Head of IT

About Rosenblum Law and why this role exists

Rosenblum Law is a growth-focused consumer law firm with three practices: Estate Planning, Traffic Tickets (TrafficTickets.com), and Personal Injury. Our growth runs on technology: lead capture, call tracking, SMS and email nurture, paid acquisition, payments, and the project systems that keep cases moving.

That stack has grown tool by tool, with no single owner. Configuration lives in people's heads, integrations are stitched together with Zapier, and fixes happen reactively. We are hiring our first dedicated technology leader to own how our systems work and connect, make them reliable and documented, and turn them into a competitive advantage.

Role summary

Title

Head of Technology & Systems

Reports to

Chief Operating Officer

Works closely with

CEO, Chief Growth Officer, Managing Attorney, practice leads, sales and intake

Team

Individual contributor at start; may build a small team or manage contractors as the roadmap grows

Location: Remote

Type

Full-time

You will own how technology works and connects at the firm: the integrations, data flows, and architecture across every platform. Marketing platforms are run day to day by the growth team, and you'll support their maintenance and technical health. Half your time is hands-on: building automations, fixing integrations, configuring platforms, and supporting users. The other half is strategic: setting the architecture, choosing and retiring vendors, owning data and security, and building a roadmap leadership can fund and track.

The environment you'll own

You inherit a modern SaaS stack of roughly 15 platforms, with no on-premise infrastructure to speak of. The work is integration, data, automation, and governance.

Category

Platforms

What they do for us

CRM

FileMaker Pro

The firm's CRM: client and matter records, the system of record for client data

Marketing automation & lead nurture

ActiveCampaign, Loops

Email and automation journeys, lead and deal pipelines

Shared intake & communications

CallTrackingMetrics, Sakari

Call tracking and attribution, routing, queues, transcription, two-way texting

Acquisition & SEO

Meta Ads, firm websites incl. TrafficTickets.com

Paid social, search visibility, landing pages and lead forms

Work management

ClickUp

PMO, practice workflows, capacity planning

Collaboration

Google Workspace (Gmail, Drive, Calendar, Docs), Slack

Email, files, scheduling, internal communication

Payments & finance

Stripe, ACH payment workflows

Client payments; ACH validation and bank verification improvements in flight

Workforce

Hubstaff; payroll and contractor platforms (Gusto, Payoneer under review)

Time tracking, payroll, international contractor payments

Automation & AI

Zapier, Claude, AI dictation tools

Cross-system workflows, AI-assisted work

Who owns what: FileMaker Pro is the firm's CRM, and you will own it outright, including its configuration, data quality, and integrations. CallTrackingMetrics and Sakari are shared intake and communications systems used by marketing, sales, and intake, and you will own them outright. The marketing platforms (ActiveCampaign, Loops, Meta Ads, and the firm websites) are owned day to day by the growth team; you own their integrations and support their maintenance. You own all other platforms.

Known work already on the table: the CRM migration project; documenting the ActiveCampaign, CallTrackingMetrics, and Sakari configuration and integrations; restructuring the ClickUp workspace; fixing recurring ACH bounces with a validated payment form and bank verification; and evaluating contractor payment platforms.

Key responsibilities

Strategy and architecture

● Own the firm's technology roadmap, tied to business goals for each practice, and report progress to leadership.

● Define a target architecture: which system is the source of truth for leads, clients, matters, payments, and people, and how data flows between them.

● Run vendor selection, contracts, renewals, and consolidation. Stay vendor-agnostic until requirements are clear, and retire tools that overlap.

● Own the technology budget and track license spend against usage.

● Set and enforce standards for security, access, data retention, and client confidentiality appropriate to a law firm.

Hands-on build and optimization

● Administer and configure the firm's core operating systems: FileMaker Pro (CRM), CallTrackingMetrics and Sakari (shared intake and communications), ClickUp, Google Workspace, Slack, and Stripe.

● Own the integrations between the marketing platforms (ActiveCampaign, Loops, Meta Ads, and the firm websites) and the firm's other systems, and support the growth team with platform maintenance: access, updates, troubleshooting, and vendor issues.

● Design, build, and maintain integrations and automations (Zapier today; APIs and webhooks where they are more robust).

● Own the integrations behind lead-to-client flow (forms to the FileMaker Pro CRM and ActiveCampaign, call and SMS data, routing, and handoff from intake to the practice teams), and partner with the growth team on nurture sequences and speed-to-lead.

● Build reliable attribution so marketing spend in Meta and search ties to calls, signed clients, and revenue.

● Ship payment and billing improvements, starting with ACH validation and bank verification.

● Find practical uses for AI across intake, marketing, and operations, with guardrails.

Operations, support, and governance

● Be the escalation point for system issues. Triage, fix, and find root causes rather than patching symptoms.

● Own user lifecycle: onboarding and offboarding, accounts, permissions, and device setup.

● Document every system's configuration, integrations, and owners, and keep that documentation current.

● Monitor integrations and data quality; catch broken automations before clients or staff do.

● Train staff and write simple how-to guides so the firm uses the tools it pays for.

Your first year

1. First 30 days: learn and stabilize. Meet every team, inventory every system, login, integration, and contract. Fix the top three pain points staff raise. Take over admin access for core platforms, and integration access for marketing platforms.

2. Days 31–60: document and decide. Finish documentation of each core system's configuration and integrations (starting with ActiveCampaign, CallTrackingMetrics, and Sakari). Deliver a current-state architecture map, a risk list, and a prioritized backlog.

3. Days 61–90: roadmap and first wins. Present a 12-month technology roadmap and budget to leadership. Ship two to three visible improvements, such as the ACH payment form or a speed-to-lead fix.

4. Months 4–12: build the platform. Deliver the roadmap: consolidated tools, reliable lead-to-revenue reporting, monitored integrations, security baseline in place, and staff trained on the systems they use.

Qualifications

Required

● AI-first mindset (we are an AI-first organization). Hands-on experience using AI tools such as Claude, ChatGPT, or Copilot to automate work, build workflows, and change how teams operate, with a track record of rolling them out with practical guardrails. You will lead how the firm uses AI across every practice.

● 7+ years in business systems, IT, or marketing/revenue operations, including 2+ years owning a multi-platform SaaS environment end to end.

● Hands-on experience integrating and supporting marketing automation or CRM platforms (ActiveCampaign, HubSpot, Salesforce, or similar).

● Proven integration skills: Zapier or Make, plus REST APIs, webhooks, and JSON.

● Comfortable writing light scripts (JavaScript or Python).

● Experience with call tracking, telephony, or SMS platforms and their attribution data.

● Track record of documenting systems and running vendor evaluations with clear recommendations.

● Working knowledge of SaaS security: SSO, MFA, role-based access, offboarding, data retention.

● Clear communicator who can explain trade-offs to non-technical leaders and train front-line staff.

Preferred

● Experience in a law firm or another regulated, client-confidential service business.

● FileMaker Pro development or administration experience.

● Experience with Stripe, ACH, or bank verification providers.

● Reporting and BI skills (SQL, Looker Studio, or similar) to build lead-to-revenue dashboards.

● Has built or led a small team or managed outside contractors.

What success looks like

Targets are set with the COO in the first 90 days, once baselines exist.

Area

Measure

Reliability

Broken automations or integrations caught by monitoring before users report them

Support

Time to resolve system issues; repeat issues trending down

Documentation

Share of core systems with current configuration docs and a named owner (goal: 100%)

Growth

Speed-to-lead; share of signed clients with known marketing source

Payments

ACH return rate; time from payment to service start

Spend

Total license cost per employee; overlapping tools retired

Security

MFA and SSO coverage; offboarding completed same day

Adoption

Staff satisfaction with tools; training completed for core systems

Compensation and how to apply

● Salary range: competitive salary based on experience

● To apply: send your resume and a short note describing one system you inherited, what was broken, and what you changed. Tell us what you measured before and after.