About the role
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