Conversion and crm officer jobs in London, greater london

The Data Management and Insight Officer will support the day-to-day management of White Ribbon’s data systems, including CRM (Zoho Bigin) and email marketing processes, website data capture, reporting and audience journeys. The role will help ensure that data is accurate, joined up, compliant and useful, enabling teams across the organisation to better understand audiences, improve engagement, evidence impact and make informed decisions.

Key responsibilities

Data management and quality

• Manage and maintain organisational data, ensuring records are accurate, consistent, up to date and fit for purpose.
• Carry out regular data cleaning, including removing duplicates and improving the quality and completeness of records.
• Help to develop and embed clear processes for data entry, data storage, data management and reporting.
• Support colleagues to use agreed systems, templates and processes consistently.
• Identify gaps, issues or risks in current data processes and recommend practical improvements.
• Ensure that personal and sensitive data is handled securely and in line with GDPR, confidentiality requirements and internal policies.

CRM, systems and data flows

• Carry out he day-to-day management and development of White Ribbon’s CRM system, currently Zoho Bigin and any future CRM platforms.
• Map and monitor key data flows between systems, including Zoho Bigin, Mailchimp, Squarespace and other relevant platforms.
• Ensure that data pathways between systems are working effectively, including between Zoho Bigin and Mailchimp.
• Work with colleagues to improve how data is captured, stored, transferred and reported across platforms.
• Support the management of mailing lists, audience records, campaign data and supporter information.
• Work with system providers or external support where required to resolve issues and improve processes.

 Email marketing, audience journeys and segmentation

• Support the management of audience journeys, working with relevant teams to ensure the right emails are going out to the right audiences at the right time.
• Help to ensure that data is collected consistently through audience journeys, forms, campaigns and website activity.
• Support colleagues to understand and improve audience segmentation, including Ambassadors, Champions, Accredited Organisations, supporters, partners and other key audiences.
• Use data to help identify trends, engagement patterns, gaps and opportunities across different audience groups.
• Support the use of Mailchimp or other mailing systems, including audience management, reporting and data quality.

Website and Promise page administration

• Administer and support the data processes linked to the White Ribbon Promise page on the website.
• Ensure that Promise data is captured, stored, monitored and reported accurately.
• Work with the Communications Manager and relevant colleagues to improve the Promise user journey and related data collection.
• Support reporting on Promise activity, website forms and other key digital engagement points.

Reporting, insight and analytics

• Produce regular reports and dashboards for trustees, managers and staff.
• Run reports that support organisational planning, communications, fundraising, campaigns, accreditation, training and engagement activity.
• Use data to identify trends, risks, gaps and opportunities.
• Present findings clearly and accessibly for colleagues with different levels of confidence using data.
• Analyse CRM and enquiry data to identify trends, conversion rates, pipeline performance and opportunities to improve engagement.
• Support the use of Google Analytics to understand website performance, audience behaviour and campaign effectiveness.
• Help colleagues use data to make informed decisions and improve activity across the organisation.

Surveys, monitoring and evaluation

• Support the development of practical monitoring and evaluation systems across the organisation.
• Help to collect, collate, analyse and interpret survey data, including surveys for Ambassadors, Champions and other key audiences.
• Draw out clear findings and recommendations from survey data and feedback.
• Support the collection of evidence, statistics, case studies and learning for reports, funders, trustees and organisational planning.
• Help White Ribbon better understand the impact and reach of its work through clear, consistent and meaningful data.

Organisational support

• Work collaboratively with colleagues across the organisation to understand their data needs and support better use of systems.
• Provide guidance and support to staff on data processes, reporting and audience management.
• Contribute to a culture where data is used confidently, ethically and effectively.
• Keep up to date with relevant developments in CRM, data management, charity insight, digital analytics and data protection.
• Undertake any other duties reasonably required by the Communications Manager that are consistent with the level and purpose of the role.

Note: this is a new role and the job description may change as the role develops.