Core Responsibilities

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:

Rev Ops

CRM architecture

Automation

Lifecycle marketing

Sales operations

Funnel systems

Reporting

Customer journey engineering

The idóneo candidate understands how to turn a fast-moving founder-led business into a scalable operational machine.

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Core Responsibilities

CRM & Pipeline Architecture (Hub Spot)

Build and optimize Hub Spot 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

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Automation & Systems Engineering

Build automations using Hub Spot, 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 →

Hub Spot contact created

tagged appropriately

SMS/email triggered

Appointment workflow initiated

Setter notified

Task created

Pipeline updated automatically

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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

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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

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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

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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

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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.

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Preferred Tools

Hub Spot

Zapier

Make

Calendly

Slack

Google Workspace

Twilio

AI automation tools

CRM integrations

Reporting/analytics tools

Requirements

MUST HAVE

Strong Hub Spot experience

Rev Ops 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

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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

#J-18808-Ljbffr

📌 Revenue Operations & Growth Systems Architect (Santa Fe)
🏢 Cooperidge Consulting Firm
📍 Santa Fe