Solutions Architect (Automation & Workflow Buildout)

Key Responsibilities :

• Architect & Build:

  Lead the Insightly CRM buildout, including pipelines, automations, and custom objects for every department.

• Integrate Systems:

  Connect Insightly with third-party tools (Ascent, Convoso, Dialpad, Google Workspace, QuickBooks, marketing platforms) via

  APIs, webhooks, and middleware

  (Zapier, Make, or custom code).

• Automate Workflows:

  Develop scripts and integrations in

  JavaScript, Python, or Node.js

  to streamline approvals, lead routing, and reporting.

• Data Engineering:

  Design data flow and structure between CRMs, dialers, and financial systems to ensure integrity and eliminate duplication.

• Dashboarding:

  Build advanced analytics and KPI dashboards inside Insightly and Google Data Studio for visibility across departments.

• System Reliability:

  Create validation logic, exception alerts, and backups to ensure data accuracy.

• Documentation:

  Maintain complete technical documentation, architecture diagrams, and SOPs for all automations and integrations.

• Process Translation:

  Work with leadership and department heads to convert real-world workflows into clean, system-based logic.

• Optimization:

  Continuously audit, refactor, and improve existing automations and APIs for efficiency and stability.

• Cross-Department Collaboration:

  Serve as the technical bridge between Operations, IT, and Finance to ensure seamless cross-system performance.

Skills & Qualifications:

• 5- 10 years

  of combined experience in CRM engineering, systems integration, or automation development.
• Deep hands-on experience with

  Insightly

  ,

  HubSpot

  , or

  Salesforce

  CRM configuration and API customization.
• Strong working knowledge of:
  

• JavaScript, Python, or Node.js

  for custom logic and automation.

• REST APIs, JSON, and Webhooks

  for data exchange.

• Zapier / Make (Integromat)

  for low-code automation.

• SQL / Google Sheets / Data Studio

  for analytics and reporting.
• Experience building scalable, multi-department systems across operations, sales, and finance.
• Excellent understanding of

  data architecture

  ,

  field mapping

  , and

  system design principles

  .
• Clear communicator capable of documenting processes and leading technical discussions with non-technical teams.
• Background in

  solar, SaaS, or process-heavy operational environments

  is a strong plus.
• Highly detail-oriented with strong debugging, QA, and version-control discipline.

Location: