Sales Operations Consulting for Finance
Sales Infrastructure Designed for Financial Services Compliance, Accuracy, and Growth
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.
Sales Ops Challenges in Finance Services
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:
- Inconsistent sales data across platforms
- Forecasting gaps that undermine financial planning
- Comp plans that conflict with risk or compliance goals
- Tools and workflows that fail to scale with growth
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.
How We Support Financial Sales Teams
Territory Design & Capacity Modeling
We design equitable, data-driven territories and segmentation models that align with your institution’s strategic growth areas, resource capacity, and compliance parameters.
- Book of business modeling for advisors or sales teams
- Geographic and segment-specific territory planning
- Embedded controls to meet regulatory standards
Compensation Plan Design & Admin
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.
- Incentive modeling for complex financial products
- Real-time payout tracking and admin tools
- Documentation processes for audit readiness
Sales Data & CRM Management
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.
- Salesforce Financial Services Cloud administration
- Data normalization and field-level compliance controls
- Audit-ready documentation and reporting
Pipeline Forecasting & Performance Analytics
We develop reporting systems that integrate sales activity with finance planning, board updates, and risk management metrics.
- Opportunity-stage forecasting aligned with revenue goals
- Win/loss analytics and rep performance metrics
- Executive dashboards for leadership and regulatory reporting
Sales Tech Stack Optimization
From CRM to proposal tools, we assess and streamline your sales tech ecosystem to ensure it supports, not complicates, your growth.
- Integration with finance, marketing, and compliance systems
- Tool selection, rollout, and enablement support
- Reduction of tech bloat and duplication
Operational Efficiency & Sales Process Design
We help financial services firms streamline complex sales workflows and enhance client engagement.
- Defined sales stages for prospecting, advisory, and onboarding activities
- Coordination between sales, compliance, and back-office teams
- Process redesigns to eliminate delays and strengthen client trust
Industry Expertise You Can Count On
Whether your team is managing regional field reps, institutional clients, or broker networks, our experts tailor ops support to your sales model.
- We work with:
- Digital lenders and banks
- Wealth management and asset advisory firms
- B2B FinTech platforms
- Insurance technology providers
Flexible Engagement Models
Meet our 500+ FinTech and Financial Services RevOps Experts
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
Ready to Build a Scalable, Compliant Sales Operation?
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.