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