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.