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 adecuado 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

📌 Revenue Operations (Colombia)
🏢 Cooperidge Consulting Firm
📍 Colombia