Revenue Operations & Growth Systems Architect

Cooperidge Consulting Firm; United States; Remote; USD 100,000 - 180,000; Full time

Benefits offered by this job

Work From Home Training

Performance Bonus

Job summary

Cooperidge Consulting Firm is seeking a Revenue Operations & Growth Systems Architect to design and scale the company’s revenue engine for its fast-growing Capital Advisory Program. This role sits at the intersection of RevOps, CRM architecture, automation, lifecycle marketing, sales operations, funnel systems, reporting, and customer journey engineering.

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

Qualifications

• Strong HubSpot experience required.

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.
• Build automations using HubSpot, Zapier, Make, APIs, and webhooks.
• Improve speed-to-lead and response handling.

Skills

HubSpot

RevOps

Automation tools

CRM architecture

Workflow automation

Dashboard reporting

Systems thinking

Founder collaboration

Tools

HubSpot

Zapier

Make

APIs

Webhooks

Job description

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