高级HubSpot & Clio解决方案架构师 / CRM自动化开发工程师 - 远程
Senior HubSpot & Clio Solutions Architect / CRM Automation Developer - Remote
职位描述
一家国际律师事务所正在寻找一位高度专业的技术人员，负责其HubSpot和Clio生态系统的全流程管理。
这不是一个传统的CRM管理员职位。
我们需要一位能够结合HubSpot架构与管理、Clio、高级自动化、API集成和实际开发能力，并且能够独立从设计到实施解决技术问题的人选。
你将负责：
· 设计和管理我们的HubSpot CRM架构；
· 管理销售、营销和服务流程；
· 创建流程、自定义对象、属性、工作流和高级自动化；
· 管理和优化Clio Manage；
· 设计HubSpot联系人/交易与Clio客户/案件之间的数据关系；
· 构建和维护HubSpot ↔️ Clio集成；
· 集成Microsoft 365/Outlook、电话、网站、表单、支付和其他业务系统；
· 在原生集成不足时使用API、webhooks和中间件；
* 在需要时编写自定义代码；
· 管理数据迁移、去重、治理和质量；
· 创建管理仪表盘和操作报告；
· 管理用户权限和访问控制；
· 文档化系统并独立解决技术问题。
要求
技术要求
具备以下方面的实战经验：
· HubSpot CRM管理与架构；
· 复杂的HubSpot工作流和自动化；
· HubSpot自定义对象和关联；
* HubSpot APIs；
* REST APIs；
* webhooks；
* OAuth/API认证；
* JSON；
* JavaScript/TypeScript和/或Python；
* 数据集成和同步；
* CRM数据架构；
- 排查集成和工作流问题。
有Clio Manage和/或Clio API的经验是优先考虑的。
有将CRM系统与Microsoft 365、电话、支付系统或其他SaaS平台集成的经验将是一个巨大优势。
有Zapier、Make或其他类似平台的经验是有帮助的，但成功的候选人也必须能够在必要时超越无代码工具进行工作。
我们不寻找以下背景的人：
此职位不适合以下情况的人：
* 仅限基础HubSpot营销；
* 简单的工作流；
* 数据录入；
* 基础CRM管理；
* 仅限网站编辑；
- 无API/开发能力的无代码自动化。
理想人选
你是一位能够接收业务需求并将其转化为技术解决方案的人。
查看英文原文
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.
Originally posted on Himalayas