Case manager jobs

Join Citizens Advice Richmond as an Financial Resilience Navigator 

Citizens Advice Richmond is launching an exciting new project and seeks a passionate Financial Resilience Navigator to join our team. This rewarding role involves providing holistic support to vulnerable households across the Richmond Borough, helping them achieve greater financial sustainability.  

You will serve as a single point of contact, assisting clients with welfare benefits, income maximization, debt management, housing, and related issues. This role emphasizes connection, compassion, and coordination, requiring collaboration with various organizations and council services to ensure comprehensive client support. Key responsibilities include client advocacy, community outreach, case management, and stakeholder collaboration.

For more information and how to apply please see the job pack attached.

Start Date: Immediate Start

Deadline: Rolling – as soon as the position is filled 

About SafeLives

We are SafeLives, the UK-wide charity dedicated to ending domestic abuse, for everyone and for good.    

Last year alone, 14,000 professionals received our training. Over 80,000 adults at risk of serious harm or murder and more than 100,000 children received support through dedicated multi-agency support designed by us and delivered with partners. In the last six years, over 4,000 perpetrators have been challenged and supported to change by interventions we created with partners, and that’s just the start. 

Together we can end domestic abuse. Forever. For everyone.

About the role

This role is an exciting opportunity to help transform the response to domestic abuse by ensuring the sector is evidence led. SafeLives holds the largest datasets on victims and perpetrators of domestic abuse nationally which you will use to inform our ambitious policy and research agenda. Working alongside our practice experts, survivors of abuse, and our expert research team, you will help to answer important questions about what works in ending domestic abuse.

This Data Analyst position will primarily work within the Drive programme team. They will be responsible for working with and supporting the Senior Data Analyst and Data Team Manager to develop and deliver rigorous, sector leading data, analysis, and recommendations. Working closely with the Drive Practice, National Systems Change and Restart teams, this role will primarily focus on data collection, quality assurance, management and reporting through the Drive Case Management Systems.

Hours: Full-time, 37.5 hours per week.

Contract: Fixed term contract until June 2027 (with the possibility of an extension).

Location: Bristol based with some travel across the UK.

About the Drive Partnership

The Drive Partnership is a partnership between Respect, SafeLives and Social Finance. We came together in 2015 around a shared ambition to change the way statutory and voluntary agencies respond to high-harm, high-risk perpetrators of domestic violence and abuse. Today, we are still working together to transform the national response to perpetrators of domestic abuse. The Drive partners provide ongoing governance and leadership for all of our work through a joint project board.

The Drive Project

The Drive Project is our flagship intervention working with those causing harm in their relationships to prevent abusive behaviour and protect victim-survivors. Service users have been assessed as posing a high-risk, high-harm level of domestic abuse to the people that they are in intimate or family relationships with. They also often have multiple needs and are resistant to change. The Drive Project has an intensive case management approach that challenges service users to change and works with partner agencies – like the police and social services – to disrupt abuse.

Benefits

• 34 days' holiday incl. public holidays
• Flexible working e.g. compressed hours
• Cycle to work scheme
• Eye care vouchers
• Pension scheme with 4% employer contribution
• Childcare vouchers
• Employee assistance programme
• Clinical supervision
• Holiday purchase scheme to buy up to an additional 5 days
• Enhanced family leave policies
• Enhanced sick pay
• Professional development fund
• Individual learning budget
• Restorative practice training
• Time off in lieu 

If this challenge sounds as exciting to you as it does to us and you believe you have the qualities we have described, please take a look over the job description and submit a 500-word cover letter and CV.

Closing date: 28 May 2025.

SafeLives is a committed provider of equal opportunities for all; please see our job description for full details.

No agencies, please.

Innovation Fund & Projects Manager

Business Disability Forum is the leading business membership organisation in disability inclusion. We are trusted partners, working with business, Government and disabled people to improve the life experiences of disabled employees and consumers, by removing barriers to inclusion.

• We work with over 600 members employing around 20% of the UK workforce and an estimated 8 million people worldwide.
• We advise, support and encourage businesses (many of them global) to become more disability-smart.
• We influence policymakers by representing the voice of employers, disabled employees and consumers.
• We provide evidence-based thought leadership on how business affects the lives of disabled people.
• We help effect changes in business practices, products, services and policies that positively impact the life experiences of disabled people, and also benefit business.

Our values:

• Purposeful – we are focused on removing barriers to disability inclusion
• Evidence-based – we are informed and driven by unique insights from our membership
• Respectful – we are supportive and approachable
• Pragmatic – we find practical solutions that business and Government can implement
• Responsive – we are constantly evolving to meet our Members’ and Partners’ needs

The requirement

The Innovation Fund & Project Manager will join our team to run our innovation fund and to manage projects designed and created by BDF staff members to improve the lives of disabled people in society more widely.

The Innovation Fund & Project Manager will also work across teams to help design and manage the creation of various new products and services. In addition, they will work closely with the CEO to scope out and deliver a specific project to increase the number of disabled people who are Non-Executive Directors and advisers to boards.

Experience

• Project management of cross team multi-disciplinary projects.
• Experience of delivering high quality projects on time and within budget.
• Influencing skills and the ability to support and motivate others to meet project milestones and deadlines.
• Excellent time management and prioritisation skills to manage competing priorities and deliver work on time.

As an organisation BDF are a hybrid working organisation, though remote working would be an option.

How to apply

Applications should be by CV and a supporting statement, of up to 400 words, detailing why you think you would be suitable for the role. If you require any adjustments to the application process please contact Barnaby Powell as set out below. Applications should be addressed to Barnaby Powell, HR & Office Manager, Business Disability Forum, Dowgate Hill House 14-16 Dowgate Hill, London, EC4R 2SU. If you are submitting your application by email please email hr @ businessdisabilityforum .org .uk

• Closing date for applications: Sunday, 1 June 2025.
• First interviews are planned for week commencing the 9 June 2025.
• Second interviews are likely to take place in the week commencing 16 June 2025.

Business Disability Forum is committed to ensuring that all its information, products and services are as accessible as possible to everyone.

If you wish to discuss anything in regards to accessibility or if you require alternative formats please contact Barnaby Powell by email at the address above or by telephone on 020-7403-3020.

For further information on Business Disability Forum please refer to our website via the link on this page

Equal opportunities

We are committed to becoming disability-smart and an employer of choice irrespective of race (which includes colour, nationality and ethnic or national origins), sex, sexual orientation, gender reassignment, religion or belief, marital or civil partnership status, age, disability, or pregnancy and maternity. The ethical and business case of ensuring that our workforce is representative of wider society is at the heart of what we do. When we are recruiting, disabled candidates who meet all of the essential criteria will be offered an interview.

We are recruiting a General Advice Officer to support with the delivery of advice and welfare support to vulnerable guests who access the Community Wellbeing Service, a local support hub offering relief from the rising cost of living for local families. The General Advice Officer will support our guests on a range of areas including benefits, immigration, housing, money management and access to training and employment services. The postholder will provide high quality welfare advice and guidance through weekly one-to-one advice sessions, undertake case work, work with partners to facilitate referrals, and provide support to advice volunteers. 

The successful candidate must have at least two years’ experience delivering effective advice or in a similar capacity, demonstrate empathy, an understanding of the issues facing vulnerable people, and have in-depth and up-to-date knowledge of welfare benefits and housing policies/legislations, with a strong focus on achieving tangible outcomes for our guests.

Advice Work

• Carry out assessments to identify urgent needs and appropriate support pathways for members at the Community Wellbeing Service.
• Support outreach or community engagement activities as needed.
• Provide holistic and person-centred advice and casework on the main enquiry areas, particularly welfare benefits, housing, employment, health and wellbeing, immigration and money management.
• Maintain Sufra’s Advice Quality Standards and meeting tangible outcomes.
• Produce detailed case records on our case management system for the purpose of continuity, statistical monitoring and report preparation
• Apply for funds from trusts and foundations to support individuals and families with essential costs such as housing deposits or white-goods and/or cancellation of debts;
• Develop and maintain good working relationships with external stakeholders for joined up working, including statutory and voluntary service providers, making referrals for guests where appropriate.
• Enable and support guests to act for themselves, wherever appropriate.
• Monitor the progression of all cases to the point of resolution.
• Conduct follow-up calls with guests where needed and track outcomes
• Support volunteers who are working on delivering Advice Services e.g triage volunteers and pathways volunteers
• Provide advice to the General Advice Service as and when required

Case Management

• Manage own caseload and work independently to support guests
• Use of Case Management System (AdvicePro) as well as Microsoft Office for communication and document production.
• Support with developing case studies and gathering guest feedback
• Collect statistical information as requested for reporting purposes.
• Feed into the development of monitoring reports for funders and other stakeholders

Other Responsibilities

• Maintain and update the charity’s record of referral and signposting agencies;
• Ensure data protection regulations are adhered to, and that sensitive data is handled in accordance with relevant legislation and organisational procedures.
• Keep informed of new and changing legislation relevant to the post, and of local issues and policies
• Be committed to the aims, procedures and policies of Sufra’s advice service in every aspect of service delivery.
• Take part in supervisions, personal development training, team meetings and appraisals
• Undertake any other reasonable duties to support the operations of the charity.

Make a real difference in the lives of D/deaf & disabled people in Islington.

At Disability Action in Islington (DAII), we are a user-led Deaf and Disabled People’s Organisation providing free, independent advice and advocacy. Our work is rooted in the social model of disability and focused on empowering people to overcome barriers, access their rights, and live independently.

We are looking for a compassionate and skilled Advice Worker to join our small, committed team. You’ll support disabled residents with advice and advocacy on key issues such as welfare benefits, housing, health, and social care—helping people navigate complex systems and secure the support they’re entitled to.

What you'll do

• Provide one-to-one advice and casework on a range of social welfare issues
• Support clients with applications, reviews, and appeals
• Advocate on their behalf with agencies such as the DWP, housing providers, and the council
• Keep clear case records and contribute to service improvement
• Work closely with the Advice Services Coordinator and wider team

What you'll bring

• At least 1 year’s experience in advice, advocacy or support work 
• Knowledge of welfare rights, housing, social care, and health systems
• Excellent communication and case management skills
• A client-centred, trauma-informed, relational and inclusive approach 
• Confidence working with people facing complex and multiple barriers

Why work with us?

• Be part of a values-led, user-led organisation rooted in community
• Deliver life-changing support in a role where your work is truly valued 
• Join a collaborative, supportive team with a strong sense of purpose

Are you an experienced domestic abuse professional — or ready to take the next step into a leadership role?

Join our small, dynamic team at FLAG DV as Service Manager, and help empower survivors navigating the family court system with specialist legal and emotional support.

This is an opportunity to blend frontline delivery with strategic leadership. You’ll oversee our Legal Advice Clinic and Court Support Services, hold a small caseload, manage a committed team, and act as our Designated Safeguarding Lead — with support from our Director of Service Development & Engagement and a Deputy DSL.

You’ll be at the heart of a trauma-informed, passionate organisation, playing a pivotal role in shaping our services and ensuring survivors receive the support they need. Whether you already have leadership experience or are ready to step up, we’re looking for someone who’s confident, compassionate, and committed to survivor empowerment.

We offer hybrid working with candidates to attend the London office in Farringdon 8 days per month. However we can be flexible if candidates from outside the London area would like to apply.

Role:  Legacy Case Executive

Our offer to you

We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. You will receive:

• Competitive salary and pension scheme
• 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years
• Hybrid, Flexible working
• Cycle to work scheme Electric Vehicle Scheme
• Health and Wellbeing portal – access to financial, health and wellbeing support and an Employee Assistance Programme
• Discounts – you will have access to Blue Light and NHS Discounts as well as discounts on mobile phones, gym membership, cinema tickets, restaurants, holidays and shopping

About Us

This is a fantastic opportunity to join a team of over 1,400 employees and over 31,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning.  As a charity with rich heritage and a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future. 

St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. We do this through developing and providing effective community response and outreach services (e.g. Ambulance response) and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them (e.g. our Volunteers and Community Advocates, NHS Cadets and Young Responders programmes). There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.

Job Summary

Are you an experienced legacy professional with a keen eye for detail and a passion for making a difference? We are looking for a dedicated Legacy Case Executive to lead on all operational aspects of legacy administration and case management. In this vital role, you’ll ensure legacy gifts are processed efficiently and accurately, securing the best possible financial outcomes for the charity whilst safeguarding our reputation. Working closely with colleagues in Finance and Legal, you’ll help to maintain a robust and reliable income stream that directly supports our life-saving work across communities.

About You

• Demonstrable experience within a related role in Charity Legacy or Estate Administration
• Demonstrable experience of using databases such as Dynamics 365 and Microsoft applications
• Evidence of effective relationship management with a range of external stakeholders including solicitors, lay executors and auditors
• Experienced user of First Class

About the Role

• Manage and maximise legacy income by overseeing cases, monitoring legal/admin costs, and ensuring compliance with policy and best practice.
• Act as the main point of contact for solicitors, executors, supporters, and third-party suppliers to maintain strong relationships and communication.
• Lead on complex and high-value cases, offering expert advice on probate, tax, and legal matters while escalating as needed.
• Maintain accurate records and reporting, working with Finance and Database teams to ensure audit compliance and effective forecasting.
• Drive continuous improvement by updating legacy processes, advising on policy changes, and supporting recognition programmes for legacy donors.

Please see the job description for more detail (this can be viewed on our website or once you click apply)

If you are a current St John Ambulance employee, please apply here: Click here

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

We reserve the right to close this vacancy early if we receive high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve.At St John, everyone is valued and supported to thrive, we have several networks including Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups.  We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equality, diversity and inclusion.

St John Ambulance is committed to safeguarding and we promote safe recruitment practice. Therefore, all successful applicants will undergo pre-employment checks, including DBS Clearance, as part of the onboarding process, if applicable to the nature of the role

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.

Senior Philanthropy Manager

The Christie Charity is a vibrant, fast moving, energetic organisation with a passionate team and a fantastic reputation. We are looking for an experienced, dynamic senior philanthropy manager to join our philanthropy team. We require someone who has demonstrable experience in philanthropy fundraising or has strong transferable skills. It is desirable that you have experience in managing people as this role manages a philanthropy fundraiser.

As a Senior Philanthropy Manager, you will play a key role in maximising charitable income for The Christie Charity, through high-net-worth individuals by building with authentic, sustainable relationships.

·Overseethe setting up and management Sight for Life’s new Client Relationship Management (CRM) system.

·Ensure timely donor acknowledgments in line with stewardship policies.

·Track, monitor, and maintain regular engagement with donors.

·Lead donor recruitment and retention efforts to secure long-term support.

·Develop compelling fundraising campaigns and cases for support.

·Manage applications for external funding from Trusts & Foundations, ensuring strong stewardship from inception to renewal.

·Convert one-time donors into regular direct debit contributors.

·Increase legacy donations (sometimes also x referred to as Sadaqah Jariah).

·Provide periodic fundraising activity reports to the executive committee to enhance internal processes and return on investment (ROI).

·Stay updated on fundraising best practices and emerging trends, sharing insights across teams.

For 140 years, the Forces Employment Charity has proudly supported Service leavers, veterans, and their families in building successful civilian careers.

We provide veterans with life-long, life-changing support, jobs, and training opportunities, regardless of circumstances, rank, length of service, or reason for leaving.

Brief role description:

The Communications Manager will play a key role in sharing the inspiring and powerful stories of our clients and the wider military community we support across the UK. They will be responsible for securing high-profile, meaningful media coverage that raises awareness of our mission to provide life-long, life-changing support, employment and training opportunities to Service leavers, veterans, reservists and their families. As we mark our 140th anniversary, this is a pivotal time for the Communications Manager to develop and deliver an integrated communications strategy across PR, traditional and new media, social media, and public affairs. Reporting to the Head of Brand and Communications, you will work closely with the Marketing Manager and the Community Engagement Manager and their teams to ensure consistent and aligned messaging across all marketing and
communication activity.​​

Interested? Want to know more about the Charity? Please visit the Charity Website

Eager to know more the role? Have a look at the Job Description attached.                                                                           

What’s in it for you? Check out the Benefits sheet attached.

Have we convinced you to apply? If so, submit your CV and Covering Letter by closing date Wednesday 14 May 2025.

​Please note: Applications will be reviewed and interviews conducted throughout the duration of this advert; therefore, we may at any time bring the closing date forward. We encourage all interested applicants to apply as soon as possible. ​If you are an internal applicant, please ensure you have made The People Team aware before applying.​

We are committed to equal opportunities and improving the working lives of our staff by fostering an inclusive, supportive environment where everyone, including those with disabilities, can thrive, develop, and achieve their full potential. We actively encourage applications from individuals with diverse backgrounds and ensure reasonable adjustments are made to support candidates with disabilities throughout the recruitment process.​

​We actively recruit citizens of all backgrounds, but the nature of our work in specific departments means that residency and security requirements can be more tightly defined than others. You will be asked about this throughout the recruitment process.

Prisoners Abroad is a small but powerful organisation supporting people through some of the most isolating and traumatic experiences imaginable. Whether it’s someone surviving a prison sentence overseas, returning to the UK with nothing, or a family facing the distress of having a family member imprisoned abroad, your work here will have a direct and lasting impact.

A fantastic opportunity has opened up to lead and grow a well-established major donor programme. Working closely with our Head of Giving & Communications, you’ll manage and develop relationships with high-net-worth individuals, craft compelling cases for support, and deliver thoughtful stewardship that makes donors feel truly valued and connected. You’ll also have the chance to shape how we grow our pipeline, with support from a team that values creativity, emotional intelligence and collaboration, so plenty of opportunities to get creative and make your mark.

With experience of securing 4–5 figure gifts and a flair for building meaningful relationships, you’ll be a confident communicator with strong writing skills, and you’ll enjoy using insight to create personal donor journeys that inspire generosity.

To apply for this position, please read the job pack which provides lots of information about the charity, the role and how to apply (by sending in  your CV and a supporting statement). 

The deadline for applications is 10am Friday 9th May, however we will be reviewing applications as we receive them, so please apply when you are ready and you may be contacted about your application before the closing date. To ensure inclusivity, all applications received up to the closing date will be considered equally.

If you have any questions about the application or recruitment process, or want to schedule a call for more information, then get in touch and we'll happily arrange that.

Digital Manager, 0.8 FTE

Business Disability Forum is the leading business membership organisation in disability inclusion.

We are trusted partners, working with business, Government and disabled people to improve the life experiences of disabled employees and consumers, by removing barriers to inclusion.

• We work with over 600 members employing over 20% of the UK workforce and an estimated 8 million people worldwide.
• We advise, support and encourage businesses (many of them global) to become more disability-smart.
• We influence policymakers by representing the voice of employers and disabled employees.
• We provide evidence-based thought leadership on how business affects the lives of disabled people.
• We help effect changes in business practices, products, services and policies that positively impact the life experiences of disabled people, and also benefit business.

The role

Business Disability Forum is a business membership organisation with an ambitious digital strategy. We have invested substantially in the last few years to upgrade three of our digital products (website, Knowledge Hub and a self-assessment management tool for our Members).

We are looking for an experienced, confident Digital Manager to lead on delivering our digital strategy and roadmap, continually improve our digital products, ensure accessibility is integral to our digital offer and manage the development of new digital products. You will also line manage our Digital Content Officer.

The requirement

• Experience working as a Digital Manager, preferably in a business facing organisation.
• Professional experience maintaining a WordPress Content Management System with an understanding of using CSS.
• Experience of monitoring SysOps - hosted server, CPU, storage, servers, domains, DNS, monitoring and acting quickly on critical issues.
• Experience delivering websites and digital products that are accessible to disabled people with outstanding knowledge of digital accessibility and Web Content Accessibility Guidelines (WCAG).
• Experience of managing the development of complex digital products from a third-party supplier from start to finish.

For the full job description and person specification of this role and instructions on how to apply please visit our website below via the link on this page:

How to apply

Applications should be by CV and a supporting statement, of up to 400 words, detailing why you think you would be suitable for the role. If you require any adjustments to the application process please contact Barnaby Powell as set out below. Applications should be addressed to Barnaby Powell, HR & Office Manager, Business Disability Forum, Dowgate Hill House, 14-16 Dowgate Hill, London EC4R 2SU. If you are submitting your application by email please do so to hr @ businessdisabilityforum .org .uk.

• Closing date for applications: Monday, 5 May 2025.
• First interviews are planned for Thursday, 15 May 2025.
• Second interviews are planned for Tuesday, 20 May 2025.

Business Disability Forum is committed to ensuring that all its information, products and services are as accessible as possible to everyone.

If you wish to discuss anything in regards to accessibility or if you require alternative formats please contact Barnaby Powell by email at the address above or by telephone on 020-7403-3020.

For further information on Business Disability Forum please refer to our website via the link on this page

Equal opportunities

We are committed to becoming disability-smart and an employer of choice irrespective of race (which includes colour, nationality and ethnic or national origins), sex, sexual orientation, gender reassignment, religion or belief, marital or civil partnership status, age, disability, or pregnancy and maternity. The ethical and business case of ensuring that our workforce is representative of wider society is at the heart of what we do. When we are recruiting, disabled candidates who meet all of the essential criteria will be offered an interview.

Do you have strong administrative skills and want to make a real difference?

At Guide Dogs, we believe that every person with sight loss should be able to live the life they choose. As a Legacy Case Administrator, you will play a crucial role in helping us make that a reality by ensuring the smooth and accurate administration of legacies. By using your skills, you will contribute to one of our most significant income sources, allowing us to continue providing life-changing services.

You’ll play a key role in managing estates left by supporters, handling a caseload of legacies with professionalism and empathy, especially when engaging with bereaved families and next of kin. Your attention to detail will ensure all correspondence and legacy receipts are accurately recorded and efficiently tracked using legacy case management software. You’ll also manage the Legacy Case Team inbox, supporting case handlers by allocating new cases in line with policy. You'll continue to expand your knowledge, staying up to date with changes in probate, legislation, and best practices to contribute to the ongoing success of the Legacy team.

No two people with sight loss are the same, and none of our people are either. So, we are proud to offer a range of person-centred benefits that can support each member of staff in ways that really mean something to them – and show them how much they mean to us. We offer a flexible benefits package, discounts and cashback scheme, a generous holiday allowance and matched contributory pension scheme to care for our people.

This role will be based on site at our Reading Hub in Burghfield, working closely with the Legacy Team. You’ll be working 35 hours per week, worked 9am to 5pm, Monday to Friday.

How to apply 

Further details on the full role are attached below. When you are ready to apply, submit an online application form via this page.

If you require any accessibility support to apply, our friendly recruitment team is ready and waiting to help.

As part of your application ensure you provide evidence and examples of how your skills & experience meet the criteria as set out in the attached job description. You will also be asked to complete a few job-specific questions as part of this application process, so please be prepared to write your answers to these questions.

If you want to know more about the teams who work at Guide Dogs, you can find it on our Careers Page

Our Commitment to Diversity and Inclusion

Guide Dogs welcomes applications from all sections of the community and actively encourages diversity to maximise achievements, creativity and good practice. We positively welcome and seek to ensure we achieve diversity in our workforce and that all job applicants and employees receive equal and fair treatment, regardless of age, race, gender, religion, sexual orientation, disability or nationality. 

As a Disability Confident Employer, we are proud, whenever possible, to offer an interview to all candidates that meet our selection criteria, and who indicate they wish their application to be considered under our Disability Confident interview commitment. For more details, visit our careers site.

If you are successful you will need to provide evidence of your right to work in the UK via our digital ID checking supplier; in addition, we cannot offer visa sponsorship at this time.

Safeguarding

Guide Dogs is committed to safeguarding and promoting the welfare of all children, young people and adults at risk of harm with whom we work. We expect all our employees and volunteers to fully share this commitment.

At Guide Dogs, we believe in fair and equitable hiring practices. A criminal record will not automatically disqualify an applicant from consideration for a position. Each case will be evaluated individually, taking into account the nature of the offense, its relevance to the role, and the time that has passed since the incident. We encourage all candidates to disclose relevant information, and we assure you that it will be handled confidentially and fairly.

Guide Dogs follow Safer Recruitment practices to ensure we are safeguarding the vulnerable people we work with. As part of this, we require a full work history with any gaps accounted for & a minimum of 2 professional referee details fully covering the past 5 years. If you are applying for a disclosure role, please note that you will be required to undergo an enhanced DBS check and sign up to the DBS update service.

For high volumes of applications, we reserve the right to close adverts earlier than advertised.

Interested in managing the CRM database of an International Development Charity? You will help deliver continuous improvement to the CRM system and data quality within it. You will need to be able to effectively analyse and configure the CRM system, adding new fields as and when approved via a change approval process.

Mothers' Union is a global Christian movement working with people of all faiths and none to develop communities, strengthen families and advocate for change. Our members are active in 83 countries and work tirelessly to serve their communities to build a future where everyone thrives.

The Role

We have recently launched our new CRM based on Microsoft Dynamics 365, and are looking for a CRM Manager to join an end user Charity in Central London. The Charity has a direct front end CRM user base of around 30 staff. It also has a power platforms bespoke portal for between 64-120 regional staff to login to, who contribute to the membership programme, creating new memberships and managing the renewals process which happens each year. It also has a power portals Donation portal which directly integrates to Dynamics 365 and Business central. This role is to support our internal staff (30) and external Staff (120) with the day to day activities ensuring business processes are fit for purpose and seek out possible improvements in the long term roadmap.

Key Functional Areas

• Data architecture– Lead on the review and structure of data on CRM.
• Systems Governance - Ensuring system best practices are followed, producing dashboards to identify common errors to follow up with users offering tailored training for common issues.
• Training and Support - training of new members, ongoing training and refreshing areas where common issues are found in regular training sessions all staff and portal users can attend.
• Information Governance and Data Protection - Ensuring data is kept up to date and added in the correct formats and standards. Leading on data compliance and legalisation for the charity

Please refer our job description for more information

Key skills & experience we are looking for

• 3 years’ CRM experience with at least 2+ years experience with administering Dynamics CRM/365/2016.
• Proficient in Microsoft Office 365.
• Experience in systems and requirements analysis/Systems documentation.
• Managing issues and maintaining issue management systems.
• Microsoft Office 365 automation, including Microsoft Flow.
• Business Process Modelling Notation (BPMN).
• Business Central.
• Power BI.

Benefits

• 25 days of annual leave (full time) plus up to 4 days of leave (full time) given at the discretion of Mothers’ Union.
• Employer pension contribution of 6.5%.
• Enhanced maternity, paternity and adoption pay.
• Two volunteering days per calendar year.
• One away day per calendar year.
• Enhanced sick pay.
• Bereavement leave & Compassionate leave
• Season ticket loan.
• Cycle to work scheme.
• Employee assistance programme.
• Eye care voucher and an allowance towards glasses.

Work Location/Hybrid Working Pattern

This role will be based at our Head Office in central London. Mothers’ Union operates a hybrid working model. Staff are required to work an aggregate minimum of 90 days per calendar year (pro rata for part timers) at our Head Office, Mary Sumner House in central London. Tuesdays are our anchor days where every staff member is expected to be at the office. The 90 days includes anchor Tuesdays. In addition, Thursday is a core working day where part time staff are expected to work, either at home or from the office as needed.

How to Apply

If you are interested in this position, please apply by sending your CV and a Cover Letter via Charity Job. The Cover Letter should clearly outline how your skills match the main responsibilities of the role. Please note – only applications with a cover letter, alongside a CV, will be considered.

Application Deadline

The deadline for applications is 08 May 2025 at 5:00 pm. Due to the number of applications we may receive, we will not be able to individually respond to each applicant. Kindly note, we will only be getting in touch with the applicants shortlisted for an interview. We aim to get in touch with the shortlisted candidates after the application deadline. We will be conducting interviews for suitable candidates as we go along and may fill the role before the closing date.

Equal Opportunity

Mothers’ Union is an Equal Opportunity Employer. We celebrate diversity and are committed to create an inclusive environment for all employees.