Head Of It

Hace 5 horas

méxico, baja california Rosenblum Law Jornada completa
About Rosenblum Law and why this role exists

Rosenblum Law is a growth-focused consumer law firm with three practices: Estate Planning, Traffic Tickets (Traffic ), and Personal Injury. Our growth runs on technology: lead capture, call tracking, SMS and email nurture, paid acquisition, payments, and the project systems that keep cases moving.

That stack has grown tool by tool, with no single owner. Configuration lives in people's heads, integrations are stitched together with Zapier, and fixes happen reactively. We are hiring our first dedicated technology leader to own how our systems work and connect, make them reliable and documented, and turn them into a competitive advantage.

Role summary

Title

Head of Technology & Systems

Reports to

Chief Operating Officer

Works closely with

CEO, Chief Growth Officer, Managing Attorney, practice leads, sales and intake

Team

Individual contributor at start; may build a small team or manage contractors as the roadmap grows

Location : Remote

Type

Full-time

You will own how technology works and connects at the firm: the integrations, data flows, and architecture across every platform. Marketing platforms are run day to day by the growth team, and you'll support their maintenance and technical health. Half your time is hands‑on: building automations, fixing integrations, configuring platforms, and supporting users. The other half is strategic: setting the architecture, choosing and retiring vendors, owning data and security, and building a roadmap leadership can fund and track.

The environment you'll own

You inherit a modern Saa S stack of roughly 15 platforms, with no on‑premise infrastructure to speak of. The work is integration, data, automation, and governance.

Category

Platforms

What they do for us

CRM

File Maker Pro

The firm's CRM: client and matter records, the system of record for client data

Marketing automation & lead nurture

Active Campaign, Loops

Email and automation journeys, lead and deal pipelines

Shared intake & communications

Call Tracking Metrics, Sakari

Call tracking and attribution, routing, queues, transcription, two‑way texting

Acquisition & SEO

Meta Ads, firm websites incl. Traffic

Paid social, search visibility, landing pages and lead forms

Work management

Click Up

PMO, practice workflows, capacity planning

Collaboration

Google Workspace (Gmail, Drive, Calendar, Docs), Slack

Email, files, scheduling, internal communication

Payments & finance

Stripe, ACH payment workflows

Client payments; ACH validation and bank verification improvements in flight

Workforce

Hubstaff; payroll and contractor platforms (Gusto, Payoneer under review)

Time tracking, payroll, international contractor payments

Automation & AI

Zapier, Claude, AI dictation tools

Cross-system workflows, AI‑assisted work

Who owns what: File Maker Pro is the firm's CRM, and you will own it outright, including its configuration, data quality, and integrations. Call Tracking Metrics and Sakari are shared intake and communications systems used by marketing, sales, and intake, and you will own them outright. The marketing platforms (Active Campaign, Loops, Meta Ads, and the firm websites) are owned day to day by the growth team; you own their integrations and support their maintenance. You own all other platforms.

Known work already on the table: the CRM migration project; documenting the Active Campaign, Call Tracking Metrics, and Sakari configuration and integrations; restructuring the Click Up workspace; fixing recurring ACH bounces with a validated payment form and bank verification; and evaluating contractor payment platforms.

Key responsibilities Strategy and architecture
  • Own the firm's technology roadmap, tied to business goals for each practice, and report progress to leadership.
  • Define a target architecture: which system is the source of truth for leads, clients, matters, payments, and people, and how data flows between them.
  • Run vendor selection, contracts, renewals, and consolidation. Stay vendor‑agnostic until requirements are clear, and retire tools that overlap.
  • Own the technology budget and track license spend against usage.
  • Set and enforce standards for security, access, data retention, and client confidentiality appropriate to a law firm.
Hands‑on build and optimization
  • Administer and configure the firm's core operating systems: File Maker Pro (CRM), Call Tracking Metrics and Sakari (shared intak