Crm data analyst jobs

Database and Insights Manager

Salary: £40,556.09
Location: Bristol based with 1 - 2 days in the office
Department: Fundraising
Hours Per Week: 37.5

Help shape powerful insights that transform supporter engagement and drive meaningful impact.

HFT is looking for a talented Database and Insight Manager to take the lead on our fundraising data strategy, ensuring we use information smartly, securely and creatively to grow income and strengthen the supporter experience.

If you’re a data expert who loves turning numbers into stories, improving systems, and empowering teams, this is your chance to make a real difference.

About the Role

As our Database and Insight Manager, you’ll be the organisation’s go-to expert on data and insight. You’ll own and develop our fundraising CRM (Charity CRM), making sure it’s accurate, efficient, compliant and optimised to meet our evolving fundraising needs.

You’ll work closely with Fundraising, Finance, IT, Communications and Supporter Experience teams—helping them make evidence-based decisions, derive powerful insights, and deliver excellent stewardship for every supporter.

This is a strategic, hands-on role where you’ll shape how data is collected, used and understood across HFT. From creating dashboards to implementing data workflows, to training colleagues, your expertise will ensure our data is the strongest foundation for future growth.

What You’ll Do

• Lead, develop and champion our fundraising database, ensuring it’s well maintained, continuously improved and aligned with organisational priorities.
• Provide expert insight, segmentation, data selections and reporting for the Fundraising Team.
• Produce accurate, meaningful reports and dashboards to support campaign planning, performance tracking and strategic decision-making.
• Deliver training and system support to ensure colleagues are confident, compliant and data-savvy.
• Act as HFT’s internal Charity CRM expert, offering guidance, troubleshooting and technical support.
• Ensure strong processes for data quality, security and GDPR compliance, including regular cleaning, de-duplication and integrity checks.
• Lead external profiling projects and implement resulting recommendations.
• Support income processing, reconciliation and Gift Aid claims.
• Collaborate with Finance, IT, Communications and Supporter Experience to ensure data flows and insights are consistent, accurate and meaningful.

About You

You’re an analytical thinker with strong technical skills and a passion for data-driven fundraising. You can translate complex information into clear, compelling insight and you’re comfortable leading on system optimisation, reporting and data governance.

You will bring:

• Strong experience using CRM systems, including queries, exports, dashboards and workflows.
• Ability to analyse complex datasets and produce meaningful insight.
• Excellent organisational skills and the ability to manage multiple projects.
• Strong communication skills, especially when explaining data to non-technical colleagues.
• Knowledge of fundraising segmentation, donor contactability and data-driven fundraising approaches.
• High attention to detail and a proactive, solution-focused mindset.
• Competence in Microsoft Office, especially Excel.
• Experience using analysis tools such as Power BI.
• Understanding of GDPR, data protection and fundraising regulation.
• Relevant degree or professional qualification.

Desirable:

• Knowledge of Crystal Reports, SQL or similar reporting tools.
• Experience in fundraising, marketing or business development environments.

Our Values

At HFT, we are:

• Diverse – We celebrate individuality and champion equity, diversity and inclusion.
• Kind – Compassion guides everything we do.
• Positive – We focus on solutions and working together to achieve more.
• Visionary – We aim high and imagine what the best possible future looks like.

If these values resonate with you, you’ll fit right in.

What we can offer you

All Hft employees get access to the LifeWorks – the world’s biggest 24/7 colleague counselling and support service. It is completely free for all colleagues to use in complete confidence, whenever and however they want to access it.

• Access to a range of discounts on your favourite brands through Lifework
• Access to award winning training and development – Hft is one of only four charities to have achieved the Skills for Care ‘Centre of Excellence’ provider status
• A contributory pension scheme & life assurance
• Free DBS check
• Find your place with us and change lives

You may have experience of the following: CRM Manager, Data and Insights Analyst, Fundraising Data Manager, Database Administrator, Donor Insights Manager, Marketing Database Manager, Analytics Manager, Data Operations Manager, Business Intelligence Manager, etc.

REF-225 499

Position: Business Intelligence Impact Lead
Hours: Full-time (35 hours a week)
Contract: Permanent
Location: Office-based in London N4, with flexibility to work remotely
Salary: Starting from £44,339 per annum plus excellent benefits *
Salary Band and Job Family: Band 3, Profession/Technical
*you’ll start at our entry point salary of £44,339 per annum, increasing to £47,110 after 6 months service and satisfactory performance and to £49,881 after a further 6 months.

About Us

We make sure people living with MS are at the centre of everything we do. And it’s this commitment that unites us across the UK.

Our strategy is based on what people affected by MS have told us is important to them. It gives us a clear and determined focus.

Our work is based on the hopes and aspirations of our MS community. Together we campaign at all levels, fund ground-breaking research and provide award winning support and information.

Our people are our greatest asset and the key to our success. We offer a vibrant, progressive working environment where you'll be able to make a difference.

About this job

This year, we’ve embarked on a bold, strategic initiative to enhance our data capabilities.

We’re aiming to improve our data use, integration and analytics to increase engagement, maximise impact and drive forward our strategic goals. With a key focus on effective and efficient operations, collaboration and continuous improvement in our Technology, Strategy and Business Intelligence teams.

To achieve this ambition, we’ve developed a new technology infrastructure which we are calling “Sage”. We’re implementing new technology infrastructure this year (such as our new CRM system and suite of data tools – Microsoft Dynamics).

This role involves developing and implementing frameworks, conducting detailed analyses, and leading evaluations to provide actionable insights. By collaborating with various departments and stakeholders, the BI Lead ensures that data-driven decision-making and performance measurement are integral to ways-of-working, enhancing overall effectiveness and fostering continuous improvement.

This role develops and implements organisational data strategies and frameworks for measuring the impact and performance of the MS Society’s work, aligned to organisational strategy, covering data collection, analysis, and reporting, and ensuring consistency, accuracy, relevance, and timeliness of impact and performance evidence and insights.

Experience of stakeholder management both internal and external; and designing and delivering complex analysis and evaluations is required.

With one direct report, we require a seasoned manager / lead and the person applying should also have proficiency in statistical analysis software (e.g., SPSS, R, Python) for advanced data analysis and modelling (e.g. logic models, theory of change and other evaluation models), and experience in using survey tools and software for data collection and analysis.

Closing date for applications: 9am on Friday 2nd January 2026
Interviews are scheduled to take place week commencing 12th January 2026.

Interested?

PLEASE PRESS THE 'HOW TO APPLY' BUTTON FOR MORE INFORMATION.

We particularly welcome applications from disabled people and or people from minoritised ethnic backgrounds.

We’d be grateful if you downloaded and completed the equality and diversity monitoring form and submit it with your application. 

Disability Confident Employer 
We’re a Disability Confident Employer and we’re committed to promoting equality and diversity.

You can ask for reasonable adjustments as part of both our recruitment and new starter on-boarding processes.

If you need any help or adjustments to apply for this role, please contact us. You can also ask for the application materials to be sent to you in a different format. Such as for them to be sent to you by email or in a larger word format.

More about our recruitment and selection process 

• The first round of our recruitment and selection process includes an interview with competency-based questions.
• Our recruitment and selection process might also include extra tasks. For example, a written or Microsoft Excel test or making a presentation.  
• We’ll let you know what the selection process will include when we invite you to interview. You can ask for any more reasonable adjustments for the interview as part of the invitation.
• You might also be invited for a second interview. We’ll let you know about this during the selection process.

More about our employee benefits:
We have a wide range of employee benefits including (but not limited to): 

Encouraging work life balance

• 39 days paid annual leave (including bank holidays), pro-rata for part-time
• More annual leave entitlement, based on length of employment
• Smart working options (with the opportunity to work remotely and find a smart working pattern that suits both you and us) 
• Flexible working options 

Caring for you and your family 

• Generous sick pay entitlement
• More sick pay entitlement, based on length of employment 
• Opportunity to buy and sell annual leave in each calendar year 
• Free access to a GP virtually 24 hours a day/7 days a week allowing you unlimited advice, reassurance and where appropriate diagnosis 
• Enhanced leave for new parents 
• Free access to a confidential 24 hours a day/7 days a week helpline service for both you and your family with a specialist range of support and information
• Special leave options (such as up to 5 days paid leave for domestic or personal emergencies a year)
• 10 days paid disability leave a year, pro-rata for part-time 
• 10 days paid carers’ leave a year, pro-rata for part-time 
• Cycle to work scheme 
• Death in service scheme
• New family-friendly benefits, including paid leave:
  • In the event of miscarriage or still birth 
  • To support fertility treatments
  • For antenatal appointments for both parents

Thinking about your finances 

• Enhanced salary sacrifice pension scheme
• Discounted season ticket loan and interest-free emergency loans
• Give as you earn to support other charities of your choice before tax
• New employee portal including lifestyle savings vouchers and personal wellbeing

Enriching your life at work

• Personalised development plans with a wide range of training courses and opportunities to source additional training options with your line manager
• Yearly internal apprenticeship opportunities
• New, modern offices that embrace working together both in-person and remotely 
• Various opportunities to influence how we internally operate (including surveys, and focus and committee groups) 
• Active and supportive internal employee networking groups for collaboration and peer support 
• 2 days paid leave a year for volunteering for MS Society activities during normal working hours (such as fundraising events, or campaigning in the local community) 
• 2 days paid leave a year for volunteering with other charities during normal

Safeguarding 
We’re committed to safeguarding and promoting the welfare of everyone who uses our services and we come into contact with.

This is regardless of Gender, Race, Disability, Sexual orientation, Religion or belief, Pregnancy, Gender reassignment.

We recognise our particular responsibility to make sure vulnerable adults and children are protected.

We have measures in place to protect everyone we come into contact with from abuse and maltreatment of all kinds.

Your right to work in the UK 
You must have the right to work in the UK to work in paid employment with us. You’ll need to share documents showing you’re eligible to work in the UK if we offer you employment.

You can find the UK visas and permits granting you the right to work in the UK on the UK Government website. We currently don’t have a Sponsor Licence agreement with the Home Office and aren’t able to support you with your visa applications.

No agencies please.

About Kinship

We are Kinship. The leading kinship care charity in England and Wales. We’re here for kinship carers – friends or family who step up to raise a child when their parents aren’t able to. 

Together, let’s commit to change for kinship families.

About the role

Kinship is undertaking a major feasibility Randomised Controlled Trial (RCT) of Kinship Connected. This is aligned with recommendations set out in the Kinship Care Practice Guide published by Foundations (2024) and builds on evidence from the Kinship Navigator intervention of support for kinship carers in the USA. 

This feasibility RCT is a complex, multi-partner programme involving: 

• An active funding partner 
• An independent evaluation team 
• 5 participating local authorities (to be confirmed) 
• Internal delivery teams and cross organisational services 
• Kinship carers and lived experience subject experts

The Mobilisation and Delivery Project Manager is the operational engine of the programme, ensuring that every workstream is scoped, resourced, sequenced, delivered and evidenced, and that Kinship is trial-ready, compliant, and well-coordinated through set-up and delivery.

This role needs someone who is an excellent communicator, highly organised, unflappable, curious, and able to sit comfortably in the detail. The successful person will keep a firm grip on timelines, dependencies and risks.

You will manage a Programmes Officer as well as the set-up, processes, documentation, reporting, trial readiness, communications and cross-team coordination. You will work closely with the Programmes Manager who will share responsibility for ensuring high quality performance across the feasibility trial. You will both work closely with the core project team and partners.

You will lead operational quality, systems, processes, data, and compliance. The Programmes Manager will lead practice quality, staff development and supervision, safeguarding and relational delivery. Together you make sure the trial is delivered ethically, consistently and to a very high standard. 

Key responsibilities include:

• ​Lead the mobilisation plan across all workstreams and ensure trial readiness.
• Develop all processes, documentation and operational frameworks in line with the intervention protocol.
• Coordinate local authority onboarding, staff training and internal operational setup with the Programmes Manager.
• Work with internal Kinship teams to ensure everyone has clear expectations and is held to account for their performance during mobilisation and delivery – owning the workstreams.

• Ensure weekly pipeline monitoring for treatment and control recruitment.

• Work with the Programmes Manager and Kinship Family Workers to strengthen referral and screening processes where appropriate.

• Identify recruitment risks early and drive rapid problem-solving. 

• Maintain delivery tracking and operational dashboards.

• Identify throughput or workload risks and support adjustments. 

• Lead operational quality assurance (QA) including data quality checks, file audits and process compliance. 

• Coordinate data collection, monitoring and data quality for evaluator requirements (both treatment and control).

Essential knowledge and experience includes:

• Project Management Qualification or commensurate experience.

• Significant experience managing complex projects or programmes with multiple partners and tight delivery requirements.

• Proven experience designing and maintaining structured workflows, operational systems and project plans in fast-paced environments.

• Experience coordinating across multidisciplinary teams without direct line management responsibility.

• Strong background in quality assurance, process improvement and operational risk management.

• Experience translating evaluation, compliance or regulatory requirements into practical delivery processes.

• Experience developing and maintaining documentation, SOPs, manuals and operational toolkits.

• Experience working with data for monitoring, decision making and evaluation readiness.

• Proven ability to ensure data quality, consistency and audit readiness.

What we’ll offer you 

Kinship offers 30 days’ annual leave plus bank holidays (pro-rata for part-time). We have an excellent wellbeing offer including the Employee Assistance Programme and clinical supervision. We will invest in your professional development with training and career development opportunities.

Kinship is committed to championing equality, diversity and inclusion.  We believe our work is greatly enhanced by the varied backgrounds, experiences and views represented within our teams.  We aim to create inclusive teams, celebrate differences and encourage everyone to join us and be their true self at work. We therefore encourage applications from anyone who fits our values, whatever their religion or belief, sex, gender identity, race, age, sexuality or disability and are actively seeking candidates that can bring real innovation and commitment to us.

Key dates:

Application deadline: 11.59pm, Sunday 4 January 2026

First interview: Thursday 8 January 2026 (online)

Second interview:Wednesday 14 January 2026 (in-person, London)

How to apply

Respond on CharityJobs to these 5 questions, along with your CV:

1. Kinship’s mission and values emphasise putting kinship families first, being bold, stepping up and working stronger together. What motivates you to apply for this role, and how would these values shape how you lead mobilisation and delivery?

2. Describe a time you managed a complex programme or project with multiple partners or workstreams. What approach did you take to keep delivery coordinated and on track?

3. Give an example of how you improved data quality, compliance or process consistency. What actions did you take and what was the outcome?

4. Tell us about a situation where you worked closely with colleagues delivering frontline or relational support to solve a delivery or operational challenge. What did you do to ensure alignment and shared ownership?

5. Describe a time you worked in a fast-changing or uncertain environment. How did you stay grounded, support others and keep delivery moving forward? 

We are looking to fill this role quickly and reserve the right to close a recruitment campaign earlier than the advertised where we have received sufficient applications so please apply early! 

St Peter’s is seeking a talented and motivated professional to take the lead in configuring and administering two key IT systems that underpin our volunteer management and HR/Payroll systems. This pivotal role will ensure our systems deliver maximum benefit—enhancing volunteer and employee experience, driving operational efficiency, and ensuring compliance.

What We’re Looking For

• A proactive problem-solver with strong technical aptitude.
• Someone eager to develop expertise quickly in new systems.
• Excellent communication skills to engage with employees, volunteers, and system champions.
• A collaborative team player who thrives in a project-driven environment.

What we can offer you:

• Salary of up to £35,000 per annum, dependent on experience
• Full time, 37.5 hours per week, Monday – Friday
• Fixed term contract, 12 months

Interview Dates: January 5th, 7th, and 9th

If you would love to work in support of a great cause, then do get in touch to learn more about the role.

We will review applications as they come in and therefore, we may close the vacancy before the closing date, so candidates are advised to apply early.

We know sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. You could just be what we're looking for!

All applicants must be eligible to work in the UK before they apply for a vacancy and be able to provide evidence of this. 

Product Manager – HOSTHub Lead  

Reports to: Operations Director (Head of Delivery)  
Contract: 0.6  
Location: Remote (UK or International (GMT +3/-3)  

Interview Process: Will commence in the New Year 

Role Purpose  

As Product Manager  HOSTHub Lead, you will drive the vision, design, and delivery of HOSTHub, HOST’s secure digital platform for global civil society operations.  

HOSTHub is the central nervous system of HOST - connecting partners, funders, and internal teams across finance, legal, and operations. You will lead the platform’s development and optimisation, ensuring every user journey is clear, intuitive, and aligned with HOST’s empowering, expert, and empathetic values.  

Working closely with the Partnerships and Engagement teams, along with our development contractors, you’ll translate user needs into product strategy, coordinate with the external development team, and deliver tools that make life easier for changemakers, funders, and the HOST team.  

This is a strategic, high-impact role for someone who can think systemically, act decisively, and balance big-picture design with hands-on delivery.  

Core Responsibilities  

1. Product Vision and Strategy  

Lead on the design, roadmap, and vision of HOSTHub as HOST’s flagship digital platform.  

Translate HOST’s organisational goals into a clear, scalable, and user-focused product strategy.  

Define and own product milestones, prioritising features that improve efficiency, visibility, and impact.  

Ensure HOSTHub reflects HOST’s values secure, transparent, intuitive, and empowering.  

Reporting cadence: Monthly progress and roadmap update to Operations Director and Leadership Team.  

2. User Journey and Experience Design  

Lead on designing the end-to-end user experience for hosted partners, funders, and staff.  

Map user journeys across onboarding, finance, compliance, and reporting workflows, identifying pain points and opportunities for improvement.  

Collaborate with the Partnerships and Community Support teams to align HOSTHub with the Hosted Partner and Funder Journeys.  

Work with the Communications Team to ensure all user-facing content is accessible, clear, and on-brand.  

Reporting cadence: Quarterly user feedback and UX improvement report.  

3. Development Oversight  

Oversee product design and development process, in coordination with the development team.  

Attend demo and planning sessions each sprint, provide clear prioritisation of activities and ensure that development is rolled out as required.   

Ensure that all Hosted Partner and HOST team voices are included and prioritised into the platform development, acting as central focal point for all HOSThub needs.  

Reporting cadence: Bi-weekly sprint updates; monthly development report.  

4. Data, Systems, and Integration  

Work with the Data Analyst to ensure HOSTHub captures accurate, useful data for reporting and impact measurement.  

Integrate Data and Impact measurement needs into the Product Roadmap prioritisation  

Support automation of key workflows across the Delivery and Partnerships Circles, improving speed and reducing manual processes.  

Maintain robust documentation of system architecture and data flows.  

Reporting cadence: Monthly systems performance and data accuracy review.  

5. Security, Compliance, and Risk  

Lead on platform security and data protection in collaboration with the Legal Lead.  

Ensure HOSTHub adheres to global data privacy and security standards (GDPR, AML/CTF, etc.). Prioritise required actions within roadmap.  

Conduct regular digital risk assessments and prioritise required actions within roadmap mitigation strategies.  

Lead the incident response process for digital issues or breaches, maintaining transparent communication with leadership.  

Reporting cadence: Quarterly security and compliance review.  

6. Cross-Team Collaboration and Capacity Building  

Work across HOST’s teams to ensure HOSTHub serves all service areas - Project Hosting, Hosted Grantmaking, and Capacity Building.  

Develop and deliver internal training sessions to build staff confidence and skills in using HOSTHub.  

Create and maintain onboarding resources, FAQs, and user guides.  

Partner with the Training Lead to embed digital literacy across the organisation and hosted partner community.  

Reporting cadence: Quarterly internal training and adoption report.  

7. Continuous Improvement and Innovation  

Monitor emerging technologies and sector best practices to inform HOSTHub’s evolution.  

Evaluate and test new features, integrations, and user needs to maintain product relevance.  

Lead user feedback sessions and platform reviews to ensure HOSTHub grows with HOST’s global operations.  

Drive HOSTHub’s role in enabling a distributed, digital-first delivery model.  

Reporting cadence: Annual product review and roadmap refresh.  

Key Relationships  

Internal: Operations Director, Finance Team, Legal Lead, Partnerships Director, Community Support Team, Data Analyst, and Training Lead.  
External: Developers, technical service providers, hosted partners, funders, and contractors.  

Performance Indicators  

HOSTHub roadmap milestones delivered on time and within scope.  

90%+ user satisfaction in feedback surveys.  

All major integrations operational and maintained.  

Demonstrated improvements in efficiency and automation across service areas.  

100% compliance with digital security and privacy standards.  

Required Experience  

5–8 years’ experience in product management, digital platform delivery, or systems development - ideally within SaaS, fintech, social enterprise, or digital infrastructure contexts.  

Proven track record of delivering complex, multi-stakeholder digital products from concept to launch and iteration.  

Strong understanding of user experience (UX) and user journey design, with practical experience mapping and optimising workflows for multiple user groups.  

Experience managing or coordinating external developers, digital agencies, or tech contractors in remote environments.  

Demonstrated ability to translate user needs into technical requirements, prioritising effectively across competing demands.  

Familiarity with API integrations, database systems, and workflow automation tools (e.g. Zapier, Airtable, or custom integrations).  

Proven success integrating digital tools with finance, CRM, or data systems (e.g. Sage, Salesforce, ClickUp, Zendesk).  

Strong data skills, including experience designing or using dashboards and analytics for performance and reporting.  

Knowledge of security, privacy, and compliance frameworks (e.g. GDPR, ISO, AML/CTF) as they apply to digital systems.  

Excellent project management, prioritisation, and communication skills - able to bridge technical and non-technical audiences.  

Partnerships Manager: Grantmakers 

Reports to: Executive Director  
Contract: Full-time  

Role Purpose  

As Partnerships Manager: Grantmakers, you will lead the development and delivery of HOST’s Hosted Grantmaking service — ensuring that funders can move resources quickly, safely, and transparently to the people driving change.  

You will oversee funder relationships and hosted grantmaking delivery, building systems that ensure clarity, compliance, and care at every stage. Working closely with the Delivery Circle, you’ll strengthen due diligence, grant management, and reporting processes — enabling funders to trust that every pound achieves its intended impact.  

In order to respond to growing demand, you will build and manage the Hosted Grantmaking Community Support Team and liaise and coordinate with the Delivery Team, ensuring HOST has the capacity and expertise to meet growing global demand for hosted funds.  

This role is central to HOST’s ambition to become a trusted backbone for civil society infrastructure — connecting funders and change-makers through integrity, efficiency, and shared purpose.  

Core Responsibilities  

1. Hosted Grantmaking Leadership  

Lead the delivery and growth of HOST’s Hosted Grantmaking service, working closely with the Executive Director, Operations Director and other Partnership Managers, ensuring alignment between funder expectations, hosted partner needs, and internal delivery capacity.  

Co-design and coordinate the Hosted Grantmaking Delivery Team, coordinating with the Delivery Circle (Finance, Due Diligence, and Legal) to ensure seamless grant operations.  

Strategic oversight of hosted grantmaking cycles — from application to disbursement and reporting — ensuring accuracy, speed, and compliance in delivery.  

Reporting cadence: Monthly Hosted Grantmaking performance report to Executive Director and Operations Director.  

2. Hosted Grantmaking Community Support and Relationship Management  

Build and lead the Hosted Grantmaking Community Support Team, ensuring all funders and hosted funders receive consistent, proactive, and informed communication.  

Strengthen HOST’s funder community by developing engagement pathways, events, and resources that deepen relationships and mutual learning.  

Maintain high standards of care, responsiveness, and accountability across all funder interactions.  

Reporting cadence: Monthly funder community and relationship management summary.  

3. Due Diligence and Grant Facilitation  

Work with the Delivery Circle, Grants Manager, and Partnerships Manager: Funders to deliver due diligence processes that are rigorous, efficient, and scalable.  

Ensure all funder agreements, compliance documentation, and grant records are accurate, up to date, and audit-ready.  

Support the development of clear SOPs for due diligence and hosted grantmaking workflows in collaboration with the Legal Lead and Operations Team.  

Reporting cadence: Monthly compliance and due diligence report.  

4. Funder Relationship Stewardship and Growth  

Support the Partnership Team to manage relationships with key funders and philanthropic partners, ensuring HOST is recognised as a trusted, transparent delivery partner.  

Develop funder engagement plans and manage the funder relationship lifecycle from onboarding through renewal.  

Identify new funder opportunities aligned with HOST’s mission and facilitate introductions for the Partnerships Director and Executive Director.  

Reporting cadence: Quarterly relationship development review.  

5. Reporting and Communications  

Oversee funder reporting and impact communications, ensuring accuracy, timeliness, and alignment with HOST’s tone of voice.  

Work with the Engagement Team to produce funder updates, case studies, and inputs to the HOST Impact Report.  

Ensure funders and partners understand the value, integrity, and impact of HOST’s services.  

Reporting cadence: Quarterly reporting and communications alignment.  

6. Systems and Process Development  

Maintain clear funder and grant records across ClickUp, Zendesk, and CRM systems.  

Develop and maintain SOPs for Hosted Grantmaking, funder engagement, and due diligence workflows.  

Ensure consistent alignment between partnership data and financial reporting.  

Reporting cadence: Quarterly systems and SOP review.  

7. Risk, Compliance, and Escalation  

Identify and escalate financial, operational, or reputational risks associated with hosted grantmaking or funder engagement.  

Collaborate with the Legal Lead, Delivery Team, and Executive Director on mitigation actions and documentation.  

Contribute to HOST’s monthly organisational risk report.  

Reporting cadence: Real-time escalation; monthly consolidation.  

8. Collaboration and Cross-Team Development  

Work with the Partnerships Manager: Funders to align Hosted Grantmaking within HOSTs wider donor engagement.   

Work with the Partnerships Manager: Changemakers to align Hosted Grantmaking with the Hosted Partner Journey.  

Collaborate with the Training Lead and Data Analyst to integrate learning, performance, and impact insights into service design.  

Contribute to the continuous improvement of HOST’s partnership management framework.  

Reporting cadence: Quarterly service development meeting.  

Key Relationships  

Internal: Executive Director, Operations Director, Partnerships Manager: Funders, Partnerships Manager: Changemakers, Finance, Legal, Operations, Communications, Data Analyst, and Training Lead.  
External: Funders, philanthropic networks, and hosted grant recipients.  

Required Experience 

• 5–8 years’ experience in funder relations, partnerships management, or programme delivery within the not-for-profit, social enterprise, or philanthropic sectors. 

• 3–5 years’ experience overseeing grantmaking, regranting, or fund distribution programmes, ideally across multiple geographies or funder types. 

• Proven ability to manage and grow funder relationships, including institutional, philanthropic, or high-net-worth funders. 

• Demonstrated experience leading or building a small team, with responsibility for coaching, supervision, and performance management. 

• Strong background in due diligence, compliance, and risk assessment, particularly in relation to funder funds and hosted grantmaking. 

• Proven success developing and maintaining systems, SOPs, and cross-team coordination for complex funder or grant processes. 

• Experience managing financial reporting and data-driven insights to meet funder and audit requirements. 

• Excellent written and verbal communication skills, with the ability to deliver confident, values-aligned communications to funders and partners. 

• Strong organisational and project management skills — able to balance multiple grants, deadlines, and stakeholders effectively. 

• Experience working with CRM and project management platforms (e.g. ClickUp, Zendesk, Salesforce, or similar