Technology & Automation Coordinator

Whitman Advisory Job Community; Roseland (NJ); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Whitman Advisory Job Community is seeking a Technology & Automation Coordinator for our Roseland, NJ office. This role focuses on automating workflows, integrating systems, and optimizing CRM platforms to support firm operations across departments.

The ideal candidate has 2–5 years’ experience with CRM systems, Power Automate, Zapier, and data reporting. You will manage HubSpot, SharePoint, and MS 365 while improving data quality and user adoption.

Qualifications

• Bachelor's degree in Information Systems, Computer Information Systems, or related field preferred.
• 2-5 years of experience supporting CRM platforms, business systems, or related applications.
• Hands-on experience building automated workflows with Power Automate, Zapier, APIs, and webhooks.
• Experience administering HubSpot, Salesforce, Microsoft Dynamics, or similar CRM platforms.
• Strong understanding of CRM administration, data governance, and reporting.

Responsibilities

• Design, build, and maintain automated workflows and integrations using Power Automate, Zapier, APIs, webhooks, and related technologies.
• Connect and synchronize data across HubSpot, Microsoft 365, SharePoint, website platforms, and other business apps.
• Identify opportunities to automate manual processes and improve operational efficiency.
• Administer and maintain HubSpot and other business systems.
• Manage CRM records, workflows, forms, automation, lists, reporting, and integrations.
• Maintain data integrity through audits, imports, exports, cleanup, segmentation, and governance practices.
• Create dashboards and reports to measure system utilization and business activity.
• Analyze data and recommend technology-based solutions to improve processes and adoption.
• Manage website content, attorney bios, practice area pages, publications, events, and related assets.
• Maintain and enhance the firm's intranet and employee resources.
• Support application implementations, upgrades, testing, troubleshooting, and end-user training.
• Document workflows, system processes, integrations, and technology procedures.
• Partner with IT, Marketing, HR, Finance, and Operations on tech initiatives.
• Serve as a resource for system support, reporting, automation, and app administration.

Skills

CRM platforms

Power Automate

Zapier

APIs/Webhooks

Data governance

Power BI

SharePoint

HubSpot

Education

Bachelor's degree in IS/Related field

Tools

HubSpot

Salesforce

Microsoft Dynamics

WordPress

Google Analytics

Job description

Technology & Automation Coordinator (Business Systems & CRM)

Employment Type

Full-Time | On-site

Roseland, NJ

We're partnering with a nationally recognized law firm seeking a Technology & Automation Coordinator to support and optimize the firm's technology platforms, CRM systems, business applications, reporting tools, and digital workplace solutions. This role focuses on workflow automation, system integrations, data management, reporting, and process improvement initiatives that help departments work more efficiently and effectively across the firm.

The ideal candidate is technically skilled, solutions-oriented, and comfortable working with multiple platforms to streamline processes, improve data quality, enhance user experiences, and support business operations.

Responsibilities:

• Design, build, and maintain automated workflows and integrations using Microsoft Power Automate, Zapier, APIs, webhooks, and related technologies.
• Connect and synchronize data across HubSpot, Microsoft 365, SharePoint, website platforms, and other business applications.
• Identify opportunities to automate manual processes and improve operational efficiency.
• Administer and maintain HubSpot and other business systems.
• Manage CRM records, workflows, forms, automation, lists, reporting, and integrations.
• Maintain data integrity through audits, imports, exports, cleanup projects, segmentation, and governance practices.
• Create dashboards and reports to measure system utilization, business development activity, engagement, and operational effectiveness.
• Analyze data and recommend technology-based solutions that improve processes and user adoption.
• Manage and update website content, attorney biographies, practice area pages, publications, events, and related digital assets.
• Maintain and enhance the firm's intranet, including employee resources, announcements, navigation, and user support.
• Support application implementations, upgrades, testing, troubleshooting, and end-user training.
• Document workflows, system processes, integrations, and technology procedures.
• Partner with IT, Marketing, HR, Finance, and Operations on technology and process improvement initiatives.
• Serve as a resource for system support, reporting, automation, and business application administration.

Qualifications:

• Bachelor's degree in Information Systems, Computer Information Systems, Business Technology, Computer Science, Business Administration, or a related field preferred.
• 2-5 years of experience supporting CRM platforms, business systems, workflow automation tools, digital workplace technologies, or related applications.
• Hands-on experience building and maintaining automated workflows and integrations using Microsoft Power Automate, Zapier, APIs, webhooks, and similar technologies.
• Experience troubleshooting integrations, workflow issues, and data synchronization challenges across multiple systems.
• Experience administering HubSpot, Salesforce, Microsoft Dynamics, or a similar CRM platform strongly preferred.
• Strong understanding of CRM administration, database management, reporting, data governance, and system integration best practices.
• Experience supporting Microsoft 365, SharePoint, intranet platforms, or other business collaboration tools preferred.
• Experience with WordPress or other website content management systems preferred.
• Familiarity with Google Analytics, Google Tag Manager, Search Console, Power BI, or similar reporting and analytics tools.
• Basic knowledge of HTML and website management principles preferred.
• Strong technical aptitude with the ability to learn new systems quickly and identify opportunities for process improvement.
• Excellent attention to detail when working with data, reporting, system configuration, and automation.
• Strong analytical, organizational, and project management skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced professional services environment.
• Strong communication and interpersonal skills with the ability to explain technical concepts to non-technical users and provide effective training and support.
• Experience in a law firm or professional services environment is a plus.

Comprehensive benefits package, including medical, dental, vision, 401(k), and paid time off, based on eligibility. Eligible for discretionary year-end bonus and merit-based increases based on performance.