Crm business analyst project manager jobs

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 

• Collaborate with teams across Service Delivery, Finance, People Services, Income Generation, and senior leadership to identify operational needs, understand challenges, and shape improvements  

• Facilitate workshops and consultation events to build a shared understanding of needs and challenges  

• 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.  

• Document and analyse current workflows across and within teams and identify where improvements can be made.  

• Translate organisational needs into clear, actionable proposals for system or process improvements.  

• 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.  

• Work with the Data and Evidence Manager to improve data collection and reporting, ensuring that it supports changes to processes and workflows.  

• Support the development of dashboards or tools that help track impact and performance.  

• Support staff through clear communication, documentation and training  

• Work closely with our IT Team to ensure systems meet user needs.  

• Manage user testing of any new systems  

GENERAL RESPONSIBILITIES 

• 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  

• To participate in internal/external meetings as required, attend training events, conferences and other functions as necessary.  

• To participate in regular supervision and appraisal to help identify job-related development and training needs.  

• To ensure that all The Passage policies and procedures are being adhered to, particularly those relating to Code of Practice and Confidentiality.  

• 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.  

• 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.  

• 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) 

UnLtd passionately believes in the ability of social entrepreneurs to change the world for the better. We are living through a time of unique social and economic change. Enormous pressures on the health and social care system, austerity, increasing income inequality, the shifting nature of work all alongside the impact of Covid-19 means tackling these complex challenges requires a radical shift in thinking and practice. Social entrepreneurs have these solutions, and UnLtd exists to support them to achieve their potential. We are the leading supporter of social entrepreneurs in the UK. Our vision is of a society where social entrepreneurs are providing solutions that change the world for the better.

To move social entrepreneurs from the margins to the mainstream will require us to amplify the voices, stories and impact of our social entrepreneurs, working with them in an equitable and inclusive way. It will require us to deepen our work around impact, be open to the learning opportunities failure creates and seek out opportunities to share insights in new and powerful ways to influence stakeholders to make the changes needed for social entrepreneurs to flourish. 

As Impact Analyst at UnLtd, you will gain a clear understanding of the data user journey for our social entrepreneurs and drive the implementation of improvements to our data collection tools and processes, enhancing data quality and data literacy across teams. You will also provide support and leadership on compiling analysis for organisational monitoring and learning, pulling together insight for board and governance reporting, programme reporting, fundraising bids, continuous improvement research and other adhoc requests.

Working closely with others in our Research Impact and Learning team, you will contribute to developing a culture of learning, ensuring that insights and evidence generated by our research and evaluation activity feed back into the organisation, allowing UnLtd to iterate our work and be an impact-driven, agile, learning organisation.

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.