Job Title: CRM & Business Systems Engineer Reports To: Chief Technology Officer (CTO) Location: Cape Town Mission / Purpose of the Role We are seeking a senior, hands‑on Systems Specialist to own the technical design, configuration, integration, and long‑term integrity of the group's internal business platforms. This is a deeply technical individual contributor role, reporting directly to the CTO. The role focuses on building and maintaining production‑grade internal systems, with HubSpot as the primary operational platform, while also owning the configuration, integration, and governance of all other internal platforms including ClickUp, Xero, Joiin, and SharePoint. The Systems Specialist ensures platforms operate as one coherent system: scalable, reliable, auditable, well‑documented, and aligned with operational and financial governance. A core objective of this role is to reduce reliance on external vendors through strong internal system ownership. This Role Is NOT For Configuration‑only specialists who rely on drag‑and‑drop tools without understanding underlying architecture Candidates who depend heavily on external vendors or consultants to deliver technical work CRM administrators without integration development or API experience Anyone who views documentation as optional or 'something to do later' 12–18 Month Mission Outcomes ("What Success Looks Like") Deliver stable, production‑grade core platforms Documented architecture, SOPs, ≥99% uptime Live, monitored integrations between HubSpot, ClickUp, Xero, Joiin, SharePoint Improve data accuracy and governance Data accuracy ≥95%; regular audit and reconciliation cycles ≥40% reduction in reliance on external consultants Enable leadership reporting confidence Executive dashboards trusted as single source of truth All systems documented; onboarding guide complete and tested Key Responsibilities 1. Core Business Platforms Ownership Own the end‑to‑end technical architecture of all internal business platforms Configure, optimise, and govern platforms to work cohesively as a single system Define and enforce clear source‑of‑truth rules across systems Ensure systems are scalable, maintainable, and understandable by others 2. HubSpot (Primary Operational Platform) Design and implement HubSpot CRM architecture including: Standard and custom objects (Contacts, Companies, Deals, Tickets, Custom Objects) Associations and data relationships Property schema design and validation rules Configure and govern pipelines across sales, delivery, and support Build advanced workflow automation including cross‑object workflows, branching logic, data normalization, and deduplication Design inbound data capture (forms, mappings, validations) Build cross‑object reports and executive dashboards 3. Systems Integrations & Data Flows Design, build, and maintain integrations between: HubSpot and ClickUp (deal‑to‑project workflows) HubSpot and Xero (billing, invoicing, financial status) HubSpot and SharePoint (document governance) Use native connectors where appropriate and REST APIs/webhooks where required Implement monitoring, error handling, retries, and reconciliation logic Diagnose and resolve integration and data consistency issues 4. Automation & Technical Development Build custom code actions and API‑driven workflows Manage structured data imports and transformations (JSON, CSV) Operate sandbox vs production environments with controlled releases and rollback procedures 5. Financial & Governance Alignment Ensure operational systems align with finance, reporting, and audit requirements Define billing triggers, invoice lifecycle logic, and reporting flows Maintain role‑based access control across platforms Apply disciplined change control and release management practices Mandatory Artefacts Include System architecture diagrams (current state and target state) Data models and source‑of‑truth definitions Integration flow diagrams with error handling logic Workflow and automation logic documentation Release, rollback, and incident response procedures System SOPs and configuration documentation Non‑Negotiable Requirements 7–10 years' experience in systems implementation, CRM engineering, or integrations Proven, hands‑on experience implementing and re‑architecting HubSpot or equivalent CRM platforms Strong experience with REST APIs, webhooks, and platform integrations Experience integrating operational platforms with financial systems (e.g., Xero, consolidation tools) Strong discipline around documentation, change control, and governance Workflow automation and data modelling experience Education Bachelor's degree in IT, Engineering, Information Systems, or related field (or equivalent demonstrated experience) Profile We’re Looking For Takes end‑to‑end ownership of systems and outcomes — doesn't wait to be told what to do Thinks in systems and data flows, not individual tools Builds robust, readable, maintainable solutions — not "clever" ones Comfortable operating in regulated, high‑accountability environments Able to clearly explain technical decisions to non‑technical stakeholders Values clarity, execution, and long‑term maintainability over speed or shortcuts Demonstrates professional maturity when handling confidential and financial data Competency Framework Owns system outcomes end‑to‑end. Takes responsibility without being asked. Doesn't pass the buck. Designs scalable, maintainable solutions. Sees the whole picture and how parts connect. Builds, scripts, and integrates systems directly. Goes beyond configuration into real development. Ensures data quality, governance, and source‑of‑truth clarity. Obsessive about data integrity. Diagnoses issues systematically. Resolves root causes, not just symptoms. Explains technical decisions clearly to non‑technical stakeholders. Writes clear documentation. Attention to Detail: Maintains high accuracy in configuration, code, and documentation. Nothing slips through. What We Offer Competitive compensation aligned with senior technical ownership Learning and certification budget (HubSpot certifications, technical training) Exposure to enterprise‑grade systems and architecture decisions Clear progression path into Senior Systems Specialist / Systems Architect roles Autonomy to design and implement solutions without micromanagement #J-18808-Ljbffr