Head of IT

Rosenblum Law

20h•Remote

About The Position

Rosenblum Law is a growth-focused consumer law firm with practices in Estate Planning, Traffic Tickets, and Personal Injury. The firm is hiring its first dedicated technology leader to take ownership of its technology systems, integrations, data flows, and architecture; improve reliability and documentation; and make technology a competitive advantage. The role reports to the Chief Operating Officer and works closely with the CEO, Chief Growth Officer, Managing Attorney, practice leads, sales, and intake. It starts as an individual-contributor role, with the possibility of building a small team or managing contractors as the roadmap grows. The position is remote and full-time. The technology leader will own the firm’s roughly 15-platform SaaS environment, which has little to no on-premise infrastructure. The work spans integration, data, automation, and governance. Responsibilities are split between hands-on work—building automations, fixing integrations, configuring platforms, and supporting users—and strategic work, including setting architecture, selecting and retiring vendors, owning data and security, and creating a measurable technology roadmap. The role owns FileMaker Pro as the CRM, CallTrackingMetrics and Sakari as shared intake and communications systems, and the other platforms in the firm’s stack. The growth team runs marketing platforms day to day, while this role owns their integrations and supports their maintenance. The stack includes ActiveCampaign, Loops, Meta Ads, firm websites, ClickUp, Google Workspace, Slack, Stripe, ACH payment workflows, Hubstaff, payroll and contractor payment platforms, Zapier, Claude, and AI dictation tools. Initial priorities include the CRM migration; documenting ActiveCampaign, CallTrackingMetrics, and Sakari configurations and integrations; restructuring ClickUp; addressing recurring ACH bounces through payment-form validation and bank verification; and evaluating contractor payment platforms. The first year is organized around learning and stabilizing systems, documenting the current environment, presenting a 12-month roadmap and budget, delivering early improvements, and then implementing consolidated tools, reliable lead-to-revenue reporting, monitored integrations, a security baseline, and staff training. Success measures will be set with the COO during the first 90 days after baselines are established. Measures include integration reliability, system-issue resolution, current documentation and ownership, speed-to-lead and marketing-source attribution, ACH returns and payment-to-service-start time, license spend and tool consolidation, security coverage and timely offboarding, and staff satisfaction and training.

Requirements

At least 7 years of experience in business systems, IT, or marketing/revenue operations, including at least 2 years owning a multi-platform SaaS environment end to end.
Hands-on experience integrating and supporting marketing automation or CRM platforms such as ActiveCampaign, HubSpot, Salesforce, or similar.
Integration experience with Zapier or Make, REST APIs, webhooks, and JSON.
Comfort writing light scripts in JavaScript or Python.
Experience with call-tracking, telephony, or SMS platforms and their attribution data.
Track record of documenting systems and conducting vendor evaluations with clear recommendations.
Working knowledge of SaaS security, including SSO, MFA, role-based access, offboarding, and data retention.
Ability to communicate trade-offs clearly to non-technical leaders and train front-line staff.
Hands-on experience using AI tools such as Claude, ChatGPT, or Copilot to automate work, build workflows, and change how teams operate, including a track record of rolling them out with practical guardrails.
Ability to lead how the firm uses AI across its practices.

Nice To Haves

Experience in a law firm or another regulated, client-confidential service business.
FileMaker Pro development or administration experience.
Experience with Stripe, ACH, or bank verification providers.
Reporting and business intelligence skills, such as SQL or Looker Studio, to build lead-to-revenue dashboards.
Experience building or leading a small team or managing outside contractors.

Responsibilities

Own the firm’s technology roadmap, align it with business goals for each practice, and report progress to leadership.
Define target architecture and identify the source of truth for leads, clients, matters, payments, and people, including how data flows between systems.
Lead vendor selection, contracts, renewals, and consolidation; assess requirements and retire overlapping tools.
Own the technology budget and track software-license spend against usage.
Set and enforce standards for security, access, data retention, and client confidentiality appropriate to a law firm.
Administer and configure FileMaker Pro, CallTrackingMetrics, Sakari, ClickUp, Google Workspace, Slack, and Stripe.
Own integrations between marketing platforms and other firm systems, and support the growth team with marketing-platform access, updates, troubleshooting, and vendor issues.
Design, build, and maintain integrations and automations using Zapier and, where appropriate, APIs and webhooks.
Own integrations for the lead-to-client flow, including forms, CRM and marketing automation data, call and SMS data, routing, and intake handoffs; partner with growth on nurture sequences and speed-to-lead.
Build attribution linking Meta and search marketing spend to calls, signed clients, and revenue.
Deliver payment and billing improvements, beginning with ACH validation and bank verification.
Identify practical applications of AI across intake, marketing, and operations, with appropriate guardrails.
Serve as the escalation point for system issues, triage and resolve problems, and address root causes.
Manage user onboarding and offboarding, accounts, permissions, and device setup.
Document system configurations, integrations, and owners, and keep documentation current.
Monitor integrations and data quality and detect broken automations before they affect clients or staff.
Train staff and create straightforward how-to guides for the firm’s tools.
During the first 30 days, meet teams, inventory systems, logins, integrations, and contracts, fix the top three reported pain points, and take over core-platform administration and marketing-platform integration access.
During days 31–60, complete core-system documentation, produce a current-state architecture map and risk list, and prioritize the backlog.
During days 61–90, present a 12-month technology roadmap and budget and deliver two or three visible improvements.
During months 4–12, deliver roadmap outcomes including tool consolidation, lead-to-revenue reporting, monitored integrations, a security baseline, and staff training.