HubSpot & Technology Specialist (Contractual Position)

About Us
We are a progressive law firm committed to delivering exceptional client experiences through innovation, integrity, and compassion. We leverage technology to simplify processes, enhance communication, and transform how families navigate conflict.

Role Overview
We are seeking a HubSpot & Technology Specialist with advanced technical expertise in HubSpot CRM. Experience with Zoho Analytics is preferred. This role focuses on building data-driven systems that enhance visibility, improve client experience, and streamline team operations. The ideal candidate combines a strong analytical mindset with hands-on expertise in CRM optimization, automation, and reporting.


Key Responsibilities

HubSpot and Clio CRM Management

- Design, implement, and maintain HubSpot pipelines, dashboards, and workflows across the marketing, sales, and service hubs.
- Create automated sequences and task management workflows to improve team efficiency and ensure timely lead and client follow-up.
- Audit and maintain data integrity across all CRM records and integrations.

Zoho Analytics & Data Insights

- Develop and maintain Zoho Analytics dashboards for leadership and department-level reporting.
- Integrate data from HubSpot, Clio, and other platforms to create unified reporting views.
- Build and refine lead-tracking systems and performance dashboards aligned with firm KPIs.

Automation & Integrations

- Build and maintain automations using Zapier or native integrations to connect to HubSpot, Zoho, Clio, ClickUp, and other software.
- Troubleshoot and optimize data flows between platforms to minimize manual work and improve accuracy.


Qualifications

Required:

- Proven experience managing and optimizing HubSpot CRM (preferably within a professional services or law firm environment).
- Strong proficiency in HubSpot, Zapier, and a Data-Reporting Tool (e.g., Zoho Analytics, Domo, Tableau) including dashboard creation, data integration, and report automation.
- Strong analytical and problem-solving skills with the ability to translate data into actionable strategy.
- Excellent communication and collaboration skills.
- Ability to work independently, manage multiple projects, communicate regularly, and meet deadlines.

Preferred: Experience with Clio, ClickUp, and Zoho Analytics

This is a contractual position, focused on defined projects related to automation and analytics infrastructure. You will have the autonomy to manage your work while collaborating with our internal team.

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