Hubspot Engineer

Join CSI Group – A Thriving Career Awaits You!

About CSI Group

CSI Group is a leading financial services firm transforming how America’s middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America’s middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values aren’t just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

About the Role

CSI Group in Wall, NJ is looking for a HubSpot Engineer to own and scale our HubSpot ecosystem. This role will work extensively with APIs, design custom solutions, build integrations, automate workflows, and work closely with tax and financial advisors, marketing, and executive teams to turn HubSpot into our single source of truth for data that’s pertinent to the company’s continuing growth.

What You’ll Do

• Design, build, implement, and maintain advanced, custom HubSpot CRM solutions

• Build and manage custom integrations using HubSpot APIs (REST, webhooks) with Redtail, Clio and Canopy

• Build advanced automation and workflows using custom objects and event-driven logic

• Architect and maintain bi-directional data syncs between HubSpot and internal/external systems (Canopy, RedTail, Clio, UltraTax)

• Develop and optimize workflows, automation, and custom objects

• Develop backend services that interact with HubSpot APIs

• Debug API issues, sync failures and data inconsistencies

• Customize HubSpot CMS (themes, modules, templates) as needed

• Ensure data quality, performance, and scalability

• Collaborate with marketing and tax and financial advisor teams on reporting, attribution, and lifecycle tracking

• Own data modeling, validation and logic inside HubSpot

• Write clean, maintainable code and technical documentation

• Troubleshoot and resolve complex HubSpot issues

• Follow best practices and document solutions and processes for long-term maintainability

Required Skills & Experience

• 3+ years of hands-on experience with HubSpot in a technical capacity

• Strong knowledge and hands-on experience with HubSpot APIs, integrations, third-party integrations and custom apps (CRM, Webhooks, REST, OAuth, Private Apps, Engagements, Task Management)

• Experienced with custom objects, workflows, and automation

• Proficiency in JavaScript and Node.js

• Experience building and maintaining custom integrations

• Experience with CRM data models and workflows

• Comfortable working with complex data models and CRM schemas

• Strong debugging, system design, problem-solving and communication skills

• HubSpot certifications (Developer, CMS, Operations, or Solutions Architect)

• Experience with HubSpot CMS Hub development

• Experience integrating HubSpot with RedTail, Stripe, Clio, and custom backends

• Startup or high-growth environment experience