Airtable Consultant

Overview

Remote
On Site
Full Time
Part Time
Accepts corp to corp applications
Contract - Independent
Contract - W2

Skills

campaign management
creative workflows.
lead tracking
Airtable solutions

Job Details

Job Description:

Client is seeking an experienced Airtable Consultant to support a marketing operations team within a financial services organization. This role requires expertise in designing and optimizing Airtable-based solutions specifically tailored to marketing workflows including campaign management, lead tracking, and creative requests. The ideal candidate will have a proven track record of improving Airtable interfaces, enhancing task management and automation, and enabling better resource tracking and project organization to increase operational efficiency and team productivity.

Key Responsibilities:

  • Transition team workflows from raw data views to user-friendly Airtable interfaces.

  • Design custom views tailored to specific team needs (e.g., marketing, research).

  • Maintain grid/spreadsheet-style views for advanced users.

  • Consolidate multiple forms (marketing, external, research) into one responsive, reusable form.

  • Develop clear task hierarchies with subtasks and parent relationships.

  • Enable custom task weighting and flexible timeline management.

  • Implement filters by team/individual and collapsible views for completed tasks.

  • Improve task reassignment workflows across team members.

  • Enhance task template functionality for repeatable processes.

  • Build conditional logic into task creation for dynamic workflows.

  • Automate naming conventions based on predefined rules.

  • Maintain and integrate an existing emoji tagging/visual system.

  • Utilize Airtable's user field for user-level tracking and assignments.

  • Track utilization and capacity for each team member.

  • Create metrics and dashboards to monitor team workload and bottlenecks.

  • Improve Gantt/timeline tracking of tasks and milestones.

  • Maintain structure between work orders and associated tasks.

  • Improve visibility of campaign-related vs. business-as-usual (BAU) tasks.

  • Build views that show both high-level project overviews and granular task details.

  • Enable advanced filtering and sorting for better project navigation.


Professional Skills:

  • 5+ years of experience designing Airtable solutions in a marketing or operations context.

  • Prior experience supporting marketing operations in the financial services sector strongly preferred.

  • Proficiency in Airtable Automations, Interfaces, Forms, and Views.

  • Understanding of lead tracking, campaign management, and creative process workflows.

  • Experience with workflow optimization, form consolidation, and task automation.

  • Ability to create user-friendly dashboards and reports.

  • Strong communication skills to interface with cross-functional teams.

  • Familiarity with scripting in Airtable (JavaScript), or using tools like Zapier, Make (Integromat), or Workato.


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