Crm business analyst project manager jobs
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JOB PURPOSE
The Business Analyst will strengthen how we work by improving processes, systems, and the way we use data. This is a hands-on role, working closely with multiple teams across the organisation to identify challenges and develop solutions that are practical, proportionate, reflect the day-to-day realities of the working environment and are aligned with our values. The role requires someone who is a great communicator, has a consultative approach and can quickly build trust with staff and the senior leadership team. They will be able to balance what is an ideal solution with what is feasible in a charity context. The role will contribute to our mission to prevent and end homelessness by ensuring our systems, processes, and data are aligned with strategic priorities and delivery goals.
MAIN DUTIES
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Collaborate with teams across Service Delivery, Finance, People Services, Income Generation, and senior leadership to identify operational needs, understand challenges, and shape improvements
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Facilitate workshops and consultation events to build a shared understanding of needs and challenges
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Co‑produce delivery excellence standards with people who use our services, ensuring their experiences and insights help shape how we design, assess, and improve our work.
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Document and analyse current workflows across and within teams and identify where improvements can be made.
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Translate organisational needs into clear, actionable proposals for system or process improvements.
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Lead organisational change arising from the analysis, working with managers and staff to plan improvements, coordinate implementation, and ensure changes are mainstreamed across the organisation.
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Work with the Data and Evidence Manager to improve data collection and reporting, ensuring that it supports changes to processes and workflows.
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Support the development of dashboards or tools that help track impact and performance.
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Support staff through clear communication, documentation and training
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Work closely with our IT Team to ensure systems meet user needs.
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Manage user testing of any new systems
GENERAL RESPONSIBILITIES
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Working with the Head of Strategy and Evidence to continuously develop the role to ensure that all tasks are being undertaken in an effective and appropriate manner which meets the strategic aims and objectives of The Passage
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To participate in internal/external meetings as required, attend training events, conferences and other functions as necessary.
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To participate in regular supervision and appraisal to help identify job-related development and training needs.
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To ensure that all The Passage policies and procedures are being adhered to, particularly those relating to Code of Practice and Confidentiality.
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To contribute to the effective implementation of The Passage’s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults.
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To always undertake your role in a professional manner maintaining a high standard of work, and to always work in accordance with the aims, values and ethos of The Passage.
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Undertake any other duties that may be required which are commensurate with the role
PERSON SPECIFICATION
Our vision is of a society where homelessness no longer exists and everyone has a place to call home.
The person specification sets out the essential abilities and qualities that will be used in the selection criteria for this post.When completing your application form, please address criteria E1 to E4 and K1 to K5 demonstrating your experience and knowledge, giving evidence of your experience and abilities.
DESIRED EXPERIENCE
E1 Proven experience as a business analyst or similar role
E2 Staff Training and stakeholder engagement
E3 Excellent written and oral communication skills
E4 Experience of co‑production or involvement methods with people who use services (desirable)
DESIRED KNOWLEDGE
K1 Strong understanding of how organisational functions (e.g. service delivery, finance, HR) operate and interact
K2 Familiarity with systems such as CRM, case management, and finance platforms
K3 Awareness of project lifecycles and change management principles
K4 Familiarity with Excel, Power BI, or similar tools
K5 Understanding of the housing and homelessness (desirable)
The client requests no contact from agencies or media sales.
At Prospect Hospice, we believe everyone deserves compassionate, personalised care at the end of life. Every pound we raise helps us be there for people and families when they need us most.
Behind every donation, every supporter and every story is data — and that’s where you come in.
We’re looking for a talented Database Manager who can turn data into knowledge, helping us build meaningful relationships with our supporters and grow the income that makes our care possible.
Hours: 20 hours per week. Hybrid working preferred although fully remote will be considered.
What is the role?
You’ll take ownership of our Raiser’s Edge database, ensuring it is accurate, efficient and used to its full potential across our fundraising and supporter engagement teams.
Working collaboratively with colleagues across fundraising, IT and finance, you’ll help us better understand our supporters, improve how we work, and make smarter decisions that support our long-term sustainability.
You’ll be joining us at an exciting time, with a new strategy in place and ambitious plans — giving you real scope to shape how data is used across the organisation.
What you’ll be doing
- Leading the management and development of our Raiser’s Edge database
- Ensuring high-quality, accurate and compliant supporter data
- Supporting teams with segmentation, reporting and data analysis
- Creating queries, dashboards and reports to track performance
- Improving processes, systems and integrations to make data work better for everyone
- Providing guidance and training to colleagues, building confidence in data use
- Championing best practice and continuous improvement in data management
About you:
You’re someone who combines technical expertise with curiosity and purpose. You understand that data isn’t just numbers — it’s people, stories and impact.
You will bring:
- Strong experience of managing Raiser’s Edge (RE NXT) in a charity or fundraising setting (essential)
- Confidence in data analysis, reporting and segmentation
- Advanced Excel skills and experience with tools such as Power BI (or similar)
- A good understanding of GDPR and data governance
- The ability to translate complex data into clear, meaningful insights
- Excellent attention to detail and a proactive, solutions-focused approach
- A collaborative mindset and a genuine passion for making a difference
Please see the job description for full details and person specification.
We offer a great range of benefits, including:
- 27 days annual leave entitlement (plus bank holidays)
- Generous contributory pension scheme and life assurance
- Discounts with local retailers, gyms, and service providers including Blue Light Discount Card
- Employee Assistance Programme
- Family-friendly policies and practice
- Supportive induction, and training and development
- A values led, inclusive working environment
- Free parking on-site
How to Apply
To apply, please upload your CV and a cover letter detailing your suitability for the role and why you’d like to work with us.
First stage interviews will take place by TEAMS 5-7 May and face-to-face interviews will be 13-14 May 2026.
Equality & Diversity
Prospect Hospice is committed to encouraging a diverse and inclusive working environment. We recognise that promoting diversity and eliminating discrimination in our workplace will bring benefits for our people, our business, and the communities we serve.
We welcome applications from all individuals regardless of age, disability, sex, gender reassignment, sexual orientation, offending background, pregnancy and maternity, race, religion or belief, and marriage and civil partnerships.
Safeguarding
We are committed to safeguarding and promoting the welfare of all those we support. As part of our SAFER recruitment processes, offers of employment will be subject to thorough checks, which may include a DBS check, satisfactory references, online and social media checks, and verification of qualifications. We expect all staff to share this commitment and to adhere to our safeguarding policies and procedures at all times.
You must tell us about any unspent conviction, cautions, reprimands, or warnings under the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975.
The client requests no contact from agencies or media sales.
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!
Following the growth of the Income Generation team Severn Hospice is expanding.
Severn Hospice is a leading regional charity providing compassionate care for people living with incurable illness across Shropshire, Telford & Wrekin, and Mid Wales. We are looking for an experienced, compassionate and motivated fundraiser to help grow our Individual Giving programme, a vital source of income that enables us to continue delivering our caring services.
As Senior Individual Giving Fundraiser, you will play a key role in shaping and delivering fundraising activity that inspires supporters and maximises engagement, income and lifetime value.
Leading a diverse portfolio including regular giving, appeals, in memoriam gifts, funeral donations and general donations, you will use insight-led planning and thoughtful communication to engage supporters, build lasting and meaningful relationships and encourage long-term giving.
Working closely with colleagues across the income generation and communications teams, you will develop campaigns, initiatives and supporter journeys that make new and existing supporters feel valued, informed and inspired by the difference they make.
This role combines strategic oversight with hands-on delivery. You will manage budgets, plan and monitor campaigns, evaluate performance, and ensure compliance with all relevant regulatory and best practice standards. You will also line-manage the Legacy Fundraiser, supporting the development of legacy income as part of the wider Individual Giving programme.
Severn Hospice is a wonderfully rewarding place to work. If you are an experienced, creative and relationship-focused fundraiser with a passion for supporting your local community, we would love to hear from you.
The client requests no contact from agencies or media sales.