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Revenue Systems & Automation Architect
UpworkUSNot specifiedintermediate
API IntegrationMarketing AutomationAutomationCRM AutomationAutomated WorkflowData EngineeringSystems thinkingCustomer Relationship Management
We are hiring a Revenue Systems & Automation Architect to design, build, and maintain the automation infrastructure that powers our revenue engines across two companies.
This role owns the architecture, integrity, and reliability of our CRM, lifecycle automation, and cross-platform data flows. You are the architect behind the scenes ensuring our revenue systems operate cleanly, efficiently, and predictably.
Role Purpose:
Ensure that:
*Data is clean and reliable
*Lifecycle stages are clearly defined and consistently enforced across all platforms
*Automations are scalable and resilient
*Leads are routed correctly
*Renewal and expansion triggers function properly
*Reporting reflects reality
*Sales operates without system friction and through structured architecture.
Core Responsibilities
1. Revenue Architecture Define and maintain CRM lifecycle stages Establish required fields and data standards Design renewal and expansion automation logic Define routing rules based on role, use case, and engagement Create scalable lead scoring frameworks Establish reporting infrastructure for funnel visibility
2. Automation & Integrations Build and maintain workflows in: ActiveCampaign Pipedrive ClickUp N8n Zapier Implement API integrations and webhook-based triggers Ensure accurate field mapping across systems Troubleshoot sync failures Audit and optimize automation efficiency
3. Data Governance & System Integrity Maintain clean records and prevent duplication Normalize statuses across lead → account → renewal Prevent orphaned records Maintain taxonomy consistency (tags, custom fields, statuses) Conduct quarterly system audits
4. System Documentation & Scalability Document all workflows and system architecture Maintain automation maps Propose structural improvements Evaluate tool stack efficiency Reduce manual operational dependency
Required Experience:
Deep experience with: ActiveCampaign Pipedrive ClickUp n8n (required) Zapier | Strong understanding of CRM lifecycle architecture | Experience designing multi-system automation ecosystems | API and webhook implementation experience | Strong debugging and systems-thinking ability | Fluent English (documentation + async collaboration)
Ideal Candidate Profile: Thinks in systems, not tasks | Understands revenue mechanics, not just tools | Detail-oriented and highly organized | Proactive and solution-oriented | Comfortable owning architecture across multiple businesses | Reliable for long-term infrastructure support
Engagement Structure:
Part-time Remote, async-friendly Contract via Upwork (initially) | Ongoing engagement (not project-based)
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