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

Oikonomakis Law Firm · India · posted today ago

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About this 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.