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Optimize IS

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51-200San Francisco, United States

Gold-tier Airtable Services Partner in San Francisco. Airtable's own directory shows 256 reviews at a 5.0 average, two of them from Walmart and Lyft email addresses.

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About

Optimize IS builds Airtable systems: base design, implementation, data migration, custom integrations (Salesforce, Jira, Slack, DocuSign, Zapier), training, and ongoing support. Airtable's partner directory lists the firm at Gold tier with 256 reviews and a 5.0 average. Two of those reviews were submitted from Walmart and Lyft email addresses. One published case study covers SportsForce, an athlete recruiting company that now runs about 80 percent of its operations in Airtable after a four-year engagement. Partner of the Year 2024 and 2025 is the firm's own claim: Airtable's directory records no award. The firm reports 1,000 completed projects. Co-founders Ben Green and Charlie Melendez run it from San Francisco, remote-first, with 56 staff listed on LinkedIn.

Focus

Services

Workflow AutomationTraining & Enablement

Stack

airtablezapiermakesalesforcejiraslackdocusignhubspotgoogle-workspace

Evidence on file

Independently verified, never paid placement

Third-party reviews

1

Airtable Services Partner Directory

256 reviews

5.0

Certifications & partner status

2
Airtable Gold Services Partner

Directory cross-listings

2
https://ecosystem.airtable.com/consultants/partner/optimize-ishttps://theorg.com/org/optimize-is

Public footprint

4
  • youtube4,770 subscribers, 705,507 views, channel created 24 June 2020
  • conferenceDareTable, community-run Airtable conference; site credits Chris Dancy, Ben Green and Optimize IS; 2024 edition NYC, 2025 edition Chicago; firm took full ownership Sept 2025
  • communityfirm reports 15,000 members; count not publicly visible
  • newsletteractive, posts through 2026

Who you’d work with

  • Ben Green

    Co-founder, CEO

  • Charlie Melendez

    Co-founder, COO

  • Jessica Tenzer

    Director of Enterprise Programs (previously Head of Training); leads Airtable's Admin User Group per firm timeline