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
