Revenue Operations & Growth Systems Architect

Core Responsibilities

• CRM & Pipeline Architecture (HubSpot)
• Create 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
• Automation & Systems Engineering
• Create automations using HubSpot, Zapier, Make, APIs, and webhooks
• Build automated lead routing systems
• Implement onboarding automations
• Create no-show, follow-up, and reactivation workflows
• Automate repetitive operational tasks
• Improve speed-to-lead and response handling
• 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

• Lets 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

• Systems-minded
• Proactive
• Operationally sharp
• Highly organized
• Automation-focused
• Analytical
• Founder-friendly
• Obsessed with efficiency and leverage

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
• Ability to work directly with a founder/operator
• PREFERRED:
• Experience in the 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