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.
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 fast 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.