1 Shopify Website Development Customization Build manage Shopify storefront structure Homepage Portfolio listing detail pages Portfolio subscription plans Startups Pre-IPO pages Blog content pages Lead generation pages Customize and extend Shopify themes Liquid HTML CSS JavaScript Build product templates for Digital downloadable portfolio PDFs CSVs Time-based subscription plans Investor dashboards Pre-IPO purchase flows 2 Subscription Digital Product Management Implement subscription apps Appstle Seal ReCharge Set up digital downloads gated content and access-based rules Manage subscription logic for multiple geographies Automate subscription renewals cancellations payment failures and reminders Set up investor welcome journeys and onboarding modules 3 Portfolio Rebalance Automation Core Requirement Build admin workflow to upload portfolio rebalance CSV files Validate process and update holdings via Shopify metafields Trigger automated notifications Email Klaviyo WhatsApp WATI Twilio CRM timeline entries Dashboard flags New Rebalance Available Ensure seamless updates for all active subscribers 4 Systems Integration Workflow Automation You will integrate and manage all tools described in the architecture Integrations Required CRM Zoho CRM or HubSpot Email Automation Klaviyo WhatsApp WATI Twilio Booking Systems Calendly Zoho Bookings Affiliate Tools GoAffPro Refersion Analytics GA4 GTM Meta Pixel LinkedIn Tag KYC Providers Onfido Sumsub Payment Gateways Shopify Payments Stripe Razorpay Automation Tools Zapier Make Shopify Flow Serverless functions AWS Lambda GCP Automation Workflows Subscription creation renewal failure Digital product delivery Rebalance notifications CRM contact and lead creation Booking events CRM emails Pre-IPO order Partner Broker API Allocation status Affiliate attribution payout workflows 5 Pre-IPO Startup Workflow Development Build Pre-IPO product pages with dynamic lot selection Build order flow User enters quantity Payment order paid webhook Push order to partner broker API Update CRM records Trigger allocation confirmation or rejection workflows Build startup interest forms linked to CRM pipelines 6 Global Website Performance Stability Maintain rapid site performance and Core Web Vitals Optimize Shopify theme CDN and caching mechanisms Set up monitoring tools Sentry LogDNA NewRelic Ensure high uptime and quick resolution of errors Manage backups version control and theme deployments 7 Security Compliance Data Protection Validate Shopify HMAC for all webhooks Store API keys securely Vault AWS Secrets Manager Implement GDPR-compliant data handling Integrate KYC verification for Pre-IPO compliance Maintain audit logs for financial transactions 8 SEO Content Visibility Organic Traffic Growth Implement full Shopify SEO stack Meta titles descriptions alt text structured data Schema Products Blog Articles Organization FAQ Sitemap management indexing Canonical structure robots txt management Improve visibility for Equity portfolios Subscription products Global investment themes Startup Pre-IPO listings Conduct financial domain keyword research across markets Improve rankings organic traffic and conversions Ensure GA4 tracking events conversions UTMs and user funnel analytics 9 Reporting Analytics Set up dashboards Looker Studio Zoho Analytics Track performance metrics Organic traffic Subscription conversions Portfolio page performance Pre-IPO order funnel User engagement retention Deliver monthly technical SEO performance reports RequirementsMust-Have Technical Skills 3-5 years of professional Shopify development experience Deep knowledge of Liquid JavaScript CSS HTML Strong experience with subscription apps and digital product setup Experience with Shopify Admin API Storefront API webhooks CRM automation integration Zoho HubSpot Zapier Make Strong understanding of REST APIs webhook security Experience with building investor dashboards secured content Strong SEO foundation technical on-page Nice-to-Have Skills Experience in financial services or fintech Knowledge of Python Node js for backend automations Familiarity with affiliate tracking systems Experience with Pre-IPO or regulated workflows UI UX design understanding for high-trust websites Soft Skills Ownership mindset accountability Clean communication and documentation Ability to manage end-to-end platform operations Strong problem-solving and debugging skills Ability to coordinate with content research and design teams Key Deliverables First 15-30 Days Fully functional Shopify website with portfolio subscription flows CRM WhatsApp Klaviyo fully automated ecosystem Portfolio rebalance upload customer notification workflow Pre-IPO purchase Partner API allocation pipeline Complete SEO setup and analytics tracking Monitoring security backups and performance optimization Hiring ShopifyDeveloper ShopifyExpert ShopifyJobs EcommerceDeveloper WebDeveloperJobs LiquidDeveloper ShopifyIndia SubscriptionCommerce DigitalProducts FinTechJobs InvestmentResearch TechHiring WebIntegrations CRMIntegration SEOJobs TechCareers RemoteJobs GrowthInvesting TechHiring SEOSpecialist CRMIntegration APIIntegration DigitalCommerce Job Types Full-time Permanent Freelance Contract length 2 months Pay 20 000 00 - 30 000 00 per month Experience Shopify Platform 1 year Required subscrption based shopify checkout 1 year Preferred Work Location In person Expected Start Date 28 11 2025