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Consulting Firm

Revenue Operations – Growth Systems Architect

Consulting Firm

Revenue Operations Architect optimizing HubSpot CRM and sales systems for Cooperidge Consulting Firm's Capital Advisory Program. Focused on automating, scaling, and enhancing operational efficiency.

Posted 5/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
HubSpot CRMCRM architecturesales pipeline designworkflow automationKPI reportinglead scoringsegmentation systemsdashboard creationattribution trackingoperational reporting
Soft Skills
systems thinkingcollaborationproblem-solvingcommunicationorganizational skillsadaptabilityattention to detailstrategic thinkingleadershipclient experience optimization
Tools & Technologies
ZapierMakeAPIswebhooksCRM systemssales automation toolsreporting toolscontact management systemsemail marketing platformsSMS marketing tools
Industry Keywords
RevOpsSales Opslead generationhigh-ticket salescredit repairfinancial servicesappointment-settingcall center workflowslifecycle marketingattribution modeling

About the role

Key responsibilities & impact
  • 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
  • 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
  • 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
  • Optimize the client experience from first touch to fulfillment
  • Align marketing, sales, setters, closers, and fulfillment into one operating system

Requirements

What you’ll need
  • 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

Comp & perks
  • Work From Home
  • Training & Development
  • Performance Bonus