Crm data planning executive jobs in liverpool

About the opportunity

Are you passionate about using data to create change for children and young people in education? We are looking for a Data and Insights Manager to lead the ongoing development of our Salesforce CRM and help us make the most of our data to achieve our charity mission.

At Action Tutoring, data is central to everything we do. With an evidence-based culture and impact at the centre of our strategy, gathering and analysing high-quality data is a key priority.

Our highly customised Salesforce database supports every aspect of our work—capturing and managing data from volunteers, pupils, schools, and tutoring sessions. As Data and Insights Manager, you will make sure our system remains fit for purpose and help turn data into meaningful insights that can inform decision-making.

Duties and responsibilities 

Salesforce and systems development

• Collaborate with external Salesforce development consultants to continue building our system capabilities and design.
• Design and oversee the collection of stakeholder, tutoring delivery, quality assurance and evaluation data, working with colleagues to ensure data is collected in a timely, accurate and consistent manner.

Team leadership and support

• Line manage the Data Lead, ensuring their work is of high quality and they have clear development objectives.
• Plan and oversee training and support for the whole organisation on the effective use of Salesforce, developing their understanding of the purpose and value of data.

Data insights

• Support the Head of Impact and Quality to generate insights from data to inform evidence-based decision-making across departments, including through dashboards.

• Data governance

• Champion data security and GDPR compliance across the organisation, including contributing to the upkeep of privacy notices, responding to queries, and facilitating stakeholder GDPR rights.
• Any other reasonable tasks as per the request of the CEO.

About you (person specification)

Qualifications criteria:

• Right to work in the UK.

We are looking for some of the following attributes, though you might be more experienced in some areas than others:

• Two or more years experience with Salesforce administration.
• Experience working with complex datasets in Excel (including data cleaning in preparation for import, export or analysis).
• Experience analysing and visualising quantitative data.
• Good understanding of GDPR compliance and processes.
• Able to design new processes that are scalable, impactful and user-focused.
• Experience managing projects effectively.
• Confident in communicating change to stakeholders at all levels.
• Creative and inquisitive about how technology and automation can improve efficiency.
• Committed to diversity, equity and inclusion.
• Committed to the mission and values of Action Tutoring.
• Committed to promoting and safeguarding the welfare of children.

You will be likely be more successful in this role if you have:

• Salesforce Administrator Certification (or on track to complete within the next six months).
• Line management experience.
• Experience with data visualisation tools such as Power BI or Tableau.
• Experience using coding languages R, Python or SQL for data cleaning or analysis.
• Experience working in the charity or NGO sector.

Reports to: Head of Impact and Quality

Place of work: Flexible/hybrid. The candidate can be based anywhere in England. Our London office address is: 8-10, Fivefields, Grosvenor Gardens, London SW1W 0DH

Contract and hours:  Permanent, full time contract (37.5 hours)
We offer flexible hours 9.30-4pm as core hours.

Application deadline: Sunday, July 13th, 2025

Interviews: Tuesday, July 22nd – Wednesday, July 23rd, 2025

Ideal start date: Monday, August 18th, 2025 (though we are flexible for the right candidate)

DBS requirement: All Action Tutoring staff must have an enhanced DBS check suitable for the child workforce. 
If you don’t already have one, we’ll process one for you. Should you be aware of any incidents, cautions or convictions that would appear in a DBS check, please notify us when you apply. 

For more information on the role and information about Action Tutoring, please see the attached job pack.

This is a brand new role with Action Duchenne, leading our Support team.

Applications close at 9am on Monday 7th July 2025, with interviews likely to take place on 18th July and in the week commencing 21st July 2025. To apply, please click 'Apply', where you will be redirected to our application form.

Action Duchenne is committed to having a team that is made up of diverse skills and experiences. We encourage applicants from all sectors of the community and are especially keen to encourage candidates with relevant lived experiences and those from under-represented groups to apply.

Main Purpose of the Role:

To lead the Support Team to provide emotional and practical support to families and individuals living with Duchenne muscular dystrophy. It includes leading the support team to provide 1-2-1 and group support provided in person or virtually, and creating and growing support networks for the wider Duchenne community which includes Duchenne parents/caregivers; young people and adults living with Duchenne; extended family and friends; and professionals in environments such as schools, local authorities and clinics. 

Specific Tasks:

The focus areas and key deliverables of this role are as follows:

• Develop a clear process for identifying case loads and capacity for the Support Team.

• Identify opportunities, alongside the team, for cross team working - including residentials; family events; Science Educations workshops with regional meetups and education visits to schools and local authorities.

• Obtain, decipher and provide training to the Support Team on new updates relevant to Duchenne families, such as DLA, EHCP and more.

• Work closely with your team, to ensure that each family receives the best support possible, and that long-term support is provided.

• Lead on the development and delivery of monthly reporting of engagement and support contact, which will feed into the wider All Through Support journey. 

• To work with the Head of Operations and Events to contribute to Agenda topics and speakers from the community; assign roles for the conference to the Support Team.

• Establish a database for external stakeholders also supporting those living with Duchenne on a national basis, fed in to from the Support Team.

• To develop a triaging and caseload process for the Support Team, and how best to regularly monitor this.

• Be involved in the recruitment, selection, and induction of volunteers appropriate to your area of work.

• To maintain the contact database, keeping it up to date and accurate.

• Coordinate cover for the Support Team when there is sickness or leave.

NB This is not an exhaustive list, the role holder will be asked to carry out additional tasks as required for the Team’s successful service delivery. Such tasks will always be reasonable and broadly in line with current knowledge levels and skill sets.

Person Specification Criteria (essential, except those noted specifically as desirable) 

Education and Qualifications

• Experience leading a team (either through line management or mentoring)

Knowledge and Experience

• A proven track record of providing support to those in need in a professional setting. 

• Experience of safeguarding reporting.

• Experience of reporting on services and development of monitoring dashboards.

• Knowledge of current legislation around either accessibility, equal opportunities, Disability Living Allowance, or Education Health Care Plan.

• Knowledge of networks and signposting for those living with a life-limiting condition.

• An understanding of and commitment to Equal Opportunities and the ability to promote this in the day-to-day work of the post.

• Experience working in the health sector or at a patient-led charity. [Desirable]

• Experience of a CRM system. [Desirable]

Skills and Aptitude

• Passionate about improving the lives of young people, adults and their families living with Duchenne.

• Ability to communicate effectively, both in writing and verbally.

• Excellent organisational and time management skills, ability to work as part of a team and work on own initiative and to deadlines.

• Ability to be assertive but also have empathy and the ability to be sensitive with the families and young adults we support.

• Interest in networking and continued learning about new areas of support for those living with Duchenne. 

Every day, the TSA’s small support and information team make a real difference to people affected by the rare genetic condition Tuberous Sclerosis Complex (TSC) and their loved ones. In this vital role, you will help to maintain our high support standards at the TSA, including through operating on the TSA Support Line, developing content for a wide range of platforms and needs, and occasionally attending virtual and in-person TSA events.

You'll be part of a flexible, passionate, welcoming and wholly home-based team, who know they improve the world every single day. The role includes (pro-rata) 25 days annual leave plus 8 bank holidays and the working days that fall between Christmas Day and New Year.

On the TSA Support Line, you will provide support and information regarding TSC via telephone, email and webchat. You will offer an informed, non-judgemental and empathetic listening ear to individuals and families at every step of their journey. The type of enquiries we receive are wide ranging, covering matters such as health, social care and education. You will also engage with professionals supporting people with the condition.

You will have a key role in researching, developing, and updating information across our various platforms including (but not limited to) content for our website, social media, support line materials, leaflets, e-newsletter and our community magazine. The primary audience of the materials will be the TSC community. Materials used by NHS clinics and clinicians are also developed by us, which you will have a central part in developing.

You will help to ensure that our internal processes are effective, and the information that we provide to the TSC community is timely, up-to-date, and relevant.

You will attend TSA events (virtually and in-person) to market the TSA Support Line services, participate in sessions and assist in support-related issues.

We are a small but very impactful charity, where roles are wide-reaching. Although this role is focused on support and information services, the successful candidate should also expect to get involved with projects from other TSA teams including communications, research and fundraising.

Responsibilities

1. TSA Support Line

1.1 Through the TSA Support Line, you will provide information and support to individuals living with TSC, their families and professionals by telephone, email and webchat, ensuring that:

• All enquiries received through the TSA Support Line receive a response based on high quality, up-to-date and evidence-based information.
• You log, triage and respond to enquiries received by telephone, email, post and webchat in line with agreed timelines, policies and procedures.
• You direct non-support related enquiries to appropriate TSA staff, taking messages where necessary.
• You are sensitive and responsive to the needs of the individuals living with TSC, family members and health, social care and education professionals using the TSA Support Line.
• You provide time-limited, structured support through formal case management processes for a small number of individuals and families who are most vulnerable and who need regular help and support. This includes individuals with learning disabilities, autism and complex needs, and families who face a wide range of challenges accessing health, social care and education services for their loved ones.
• You collect and accurately record data enabling the TSA to monitor and evaluate the performance of the TSA Support Line, including usage data (such as number and length of calls), qualitative information (feedback from service users) and data collected in conversation (such as logging broad categories of issues that service users are facing).
• You support individuals and families who wish to apply for financial support from the TSA Support Fund, helping them to complete the relevant application forms, ensuring that they supply documentary evidence, and logging their application appropriately for audit and compliance.
• Your support demonstrates best practice and complies with the law on safeguarding (making sure we are working appropriately with vulnerable adults and children) and data protection (making sure that we are handling all sensitive data appropriately).
• You proactively engage with regular reflective practice and supervision to safeguard your own health and wellbeing and support individual and team learning. This will include individual supervision through regular 1-2-1s with your line manager and team supervision through weekly calls for all those working on the support line.
• You will contribute your expert insight into the challenges and issues that the TSC community are facing to help colleagues across the organisation develop information materials, online resources and event agendas for communications channels including the TSA’s community magazine ('Scan'), our website, social media and events.
• You will ensure that internal processes for recording TSA Support Line enquiries, and signposting information on the support line, are maintained to a high standard and kept up to date.

1.2 You will play a key role in the TSA’s safeguarding as part of your work on the TSA Support Line and in supporting other members of staff with any questions that they have.

1.3 You will ensure confidentiality in the provision of the TSA Support Line, managing conversations and relationships tactfully and diplomatically with members of our small community who may also interact regularly with the charity at face-to-face and virtual events and through our social media channels. 

1.4 You will work closely with colleagues from across the TSA to ensure that our support and information services are joined-up with and informed by other services offered by the TSA more broadly across our website, social media channels, Scan and face-to-face and virtual events.

1.5 You will help to ensure that the TSA Support Line demonstrates best practice in the provision of support and information. You will work with the Joint Chief Executive and Support and Information Manager to develop proposals to develop and market the service that are joined-up with the support provided across our website, social media channels, Scan and face-to-face and virtual events.

2 Support, information and signposting

2.1 Ensure that high quality, up-to-date and evidence-based information is available to individuals and families living with TSC, and the professionals that support them. Regularly review, draft and develop new materials to support people affected by the condition.

2.2 Work with the Joint Chief Executive and Support and Information Manager to develop appropriate and consistent information to signpost TSA Support Line service users to external partner organisations that can provide specialist support for specific aspects of TSC (such as autism or mental health issues) and living with TSC (such as finding a job or facing bereavement).

2.3 Initiate and maintain regular contact with NHS TSC clinics across the UK to encourage greater communication and support between the TSA and TSC clinics. This could include encouraging clinics to join the NHS TSC Rare Disease Collaborative Network (RDCN), liaising with TSA Medical Advisers about medical support line enquiries, or working with clinics to better understand how the TSA can best help them.

2.4 Work closely with the rest of the TSA including communications, research and fundraising, to demonstrate current knowledge of the work of the organisation and developments in TSC.

2.5 Keep up to date with external events and news and draft relevant content for social media, physical media, e-news and the community magazine, Scan, to support and inform the TSC community.

2 TSA events

2.1 Attend TSA face-to-face and virtual events each year to market the TSA Support Line to people living with TSC, their families and professionals (up to approximately seven face-to-face events per year). General events assistance for the event on the day of face-to-face events will also be expected (for example, this could include time on the reception desk or directing attendees between sessions). Face-to-face events could include Outlook (for adults living with TSC), Big Day (our annual meeting for everyone in the TSC community), Family Fun Days (for younger families), TSA Togethers (regional events) and events for NHS TSC clinicians. Time off in lieu will be given for evening and weekend events, or events outside of your usual working days.

2.2 Help to generate ideas for sessions at TSA events by identifying any trends in information and support needs through the TSA Support Line.

4 Supporting health, social care and education professionals

4.1 Develop and maintain training and education materials to help health, social care and education professionals to better understand the impact of TSC.

4.2 Act as a point of contact for professionals who contact the TSA, working with colleagues to build credibility and strong working relationships with them.

Other requirements of the post

The post holder must be prepared to work flexibly to meet the needs of the organisation. This will entail occasional evening and weekend work. Regular travel within the UK will be needed for team meetings, TSA events and training provision. This would normally require access to a car (mileage will be paid) or travel by public transport (tickets will be paid).

The post holder will be expected to have adequate homeworking facilities to allow them to fulfil the role to the best of their abilities.

A DBS disclosure will be required prior to taking up post.

Training on helplines from the Helplines Partnership and on the Virtual Call Centre and database, Beacon, by the in-house team can be provided.

Are you passionate about community, creativity, and professional development? Join the British Association of Dramatherapists (BADth) and help shape the future of dramatherapy in the UK.

We’re looking for a dynamic and driven Membership Engagement & Development Coordinator to lead on member communications, grow our professional community, and deliver impactful CPD programmes. This is a unique opportunity to make a real difference in a creative and caring sector, supporting dramatherapists across the UK and beyond.

In this pivotal role, you’ll:

• Enhance member satisfaction and engagement through strategic communication and outreach.
• Coordinate a diverse and profitable CPD programme, including our annual conference.
• Drive membership growth and diversification, with a focus on inclusion and innovation.
• Support and celebrate our vibrant volunteer network.
• Work flexibly from home, with a supportive and collaborative team.

Whether you're experienced in membership development, event coordination, or communications—and especially if you’re excited by the arts therapies—we’d love to hear from you.

�� Apply by: Sunday 20 July 2025
�� Interviews: Week commencing 4 August 2025
�� Location: Remote (UK-based)
�� Salary: £30,000 per annum (pro-rata if part-time)

Sex Education Forum was founded in 1987 and became an independent charity in 2021. We convene over 70 Partner organisations, working together to make sure that the relationships and sex education (RSE) young people get is right for them. We influence national policy, are a respected voice in the media and contribute to ground-breaking research on RSE. By working in partnership with young people and training educators who work with some of the most marginalized young people, we know what changes are needed to make RSE the best it can be. We will soon be launching a new three-year strategy and have secured multi-year funding to further embed youth inclusion in our work. The Communications Manager will be a new role, working closely with the CEO and staff team, enabling us to realise the ambitions of our strategy.

We are seeking to appoint someone with a depth and breadth of communications skills. The successful candidate must be a strategic thinker with excellent interpersonal skills and have values aligned with ours. Your ability to lead and deliver our communications functions will enable us to platform young people, engage with a diverse range of professionals and communicate effectively to stakeholders including funders, government, Parliamentarians and the public.

This is an incredible opportunity for a communications specialist to bring your creativity and skillset to a thriving, innovative and highly respected national charity. This will be a rewarding role, with huge potential to grow your management and leadership skills to empower others and to make a difference to the lives of children and young people.

We are particularly keen to hear from applicants that reflect the diversity of educators and young people that Sex Education Forum seeks to support.

Funding has been secured which provides scope for extension of the fixed term contract. 

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

We are seeking a technically capable, qualified accountant with strong knowledge of the Charities SORP to provide effective stewardship and oversight of the Finance function at Kinship. You will be responsible for financial controls, management accounting and ensuring the effective delivery of ‘business as usual’ financial management.

As well as producing monthly management accounts, you will be responsible for running the annual budget and the year-end processes, preparing for the yearly external audit and ensuring that the organisation complies with statutory obligations.

You will prepare papers for and attend the quarterly Finance Committee meetings and will liaise with a range of stakeholders including auditors, the bank and investment managers.  You will be the ‘go to’ business partner at the charity, supported by the Chief Operating Officer and Fractional Chief Financial Officer.

You will manage a team of two colleagues – a Senior Finance Officer and a Payroll Manager – providing them with guidance, coaching and support to enable them to perform effectively. You will also collaborate and work with Directors and senior managers across the organisation to inform them on performance against budget and conditions of funding, as well as supporting fundraising and commissioning bids. 

You will have excellent communication skills and will be able to organise conflicting priorities around the monthly management accounts cycle, while supporting the achievement of our strategic objectives. You will be flexible and adaptable in your approach to supporting transformational change in our processes and systems, as well as dealing with, and leading on, the day-to-day financial management. 

This is a broad and challenging role for a dynamic and systems-driven individual who wants to grow within the organisation, proactively problem solve and help colleagues to deliver on our mission.

Essential requirements include:

• Fully qualified ICAEW, ACCA, CIMA or equivalent
• In-depth understanding of accounting principles, standards and the Charities SORP, and experience of applying these in a service delivery organisation
• Experience managing a Finance function in a charity with £1-10m annual turnover
• Experience of line management and developing a team using approaches that are empowering
• Experience of Business Central, or the ability to quickly learn a new accounting system
• Excellent Microsoft Excel skills with the ability to use Pivot Tables and other functions to analyse large data sets

What we’ll offer you 

Kinship offers 30 days’ annual leave plus bank holidays (pro-rata for part-time) as well as a generous pension scheme. 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. 

This is a fantastic time to join a supportive and well-established team within an organisation with rapid growth ambitions. This role will be what you make it and we’re looking for someone to seize this opportunity!

How to apply

Please apply via Charity Job with your CV and a cover letter of no more than 2 pages for the attention of Joshua Marks. Please include your notice period and earliest availability to start in your cover letter.

• Application deadline:      8.00am on Monday 7 July 2025
• First interview:                 Online - Wednesday 9 and Thursday 10 July
• Second interview:          In-person (Vauxhall, London) - Wednesday 16 and Thursday 17 July [2 hours                                                     including Excel and presentation task]

Kinship reserves the right to close applications early on receipt of sufficient applications. Apply early!