevOps) model.

Trusted by Leaders in Finance

Why Financial Services Companies Need RevOps

Alignment between sales, marketing, and customer success operations is key to achieving both growth and regulatory compliance for financial institutions and FinTech companies.

Common RevOps challenges in finance

Disconnected GTM 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

We solve these by building data integrity, streamlining tools, and designing processes that scale.

InTandem helps financial organizations align and optimize their marketing, sales, and customer success operations through a centralized revenue operations (RevOps) model. Our experts partner with finance and GTM teams to implement systems and strategies that deliver predictable growth, operational transparency, and audit-ready processes.

Our RevOps Services for Finance

Enhance your profitability and growth with our client-centered revenue operations consulting for the financial services industry, designed to deliver clear, measurable results.

Awareness

Marketing Ops

Campaign Management
Marketing Analytics
MQL Scoring
Lead Routing
MAP Setup + Admin

Decision

Sales Ops

Territory Design
Compensation Plans + Admin
Data Management
Analytics & Reporting
CRM Setup + Admin
Tech Stack Design + Management

Advocacy

Customer Success Ops

Onboarding Design
Client Health Tracking
Up/Cross-Sell Motions
CS Tooling + Admin

Who We Work With

We support a range of financial organizations, including:

Flexible Engagement Options

Fractional RevOps Support starting at 20 hours/month

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Full-time placements for RevOps managers, analysts, and operations leads

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Meet our 1500+ RevOps experts, ready to support your growth journey

Justin

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

Lissette

GTM Systems & RevOps Analyst

Industries of Focus: SaaS, Finance(including FinTech), and MarTech
Tools Experience: Salesforce, HubSpot, DOMO, ZoomInfo, and more.

Nicole

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

Michael

RevOps Strategy and Analytics Expert

Industries of Focus: AI, Data, Cyber, Enterprise Software, Federal Government
Tools Experience: Salesforce, BigQuery/Snowflake, BI

Talk to a RevOps Expert

Let us help you build a RevOps engine that enables smart, scalable, compliant growth. Contact us to learn more about revenue operations consulting for the financial services industry.