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.