Revenue Operations & Growth Systems Architect

Cooperidge Consulting Firm is seeking an Revenue Operations & Growth Systems Architect for our fast-growing Capital Advisory Program. Cooperidge is building a modern revenue infrastructure company focused on business funding, business credit, and growth advisory.

We are not looking for a basic CRM admin or generic marketing assistant.

We are looking for a systems-minded operator who can architect, automate, and optimize the entire revenue engine of the business.

This role sits at the intersection of:

• RevOps
• CRM architecture
• Automation
• Lifecycle marketing
• Sales operations
• Funnel systems
• Reporting
• Customer journey engineering

The ideal candidate understands how to turn a fast-moving founder-led business into a scalable operational machine.

Core Responsibilities

• CRM & Pipeline Architecture (HubSpot)
• Build and optimize HubSpot CRM architecture
• Design lifecycle stages and deal stages
• Create scalable sales pipelines and workflows
• Implement lead scoring and segmentation systems
• Build dashboards and KPI reporting systems
• Manage contact properties, routing, and attribution tracking
• Maintain CRM cleanliness and operational integrity

Example Pipelines

• Lead In
• Appointment Set
• Qualified
• Docs Submitted
• Funding Strategy Built
• Apps Submitted
• Approved
• Closed
• Credit Repair Upsell
• BLOC Phase
• Referral Partner
• Lost / Nurture

Automation & Systems Engineering

• Build automations using HubSpot, Zapier, Make, APIs, and webhooks
• Create automated lead routing systems
• Build SMS and email nurture sequences
• Implement onboarding automations
• Create no-show, follow-up, and reactivation workflows
• Automate repetitive operational tasks
• Improve speed-to-lead and response handling

Example Workflow

• Inbound lead arrives
• HubSpot contact created
• tagged appropriately
• SMS/email triggered
• Appointment workflow initiated
• Setter notified
• Task created
• Pipeline updated automatically

Revenue Operations & Reporting

• Build executive dashboards and operational reporting
• Track: CPL, CAC, Show rates, Close rates, Funding approval rates, Lead source ROI, Rep performance, Pipeline velocity, Lifecycle conversion metrics
• Identify operational bottlenecks and revenue leaks
• Improve sales efficiency and conversion systems

Customer Journey Engineering

• Improve the client experience from first touch to fulfillment
• Optimize onboarding, communication, reminders, and follow-up systems
• Reduce operational friction and lead leakage
• Design scalable customer lifecycle systems
• Improve retention and upsell opportunities

Marketing + Sales Infrastructure

• Align marketing, sales, setters, closers, and fulfillment into one operating system
• Ensure proper lead attribution and tracking
• Connect paid traffic, outbound, CRM, and reporting systems
• Help build scalable revenue infrastructure

What Success Looks Like

• Leads stop leaking
• Faster response times
• Higher show rates
• Improved close rates
• Cleaner operational systems
• Better visibility into revenue metrics
• Automated nurture and reactivation systems
• Scalable infrastructure capable of supporting growth

Personality Fit

We move fast and think strategically.

The ideal candidate is:

• Systems-minded
• Proactive
• Operationally sharp
• Highly organized
• Automation-focused
• Analytical
• Founder-friendly
• Obsessed with efficiency and leverage

This role is ideal for someone who enjoys architecting revenue systems and building operational infrastructure that directly impacts growth.

Preferred Tools

• HubSpot
• Zapier
• Make
• Calendly
• Slack
• Google Workspace
• Twilio
• AI automation tools
• CRM integrations
• Reporting/analytics tools

Requirements

MUST HAVE

• Strong HubSpot experience
• RevOps or Sales Ops experience
• Automation experience (Zapier, Make, APIs, webhooks)
• CRM architecture and pipeline design experience
• Experience building workflows and lifecycle automations
• Dashboard and KPI reporting experience
• Strong systems thinking
• Ability to work directly with a founder/operator

BONUS EXPERIENCE

• Funding/business credit industry
• High-ticket sales organizations
• Lead generation businesses
• Appointment-setting environments
• Credit repair or financial services
• Call center workflows
• AI workflow automation
• Lifecycle marketing
• Funnel systems
• Attribution modeling

Benefits

• Work From Home Training & Development Performance Bonus