About WalkingTree

WalkingTree Technologies is a software development, systems integration and AI engineering firm with 100+ engineers across the US and India. We build and modernize business applications for enterprise clients and act as a long-term technology partner, not just a staffing vendor.

About the Project

We are building a new relationship-management (CRM-style) business application on Quickbase for a US-based client, in their existing Quickbase environment.

Typical functionality includes

- Organizations, locations and contacts
- Activity logging and follow-up task management
- A multi-stage pipeline with stage history and conversion reporting
- Recurring data imports from external files, with record matching and reconciliation
- Manager dashboards and KPIs, automated notifications, and role-based permissions

You will be part of a small WalkingTree team working directly with the client s business users and leadership.

What You ll Do

- Design and build Quickbase tables, relationships, fields, forms and reports based on documented requirements
- Build summary, lookup and formula fields to calculate things 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, including matching records and producing exception reports for anything that doesn t match
- Build repeatable import processes for recurring external data files
- Create dashboards and reports for managers, staff and finance users
- Configure user roles and permissions, including restricting sensitive financial fields
- Join 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

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 We don t expect one person to have all of these. Any of them will make a candidate stronger.

- 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

What Success Looks Like

- First week: review the requirements, get access to the Quickbase workplace and start building the core tables and relationships
- By week 2: organizations, locations and contacts working, with the data model confirmed with the team
- By weeks 4-6: pipeline, activity and task features in the client s hands; existing data imported
- Ongoing: import, reconciliation and dashboard features delivered, with the client team able to administer the app themselves

Why Join

- Direct exposure to a US client and their leadership
- Build a complete business application end to end, not just maintenance tickets
- Work with experienced WalkingTree engineers and grow into broader low-code, integration and AI work

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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