Senior CRM Manager (WFH)

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our Client is a UK-based tech-enabled events company with a unique proposition in the biotech sector. Their innovative MicroSummits blend cutting-edge technology with engaging content, connecting industry professionals at the forefront of drug development. Operating at the crossroads of tech and events, we leverage SaaS solutions to enhance networking and collaboration within the biotech community.

About the Role

Our client seeks an individual highly skilled in spreadsheets (Airtable experience preferred), with a strong background in data management and process automation. The ideal candidate will oversee our Airtable CRM, enhance its functionalities, and integrate new tools and automations (using tools like Make.com) to streamline our operations. Additionally, this role involves project management responsibilities, including task creation, assignment based on team capacity and event timelines, and coordination across our data, sales, and production teams. This individual will act as the right-hand to the Founder and will be responsible for strategy and managing the day-to-day operations. This person will need to be someone who can perform at a strategic level and be able to do hands-on work as needed. This role will start as an Individual Contributor.

Key Responsibilities:

Airtable CRM Management:

• Oversee and maintain Airtable CRM database, ensuring data accuracy and integrity.
• Expand the use of Airtable as their central source of truth for contacts, marketing initiatives, lead generation, and outreach activities.
• Implement advanced Airtable features, automations, and integrations to optimize workflows.
• Utilize tools like Make.com (Integromat) to connect Airtable with other applications and automate data flows.

Data Management and Enrichment:

• Regularly update and enrich CRM data with relevant and current information.
• Import new leads and ensure data consistency across all records.
• Employ AI tools to enhance data quality and reduce manual data entry.

Project Management:

• Create and assign tasks to team members (data researchers, sales, production) based on event timelines and capacity.
• Monitor progress and adjust assignments as needed to meet deadlines.
• Maintain a task management system within Airtable or integrate with tools like Trello or Asana, if necessary.

Process Optimization:

• Continuously assess operational workflows and identify areas for improvement.
• Introduce and test new systems, including AI solutions, to increase efficiency.
• Develop models to calculate and forecast team capacity and output per event.

Communication and Coordination:

• Collaborate closely with remote team members to ensure alignment and clarity on tasks and objectives.
• Provide training and support to team members on Airtable and new tools implemented.
• Facilitate weekly and monthly catch-ups to review activity against capacity and results.