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 adecuado 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