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.
Core Responsibilities
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.
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