Crm and data services senior officer jobs in bristol, city of bristol
Position title: Operations Officer
Reports to: Director of Operations
Direct reports: None at present. Operations Assistant in the future, subject to funding.
Key stakeholders: Director of Operations, Finance Manager, Communications Manager, Membership Manager, Director of Income and Investment, UKMSA team, volunteers
Location: Remote (with occasional UK travel)
Salary: Level 3 – £30,000-£35,000
The Operations Officer is a vital enabler within UK Men’s Sheds Association (UKMSA), supporting the Director of Operations and wider team to ensure that internal systems, communications, and events run smoothly and effectively. Operating as a competent professional with minimal supervision, the postholder brings a practical, solutions-focused mindset to help our staff and volunteers navigate UKMSA with confidence and ease.
Acting as both a systems fixer and first point of contact, the Operations Officer handles incoming queries, whether by phone, email, or other channels, making sure they reach the right person quickly and are followed up appropriately. They take ownership of the “how”, for example, ensuring platforms like SharePoint are clear and usable, templates and resources are easy to find, and everyday processes feel intuitive and joined-up.
They also play a key role in supporting the delivery of UKMSA events, helping to coordinate logistics, manage information, and ensure all activities are well-organised, inclusive and aligned with UKMSA’s values. Proactive in spotting friction points across systems and operations, they resolve them constructively and collaboratively, always aiming to make things easier for others.
This role will suit someone who is calm under pressure, friendly, and unflappable; someone who brings patience and clarity when others feel frustrated, and who sees their job as enabling others to succeed. A natural organiser with a service mindset, the Operations Officer keeps things moving, keeps people informed, and brings a steady hand to the fast-paced, values-led environment of UKMSA.
Key responsibilities:
1. Support to the Director of Operations
· Provide flexible and proactive administrative support to the Director of Operations across a range of operational functions.
· Maintain and update Breathe and all HR records and internal trackers, ensuring information is accurate, current, and securely stored.
· Assist with project coordination, document preparation, supplier management, and other operational tasks as delegated.
· Ensure tasks are completed in a timely and organised manner, helping the Director manage priorities and maintain momentum.
2. Systems and process support
· Help the entirely remote staff and volunteers navigate UKMSA’s systems and tools (for example, platforms like SharePoint) with clarity and confidence.
· Work with other UKMSA staff to make systems more straight-forward. For example, work with the Finance Manager to help volunteers find easier ways to claim expenses.
· Act as a practical, approachable source of support for system-related queries, ensuring others can easily find what they need to do their job. Adapt systems considering their experiences.
· Identify pain points in internal processes and work constructively with others to improve them, streamlining structures, simplifying workflows, and keeping things running smoothly behind the scenes.
· Maintain and update shared systems and spaces to ensure they are accessible, user-friendly, and fit for purpose.
3. First point of contact
· Receive, triage and manage incoming phone calls, emails, and letters to UKMSA, ensuring they are passed on promptly and appropriately to the right member of staff or volunteer.
· Maintain clear systems for logging, redirecting, and following up on incoming queries to support accountability and responsiveness.
· Identify and suggest ways to make it easier for people, both inside and outside the organisation, to get the information or help they need efficiently. For example, work with the Membership Manager and Head of Volunteering to develop a bank of frequently used resources and materials.
4. Events co-ordination
· Support the Director of Operations, colleague and external consultants in the planning and delivery of UKMSA events including conferences, online webinars, training sessions, and member gatherings.
· Liaise with venues, suppliers, speakers, and internal colleagues to ensure smooth and timely event logistics.
· Manage practical event delivery tasks such as attendee registration, materials preparation, evaluation collection, and post-event communications.
· Contribute to the creation of inclusive, safe, well-organised events that reflect UKMSA’s values and create value for members, volunteers, and partners.
Key expertise required:
· Strong administrative and organisational skills, with a proven ability to manage multiple tasks, meet deadlines, and maintain accuracy across a range of operational and logistical duties.
· Experience supporting senior leaders or operational functions, ideally in a charity, membership organisation or similarly values-led environment.
· Excellent communication and interpersonal skills, with the confidence and professionalism to liaise effectively with staff, volunteers, suppliers, and members of the public.
· Proficiency with digital systems and platforms, including file storage systems (e.g. SharePoint or Google Drive), spreadsheets, document templates, and basic CRM or event tools.
· Experience supporting events coordination, including handling logistics, communicating with participants, and ensuring smooth delivery.
· A practical and solutions-focused mindset, with the ability to spot inefficiencies or confusion in systems or processes and work constructively to improve them.
· Ability to work independently, using initiative to solve problems and manage priorities, while also being a supportive and collaborative team member.
· A calm, friendly and patient approach, especially when supporting colleagues or volunteers who are frustrated or unfamiliar with systems or processes.
· Understanding of confidentiality and data protection principles, with experience handling sensitive information responsibly and professionally.
· Experience working with volunteers, and a respectful, enabling approach that recognises the contribution and centrality of volunteers within the Shedding movement and wider charity.
· Commitment to UKMSA’s mission and values, with an appreciation for the volunteer-led nature of the Shedding movement and the culture it reflects.
What success looks like:
· People across the organisation feel supported, informed, and able to get things done. Staff and volunteers know who to go to for help, and when they do, the experience is clear, calm, and constructive.
· Systems and processes feel intuitive and smooth. The bumps have been ironed out, key resources are easy to find, and internal tools support rather than frustrate.
· Enquiries and issues are handled efficiently and appropriately. Whether it’s a public query or a board member request, it reaches the right person quickly and nothing falls through the cracks.
· Events are well organised, well attended, and well received. From logistics to follow-up, the Operations Officer plays a dependable role in making UKMSA events run smoothly and reflect the organisation’s values.
· The Director of Operations is well supported and can delegate confidently, stay focused on strategic work, and trust that operational details are being managed with care and follow-through.
· Colleagues describe the Operations Officer as calm, responsive and dependable. They are appreciated for being steady under pressure, friendly when others are stressed, and always looking for ways to make things easier.
· The role continues to evolve. As systems improve and the organisation changes, so does the shape of the role, with the postholder identifying new ways to add value and solve problems.
This job is not:
· This is not a strategic or senior leadership role. While the Operations Officer supports cross-organisational functions and works closely with senior staff, they are not responsible for setting strategy or making high-level decisions.
· This is not a purely administrative role. Although administration is an important part of the job, the role goes beyond task-based support, requiring initiative, systems thinking, and confident engagement with people across the organisation.
· This is not a technical IT role, though the postholder should be confident using digital systems and helping others navigate them.
· This is not a passive or isolated role. The Operations Officer is expected to proactively work closely with colleagues, volunteers, board members, and external contacts, often representing the operational “face” of the organisation and playing a key role in how things function day to day.
· This is not a static or routine-only role. As systems improve and the organisation evolves, the challenges and priorities will shift especially if the postholder is effective at smoothing processes and solving problems. The role requires adaptability, curiosity, and a willingness to respond to what’s needed.
Closing date: 1200hrs 9th October 2025
Interview : 24th October 2025
Registered Charity
11 - 20
We are the support body for Men’s Sheds across the UK. We work hard to inspire and support the development of Men's Sheds.
The client requests no contact from agencies or media sales.
Thank you!
Transform Drug Policy Foundation is a leading charity working to end the war on drugs and promote policies that prioritise health, human rights, and social justice. With a small but passionate team, we campaign, educate, and influence decision-makers to reform drug policy in the UK and globally.
We are entering an exciting new phase of organisational growth and are looking for an organised, proactive Administrator to play a key supporting role.
About the Role
This new role will provide vital administrative support across fundraising, programme delivery, and operations. You’ll help keep the organisation running smoothly, freeing up time for senior staff to focus on income generation and impact. From CRM management and donation tracking to event logistics and donor communications, you'll be central to ensuring Transform’s work is efficient and effective.
Overall aim
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Work with the CEO on implementing supporter journeys and other fundraising systems and processes as required
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Assist with the delivery of our fundraising strategy
Key responsibilities:
Fundraising support (approx. 50%)
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Lead on the roll-out, development, and ongoing maintenance of our fundraising CRM system and supporting platforms
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Support the CEO and fundraising team with scheduling, meeting preparation, and follow-up.
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Assist with proposal submissions by formatting documents, collating supporting materials, and tracking deadlines.
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Maintain an organised digital library of fundraising collateral (e.g. case for support, templates, reports).
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Act as the first point of contact for supporters and members of the public, dealing with fundraising enquiries, requests for information, and feedback via the telephone, email, and post.
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Thank donors and create personalised correspondence and other communications to support the donor journey.
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Support the delivery of face-to-face and online events including donor stewardship events.
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Lead on the roll-out, development, and ongoing maintenance of our fundraising CRM system, and maintain accurate records.
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Maintain our online giving platforms.
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Conduct prospect research on new fundraising opportunities and sources of income as directed by the CEO.
Team and Operations Support (approx. 50%)
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Provide day-to-day admin support for the CEO and wider team, including diary management, meeting coordination, and inbox support.
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Organise team meetings, take notes and track action points.
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Help onboard new freelancers, volunteers, and staff members (e.g. access to systems, scheduling inductions).
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Support basic finance admin (e.g. tracking invoices, reconciling expenses, liaising with bookkeeper).
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Coordinate CRM and IT systems with external providers to ensure functionality and updates.
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Maintain internal folders and files using best practices in cloud storage (e.g. Google Drive).
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Assist in developing and maintaining an effective website so donors have a seamless user experience
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Maintain excellent working relationships with the team
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Ability occasionally to work outside normal office hours/flexibility for events and networking opportunities.
Person Specification
Essential
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Excellent organisational and time-management skills.
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Proven administrative experience, supporting a small and busy team.
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Experience of working with CRMs/Databases including at the roll-out and development stage.
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High attention to detail, especially when handling data and scheduling.
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Experience of customer service/donor relations or similar.
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Strong research skills, including the ability to search for reliable information online, with excellent attention to detail.
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Experience of maintaining accurate records (e.g. customer records, contact details, project data).
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Working in an organised manner, managing deadlines effectively and responding flexibly to work priorities.
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An ability to develop and manage effective working relationships with colleagues and external stakeholders.
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A proactive, can-do attitude and ability to juggle multiple priorities.
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Commitment to Transform’s mission and values.
Skills
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Excellent communication skills, both verbal and written.
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Exceptional levels of organisation.
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Ability to work as a part of a team and on own initiative.
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Strong planning and ability to deliver to deadlines.
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Strong IT literacy, experience of using Microsoft 365/ google
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Strong people skills for building relationships and networking with external stakeholder, team members and key contacts.
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Demonstrable experience of using fundraising databases for financial and relationship management.
Desirable
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Effective written communications with a persuasive writing style.
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Experience of working in a fundraising environment.
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Experience of working on or delivering fundraising events.
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Experience working in a small, values-driven charity or campaigning organisation.
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Understanding of confidentiality and data protection requirements (e.g. GDPR).
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Knowledge of the voluntary sector.
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Understanding of drug policy reform
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A genuine and enthusiastic commitment to the values, vision and goals of Transform.
What We Offer
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Flexible, hybrid working arrangements.
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Opportunity to play a central role in a fast-growing and mission-driven organisation.
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Training and development tailored to your role (e.g. fundraising, CRM, project management).
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25 days annual leave + bank holidays (pro rata).
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A supportive and inclusive working environment.
Equality and diversity
Transform is committed to diversity, inclusion and equality in all its work. We welcome and encourage people with Black, Asian and other minority ethnic backgrounds to apply for this post.
How to apply
Please send a CV and cover letter
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Membership Manager
This is an exciting opportunity to join an ambitious and talented Development team
We are looking for an experienced Membership Manager to join our small and friendly Development team (Fundraising and Membership) and drive our strategy for Membership. With a healthy existing membership base of nearly 15,000, and a database of 100,000 registrants, this role will support the Head of Development in delivering the best possible membership offer for families in the Twins Trust community. You will be supported by a Membership Officer to continually evaluate and improve our membership proposition, giving members a brilliant experience and ensuring we can secure sustainable income for the charity.
Contract: Permanent
Hours: Four-five days per week (30 - 37 hours) Negotiable for the right candidate
Flexibility: We are a flexible employer and most of our staff are juggling things (including caring for multiples!). We are great at making jobs work around life.
Salary: £35k - £37k pro rata
Reports to: Head of Development
Work location: Hybrid/remote. Office space in London Bridge, although entirely remote option is fine.
How to apply: CV and covering letter
Closing date: 8th October 2025
Interview dates: First-round interviews will be virtual and take place in September/October on a rolling basis
Purpose of the role
- Accountable for Twins Trust’s annual membership income, delivering a high-quality membership journey through all phases of membership
- Work closely with our Communications Team to develop and implement strategies to attract new members, and lead on retention plans to maximise member satisfaction and loyalty
- Line manage a Membership Officer, guiding them to provide excellent customer service to Twins Trust's members, process all membership income and maintain membership information on the database, Microsoft Dynamics
- Ensure membership processes – including processing income - are efficient, effective and implemented consistently
- Draw intelligence from our membership database, using surveys and analysing data to inform decisions that keep our membership offer fresh and relevant
- Champion the member voice internally, bringing together working groups to continuously improve our offer and ensure members’ needs are reflected in service delivery
- Collaborate with the Comms team to deliver our membership offer on our digital platforms and explore ways to harness technology to deliver what our members want and need in the long term
Ideal candidate
The ideal candidate will have experience in creating and delivering a membership strategy as well as managing the operational aspects of membership processing (database, compliance with codes of practice, data protection and BACS regulations). They should have excellent attention to detail, the ability to think creatively and analytically, excellent digital skills and IT skills, and a can-do attitude.
Person specification
Essential
- Experience of delivering and marketing membership schemes
- Working understanding of admin processes relating to membership
- Ability to influence senior stakeholders and internal colleagues
- Experience working in a CRM and analysing data to inform decision-making, Microsoft Dynamics experience a plus
- Excellent communications skills and attention to detail
- A creative and analytical approach to problem solving
- Strong IT skills, including advanced Excel.
- Enthusiasm for the issues we work on
Desirable
- Experience working with online payment/donation platforms, extracting and manipulating data.
- Experience of working with discount providers
- Knowledge of GDPR compliance and data protection
- Experience of creating a strategy around membership schemes
- Line management experience
Registered Charity
21 - 50
Twins Trust is the only UK-wide charity dedicated to improving the lives and wellbeing of families with twins, triplets or more.
The client requests no contact from agencies or media sales.
Thank you!
You will be joining us at a time that holds the greatest potential for fundraising in our history, following the launch of the UK Government’s Delivery Plan for ME and initial findings of the DecodeME genetics study (co-led by Action for ME) in Summer 2025.
Building on our charity’s already established level of support from major donors, you will provide exceptional relationship management to existing donors alongside growing our network of high value supporters.
Working closely with the CEO, alongside managing a portfolio of donors and prospects ensuring excellent stewardship, you will support our Breakthrough-ME Group (a group of high net worth and highly networked individuals). There is an established level of support from major donors at Action for ME so this is a role that will require exceptional relationship management to retain our current valued supporters while growing this crucial area of fundraising.
This would be an ideal role for an experienced philanthropy professional seeking to work for a small but ambitious charity, helping us to achieve our mission to improve the lives of all people affected by ME – better meeting their needs today while taking action to secure change for tomorrow.
Key duties
Major Donor Fundraising
• Successfully develop and implement the philanthropy strategy to secure and maximise funds from high value individuals for Action for ME achieving annual income of £250k+
• Set plans and budgets which will deliver income through major gift fundraising and philanthropic giving through family trusts and foundations, including quarterly forecasting.
• Manage a portfolio of prospects and donors at the £5k to £100k level, to develop and maintain strong and long-standing partnerships
• Work closely with the Director of Fundraising and Development and other colleagues to ensure that plans and activities for fundraising from high value individuals are integrated into the overall fundraising strategy and plan for significant growth.
• Be responsible for our Breakthrough-ME Group with high quality proposition development. Contribution to Group fundraising activities with a specific focus on ensuring their networks support pipeline growth for future fundraising.
• Lead the delivery of our biennial fundraising gala dinner, maximising income and new opportunities from attendees.
• Develop engaging and inspiring opportunities to steward and cultivate support creating a calendar of activities including events, presentations, approaches, networking and meetings.
• Utilise the CRM database (Raisers Edge) to provide the data required to strategise your approach to philanthropy, monitor progress and provide a high-quality donor experience.
• Ensure utilisation of insight & data, producing management information data to inform planning and strategy development.
• With the Director of Fundraising & Development, create inspiring cases for support and resulting propositions with clear budgets and outcomes.
• Create adequate systems and processes to support the major donor programme.
• Undertake and manage research into prospects and major donors, preparing for approaches and presentations and briefing senior leadership and trustees for donor meetings and events.
• Develop and maintain relationships with donors, a wide range of staff and volunteers from trustee level down.
• Provide regular feedback and internal reporting to line management.
• Work with other fundraisers to ensure that all fundraising opportunities and leads are followed up – particularly in corporate, community and trust fundraising.
• Work with Trustees, the Chief Executive and members of the Leadership Team to develop relationships with major donors.
• Self-administrate including managing your own diary and meetings, keeping accurate and up to date records of activity
• Occasional travel to London, Bristol & events
Other duties
• To positively promote the work and activities of Action for M.E. at all times.
• To contribute to the team’s overall, ongoing and annual planning and budgeting.
• To undertake any other reasonable activity in line with the responsibilities of the post as requested by the Director of Fundraising and Development, Chief Executive or any other senior Action for ME management.
• Act as an advocate for the Charity and its work.
• To work in accordance with Action for ME’s values of collaboration, equity and empathy.
Registered Charity
21 - 50
Our mission is to improve the lives of people affected by ME. Better meeting their needs today while taking action to secure change for tomorrow.
The client requests no contact from agencies or media sales.
Thank you!
Partnerships Manager
Location: Fully Remote
Salary: £27,992 per annum
Vacancy Type: Permanent, Full Time
Closing Date: 24th September 2025
We have an exciting opportunity for a Partnerships Manager to join our team and grow income from high-net-worth individuals and corporate supporters. You will identify, engage, and steward prospects to secure funding, while developing and implementing long-term relationship and stewardship plans.
You’ll be joining a passionate, fun, and target-driven team in a motivating environment, with the chance to make a real impact on the services we provide.
Key responsibilities include:
- Researching and identifying potential major donors, determining appropriate stewardship pathways, and involving Trustees or staff as needed.
- Implementing stewardship plans for major donors to secure five-figure gifts and above.
- Developing and supporting external fundraising committees to raise funds for local Forward Trust services.
- Researching and approaching potential corporate supporters, cultivating relationships, and securing funding.
- Collaborating across the organisation to develop engagement packages, partnership proposals, and progress reports.
- Managing the Fundraising Officer, providing support, motivation, and guidance.
- Representing Forward Trust at meetings, networking events, and conferences.
- Supporting the Head of Fundraising to develop strategies to maximise income from high-net-worth individuals and corporates.
- Ensuring data in the CRM is accurate, compliant with GDPR, and used effectively to inform fundraising activities.
- Managing and reporting on income and expenditure budgets, liaising with Finance, and contributing to reports for Senior Management and Trustees.
- Collaborating with other fundraising team members and participating in team meetings, supervision, and training.
What We’re Looking For
Essential Skills & Experience:
- Proven track record of major donor fundraising, securing five-figure sums and managing effective stewardship pathways.
- Proven experience in identifying, managing, and growing corporate supporter accounts of at least five figures.
- Experience managing at least one member of staff.
- Skilled at managing high-level relationships internally (Trustees) and externally (high-net-worth individuals).
- Experience managing budgets related to your area of work.
- Proficient in using a CRM or other database to manage contacts.
- Understanding of GDPR principles and their impact on fundraising.
- Excellent verbal and written communication skills, with the ability to explain complex issues clearly and compellingly.
- Strong attention to detail and ability to understand departmental income and expenditure projections.
- Willingness to attend fundraising events, which may be out-of-hours or away from home.
About Us
We are The Forward Trust, the social enterprise with charitable status that empowers people to break the often-interlinked cycles of crime and addiction to move forward with their lives. For more than 25 years we have been working with people to build positive and productive lives, whatever their past. We believe that anyone is capable of lasting change. Our services have supported thousands of people to make positive changes and build productive lives with a job, family, friends and a sense of community.
We are committed to our cause and the work we carry out as a charity. Equally the wellbeing and the employees who work for us are also important. Joining us an employee, we will offer you the following benefits:
- Flexible working
- Training and development opportunities
- Simply Health Cashback Scheme (optional)
- Season Ticket Loan Scheme
- Cycle to work scheme
- Crisis Loan Scheme
- Electric Car Scheme
- 3 x Wellbeing Days (pro rata'd for part time employees)
- Access to Blue Light Card
- 25 days (rising to 30 with length of service) Annual Leave plus Bank Holidays
- Contributory Pension Scheme – Employer matched contributions of up to 6% in the first two years’ service and up to 9% thereafter
- Death in Service Payment (2x annual salary)
- Critical Illness Insurance (subject to qualifying criteria)
To Apply
If you feel you are a suitable candidate and would like to work for the Forward Trust, please click apply to be redirected to their website to complete your application.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Talent Set are delighted to partner with The Talent Foundry in their search for a Head of Fundraising role. The Talent Foundry is dedicated to helping young people from under-served communities unlock their potential and prepare for the world of work or higher education.They are looking to increase unrestricted income from fundraising outside of corporate partnerships. This senior position involves leading strategic fundraising efforts to secure vital income, leading a small team across fundraising and marketing.
Key Responsibilities
- Responsible for all of fundraising income and to develop structure of fundraising to diversify income streams
- Design and implement effective fundraising strategies
- Cultivate and maintain relationships with current and prospective donors and partners
- Lead and support fundraising and marketing teams, fostering an inclusive and collaborative environment
- Plan, coordinate, and deliver fundraising campaigns and events
- Track, analyse, and report on fundraising performance metrics
- Identify new funding opportunities and stay updated on sector trends
- Represent the organisation at external engagements to build awareness and support
Person Specification
- Experience in leading successful fundraising programmes within the charity sector with experience from one of the following areas: Trust and Foundations, Major Gifts, Corporate Partnership
- Ability to be strategic and also hands as fundraising on to meet the needs of a smaller charity
- Would suit an ambitious experienced manager looking to develop their career
- Strong relationship-building skills with diverse stakeholder groups
- Strategic thinker with excellent organisational abilities
- Effective communicator capable of engaging a wide audience
- Leadership qualities to motivate teams and volunteers
- Analytical and results-focused with attention to detail
- Budget management and resource allocation skills
What’s on Offer
Salary: £45,000
Role is home based but with commitment to travel to London for meetings 1-3 times a month.
Part time options available
How to Apply
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.
Interviews to be held via teams on the 22nd/23rd September with 2nd stage in person on the 6th October.
Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, sexual orientation, disability, age, or gender. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.
Registered Charity
11 - 20
Talent is everywhere, opportunity is not. The Talent Foundry, a UK education charity, bridges this gap and improves social mobility for young people.
