Quickbase Developer

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 environment 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

Apply Now