Junior Developer
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Role details
Tech stack
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Job description
difference!What you’ll do: Own workflows and automations: Design, build, and maintain automated integrations with tools like Make, Zapier, or n8nDeliver seamless CRM connections: Develop and manage CRM integrations connecting platforms such as Salesforce, Wealthbox, HubSpot, or similarConnect our data: Configure and support APIs, webhooks, and data flows, ensuring accuracy and security across all systemsTest and troubleshoot: Run thorough testing in sandbox environments prior to deployment, monitor integration health, and proactively resolve issues to maximize uptimeDocument and share: Clearly document workflows, logic, and processes to support knowledge-sharing and long-term scalabilityCollaborate for solutions: Work closely with Marketing, Operations, and Technology to understand needs and deliver integrations that align with business goalsBuild for the future: Identify opportunities for automation and recommend improvements.Stay curious: Regularly explore updates, best practices, and new
Requirements
tools in the CRM and integration landscapeExperience you’ll bring:Experience: Supporting automation, CRM integration, or related technical projectsTechnical: Direct experience with Make, Zapier, n8n, or similar platforms. Hands-on with CRM systems such as Salesforce, Wealthbox, or HubSpot Experience with JavaScriptAPI know-how: Strong understanding of REST APIs, webhooks, JSON, and authentication protocolsProblem-solver: Demonstrated ability to map data, design workflow logic, and troubleshoot integration issues quicklyProject management: Able to manage multiple initiatives in a fast-paced, results-focused environmentOrganized & clear-thinking: High attention to detail and strong communication skills, with the confidence to explain technical topics to a variety of audiencesBonus Points: Bachelor’s degree in Computer Science, Information Systems, Engineering, or related fieldExperience with marketing automation or in the financial services industryFamiliarity with SQL, Python, scripting
Benefits & conditions
or low/no-code platformsExperience with Amazon Web Services (AWS)Understanding of compliance in CRM data managementExperience with system monitoring and alertingWhat you’ll get: Amazing benefits including medical, dental, vision and 401k (with matching options)Generous PTO package from your start dateAccess to an on-site café, gym and primary careContinuous personal and professional development opportunitiesRecognition for hard work & exemplary performanceEmployee sponsored events…and more!Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.#LI-MS1 Apply for this Position
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Prepare application
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