Multi-Partner SaaS Platform with Lead Tracking, Attribution & Settlement System

Posted last week

Worldwide

Summary

We are looking for a senior full-stack developer or small senior team to help build a web-based SaaS platform for managing partner offers, customer leads, conversion tracking, attribution, commissions, settlements, and admin workflows. The platform will connect multiple websites, partners, and sales channels into one central system. Users will be able to submit leads or bookings through landing pages or embedded widgets, while the admin system will track customer source, partner assignment, conversion status, commission eligibility, settlement status, and potential clawbacks. This is not a simple landing page or basic marketplace. We need a structured, scalable platform with clean data models, event tracking, partner dashboards, admin dashboards, role-based permissions, audit logs, and settlement logic. Detailed product documents will be shared only after NDA. --- ## What We Are Building At a high level, the system includes: * Central SaaS platform for managing offers, partners, leads, bookings, conversions, and settlements * Partner portal for vendors/service providers to manage assigned customers and update status * Admin dashboard for internal operators to manage leads, partners, offers, commissions, settlements, and reports * Embeddable widget / plug-in that can be installed on external or affiliated websites * Event tracking system to capture lead submission, booking confirmation, payment, activation, visit completion, cancellation, refund, and clawback events * Attribution system to determine which website, partner, campaign, sales agent, or channel generated the customer * Settlement ledger to track pending, confirmed, payable, paid, canceled, and clawback transactions * Role-based access control and audit logging * Multi-language and multi-site architecture --- ## Key Features to Build ### 1. Core Platform * Offer catalog * Customer and lead management * Partner management * Booking/order management * Conversion event tracking * Commission rule management * Settlement ledger * Benefit/cashback/coupon tracking * Clawback handling * Reporting dashboard ### 2. Partner Portal * Partner login * Assigned lead/customer view * Booking/status updates * Offer management * Settlement view * Monthly statement download ### 3. Admin Dashboard * Lead management * Partner assignment * Offer management * Event timeline * Commission confirmation * Settlement status management * Manual adjustments with audit logs * Site/channel performance reports ### 4. Embedded Plug-in / Widget * Script-based installation * Offer widget * Lead capture form * Event tracking * Source site tracking * API key/domain validation * Site owner dashboard ### 5. Attribution & Settlement * Source website tracking * Partner/channel attribution * Sales agent/distributor tracking * Commission line items * Settlement status workflow * Clawback/reversal handling * Exportable reports --- ## Preferred Tech Stack We are flexible, but a strong candidate should be comfortable with a modern SaaS stack such as: * Frontend: React / Next.js / Vue * Backend: Node.js / NestJS / Django / FastAPI / Laravel * Database: PostgreSQL preferred * Queue/Jobs: Redis / BullMQ / Celery / similar * Auth: Role-based access control, JWT/session auth * Infrastructure: AWS / GCP / DigitalOcean / Docker * API: REST or GraphQL * Optional: Webhooks, event tracking, analytics pipeline, multi-tenant SaaS architecture Please suggest your preferred stack and explain why. --- ## Required Experience You should have experience with at least some of the following: * SaaS platform development * Marketplace or partner portal systems * Admin dashboard development * Multi-tenant architecture * Commission or settlement systems * Event tracking / attribution systems * CRM or lead management systems * API integrations * Secure role-based access control * Audit logs and financial transaction history * Data modeling for complex business workflows Experience with fintech, affiliate platforms, booking platforms, ad tracking, partner marketplaces, or commission settlement systems is a strong plus. --- ## Important Requirements We need someone who can think through product logic, not just code screens. You should be able to: * Review product requirements and identify missing logic * Design scalable data models * Suggest better architecture when needed * Break large PRDs into milestones and sprint tasks * Build clean, maintainable code * Document APIs and database structures * Communicate clearly and regularly * Work under NDA * Keep project information strictly confidential --- ## First Milestone The first milestone will likely include: 1. Review product documents after NDA 2. Propose technical architecture 3. Define database model and core entities 4. Break the MVP into development milestones 5. Build initial admin dashboard, offer catalog, lead management, and basic event tracking 6. Prepare API structure for partner portal and embedded widget Please include in your proposal how you would approach the first 2–3 weeks. --- ## Deliverables Expected deliverables may include: * Technical architecture document * Database ERD * API specification * Frontend wireframe implementation * Backend API * Admin dashboard * Partner portal * Event tracking module * Settlement ledger module * Embedded widget / plug-in * Deployment setup * Basic documentation --- ## Engagement Type We are open to either: * Hourly contract for a senior full-stack developer * Fixed-price milestone contract * Small senior team with one clear technical lead Please include your preferred working model. --- ## Proposal Instructions Please answer the following questions in your proposal: 1. Have you built a SaaS platform, marketplace, affiliate, commission, or settlement system before? Please describe briefly. 2. What backend and frontend stack would you recommend for this project? 3. How would you design a system that tracks leads, conversions, attribution, commissions, and clawbacks? 4. Have you built embedded widgets or scripts that run on third-party websites? 5. How do you usually structure a multi-tenant SaaS database? 6. Are you comfortable signing an NDA before seeing detailed documents? 7. Are you an individual developer or an agency? 8. What is your availability over the next 4–8 weeks? 9. Please share 2–3 relevant projects. --- ## Confidentiality This project involves confidential product, business, and technical information. Detailed documents will only be shared after NDA. Please do not apply if you cannot work under confidentiality obligations. --- ## Budget Please provide your proposed hourly rate or milestone-based estimate. We prefer quality and senior-level product thinking over the lowest price. *IMPORTANT: We strongly prefer candidates who have previously built similar systems, such as SaaS platforms, marketplace platforms, partner portals, affiliate/CPA tracking systems, commission settlement systems, booking platforms, CRM/lead management systems, or embedded widget/plugin integrations. If you have relevant experience, please include links to your portfolio, live products, case studies, GitHub repositories, demo videos, or screenshots showing similar work. Applications without relevant examples may be considered lower priority.

  • $500.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
Web Application
Full-Stack Development
Activity on this job
  • Proposals:50+
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
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About the client
Member since Dec 26, 2020
  • South Korea
    Seoul2:09 AM
  • $68K total spent
    85 hires, 32 active
  • 282 hours
  • Large company (100-1,000 people)

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