Solutions Architect (Automation & Workflow Buildout)

Solutions Architect (Automation & Workflow Buildout)

Role Overview

Solutions Architect

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
  

Requirements

• 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
  

Benefits

Benefits

• Competitive salary package aligned with experience.
• Opportunity to lead IT operations for a fast-growing international company.
• Exposure to global teams and international projects.
• Ability to build and shape IT processes from the ground up.
• Career growth opportunities in leadership and technical specialization.
• Collaborative, high-performance culture that values innovation and results.