Build a CRM-style business application on Quickbase for a US client. Work directly with stakeholders, design data models, build automations, and create dashboards.

About the Company

WalkingTree Technologies is a software development, systems integration, and AI engineering firm with over 100 engineers across the US and India. They specialize in building and modernizing business applications for enterprise clients, acting as a long-term technology partner rather than just a staffing vendor. Their culture emphasizes direct client engagement, end-to-end project ownership, and technical growth into low-code, integration, and AI domains.

Role Overview

This is a hands-on Quickbase Developer position, where you will build a new CRM-style business application on the Quickbase platform for a US-based client. You will be part of a small WalkingTree team working directly with the client’s business users and leadership. The role requires strong Quickbase development skills, comfort with relational data modeling, and the ability to work independently with US stakeholders. The project involves building core features such as organization/contact management, pipeline tracking, activity logging, recurring data imports, and manager dashboards. The ideal candidate has 7+ years of overall experience with at least 2 years of dedicated Quickbase development.

Key Responsibilities

• Design and build Quickbase tables, relationships, fields, forms, and reports based on documented requirements.
• Implement summary, lookup, and formula fields for calculations like last-activity dates, pipeline aging, and roll-up totals.
• Set up Quickbase Pipelines and automations for reminders, alerts, and follow-up task creation.
• Import and clean existing business data from Excel/CSV files, including record matching and exception reporting.
• Create repeatable import processes for recurring external data files.
• Develop dashboards and reports for managers, staff, and finance users.
• Configure user roles and permissions, including restricting sensitive financial fields.
• Participate in discovery and working sessions with US stakeholders to clarify requirements, demo progress, and gather feedback.
• Document the data model, automations, and admin procedures so the client can maintain the app.

Tech Stack

• Primary Platform: Quickbase (Low-code / No-code)
• Automation: Quickbase Pipelines
• Data Modeling: Relational databases, parent/child records, summary/lookup fields, formula fields
• Integrations: REST APIs, webhooks, Excel/CSV import, Outlook/Microsoft 365 email integration
• Additional (Nice-to-have): JavaScript, Quickbase code pages, email templates
• Tools: Excel, CSV, data cleaning and matching techniques

Must-Have Skills

• 2+ years of hands-on Quickbase development: tables, relationships, forms, reports, and role permissions.
• Comfort with Quickbase formula fields, summary, and lookup fields.
• Working experience with Quickbase Pipelines or automations.
• Solid understanding of relational data modeling (parent/child records, avoiding duplicate data).
• Experience importing and cleaning data from Excel/CSV files.
• Good spoken and written English and confidence working directly with US business users.

Nice-to-Have Skills

• Experience building CRM, sales pipeline, or relationship-management apps (on Quickbase, Salesforce, Zoho, Dynamics, or similar).
• Quickbase API, webhooks, JavaScript, or code pages.
• Email integration with Outlook / Microsoft 365, or email templates within Quickbase.
• Data matching and de-duplication techniques.
• Financial reconciliation or commission tracking.
• Quickbase certification (Builder or Expert).
• Dashboard and KPI design experience.

Experience Level

7-11 years overall experience, with at least 2 years specific to Quickbase development.