Cooperidge Consulting Firm
Financial Services
RevenueOperations&GrowthSystemsArchitect
“Revenue Operations & Growth Systems Architect at Cooperidge Consulting Firm. Skills: CRM architecture, Automation, Reporting, Systems engineering. Build and optimize HubSpot CRM architecture. Design lifecycle and deal stages”
What You'll Achieve.
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
Industry & Context.
systems thinking; Analytical; Obsessed with efficiency and leverage
What They're Looking For.
Must Have
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, systems thinking, Ability to work directly with a founder/operator
Nice to Have
Fundingusiness 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
What You'll Do.
Build and optimize HubSpot CRM architecture
Design lifecycle and deal stages
Create scalable sales pipelines and workflows
Implement lead scoring and segmentation systems
Build dashboards and KPI reporting systems
Manage contact properties
and attribution tracking
Maintain CRM cleanliness and operational integrity
Build automations using HubSpot
Create automated lead routing systems
Build SMS and email nurture sequences
Implement onboarding automations
and reactivation workflows
Automate repetitive operational tasks
Improve speed-to-lead and response handling
Build executive dashboards and operational reporting
Track operational metrics
Identify operational bottlenecks and revenue leaks
Improve sales efficiency and conversion systems
Improve client experience from first touch to fulfillment
and follow-up systems
Reduce operational friction and lead leakage
Design scalable customer lifecycle systems
Improve retention and upsell opportunities
Ensure proper lead attribution and tracking
and reporting systems
Help build scalable revenue infrastructure
How You'll Work.
Team & Collaboration
Work directly with a founder/operator; Align marketing, sales, setters, closers, and fulfillment into one operating system
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