Commercial Financial Analyst Jobs

Relate is a household name and the UK’s best-known provider of specialist relationship counselling services.  We’ve been helping families, individuals, couples and children since 1946 and have developed a passion for supporting people as they navigate the ups and downs of relationships at home, work and in the community.  We are in a period of growth driven by increasing demand for our services. To power that growth, we need additional revenue streams from enterprises, EAP vendors, benevolent funds and philanthropic sources.   

This is where you can make a difference to us.  As our Commercial Business Development Manager, you’ll be in a newly created hands-on role at the forefront of nurturing and closing new business opportunities.  You’ll be developing strategic partnerships, increasing revenue streams and contributing to our growth plans as a member of the Relate Senior Management Team.

Reporting to our National Partnerships Director, you’ll find us enthusiastic, open, willing to help and above all passionate about the difference we make to people’s lives every single day. 

Key Responsibilities

• First and foremost, this is a sales role. So, we’ll need you to demonstrate a track-record of meeting and exceeding revenue targets.
• You’ll be able to demonstrate an ability to work autonomously without intensive supervision.
• You’ll be able to demonstrate the ability to define and action a go-to-market plan.
• Naturally, we expect first-class demonstrable sales-skills including the ability to:

1. Identify and evaluate new business opportunities including new markets, customers, partnerships, products, and services.
2. Develop a pipeline of qualified prospects.
3. Negotiate and close deals with a seven-figure value.
4. Build and maintain strong relationships with key clients and partners, ensuring their needs are met andexceeded.
5. Provide detailed reports on business development activities, including market analysis, sales forecasts, and revenue projections

• Collaborate with the National Partnerships Director, Service Delivery Director, National Contracts Manager, Digital Services Manager, and other key colleagues to ensure the smooth implementation of new contracts.
• Deputise for the National Partnerships Director at Executive Leadership meetings
• Represent Relate at a range of events to promote the brand and the service offer.
• Contribute to annual budget and strategic planning cycles.
• Stay abreast of industry changes and competitive landscape to adjust strategies accordingly.

Education and Training

• Experience and formal training in a recognised Sales Methodology e.g. MEDDPICC, SPIN, Sandler
• BA Hons (desirable)

Demonstrable Experience and Knowledge

• Substantial proven experience in business development, b2b sales, or a similar role, in the service and/or not for profit sector
• Track record of securing seven-figure contracts.
• Strong understanding of sales principles and customer service practices.
• Proven experience of cultivating and sustaining strong partner relationships in a range of settings.
• Understanding of market drivers in the EAP/staff benefits sector.
• Strong track record of achieving or exceeding income targets.

Abilities and Skills

• Proven communication, negotiation, and interpersonal skills with the ability to adapt to the audience to achieve the optimum outcome.
• Ability to think strategically and analytically, with a problem-solving mindset.
• Strong business and financial acumen with the ability to develop comprehensive budgets and business plans
• Entrepreneurial approach with the ability to see and capitalise on opportunities.
• Ability to work independently, with a self-motivated, results-driven approach.
• Able to travel as required with occasional overnight stays.

Personal Qualities

• Driven
• Professional
• Collaborative
• Client led/Person centred.
• Resilient

Terms of Appointment

• Permanent position
• Full time, 35 hours per week (some evening/weekend work may be required)
• 25 days holiday plus bank holidays and 3 days over Christmas period 
• c£55,000 oer annum salary

About us

Crisis is the national charity for people experiencing homelessness. We know that homelessness is not inevitable. We know that together we can end it. 

This is an exciting time to join Crisis as we push forward to implement our new Supporter CRM, utilising Dynamics 365. You’ll help shape the technical solutions that support our Fundraising and Engagement, helping to meet the growing demands of an ambitious organisation determined to end homelessness.  

Hours: 35 hours per week (compressed hours available in line with Crisis’ Flexible Working Policy)

Location: London office (working from home in line with Crisis’ Hybrid Working Policy, there would be an expectation for you to be in the office one day per week) 

About the role 

As Supporter CRM Product Owner, you will play a key role in ensuring that the needs of teams across Fundraising, Policy & Social Change, and Commerce & Enterprise are addressed as part of the ongoing CRM Development. We have created this role as we’re part way through implementing Dynamics 365 as our new Supporter CRM and are looking for someone to put their stamp on the governance mechanisms that support change, the way in which we training and onboard new users, and how we manage the testing process in advance of rolling out to all relevant teams.

About you 

To be successful in this role you will have experience of CRM Product Ownership with a thorough understanding of the software development lifecycle. Equally adept working with technical and non-technical colleagues, your exceptional communication and organisation skills will be used to bring colleagues together with a focus on delivering value at the early possible stage.  
 
You will have experience in establishing new governance processes and ideally a solid foundation in agile ways of working in a user-centred development framework. As the second Product Owner in the Business Systems team, you’ll be a crucial cog in establishing Product Ownership as a discipline in a Systems context.  

You may have experience in, Product Ownership, Agile Project management, Software development, CRM management 

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 

As a member of the team, you will have access to a wide range of employee benefits including: 

• Interest free loans for travel season ticket, cycle to work, and deposit to secure a tenancy 

• Pension scheme with an employer contribution of 8.5% 

• 28 days’ annual leave

• Enhanced maternity, paternity, shared parental, and adoption pay 

• Flexible working around the core hours 10am-4pm 

• 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 to apply 

If this sound likes the opportunity for you, please click on the 'Apply for Job' button below. 

Closing date: Sunday 21 April 2024 (at 23:59) 

Interviews will be held on W/C 29 April 2024

Accessibility 

We want our recruitment process to be as accessible as possible. If you need us to make an adjustment or provide additional support as you apply for a role, please email our Talent Acquisition team to discuss how we can help. 

Registered Charity Numbers: E&W1082947, SC040094 

This key role presents an excellent opportunity to see projects through from conception to completion and to play a part in shaping how we work and what we do.  You will have responsibility for day-to-day operation of UCISA, including technical Infrastructure and systems used to deliver UCISA’s services to our members.  You will deputise on operational matters for the CEO and represent and advocate for UCISA alongside other management team colleagues.

You will be reporting directly to and working closely with UCISA’s CEO and have opportunities to develop your own skills in running an organisation in an innovative and agile way.  Ultimately, you’ll ensure our operations run smoothly and that people are productive.

The role sits within the Management Team and the post holder will deputise for the CEO alongside management colleagues.

Summary of key Terms and Conditions

Contract: Permanent Full time, Oxford based, hybrid

Hours per week: 37.5, Monday-Friday with some flexibility to support UCISA events and participate in team days

Salary: £55,000-£65,000 per year (depending on candidate experience and skill set)

Leave: 30 days annual leave & 8 Bank Holidays

Pension: Defined Contribution scheme (6.7% employer contribution, voluntary employee contribution 0-6.7%)

Reporting to: CEO

To apply for this role please follow the instructions provided.  The closing date for this role is 10:00 (10am) 26 April 2024.  Interviews will take place on Friday 31 May 2024 at the UCISA office in Oxford and will include relevant skills tests.