AboutWalkingTree
WalkingTreeTechnologies is a software development, systemsintegrationand AI engineering firm with 100+ engineers across the US and India. We build and modernize business applications for enterprise clients and act asa long-term technologypartner, not just a staffing vendor.
About the Project
We are building a new relationship-management (CRM-style) business application onQuickbasefor a US-based client, in their existingQuickbaseenvironment.
Typical functionality includes:
- Organizations,locationsand contacts
- Activity logging and follow-up task management
- A multi-stage pipeline with stage history and conversion reporting
- Recurring data imports from external files, with record matching and reconciliation
- Manager dashboards and KPIs, automated notifications, and role-based permissions
You will be part of a smallWalkingTreeteam working directly with the client's business users and leadership.
What You'll Do
- Design and buildQuickbasetables, relationships, fields,formsand reports based on documented requirements
- Build summary,lookupand formula fields to calculate things like last-activity dates, pipelineagingand roll-up totals
- Set upQuickbasePipelines and automations for reminders,alertsand follow-up task creation
- Import and clean existing business data, including matching records and producing exception reports for anything thatdoesn'tmatch
- Build repeatable import processes for recurring external data files
- Create dashboards and reports for managers,staffand finance users
- Configure user roles and permissions, including restricting sensitive financial fields
- Join discovery and working sessions with US stakeholders to clarify requirements, demo progress and gather feedback
- Document the data model,automationsand admin procedures so the client canmaintainthe app
Must-Have Skills
- 2+ years of hands-onQuickbasedevelopment: tables, relationships, forms,reportsand role permissions
- Comfort withQuickbaseformula fields,summaryand lookup fields
- Working experience withQuickbasePipelines or automations
- Solid understanding of relational data modeling (parent/child records, avoiding duplicate data)
- Experience importing and cleaning data from Excel/CSV files
- Good spoken and written English and confidence working directly with US business users
Nice-to-Have Skills
Wedon'texpect one person to have all of these. Any of them will make a candidate stronger.
- Experience building CRM, salespipelineor relationship-management apps (onQuickbase, Salesforce, Zoho, Dynamics or similar)
- QuickbaseAPI, webhooks, JavaScript or code pages
- Email integration with Outlook / Microsoft 365, or email templates withinQuickbase
- Data matching and de-duplication techniques
- Financial reconciliation or commission tracking
- Quickbasecertification (Builder or Expert)
- Dashboard and KPI design experience
What Success Looks Like
- First week: review the requirements, get access to theQuickbaseenvironment and start building the core tables and relationships
- By week 2: organizations, locations and contacts working, with the data model confirmed with the team
- By weeks 4–6: pipeline,activityand task features in the client's hands; existing data imported
- Ongoing: import, reconciliation and dashboard features delivered, with the client team able to administer the app themselves
Why Join
- Direct exposure to a US client and their leadership
- Build a complete business application end to end, not just maintenance tickets
- Work with experiencedWalkingTreeengineers and grow into broader low-code,integrationand AI work