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

Oikonomakis Law Firm

RemoteIndiaseniorFull Time
Posted
4 weeks ago
Source
Himalayas
Field
Engineering

Skills

JavaScriptTypeScriptREST APIsHubSpotPythonCRM

Description

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

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