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.