Revenue Operations & Growth Systems Architect

About this role

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.

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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

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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

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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

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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

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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

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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

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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.

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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

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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