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 OwnYou 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.

RequirementsTechnical RequirementsStrong 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.”

ApplicationPlease 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.