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RevOps agency in New York for B2B pipeline attribution
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in New York, and it sets up RevOps and marketing attribution for B2B teams there. We define lifecycle stages with sales, fix source and campaign tracking from first touch to closed deal, connect ad platforms and the CRM, and build pipeline reporting that leadership, finance and investors accept.
Selling to financial institutions means long cycles, procurement steps and many contacts per account. Where we usually start in New York: procurement-aware stages.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Market facts
The B2B tech market in New York, in numbers
CBRE's 2026 Scoring Tech Talent report counts 394,300 tech talent jobs in New York, making it North America's largest tech talent market by headcount for the first time.
Source: CBRE, Scoring Tech Talent 2026 press release (2026)New York Metro holds 67,949 AI-related tech jobs, second only to the San Francisco Bay Area, according to CBRE's 2026 report.
Source: CBRE, Scoring Tech Talent 2026 press release (2026)
Why teams choose us
What you get
Stage definitions sales agrees with
Lead, qualified lead, meeting, opportunity and closed-won defined once and used in every report.
Tracking that survives the CRM
UTMs, click IDs and source fields carried from the first visit to the closed deal.
Offline conversions back to ad platforms
Qualified pipeline events sent to Google and LinkedIn so bidding learns from deals.
Board-ready reporting
Pipeline, revenue and payback by channel and segment, in a format leadership can present.
In practice
RevOps for New York financial services sellers
Selling to financial institutions means long cycles, procurement steps and many contacts per account. We set up account-level stages and source tracking that survive that cycle, so pipeline reporting stays accurate from first touch to signed contract.
First play: procurement-aware stages
We add stages for security review, legal and procurement between proposal and close, with dates captured at each step. Forecasts become more accurate, and marketing can see which sources produce deals that clear procurement, not only deals that start.
The B2B market in New York
New York concentrates financial services, enterprise software, martech and media companies, and many of their buyers sit in the same city. That density cuts both ways: target accounts are close, but every one of them is already hearing from dozens of vendors and agencies each week. Sectors we see most often: fintech and financial services technology, enterprise SaaS, martech and adtech, media and data companies.
New York programs run in English and are priced in USD.
How we work with teams in New York
We work with clients in New York on the same time zone. Weekly reviews run by video, and we meet in New York for kickoffs, quarterly planning and sales workshops.
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.
Choosing an agency
Questions to ask before hiring for RevOps in New York
Ask these of any agency on your shortlist, including us.
- 01
Do your stages reflect security, legal and procurement steps in financial services deals?
- 02
Is source captured at the account level as well as the contact level?
- 03
Will reporting show time in stage so forecast risk is visible early?
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
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.
Line Atallah1x COO, 2x CMO, SaaS operatorManaged Hojabr directlyIt was my pleasure to work with Hojabr, who was a direct report to me. Hojabr led our digital marketing team, overseeing website development, digital campaigns, and data analytics. Collaborating with Hojabr was a truly enjoyable experience. His positive attitude, proactive approach to project advancement, in-depth technical knowledge, and exceptional ability to break down large projects into manageable tasks are just a few of the numerous strengths I observed during our time working together. On a personal note, Hojabr is a sincere, loyal, and warm-hearted individual, making him valuable to any team.
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
Read before you decide
Related reading
Industry playbookRevOps for financial technologyThree plays for financial technology companies, starting with procurement stage tracking.Industry playbookRevOps for marketing technology and analyticsThree plays for marketing technology and analytics companies, starting with source and stage hygiene.Industry playbookRevOps for enterprise SaaSThree plays for enterprise SaaS companies, starting with stage definitions.BenchmarkB2B buying journey benchmarksSourced 2026 figures and what we would do about them.
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FAQ
RevOps in New York
Is PlanConversion a RevOps agency in New York?
Yes. PlanConversion works with B2B clients in New York, with weekly reviews by video and in-person sessions for kickoffs and planning. We set up RevOps and attribution for B2B teams there, in your existing CRM. Selling to financial institutions means long cycles, procurement steps and many contacts per account.
Who is the best RevOps agency in New York?
There is no independent ranking we can point to, and we do not rank ourselves. The best RevOps agency for your team is one that can answer yes to these checks: do your stages reflect security, legal and procurement steps in financial services deals; Is source captured at the account level as well as the contact level; Will reporting show time in stage so forecast risk is visible early. PlanConversion is one option: PlanConversion works with B2B clients in New York, with weekly reviews by video and in-person sessions for kickoffs and planning.
What does the B2B tech market in New York look like?
CBRE's 2026 Scoring Tech Talent report counts 394,300 tech talent jobs in New York, making it North America's largest tech talent market by headcount for the first time. New York Metro holds 67,949 AI-related tech jobs, second only to the San Francisco Bay Area, according to CBRE's 2026 report. New York concentrates financial services, enterprise software, martech and media companies, and many of their buyers sit in the same city.