Airtable Consultant

Title: Airtable Consultant

Location: New York, NY/Remote EST time zone only

Duration: Long Term Contrac

Note:

We re looking for someone who has supported marketing operations within financial services, particularly around campaign management, lead tracking, and creative workflows.

Interface improvements:

• Move from working directly in data layer to using interfaces
• Create filtered views for different teams
• Maintain spreadsheet-like grid views as an option
• Consolidate multiple forms (marketing, external, research) into one responsive form

Task Management:

• Better task hierarchy and organization
• Ability to assign different weights/timelines to tasks
• Improved task visibility and filtering by team/individual
• Collapsible completed tasks
• Flexibility to reassign tasks between team members

Automation enhancements:

• Improve task template functionality
• Add conditional logic for task creation
• Better automation for task naming based on requirements
• Maintain existing emoji system for visual recognition

Resource tracking:

• Implement proper user management using Airtable's user field
• Add utilization tracking capabilities
• Better metrics for team workload
• Improved timeline tracking for tasks

Project organization:

• Maintain hierarchy between work orders and associated tasks
• Better campaign/BAU task organization
• Ability to view both high-level work orders and detailed tasks
• Improved filtering and sorting capabilities