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.