Senior HubSpot & Clio Solutions Architect / CRM Automation Developer - Remote

The Role

An international law firm is looking for one highly capable technical specialist to take end-to-end ownership of its HubSpot and Clio ecosystem.

This is not a conventional CRM administrator position.

We need someone who can combine HubSpot architecture and administration, Clio, advanced automation, API integrations and hands-on development and who is comfortable independently solving technical problems from design through implementation.
What You Will Own
You will be responsible for:

- designing and administering our HubSpot CRM architecture;

- managing Sales, Marketing and Service processes;

- creating pipelines, custom objects, properties, workflows and advanced automations;

- administering and optimizing Clio Manage;

- designing the data relationship between HubSpot contacts/deals and Clio clients/matters;

- building and maintaining HubSpot ↔️ Clio integrations;

- integrating Microsoft 365/Outlook, telephony, websites, forms, payments and other business systems;

- using APIs, webhooks and middleware where native integrations are insufficient;

* writing custom code when required;

- managing data migration, deduplication, governance and quality;

- creating management dashboards and operational reporting;

- managing user permissions and access controls;

- documenting the system and troubleshooting technical problems independently.

Requirements
Technical Requirements
Strong hands-on experience with:

- HubSpot CRM administration and architecture;

- complex HubSpot workflows and automation;

- HubSpot custom objects and associations;

* HubSpot APIs;
* REST APIs;
* webhooks;
* OAuth/API authentication;
* JSON;
* JavaScript/TypeScript and/or Python;
* data integrations and synchronisation;
* CRM data architecture;

- troubleshooting integrations and workflows.

Experience with Clio Manage and/or the Clio API is strongly preferred.

Experience integrating CRM systems with Microsoft 365, telephony, payment systems or other SaaS platforms will be a strong advantage.

Experience with Zapier, Make or similar platforms is useful, but the successful candidate must also be capable of working beyond no-code tools where required.
What We Are Not Looking For

This role is not suitable for someone whose experience is limited to:
* basic HubSpot marketing;
* simple workflows;
* data entry;
* basic CRM administration;
* website editing only;

- no-code automation without API/development capability.

Ideal Profile

You are someone who can receive a business requirement such as:

“When a new international legal enquiry enters HubSpot, automatically classify it, assign it to the correct lawyer, track the consultation and payment, create or update the appropriate client/matter information in Clio, monitor follow-up and report the outcome to management.”

and determine how to design and implement the solution yourself.
You should be comfortable saying:

“I can design this, build it, test it, document it and maintain it.”
Application
Please submit:
* CV;
* LinkedIn profile;
* HubSpot certifications;
* details of your Clio experience;

- examples of CRM integrations you personally built;

- examples of APIs or custom code you personally implemented.

Shortlisted applicants will complete a technical assessment before interview.

Originally posted on Himalayas