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Cardiff (Hybrid)
Edinburgh, Edinburgh
SE1, London
£33,367 - £36,704 per year
Full-time
Permanent
Job description
Job Title: CRM Operations Analyst
Team: Digital Transformation & Technology (Supporter Engagement & Experience)
Location: Hybrid (split between home-working and either London, Cardiff or Edinburgh)
*This role sits within a pay grade with a pay range of £33,367 to £50,051. The salary on appointment will be set at the lower end of the pay range, to a maximum of £36,704 depending on the candidate's skills and experience. This approach aims to ensure fair compensation for new hires while maintaining alignment with the structured pay scale for the role.
Context and purpose of role
At the Ramblers, our ability to connect with supporters, manage members, and empower volunteers depends on the smooth running of our CRM (Salesforce). The CRM Operations Analyst plays a vital role in making this possible.
By managing day-to-day CRM operations, handling imports, selections, and user support, you ensure that colleagues across the organisation can trust the data they use and work efficiently. Your contribution means communications are targeted and accurate, volunteer and supporter records are reliable, and teams can focus on their mission rather than system issues.
Your work ensures that colleagues can rely on accurate data and smooth processes, so supporters receive timely communications, members feel well served, and volunteers have the information they need to play their part.
Key Responsibilities
User Support & Administration
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Provide first-line technical support for Salesforce, resolving user issues related to access, new fields, layouts, and general functionality, escalating complex configuration or system-wide issues to the Senior Database Administrator where required.
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Provide second-line support for record-level data issues (e.g. duplicates, permissions, missing fields, or data discrepancies), escalating where necessary for complex data or automation errors.
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Provide guidance to staff on how best to use Salesforce for their day-to-day needs.
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Maintain and update user accounts, roles, and permissions.
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Deliver basic in-house training sessions and user guides to support adoption.
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Day-to-day responsibility for co-ordinating routine GDPR-related deletion requests.
Data Management & Imports
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Manage regular data imports
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Run reconciliations with Finance to ensure CRM records align with income systems.
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Support data quality initiatives, including deduplication and validation.
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Maintain GDPR consents, preferences, and data hygiene standards.
Reporting & Dashboards
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Build and update simple CRM reports and dashboards.
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Help staff use reports effectively, and create custom reports where needed
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Collaborate with the Analyst Engineer and Data Analyst to ensure consistency between CRM and business insights dashboards.
Configuration & Changes
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Make declarative (no-code) changes to Salesforce (e.g. page layouts, fields, validation rules, workflows).
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Support the Senior Salesforce DBA in testing and deploying small changes.
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Help enforce configuration standards and document processes.
Integrations & Pipelines (Support Role)
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Monitor automated data flows between Salesforce and other systems (e.g. Azure Data Factory pipelines, Mailchimp).
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Escalate complex pipeline or automation issues to the Senior Database Administrator or Analytics Engineer.
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Support basic configuration tasks to ensure reliable system-to-system connections.
The person
Skills & Experience
Essential
· Hands-on experience using Salesforce (ideally beyond “super-user” level, but full Admin certification not required).
· Familiarity with data imports and reconciliation processes.
· Ability to write and run SOQL or SQL queries at a basic level.
· Experience building reports and dashboards in Salesforce.
· Strong attention to detail and accuracy in handling supporter data.
· Good communication skills, with the ability to support non-technical colleagues.
· Understanding of GDPR and the importance of data protection.
Desirable
· Salesforce Administrator certification (or willingness to work towards it).
· Experience in a not-for-profit, membership, or fundraising environment.
· Familiarity with Gift Aid, Direct Debits, or other fundraising processes.
· Exposure to Azure Data Factory or other data pipeline tools.
· Experience supporting email/marketing integrations (e.g. Mailchimp, Marketing Cloud).
Personal Attributes
· Collaborative – thrives working across teams, supporting both technical colleagues and non-technical end users.
· Proactive – anticipates problems, identifies opportunities for improvement, and takes initiative.
· Detail-focused – delivers reliable, accurate data and documents processes thoroughly.
· Adaptable – able to shift between operational fixes and long-term improvements.
· Curious – motivated to learn and grow in data engineering, BI, and analytics.
Values and Behaviours
Our values are the core principles that guide us daily in our work and our membership of the Ramblers. We all share the passion that walking is for everyone and by living our shared values we can ensure the Ramblers is an organisation to be proud of. Our values will earn trust for the Ramblers brand which will allow us to open up a world of walking opportunities for even more people.
Inclusive
We make everyone feel welcome and part of the Ramblers community. We make sure we all feel respected and accepted and know our contributions make a difference in achieving our mission.
Inspiring
We strive to inspire people through the way we act and the things we say. We channel our passion and ambition so others are moved to help us achieve our mission.
Empowering
We empower and encourage each other to make a positive contribution to our teams and the Ramblers. We do all we can to make sure everyone has the ability, and feels confident, to take action.
Responsible
We take responsibility for ourselves and those around us seriously, by always acting in a safe and supportive way. We care about the environment and make sure we do what we say we will do.
[NF1]Is this needed as essential or is it desirable?
[GA2]A basic level is essential in my view. It’s a prerequisite for supporting things like selections etc.
Organisation
Posted on: 10 July 2026
Closing date: 26 July 2026 at 23:30
Tags: IT, CRM, Data Analysis
The client requests no contact from agencies or media sales.
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Alzheimers Society
Remote
£31,949 - £35,498 Per Annum
Permanent
Job description
At Alzheimer’s Society, we are advisors, supporters, fundraisers, researchers, influencers, communicators, and so much more. Together, we are here to make a difference to the lives of people with dementia and their carers. In Finance & Assurance, our vision is to be the Society’s trusted partners and credible experts working as one team to enable the organisation to end the devastation of dementia.
We are looking for a collaborative, analytical, and organised Assistant FP&A Analyst to join us. In this role, you will be a key member of our Financial Partnering, Planning & Analysis team that sits within the wider Finance department.
This is a permanent, fully home-based role working 35 hours per week, offering excellent flexibility while keeping you connected to a passionate nationwide directorate.
The Assistant FP&A Analyst plays an important supporting role in contributing to budgeting, forecasting, financial modelling and reporting across the Society. You will help ensure we always have a reliable, accurate and well-presented single source of financial truth from which colleagues can make informed decisions.
Your days will be varied and meaningful. Working from home, you will support budgeting and forecasting cycles, maintain templates, and produce regular management account packs and dashboards for our Finance Business Partners and budget holders. You will also help develop intuitive financial tools, contribute to multi-year financial models, and gather operational feedback to drive continuous improvement across our processes. You will be part of a caring and dynamic team that values partnership, accountability, professionalism, and a restless desire to constantly improve.
About you
We recognise that candidates may not meet all the criteria listed. If you meet most of the essential requirements and are passionate about a career in FP&A, we strongly encourage you to apply. Please don’t be put off from applying if you don’t meet every single requirement listed; we recognise the value of transferable skills and are keen to hear from candidates who can demonstrate potential, capability, and a willingness to learn.
You will have:
- Some prior work experience within a Finance team environment.
- Ideally, be a part-qualified accountant (or actively working towards a qualification).
- A strong interest in data, analysis, and upskilling on financial tools on the job.
- Confidence using IT systems to streamline processes and reduce manual inputs.
- Strong organisational skills to manage your own workload and meet regular deadlines.
- A collaborative approach to building relationships with remote colleagues.
- The willingness to travel occasionally for team meetings and away days (a few times a year).
Key Responsibilities:
- Budgeting & Forecasting: Support end-to-end delivery of cycles, maintaining templates, timetables, and data collection from budget holders.
- Management Reporting: Produce and maintain regular account packs, dashboards, and reporting tools for Finance Business Partners and budget holders.
- Financial Modelling: Assist the FP&A Manager with multi-year financial models, scenario planning, and trend analysis to inform key assumptions.
- Process Improvement: Gather operational feedback on financial products to streamline workflows and improve data productivity
- Team Collaboration: Partner across the Finance and Assurance Directorate to ensure a consistent, joined-up "single point of truth."
- Compliance & Values: Maintain accurate, confidential records in line with data protection guidelines and role-model the Society’s core values.
Interviews for this role have been provisionally scheduled to take place on Teams, in the w/c 27th July and w/c 3rd August.
About Alzheimer's Society
Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we're working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
INDAZ
We are looking for a collaborative, analytical, and organised Assistant FP&A Analyst to join us. In this role, you will be a key member of our Financial Partnering, Planning & Analysis team that sits within the wider Finance department.
This is a permanent, fully home-based role working 35 hours per week, offering excellent flexibility while keeping you connected to a passionate nationwide directorate.
The Assistant FP&A Analyst plays an important supporting role in contributing to budgeting, forecasting, financial modelling and reporting across the Society. You will help ensure we always have a reliable, accurate and well-presented single source of financial truth from which colleagues can make informed decisions.
Your days will be varied and meaningful. Working from home, you will support budgeting and forecasting cycles, maintain templates, and produce regular management account packs and dashboards for our Finance Business Partners and budget holders. You will also help develop intuitive financial tools, contribute to multi-year financial models, and gather operational feedback to drive continuous improvement across our processes. You will be part of a caring and dynamic team that values partnership, accountability, professionalism, and a restless desire to constantly improve.
About you
We recognise that candidates may not meet all the criteria listed. If you meet most of the essential requirements and are passionate about a career in FP&A, we strongly encourage you to apply. Please don’t be put off from applying if you don’t meet every single requirement listed; we recognise the value of transferable skills and are keen to hear from candidates who can demonstrate potential, capability, and a willingness to learn.
You will have:
- Some prior work experience within a Finance team environment.
- Ideally, be a part-qualified accountant (or actively working towards a qualification).
- A strong interest in data, analysis, and upskilling on financial tools on the job.
- Confidence using IT systems to streamline processes and reduce manual inputs.
- Strong organisational skills to manage your own workload and meet regular deadlines.
- A collaborative approach to building relationships with remote colleagues.
- The willingness to travel occasionally for team meetings and away days (a few times a year).
Key Responsibilities:
- Budgeting & Forecasting: Support end-to-end delivery of cycles, maintaining templates, timetables, and data collection from budget holders.
- Management Reporting: Produce and maintain regular account packs, dashboards, and reporting tools for Finance Business Partners and budget holders.
- Financial Modelling: Assist the FP&A Manager with multi-year financial models, scenario planning, and trend analysis to inform key assumptions.
- Process Improvement: Gather operational feedback on financial products to streamline workflows and improve data productivity
- Team Collaboration: Partner across the Finance and Assurance Directorate to ensure a consistent, joined-up "single point of truth."
- Compliance & Values: Maintain accurate, confidential records in line with data protection guidelines and role-model the Society’s core values.
Interviews for this role have been provisionally scheduled to take place on Teams, in the w/c 27th July and w/c 3rd August.
About Alzheimer's Society
Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we're working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
INDAZ
Posted on: 02 July 2026
Closing date: 17 July 2026 at 01:00
Job ref: 3966 (8671)
Tags: Finance
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Croydon, Greater London (Hybrid)
London, Greater London
Liverpool, Merseyside
Edinburgh
£42,193 per year
Full-time
Permanent
Job description
Crisis is the national charity for people experiencing homelessness. We have embarked on our 10-year strategy for ending homelessness. We know it is not inevitable. We know together we can end it.
Location: Any Crisis Skylight across Great Britain with homeworking in line with Crisis' Hybrid Working Policy
Please note Crisis to be considered for our roles, you need to have a current and valid right to work in the United Kingdom. We do not have a sponsorship licence and as such we are not in the position to provide work visas.
About the role
This role involves working with teams across Crisis to generate data and insights that build understanding, drive decision-making, and showcase our work. Drawing on various homelessness databases, you will provide vital insights for Policy & Social Change, Client Services, and Brand, Marketing and Fundraising.
As part of the Research & Evaluation team, you will contribute to bold research and analysis that highlights the causes of and solutions to homelessness, to inform our policy influencing and media work and drive forward Crisis’ strategy for ending homelessness. This involves working with people with lived experience of homelessness as both research participants and co-researchers, to platform their views and experiences. You will also play an important role in interpreting and strengthening our internal data, to support impactful and equitable service delivery.
About you
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Strong skills in data analysis and statistics, and an understanding of how these can be applied to provide actionable insights and recommendations
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Experience with tools such as Power BI, Excel, SQL, Python, and Customer Relationship Management (CRM) systems or similar databases
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The ability to communicate clearly with a range of audiences, making complex information accessible and engaging
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The ability to build and maintain strong working relationships across an organisation
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An interest in the issue of homelessness and a commitment to Crisis’ mission and values
Please see the full Job Pack linked below, for a full list of requirements for this role. We realise that long lists of criteria can be daunting, and you may not want to apply for a role unless you feel 100% qualified. However, if you feel you have relevant examples to answer the screening questions, we encourage you to apply.
We believe diversity is a strength, and our aim is to make sure that Crisis truly reflects the communities we serve. We are actively working towards our organisation being a place where everyone can thrive and make their best contribution to our mission of ending homelessness for good. We know that the more perspectives, voices, and experiences we can bring to this work, the better. We particularly welcome applications from people who have lived experience of homelessness, and people from all marginalised groups, communities, and backgrounds.
Working at Crisis
Our values, Bold, Impactful, Collaborative and Equitable, are at the heart of everything we do as we continue in our mission to end homelessness.
Our staff, members and volunteers are vital to getting the right government policies in place, providing breakthrough services, and building a supportive community. We’ll lead by example to nurture a positive and ambitious workplace guided by ending homelessness.
As a member of the team, you will have access to a wide range of employee benefits including:
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A competitive salary. Please note our salaries are fixed to counter inequity and we do not negotiate at offer stage.
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Interest free loans for travel season ticket, cycle to work, and deposit to secure a tenancy.
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Pension scheme with an employer contribution of 8.5%
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28 days’ annual leave (pro rata) which increases with service to 31 days and the option to purchase up to 10 additional days leave.
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Enhanced maternity, paternity, shared parental, and adoption pay.
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Flexible working around the core hours 10am-4pm
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Wellbeing Leave to be used flexibly
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And more! (Full list of benefits available on website)
Alongside our excellent staff benefits, we will support your ongoing development to build your skills, experience, and career.
When you join us, you will have the opportunity to join our staff diversity networks, which aim to champion issues across the organisation, enable staff to be their authentic and best selves and contribute to making Crisis a truly diverse organisation.
How do I apply?
Please click on the 'Apply for Job' button below. Our shortlisting process is anonymised as part of our commitment to equality, diversity, and inclusion. We do not ask for CVs, instead we ask you complete the work history section and answer the screening questions for us to be able to assess you fairly and objectively. At least two members of staff score all applications.
Closing date: Tuesday 14th July 2026 at 23:59
Interviews will take place w/c 27th July at our London head office.
Interview process: Task and competency-based interview
AI in Job Applications
We understand some candidates use AI tools when applying. Whilst we welcome the use of technology to support clear communication and structure, we want to learn more about you, so please ensure that your application reflects your own skills, knowledge and experiences
Organisation
Posted on: 23 June 2026
Closing date: 12 July 2026 at 23:30
Tags: Policy, Housing, Data Analysis, Data Science, Homelessness, Research
The client requests no contact from agencies or media sales.
Does something look incorrect in this job listing?