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