The first 30 days
We map partner, reseller and procurement steps, add fields that preserve source through the cycle and reconcile pipeline reporting with finance.
RevOps and marketing attribution for fintech companies
In short
PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs RevOps and marketing attribution for fintech companies. Fintech sales often include partners, resellers and long procurement steps.
We make sure partner sources, procurement stages and account fields are tracked so reported pipeline matches what finance sees. Programs are measured on pipeline and revenue reporting leadership and finance accept.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Our point of view
What works in financial technology
Fintech sales often include partners, resellers and long procurement steps. We make sure partner sources, procurement stages and account fields are tracked so reported pipeline matches what finance sees.
Avoid this
The most common mistake
Losing partner and reseller source when deals move into long procurement, so reported pipeline does not match what finance sees.
Plays
What we run for financial technology teams
Procurement stage tracking
Security review and legal stages visible.
Partner-sourced pipeline
Partners credited in reporting.
Board-ready metrics
Pipeline, win rate and payback by segment.
The first month
How we start
Leading indicator to watch
Pipeline by source and partner that reconciles with finance.
How the program runs
An engagement starts with an audit of the CRM, forms, tracking and reports, then stage definitions agreed with sales and finance. Fixes are made in your own systems, documented and handed to your team. The full RevOps service page lists every deliverable.
Who we reach
The buying committee
- CFO and finance leaders
- Risk, compliance and security officers
- Heads of product and technology
- Procurement and vendor management
Compliance slows every deal
Security, legal and risk reviews add stakeholders and months, so proof and clarity have to arrive early.
Trust is the product
Buyers need credible evidence before they engage, and generic claims get ignored.
Many roles, one decision
Finance, risk, IT and procurement each judge the platform on different criteria.
Official Demandbase partner
Demandbase programsWe implement and run Demandbase for enterprise ABM
As an official Demandbase partner we operate the platform end to end, connect it to your CRM and report on pipeline, not impressions.
Proof
Results from comparable programs
Anonymized / Enterprise software42% more qualified pipeline in six months for an enterprise software company42%lift in qualified pipeline within 6 months$40M+pipeline influenced by the engagement3xSQL volume from paid channelsRead the case study →KNIME / Data analytics softwareKNIME case study: 51% lower cost per lead with paid media accountable to pipeline51%lower cost per lead, with lead volume holding steady9 in 10leads meeting the client quality standard, verified in the CRM77%of qualified search leads from purpose-built landing pagesRead the case study →Worked example / Enterprise B2B technologyFrom paid spend to revenue: $600K of media, $7.2M of attributed pipeline12:1pipeline-to-spend$7.2Mmarketing-sourced pipeline attributed through to the CRM$1.9Mclosed-won revenue in period, fully attributedRead the case study →
PlanConversion went beyond flagging a misfiring tracking tag. They brought the fix and a forward-looking testing plan to keep our tracking reliable.
Pipeline quality and win rates improved within a quarter. We finally had one connected demand engine with shared metrics.
Recommendations
What senior leaders say about our founder, Hojabr Sattari
Recommendations for our founder, written by executives, peers and team members on LinkedIn. Read all 14 recommendations
Babak VarjavandiCEOManaged Hojabr directlyI am delighted to recommend Hojabr, who I worked with when he was our Sr. Manager of Marketing. Because of him we had a remarkable increase in our web presence, thanks to his expertise in digital marketing. As the CEO, I’ve closely observed Hojabr’s positive impact on our team. He encourages creativity and innovation, making him not only a great leader but also a catalyst for our success.
Amanda MillerGlobal Revenue Marketing Executive and Growth StrategistManaged Hojabr directlyWorking with Hojabr has been nothing short of inspiring. As Director of Digital Strategy & Experience, he has revolutionized our digital presence, transforming our website into a customer-centric, high-performing platform that delivers measurable business impact. Hojabr’s no-nonsense approach, combined with his relentless drive to achieve results, sets him apart as a true leader who gets things done, fast and effectively. His ability to tackle complex challenges, like integrating SEO in-house and resolving large-scale technical issues, reflects his strategic mindset and unwavering commitment to excellence.
What truly makes Hojabr exceptional is his leadership. He has not only elevated his own team, unlocking potential and delivering performance I’ve never seen before, but has also mentored across the marketing organization, raising the bar for everyone he works with. His sharp focus on delivering value, both from internal teams and external agencies, ensures that every dollar spent drives meaningful outcomes. Hojabr’s cross-functional collaboration and experimental, data-driven approach are driving results that impact the entire company, and his work is a cornerstone of our digital and revenue success.
If you’re looking for someone who combines vision, execution, and the ability to lead others to greatness, Hojabr is the person you want on your team. I’m proud to work alongside him and excited to see the incredible impact he will continue to make.
Recommendations written on LinkedIn about our founder, Hojabr Sattari, mostly from his previous in-house leadership roles. Lightly edited for punctuation and to remove company names. Titles are each person’s current LinkedIn headline. They describe Hojabr’s work, not specific PlanConversion client engagements. View on LinkedIn
Keep exploring
Related pages
ServiceThe full RevOps serviceScope, deliverables, pricing and how the program runs.IndustryOverview: Financial technologyBuyers, channels and compliance notes for this industry.BenchmarkB2B buying journey benchmarksSourced 2026 figures and what we would do about them.By cityRevOps in New YorkRevOps agency in New York: lifecycle stages, CRM hygiene, source tracking and marketing attribution that leadership and finance accept, built in your own CRM.By cityRevOps in TorontoRevOps agency in Toronto: lifecycle stages, CRM hygiene, source tracking and marketing attribution that leadership and finance accept, built in your own CRM.By cityRevOps in ChicagoRevOps agency in Chicago: lifecycle stages, CRM hygiene, source tracking and marketing attribution that leadership and finance accept, built in your own CRM.Same industryABM for financial technologyABM for fintech companies: institution account tiers, risk and compliance content, executive sponsor plays, measured on engaged accounts, meetings, opportunities and pipeline by account.Same industryGoogle Ads for financial technologyGoogle Ads for fintech companies: business-only intent, policy checks before launch, pipeline-based bidding, measured on qualified leads, opportunities and pipeline value from the CRM.Same industryLinkedIn Ads for financial technologyLinkedIn Ads for fintech companies: finance and risk roles, credibility first, engaged-account follow-up, measured on engaged accounts, meetings and pipeline.
Other industries industrial technology and manufacturing · data and analytics software · enterprise SaaS · healthcare technology · logistics and distribution · educational technology · cybersecurity · AI and machine learning · marketing technology and analytics
FAQ
RevOps for financial technology
What does RevOps for fintech companies involve?
Fintech sales often include partners, resellers and long procurement steps. We make sure partner sources, procurement stages and account fields are tracked so reported pipeline matches what finance sees. The core plays are procurement stage tracking, partner-sourced pipeline, board-ready metrics.
Who do you reach with RevOps in fintech?
The roles that shape the decision: CFO and finance leaders, risk, compliance and security officers, heads of product and technology, procurement and vendor management.
What is the most common RevOps mistake in fintech?
Losing partner and reseller source when deals move into long procurement, so reported pipeline does not match what finance sees.
How is RevOps for fintech measured?
On pipeline and revenue reporting leadership and finance accept, reported from your CRM. The leading indicator we watch first: pipeline by source and partner that reconciles with finance.
How much does RevOps for fintech companies cost?
At PlanConversion, RevOps programs are scoped to your accounts, goals and budget after a free 30-minute pipeline plan, and confirmed in your proposal. When a program includes paid media, management is 15% of monthly ad spend up to $50K, 12% from $50K to $200K and 10% above $200K, with no media markup.