Cooperidge Consulting Firm

Role Description Cooperidge Consulting Firm is seeking a Revenue Operations & Growth Systems Architect for our fast-growing Capital Advisory Program. 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: - RevOps - CRM architecture - Automation - Lifecycle marketing - Sales operations - Funnel systems - Reporting - Customer journey engineering Core Responsibilities - 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 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. Preferred Tools - HubSpot - Zapier - Make - Calendly - Slack - Google Workspace - Twilio - AI automation tools - CRM integrations - Reporting/analytics tools Requirements - 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 - Work From Home - Training & Development - Performance Bonus

Role Description Cooperidge Consulting Firm is seeking an Executive Assistant / Operations Manager for our fast-growing Capital Advisory Program. This role supports day-to-day operations across client management, recruiting workflows, communications, and scheduling. The position is central to maintaining operational efficiency, responsiveness, and a high-quality client experience in a fast-paced, remote environment. - Manage and coordinate calendars across multiple priorities - Schedule, confirm, and adjust meetings in real time - Ensure all calls and meetings are properly prepared and executed - Manage Gmail and/or Outlook inbox, including drafting and organizing communications - Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages - Coordinate client onboarding, documentation, confirmations, and follow-ups - Manage candidate pipeline within ATS (Workable), including organizing and tracking applicants - Support social media scheduling, posting, and engagement across LinkedIn and Instagram - Assist with personal scheduling, appointments, and administrative logistics - Coordinate with internal and external partners to support daily operations - Utilize tools such as Jotform for intake, documentation, and workflow tracking - Provide daily updates on priorities, pipeline status, and key operational items - Proactively identify and resolve operational issues Qualifications - High school diploma or equivalent required - Bachelor’s degree preferred Requirements - Experience with calendar management, scheduling, and executive support - Experience with CRM systems (HubSpot preferred) - Familiarity with applicant tracking systems (Workable preferred) - Experience in client coordination, recruiting support, or administrative operations - Experience managing inbox communications and prioritization Skills or Competencies - Strong organizational and time management skills - Excellent written communication skills - Ability to manage multiple priorities effectively - High attention to detail and accuracy - Professional, reliable, and responsive - Proficiency in Gmail and/or Outlook Benefits - Work From Home - Training & Development - Performance Bonus

Role Description Cooperidge Consulting Firm is seeking an Outbound Sales Closer / Appointment Setter for our fast growing Capital Advisory Program. This role focuses on generating, qualifying, and converting opportunities through outbound, inbound, and social channels. It is a high-performance, revenue-driven position with strong earning potential and growth into a closing role. - Perform high-volume outbound outreach via calls, texts, emails, and LinkedIn - Prospect into SMB owners, tax professionals, realtors, and service-based businesses - Qualify leads based on credit, revenue, and intent - Book high-quality strategy calls for the sales team - Execute aggressive follow-up on aged and inbound leads - Conduct social engagement and direct message outreach on Instagram and LinkedIn - Support light content execution, including posting, commenting, and replying - Manage and maintain pipeline within CRM (HubSpot or equivalent) - Track activity and performance metrics consistently - Develop skills to grow into a full closing role Qualifications - High school diploma or equivalent required - Experience in outbound sales, appointment setting, or lead generation - Experience with CRM systems (HubSpot preferred) - Experience with social media outreach and direct messaging - Experience working in high-volume, performance-driven environments Requirements - Clear and confident communication skills - Strong ability to handle rejection and maintain high activity levels - Ability to manage multiple conversations and follow-ups simultaneously - Self-motivated with a results-driven mindset - High energy, urgency, and accountability - Strong organizational and pipeline management skills Benefits - Work From Home - Training & Development - Performance Bonus