Client account manager jobs in birmingham

About the role

You will be part of the regional office team, managing a group of casework administrators. The team provides specialist administrative support and act as a single point of contact to SSAFA branch-based volunteers ensuring that SSAFA beneficiaries receive consistent, timely, and high-quality service. The RCM role will involve developing and maintaining collaborative working relationships with volunteers, including branch-based casework managers.  Additionally, the RCM will occasionally assist the Regional Casework Co-ordinators with call handling, signposting, and triaging initial client enquiries.

To help you establish yourself in this post you will receive excellent training and induction to SSAFA.  You will influence the processes and procedures within the regional office as it develops, working closely with a dedicated team under the guidance of the Regional Manager.

Whilst the post is homebased, to be eligible for this role you are required to live in the North West region consisting of Cheshire, Cumbria, Greater Manchester, Isle of Man, Lancashire and Merseyside. You will occasionally be required to travel within the North West Region or to other locations.

About the team

The regional office is a “virtual” office and supports the six SSAFA branches in the North West of England region, as the branch-based volunteers deliver casework for SSAFA beneficiaries.  The successful candidate will work as part of a larger support team which will include 5 Casework Administrators and a Regional Manager.  All team members are home based, residing in the region.

About you

To excel in this role, you should have a solid educational background and experience in managing employees, as well as overseeing and reporting on service delivery.  You should have a proven ability to build and maintain relationships with stakeholders, achieving results through negotiation and influence.  Previous experience of working with volunteers would be advantageous.  You will have used Microsoft Office 365 to a high standard and be capable of learning a computerised case management system quickly. Additionally, you should be skilled with numerical data.

The successful candidate will be capable of planning and managing their own workload, with minimal supervision and have considerable experience of managing accounts.

It would be desirable to have an understanding of the way of life for today’s Armed Forces, veterans and their families. An understanding of the voluntary sector would be valuable, and the military charity sector landscape across the North West Region would be beneficial.  Commitment to SSAFA’s values including equality, diversity and inclusion is essential.

About SSAFA

SSAFA, the Armed Forces charity is a trusted source of support for the Armed Forces community in their time of need. In 2023 our trained teams of volunteers and employees helped more than 53,000 people, including veterans, serving personnel (regulars and reserves) and their families.

SSAFA understands that behind every uniform is a person. And we are here for that person and their family, any time they need us and in any way they need us.

Diversity and Inclusion at SSAFA 

SSAFA exists to support a diverse range of beneficiaries within the armed forces community, and we believe diversity within our teams is key to ensuring we can deliver our services effectively. We thrive on differences and believe it is critical to our success as a worldwide charity. SSAFA is proud to be an equal opportunity workplace that seeks to recruit, develop and retain the most talented people from a variety of backgrounds, perspectives, and skills. We therefore encourage applications from all genders, races, religions, ages and sexual orientations, as well as parents, veterans, people living with disabilities, and any other groups that could bring diverse perspectives to our business.

SSAFA is committed to using the Disclosure & Barring Service to ensure we, as an employer, safeguard those we serve.

Further information about the role

If you have any queries or would like to speak to someone about this role, please contact Hilary Rosenthal, Regional Manager for Casework and Community Engagement, The North of England Region for an informal discussion.

No agencies please. Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

How to apply

For more information and to apply, please click on the Apply button.

If you need any adjustments to support you with the application process, please contact us.

Closing date: 16 November 2025. SSAFA reserves the right to close the vacancy early if we receive a high volume of suitable applications.

Interviews: 24 November 2025.

We are recruiting for a Philanthropy Manager to manage a portfolio of dedicated major donors who contribute significant funding to the charity, developing and implementing inspiring supporter journeys that encourage repeated/ increased support. The postholder will work within a committed and supportive team environment, working collaboratively to raise awareness of the charity’s services, initiating and building mutually beneficial and sustainable relationships to ensure long-term support.

About Life:

Life is a UK charity for vulnerable women and families facing unexpected pregnancy or pregnancy loss. Life’s aim is to provide housing, care and support to vulnerable pregnant women (typically aged 16-25) who are in crisis situations, such as those facing homelessness (or at risk of), escaping abuse or other traumatic circumstances. We offer supported housing, a helpline and counselling service, and other practical and emotional support. Our services are inclusive; non-judgemental; and client-centred.

Our Values:

All our work is underpinned by the following universal human values:

• Humanity – All people are special and equal.
• Solidarity – We’re with you and for you.
• Community – We’re better together.
• Charity – Doing good for one another.
• Common good – Building a better world.

About You

Reporting to the Head of Fundraising, the postholder will work closely with the Individual Giving Manager and other fundraising team members to identify major donor prospects, ensuring thorough research and engagement to cultivate relationships and solicit major gifts. The role will also involve interacting with senior church contacts such as Archbishops and diocesan representatives who have a history of support, so whilst the charity is non-religious and non-political, sensitivity within this jurisdiction will be required.

Information about the role: 

For further information, please see the attached job description. 

Salary: £36,000 – £40,000 FTE

Hours: 21 hours per week over 3 days

Location: Home-Based with frequent travel to supporter locations and occasional travel to Head Office (Leamington Spa)

Please note that this vacancy may close earlier than the advertised closing date if a suitable candidate is found.

Benefits:  

At Life we are passionate about providing our employees with a supportive and engaging environment. As well as ongoing development and training, we offer our:  

• Generous holiday allowance, starting at 25 days per year, plus 8 Bank Holidays (pro rata for part time hours) 
• Birthday Leave  (applicable after 1 years service)
• Extra annual leave for long term service  
• Company Pension Scheme  
• Signed member of the Menopause Workplace Pledge 

Safeguarding and Equality: 

Life is committed to protecting all staff, volunteers and service users from harm of any kind. Life expects all staff and volunteers to share this commitment through our code of conduct.   

We are committed to ensuring diversity and equality within our organisation by encouraging applications from all backgrounds.  

All offers of employment will be subject to satisfactory references and appropriate screening checks. Life takes its obligation to protect the rights of children and vulnerable people very seriously; therefore, the successful candidate for this post will be also subject to extensive background checking, including an enhanced Disclosure and Barring Service check (DBS) which is paid for by the Charity.  

We are The Trust Partnership; a fast growing and innovative social enterprise helping charitable foundations and almshouses to be better managed and to use their resources more effectively for the benefit of the wider public.  In short, we are having a big impact in philanthropy sector. 

We are excited that we’ve not only been able to build a thriving business, but to do so on strong ethical foundations. The way we look after our staff, our clients and other stakeholders is important to us. We believe it’s possible to be a good business and a profitable one at the same time.

We are looking for someone special to join our growing business. You will be responsible for a portfolio of trusts who require clerking and supported by specialists in grantmaking and administration.  Experience of working with boards of Trustees is essential.

You need to be able to access London easily, sometimes at short notice.Occasional visits to our office in Gloucestershire will also be necessary. You will also be required to undertake a DBS check.

We are looking for a motivated individual with an exemplary work ethic and a professional attitude.  Accuracy is essential and an eye for detail that is balanced with an ability to see the bigger picture. Respect, integrity and emotional awareness are central to the role.

Working with us you will receive the following benefits

·Career progression opportunities 

·Flexible working environment 

·Professional development

·Membership of an employee benefits platform

·Charitable Giving matching up to £200 per annum

·25 days’ holiday per annum plus Bank holidays (FTE)

·Christmas shutdown (included in above)

·Additional day’s contractual leave entitlement after each fifth year of service (up to a total of six days)

·Eyecare voucher scheme.

Job title:     Finance Officer                                                                                                                                         

Reports to: Head of Finance                                                                                                                                     

Location: Birmingham or Manchester                                                                                                                   

Salary:        £26,000 - £30,000                                                                                                                                     

Hours:         Full-time (37.5 hours per week), open to flexible working.                                                             

Contract:    Permanent

Overall purpose

 As the Finance Officer, you will be required to ensure that our income and expenditure records are accurate, complete, free from error and comply with both the relevant accounting standards as well as donor restrictions. This role will play a key part in ensuring that the recording of financial information is compliant and auditable, in both the finance system and CRM.

You will also work alongside the Head of Finance to support the wider organisation in its financial understanding and management. This support will focus on both the fundraising team to empower them to raise as many funds as possible, especially unrestricted funds, and the services team to ensure their financial processes are robust and efficient. You will also be expected to contribute to and uphold our outstanding culture by living and demonstrating our values of being mission-led, welcoming, entrepreneurial and collaborative.

Key responsibilities

Finance responsibilities

• Record all income and expenditure general ledger transactions in the finance system, ensuring correct coding and full supporting documentation is stored in either the finance system or in the CRM.
• Have ownership of both the sales ledger and purchase ledger, ensuring all entries are recorded accurately with the correct VAT treatment while adhering to the relevant controls.
• Ensure all staff and client expenses are captured and recorded accurately, adhere to the relevant expense policy and are paid in a timely manner.
• Prepare and post payment runs alongside the Head of Finance
• Support the Financial Accountant in the monthly bank reconciliation
• Participate in month end processes to ensure the I&E figure is accurate within the pre-determined deadline, including posting prepayments, deferrals and accruals where relevant and other accounting adjustments as needed such as grossing up of platform fees.
• Ensure all finance documentation is complete and auditable including restricted fund evidence, and ensure the relevant GAUs are tracked on salesforce.
• Capture all restricted fund income and expenditure is the finance system on a monthly basis (staff and non-staff) alongside the Financial Accountant and Head of Finance
• Understand clawback risk on grants
• Ensure Breaking Barriers is claiming gift aid where applicable and optimising opportunities to reclaim input VAT in our business/non-business VAT return
• Reconciling to third party platforms on a monthly basis including fundraising platforms and Equals
• Work with the Head of Finance to upskill the fundraising and service teams to ensure they understand necessary financial processes
• Undertake income and expenditure control activities e.g. checking for grant rejection letters and verifying changes to supplier details.
• Be the finance team’s superuser for the CRM
• Support in year-end audit and the creation of relevant notes
• Support with ad hoc projects such as the implementation of a new finance system and policy and procedure updates

Technology

• Support the Financial Accountant, Finance Director and outsourced technology provider as needed for ongoing technology support and occasional projects.

Office and facilities management

• Support the financial team and any applicable offices as needed for ongoing office and facility management

Cross-cutting

• Ensure staff are effectively onboarded and our knowledge management processes ensure that required information on the finance and ops processes is accessible and understood

To view the full job description and person specification, as well as details on our accessible recruitment process, please view the attached recruitment pack when you click 'Apply'.

Other considerations 

• As part of our safeguarding commitment to our clients, we carry out pre-employment checks to ensure that successful applicants are suitable to work with adults at risk. These include basic DBS checks, obtaining references and verifying a candidate’s identity and right to work in the UK.   
• We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of age, disability, gender reassignment, sex, sexual orientation, marriage and civil partnership status, pregnancy and maternity status, race, religion or belief.

 Breaking Barriers is committed to protecting an adult’s right to live in safety, free from abuse and neglect and for their views, wishes and beliefs to be fully considered when deciding action.  

How to apply 

If you are looking for a role where you can make a real difference, we want to hear from you. To apply, please submit a statement of interest (up to approximately 500 words/1 A4 page) outlining:

• Why you are interested in the role
• What skills you would bring to be successful in this role
• Any experience you would like to highlight
• Any reasonable adjustments you require for the interview process
• Disclosure of disabilities if you wish to do so (as a member of the Disability Confident Scheme, we guarantee an interview to all disabled applicants who meet the minimum criteria for the role).

Closing date for applications is Sunday 16 November at 11:30pm.

We belong to the Experts by Experience Employment Network, which advocates and supports organisations to employ more people from a refugee background. With this in mind, we particularly welcome applicants with experience of seeking asylum and /or are from a refugee background. Please feel free to use information and resources found here, which may help in preparing your job application.  

If you are an expert by experience (a refugee or migrant with direct, first-hand experience of issues and challenges of the UK asylum or immigration system), you can ask for independent and confidential support with your job application from the Experts by Experience Employment Network. Please reach out to HR Manager, Caroline Meechan for further details. You can find contact details on the final page of this recruitment pack.

We are open to flexible working arrangements and alternative working patterns. 

Harris Hill is looking for a Fundraising Consultant, who has a good background in Corporate Fundraising, for roughly 8 days per month, for 6 months, possibly up to a year. 

Following a review of corporate fundraising, the client is looking to develop new partners, so would like someone with a suitable background to research and approach new organisations.

70% of your work with be business development and 30% account management, so this will suit someone who enjoys developing new relationships, rather than managing existing ones. 

The 8 days per month are totally flexible on when they are worked, so this could be a good job for someone who has other clients, with this organisation working this role outside IR35, billing the client direct.

If you have capacity to take on a new client, please do get in touch.

About HOST 

HOST is a not-for-profit social enterprise dedicated to unlocking the power of people and communities to drive meaningful change. We believe that real transformation happens from the ground up — and that grassroots activists and movements are key to tackling today’s most urgent environmental and social challenges. 

And we know that our partners face barriers. That they don’t always have access to the right resources, networks, or operational solutions. That’s where we come in. HOST provides the infrastructure, strategic development expertise, and tailored support they need to thrive. 

We exist to make their lives easier, taking care of essential back-office responsibilities — financial, legal, and administrative — so they can get on with the difficult challenges. And we offer strategic guidance to help them build momentum, strengthen their impact, and sustain their work for the long term. 

In the face of an ever-changing world of systemic challenges, we strive to create meaningful connections and support shared progress — so our work is rooted in collaboration, inclusivity, and trust. Together, we enable the people and projects driving change to navigate complexities, overcome barriers, and make a lasting impact for a more just and equitable future. 

Since 2020, we’ve supported over 350 changemakers in more than 90 countries. Because we believe in doing the right thing, acting with urgency, and working alongside change-makers to create a better world. 

About the Role

As Community Support Lead: Development & Onboarding, you will lead the design, delivery, and continuous improvement of the Hosted Partner (HP) journey — from first contact to successful onboarding and integration into HOST’s global community. 

You’ll ensure that new partners are welcomed with clarity, confidence, and care, and that HOST’s systems, materials, and communications evolve to meet their changing needs. Working closely with the Partnerships and Delivery teams, you’ll turn insights from partners into practical improvements, ensuring that every process reflects HOST’s empowering, expert, and empathetic values. 

This is a role for someone who loves creating systems that work for people — combining process design, service delivery, and human connection to help change-makers get started and grow. 

Core Responsibilities

1. Hosted Partner Onboarding and Development 

• Lead the full onboarding process for new Hosted Partners (HPs), ensuring smooth, compliant, and welcoming transitions into HOST’s systems. 

• Conduct Welcome, Onboarding, and Set-up calls with HPs to explain key services, tools, and responsibilities. 

• Ensure all onboarding documentation, contracts, and systems are completed accurately. 

• Collaborate with the Finance and Legal teams to ensure hosted partners meet compliance requirements before activation. 

• Track onboarding milestones and ensure timely transitions from application to full hosting. 

2. Hosted Partner Journey Development 

• Lead the design, development, and improvement of the Hosted Partner Journey materials and forms — from initial enquiry through onboarding, active hosting, and renewal. 

• Map and refine partner touchpoints, ensuring clarity, consistency, and accessibility across services. 

• Work with the Communications Team to ensure all HP-facing materials and guides reflect HOST’s tone and values. 

• Collaborate with the Product Manager (HOSTHub Lead) to digitise, automate, and improve onboarding workflows. 

3. Partner Communication and Engagement 

• Maintain consistent, high-quality communication with partners throughout the onboarding and early development process. 

• Ensure partners have access to the right guidance, templates, and training resources. 

• Gather feedback from new HPs to identify trends, challenges, and opportunities for service improvement. 

• Contribute to the Project Hosting Bulletin and updates for new HPs. 

4. Documentation, SOPs, and Training 

• Develop and maintain clear Standard Operating Procedures (SOPs) for onboarding and HP journey management. 

• Support internal training for Community Support Leads and relevant teams on new onboarding tools, systems, and processes. 

• Contribute to knowledge-sharing sessions and capacity building within the Partnerships Circle. 

5. Risk Identification and Escalation 

• Conduct initial screening and due diligence checks for new Hosted Partners, identifying potential operational, reputational, or compliance risks. 

• Escalate risk concerns to the Community Support Manager or relevant leads for review and mitigation 

• Maintain accurate documentation of risk assessments and onboarding decisions. 

6. Collaboration and Service Improvement 

• Work with the Training Lead to integrate onboarding insights into HealthChecks and workshops for new HPs. 

• Collaborate with the Finance, Legal, and Tech teams to align onboarding workflows and systems. 

• Support cross-team projects to improve the efficiency and consistency of the Hosted Partner experience. 

7. Growth and Learning Areas (Development Focus) 

• Develop leadership in onboarding design and service improvement. 

• Contribute to testing and adoption of HOSTHub features that enhance the HP journey. 

• Support the Partnerships Circle in developing standardised partner support materials. 

Required Experience 

• 3 years experience in customer services, account management or partner management — ideally within a not-for-profit, social enterprise, or global NGO environment. 

• Proven experience designing and delivering onboarding, training, or service delivery processes for clients or partners. 

• Strong background in relationship management, with the ability to build trust and communicate clearly with partners from diverse cultural and professional contexts. 

• 2+ years’ experience using and maintaining digital systems (project management and CRM platforms such as ClickUp and Zendesk) to manage workflows or client data. 

• Excellent written and verbal communication skills, with the ability to present complex information clearly and empathetically. 

• Demonstrated ability to improve or document processes — developing SOPs, templates, or resources that strengthen service quality and consistency. 

• Experience coordinating across teams (Finance, Legal, Tech, or Communications) to deliver high-quality partner or client experiences. 

• Strong organisational skills and attention to detail, with the ability to manage multiple onboarding cycles simultaneously. 

• Experience handling compliance checks, screening, or due diligence processes is highly desirable. 

• Comfortable working in a remote-first, international team, with strong self-management, accountability, and collaboration skills. 

At HOST, we believe change starts with people who care.

If you’re passionate about building systems that help others thrive — and want to play a key role in supporting change-makers around the world — we’d love to hear from you.

About StreetVet

Homelessness continues to rise across the UK, and for many individuals experiencing it, their pet has been a vital and integral part of their life, often long before they lost their home. The bond between a person and their animal can be profound, offering emotional support, companionship, and a sense of purpose. For many, their pet’s wellbeing is a top priority, even in the most challenging circumstances. 

Accessing veterinary care while living on the streets, sofa surfing or living in a hostel or temporary accommodation provider can be incredibly difficult. That’s where StreetVet comes in. We are an award-winning national charity and a registered veterinary practice with the RCVS, providing free, accessible vet care to pets belonging to those experiencing homelessness across the UK. Our dedicated team of volunteer veterinary professionals deliver essential services where support is needed. We take our experience out of the consulting room and onto the pavements to provide the same first opinion vet care you would expect to receive in a practice. 

StreetVet also works to remove barriers to accommodation and homelessness service through our Accredited Hostel and Day Centre Scheme, which helps hostels, day centres, and hubs implement positive pet policies and become pet-inclusive. This includes free veterinary care for registered pets, staff training, essential pet supplies, and access to virtual vet consultations via our telemedicine platform. The scheme empowers hostels to welcome pet owners without forcing them to choose between a roof over their head and their beloved companion. 

How Our Work Is Making a Difference 

For someone experiencing homelessness, their pet can be a lifeline, offering unconditional love, emotional stability, and a reason to keep going. Many of our clients may have faced trauma, relationship breakdowns, addiction, and mental health challenges, making it difficult to build trust. StreetVet’s approach is rooted in compassion and accessibility, meeting people where they are to ensure no one is excluded from care. 

Operating in more than 20 locations currently across the UK and growing each year, we provide free essential and emergency veterinary services that keep pets healthy and happy. In doing so, we nurture a bond that is healing and empowering, helping people rebuild their lives, reconnect with their communities, and move forward together with their pets. 

Together with the critical support of a host of renowned organisations backing our team, StreetVet is changing the future for the pets of those experiencing homelessness who may otherwise have to go without the care they need and deserve. 

Role Description

The Hostel & Day Centre Coordinator (North) will work closely with the Hostel and Day Centre Manager and the Coordinator (South) to ensure the effective administration and smooth day-to-day operations of the StreetVet Accredited Hostel & Day Centre Schemes. This role plays a key part in welcoming and onboarding new hostels and day centres into the network and supporting the ongoing engagement and success of existing partners. By fostering strong relationships with hostels, day centres, suppliers, and sponsors, the post holder will help build a connected and responsive community that ultimately supports more pets accessing hostels and day centres. Acting as a central point of contact, they will collaborate across internal teams and external stakeholders to ensure queries are addressed efficiently and support is delivered consistently. 
 
StreetVet is a small team of 15 employees and so we expect people to be highly flexible in their roles, a team player with a “can do” attitude, willing to turn their hand to anything that needs to be done. 

Please see our our Job Description attached for further details.

About us

The Lucy Faithfull Foundation (LFF) is a UK-wide charity that exists to prevent child sexual abuse and exploitation. We’re here for everyone who needs us. We protect children by working with people who pose a risk and diverting them from causing harm. We support individuals and families who have been affected by abuse. And we help professionals who work with families to create safer environments for children through delivering risk assessments, interventions, training and consultancy.

About the role and you

We are looking for a data professional to support and manage significant changes in the way our charity uses, processes and manages data. Our teams pride themselves on evidence-informed practice, using research and data to enhance their work at every stage. There are elements of our charity’s work which are unique to our field, making our data highly valuable in contributing to the future of preventing child sexual abuse. We collect data all the time: on the individual progress of our clients, the reach of our campaigns and the demand for our support. As part of our new Tech and Data Strategy, we are taking the next stage in our use of data analysis and data science, ensuring that we use our data more effectively and efficiently to support our teams in preventing child sexual abuse.

We are looking for a Data Scientist/Analyst to help us make this change. You will be based in the LFF Research Team, reporting to our Director of Research and Impact.

This role will facilitate better use, processing and management of data across the organisation. It will focus on four areas:

• Data systems and structures
• Data analysis
• Data visualisation
• Data security and compliance

The postholder will work alongside experienced researchers to develop a new portfolio of priority projects to enhance our work. With no fixed task list or assigned service, this role offers the freedom to explore and innovate, identifying where data, data science, and data systems can drive real change.

This role will be remote or hybrid - we have offices in Bromsgrove, Epsom and Edinburgh.

What you’ll get from us

We offer the following benefits:

• Hybrid working (with a minimum of 2 days in the office per week; we ask for 3 days in the office per week for the first month)
• NEST pension
• 33 days’ annual leave rising to 38 days (inclusive of statutory bank holidays following qualifying period)
• Up to 5 days’ learning and development per year
• Flu jabs & eye tests
• Season ticket loans
• Charity discounts
• Employee assistance programme
• Option of private healthcare with Benenden

How to apply

We really welcome informal conversations with prospective candidates about the role and the charity in advance of the deadline.

To apply, please download the job pack and return your completed documents by Friday 14th November at 5:00pm. Stage 1 interviews are scheduled to take place on 4th December and stage 2 interviews are scheduled to take place on 10th December for shortlisted candidates.

If you have not been contacted within 2 weeks of the closing date you have been unsuccessful with your application. Please note the successful candidate will be required to undergo a DBS check for this position.

Please note that only applications with all sections completed will be reviewed during shortlisting.

#data #research #datascientist #dataanalyst #dataanalysis #datasecurity #datacompliance #datavisulisation

Around 200,000 Ukrainians have arrived in the UK since Ukraine was invaded in early 2022. Settled's Ukraine Advice Service is at the forefront of providing expert immigration advice on Ukraine visa schemes and related matters. This post will bring much needed additional capacity to a small, very busy team. In this post you will use your expertise to respond promptly and compassionately to Ukrainian citizens pre- and post-arrival in the UK and their family members; providing free, high-quality, responsive information, advice and support services in relevant languages to secure their right to remain in the UK. You will also work effectively with volunteers, referral partners and Ukrainian communities throughout the UK.

Applicants should submit a CV and a cover letter. The cover letter should briefly explain how you meet the requirements set out in the Job Description and Person Specification.

The Local Hub (Bloxwich West Ltd) is a not-for-profit organisation; our vision is to support and

empower residents. Local Hub will be the centre point for local people to come to when they need

advice and support. There will also be weekly activities, music concerts, monthly quizzes, etc. all part

of income generation to enable the hub to become sustainable.

The Community Officer plays a vital role in enhancing the well-being of the community through Local

Hub. This position involves meeting & greeting customers, taking room bookings, minute taking,

collaborating with local organisations to promote community engagement, overseeing activities,

serving customers, outreach work and collating information.