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.
We’ve worked with:
Whether your team is managing regional field reps, institutional clients, or broker networks, our experts tailor ops support to your sales model.
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
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.
