Senior HubSpot And Clio Solutions Architect

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.

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