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