Crm database manager jobs

An exciting opportunity to ensure our systems work in harmony to support young people to thrive.  Jamie’s Farm is seeking a proactive and detail-oriented Systems Coordinator to cover maternity leave. This role is central to ensuring our systems are integrated, efficient, and used to their full potential. You’ll work across teams to support data-driven decision-making and help us maximise the value of our digital tools.

What is Jamie’s Farm?  Jamie’s Farm is a charity that supports young people by combining therapeutic work, farming, and purposeful activities to help them thrive. Through residential visits to our working farms, we provide a nurturing environment where young people can reflect, build confidence, and develop the resilience they need to overcome personal challenges.  As part of the dynamic HQ team we offer a beautiful and unique supportive working environment, a competitive salary, and the opportunity to be part of a team that is passionate about making a real difference. 

More about the role:  As Systems Coordinator, you’ll manage and continue to develop our Salesforce CRM system, ensuring it supports teams across fundraising, finance, business development and delivery. You’ll champion good data habits, support staff with training, and oversee our KPI dashboards to enable data-driven decision making. You’ll also help assess and implement new IT systems, including exploring the potential of AI to enhance our efficiency and impact.

About you:  You’ll bring experience working with Salesforce or similar CRM systems, and a strong ability to support colleagues in using digital tools confidently. You’re highly organised, detail-oriented, and capable of managing multiple projects and deadlines. You’re also curious about new technologies and keen to explore how AI can be used safely and effectively in a charity setting. Importantly, you’ll also be interested in and aligned with Jamie’s Farm’s mission and values.

Please see the full job description, desired experience and employee benefits by exploring our recruitment pack below.  Don’t meet every single requirement? We’d still love to hear from you – your unique skills and experience could be just what we’re looking for. 

Main duties

Fundraising CRM Project Leadership

• Lead the end-to-end project to replace the current CRM system, including an audit of existing data, research into CRM options, supplier selection and full onboarding and implementation.
• Manage and maintain the current Salesforce system during the review period, ensuring it remains functional, accurate, and fit for purpose while supporting the transition process.
• Act as the day-to-day lead for the CRM system within the Fundraising and Communications team, ensuring it meets team needs and supports strategic goals.

CRM and Data Management

• Maintain and improve the quality of supporter data through regular cleansing, deduplication, and tagging to ensure accuracy and GDPR compliance.
• Working with data flows and setting up integrations, ensuring the system runs smoothly on an ongoing basis, making updates, troubleshooting issues whilst maintaining data consistency.
• Work with the Finance team to support integration between the CRM and finance systems for seamless donation and income reporting.

Data Selections, Segmentation and Campaign Support

• Collaborate with the Fundraising team to perform targeted data selections for appeals, newsletters, stewardship journeys, and events.
• Develop and maintain segmentation structures and logic to support personalised supporter journeys and strategic targeting.
• Work closely with the Marketing and Communications team to provide campaign-ready data for fundraising, advocacy, and engagement activities.

Reporting and Insight

• Design, build, and maintain dashboards and reports that provide real time insight into fundraising performance, donor behaviour and campaign results.
• Create and deliver regular and ad hoc fundraising analysis to inform strategic decisions and performance tracking.
• Proactively identify opportunities to improve donor retention, upgrade journeys and lifetime value through data driven insight.

Key responsibilities

• In conjunction with your Line Manager, 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.
• Proactively flag any data integrity issues with Line Manager and help develop action plans as required.
• Participate in internal/external meetings as required, and attend training events, conferences and other functions as necessary.
• Participate in regular supervision and annual appraisal and help in identifying your own job-related development and training needs.
• Ensure that all The Passage’s policies and procedures are adhered to and 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.
• At all times, undertake your role in a professional manner maintaining a high-quality standard of work, and to always work in accordance with the aims, values and ethos of The Passage and uphold standards expected by The Fundraising Regulator.
• Undertake any other duties that may be required which are commensurate with the role.

Desired experience

• Experience of using a database to accurately enter and manage data.
• Working extensively with Fundraising CRM systems.
• Experience of working in the charity sector.
• Implementing policies and procedures.
• Running reports and analysing data.
• Understanding of data protection and GDPR principles.

Desired knowledge

• Experience of using a database to accurately enter and manage data.
• Working extensively with Fundraising CRM systems.
• Experience of working in the charity sector.
• Implementing policies and procedures.
• Running reports and analysing data.
• Understanding of data protection and GDPR principles.

Above all we are looking for inspiring and committed individuals who have a genuine desire to support people, and to help them to rebuild their lives.

Apply

You will engage with our existing members to ensure they recieve the best possible support from us. Additionally, you will engage with sectors of our community who are unaware of the benefits of being members.

Responsibilities:

These include

1. To actively seek a thorough understanding of the membership base and the issues affecting them, creating member profiles and advising and briefing stakeholders accordingly.
2. To develop a compelling offer by profile / career stage so as to maintain and improve member retention and engagement levels, and to maximise new member acquisition.
3. To maintain a thorough and up-to-date understanding of services and activities and ensure these are being packaged and communicated in the most effective way.
4. To oversee the implementation of regular market research, including competitor analysis, to identify members/stakeholder needs, to support the rationale for the development of member products and services, and to liaise with and advise other stakeholders as appropriate.
5. To develop member communications in particular around membership renewals and the on-boarding of new members, and to ensure a high-quality member experience.
6. To ensure that membership communications at all touch points within the membership journey or as part of a non-member relationship, remain relevant and up to date.
7. To oversee the new member and renewal process, which is managed by our external partner, and troubleshoot and resolve issues that they cannot

Personal Specification: 

Essential skills, knowledge and qualities: 

1. Experience of working in a customer, member or client facing role
2. Experience of developing and maintaining strong professional relationships with a range of stakeholders
3. Experience of using a CRM management system, preferably Salesforce
4. Excellent communication and interpersonal skills and the ability to positively communicate with a wide range of people in a professional setting, with demonstrable ability to communicate effectively in challenging situations
5. Excellent planning, coordination, organisational and time management skills
6. The ability to analyse data and produce reports
7. The ability to take a proactive approach to independent working, managing your own workstreams effectively, and the confidence to take responsibility for tasks and decisions

Desirable skills, experience, and qualities:

• Interest and/or understanding of the immigration law sector in the UK
• Experience of implementing change and working with others to create new ways of working

Closing date for applications: 7th September 2025. We plan to hold the interviews in person but we can accommodate interviews online at request. Please notify us in your application if we need to make any reasonable adjustments to accommodate you at interview. 

ILPA is an equal opportunities employer. We acknowledge that the legal and charitable sector can be less accessible to people from minoritised, racialised and lower socio-economic backgrounds and we are committed to improving this situation. 

Join Addiction Family Support

Addiction Family Support is the leading UK registered charity for people affected or bereaved by a loved one’s harmful use of alcohol, drugs, or gambling, supporting over 3,500 people each year.

The Role: Operations Manager

As Operations Manager at Addiction Family Support, you’ll play a key role in keeping the charity running smoothly day to day. You’ll support our small, dedicated team by coordinating systems, processes, and technology that enable us to deliver our services effectively and professionally.

You’ll work closely with staff and volunteers across our Helpline, one-to-one and group services, and training provision. This is a flexible, part-time role (with potential to grow) for someone who thrives on organisation, problem-solving, and supporting others to do their best work.

Your responsibilities will span CRM and digital tools, data reporting, onboarding, and operational improvements – all with the aim of helping us support more people affected or bereaved by a loved one’s harmful use of alcohol, drugs, or gambling.

This is a remote role with quarterly team meetings in London. You’ll need to be confident working independently, while also contributing actively to our collaborative team culture and wider organisational goals.

Responsibilities:

• Develop and maintain our CRM (Bitrix24), including client and volunteer pathways, automations, forms, SPA and task management.

• Train and support staff and volunteers to use key systems:

  • Bitrix24 (CRM).

  • VCC by Call Handling (Helpline telephone app).

  • Three Rings (Helpline rota scheduling).

  • Microsoft Teams/Zoom (video calls).

• Extract and report on data from key systems to support monitoring and evaluation.

• Support recruitment and onboarding of new staff and volunteers.

• Help develop and implement new policies and procedures to support quality and consistency.

Join Our Team of Change-Makers

Are you ready to make a difference? We're on the lookout for vibrant, enthusiastic, proactive and collaborative individuals with the right skills and experience to become part of our incredible charity.

Be Part of Something Special

Our clients' continuous positive feedback speaks volumes about the impact of our work, and we take immense pride in it. Emilia Fox, one of our dedicated Patrons, stands with us in our mission.

Join an Award-Winning Journey

This is your chance to become part of an award-winning charity where every day is an opportunity to contribute to the greater good. If you're seeking a dynamic environment filled with compassionate individuals dedicated to creating positive change, we invite you to apply or reach out with any enquiries.

About us

A caring organisation with a rich history.

Friends of the Elderly is a charity dedicated to providing excellent care  and support to older people for over 120 years. We aspire to a society where all older people have the opportunity to live fulfilled lives. We do this via our grant giving service, which provides vital financial support to older people who are living in poverty. We also deliver services personalised to individual needs and integrated with local communities at our care homes and day centres.

About the role

This is a remote-first role open to candidates anywhere in the UK. You’ll join us in our Woking office just once a month for team collaboration days.

We are looking for an experienced trust fundraiser to join our small, busy fundraising team. You will:

• proactively nurture and grow our relationships with existing supporters
• develop relationships with new trusts and foundations, taking pride in excellent donor stewardship,
• create compelling funding applications, reports and communications which demonstrate our impact
• raise restricted and unrestricted money for our grant giving service and for enhancements to our care homes and day care services, which improve the lives of the older people.

Working partnerships

 Internal:

• Grants Team, Marketing and Communications Team, care homes and day care services, Estates and Facilities Team, Finance Team.

External:

• Consultants, agencies and suppliers.

Key objectives and responsibilities

• Be primarily responsible for researching and writing, prioritising, developing and submitting compelling proposals, updates and reports to trust donors.
• Maximise income by building and maintaining relationships with existing portfolio of trust donors through excellent relationship management.
• Use the database (Access Charity CRM) to maintain accurate and detailed records, manage relationships, and coordinate actions and deadlines.
• Research and identify new opportunities, and write and submit high quality, targeted proposals to secure support from new and lapsed funders.
• Prepare written reports on activities, progress and income against objectives.
• Ensure the impact of our work is clear, visible and effectively communicated in our social media, on our website and in our Impact Report.
• Liaise with internal staff to compile project information for funding applications, and build positive, professional relationships internally and externally.
• Gather case studies for use in fundraising communications, applications and reports.
• Undertake administrative duties such as thanking donors and other routine office procedures as required.
• Carry out other tasks as required by the Fundraising Manager and Fundraising Team.

Please note that the key objectives and responsibilities of this role describe the core output that should be achieved in this role.

All roles within the charity are required to be flexible and change as our strategy evolves, future policies are introduced and as the needs of our services users change. All staff are required to demonstrate appropriate levels of competence and behaviours in their roles, in line with our values.

Please see the full job description and person specification attached. 

No agencies, please.

We seek a highly capable Membership and Office Administrator to support the work of the Society’s professional Office based at University College London.

The role will focus primarily on supporting and communicating with the Society’s extensive membership, which largely comprises practising historians in higher education and other sectors, as well as prospective members, applicants for the Society’s extensive research funding programme, and members of the public.

The role holder will report to the Membership and Programmes Manager and will also assist in the running of the Society’s research funding schemes. This is a hybrid position which supports home / remote working as the predominant model. As part of a small Office team, the post holder will in addition assist with the administration and efficient running of the Office on a daily basis. The Society offers an employer contributor pension of 12% and a friendly, supportive and highly professional working environment.

The Royal Historical Society is the UK’s foremost learned society and membership organisation for the support and promotion of historians and historical research and teaching in higher education and related sectors.

As a registered charity, founded in 1868 and now with more than 6,500 Fellows and Members, the Society champions the discipline of history within higher education and well beyond. Our remit is to support historians of all kinds to undertake and encourage historical research and understanding; to advocate for history and its practitioners; to represent history as a discipline and historians as a group; and to promote greater equality and representation within historical practice.

We are seeking a part-time, motivated and organised Income Generation Manger to support our fundraising efforts and help grow our income. This is a fantastic opportunity for someone looking to develop their career in income generation within the charity sector. The postholder will lead on our very successful corporate sponsorship programme and will develop our individual giving programme. The role will be an opportunity to develop and lead programmes while being supported by the CEO and Senior Management Team with a chance to make a real impact. 

The Ogden Trust is a family charitable trust which supports the teaching and learning of physics. The Trust delivers professional development programmes for teachers of physics across England, supports schools and multi-academy trusts to improve their physics provision and works with universities to support high-quality physics enrichment.

The person in this role will work as part of the operations team to ensure that all Ogden Trust programmes are delivered to a high standard. The postholder will work with programme managers across teams to administer the activities of the Trust in line with agreed systems and processes. Remote working will be considered, but office based is preferred.

The role will involve administrative and logistical support across the operations of the Trust, including processing applications, event logistics, monitoring event/programme participation, data processing and communications support.

About the role

As Data Lead, you will facilitate the collection, management, integrity, security and reporting of our programme delivery, quality assurance and evaluation data, supporting the work of the Data and Insights Manager and Head of Impact and Quality. In this role, you will primarily work with our CRM system, Salesforce, alongside other data systems such as Microsoft Excel, PowerBI and FormAssembly.

Deadline: Sunday, 7th September 2025
Interviews: w/c 15th September 2025
Start date: Monday 20th October 2025
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

Main responsibilities

• Lead on data capture of key data points from partner schools, ensuring high quality throughout, efficient processes, and complete data. For example, collection of pupil data, SATs and GCSE results.
   
• Be responsible for promoting high standards of data integrity across the organisation. This includes supporting staff to develop in their use of data, undertaking regular data integrity activities, and developing solutions to improve data integrity issues at the source.
   
• Work with the Data and Insights Manager on the administration, maintenance and development of our Salesforce CRM system.
   
• Support the design, delivery and maintenance of a range of custom reports (in Salesforce or other software), to facilitate external stakeholder reporting and a range of internal project work across departments.
   
• With the Data and Insights Manager, act as expert in data governance and data protection processes at Action Tutoring, promoting data security and GDPR compliance across the organisation.
   
• Any other ad hoc responsibilities as deemed relevant by the CEO.
   

Person specification

We are looking for someone who has:
 

• Two or more years experience with Salesforce administration, including custom objects.
   
• Experience administering online data capture software (ideally FormAssembly), including managing integrations with Salesforce.
   
• Experience working with complex datasets in Excel, including data cleaning in preparation for import/export or analysis.
   
• Experience generating reports for a range of stakeholders.
   
• The ability to design data collection processes and system changes that are scalable, impactful, and promote high standards of data integrity.
   
• Project management experience, including creating project plans, gathering requirements, analysing risks, and managing stakeholders.
   
• Strong communication and collaboration skills; proactive in communicating updates and change to stakeholders at all levels.
   
• Confidence adapting communication style and approach to develop data skills in others, including those without a technical background.
   
• A creative and inquisitive attitude about how technology and automation can improve efficiencies across the organisation.
   
• A good understanding of GDPR compliance and processes.
   
• A commitment to equality, diversity and inclusion. 
   
• A commitment to the mission and values of Action Tutoring.
   
• A commitment to promoting and safeguarding the welfare of children.
   

You may be more successful in the role if you also have:
 

• PowerBI, Tableau, other data visualisation software experience.
   
• Experience working with government education datasets.
   
• Experience designing and implementing monitoring, evaluation and learning frameworks.
   
• Salesforce Administrator Certification (or on track to complete).
   
• Experience working in the charity or NGO sector.

The challenge should you choose to accept it.....

We are so proud of what we do, and we know you will be to. Communication and media are absolutely key to making the Hospice the incredible place it is. And you could be part of that.

With a rich, diverse history, which began back in 1979 with our founders, we’ve been making a difference ever since. 

Today our free care supports 2,000 local people and their families, in Herts and Bucks. We truly are a community hospice
– built and funded by the community, to serve the community.

So where do you come in?

People are at the heart of everything we do. And you would be no different. We are all vital cogs in delivering our care and support.

We are looking for a new Associate Director of Development – someone who will lead a new, relationship-based approach to fundraising and help us reach new heights in our income generation activities.

We aim to raise £800,000 from Major Gifts, Trusts and Foundations and Regular and Mid-Value Giving this year and are ambitious about growing this in the future.

This is an exciting opportunity to lead this work and to be at forefront of charting a new path for fundraising at The Hospice of St Francis.

The opportunity.....

You will play a pivotal role in growing income across the Hospice and leading new, relationship-based approaches to fundraising.

With responsibility for Major Donors, Trusts and Foundations, and Regular and Mid-Value Giving you will create and lead a new strategy to develop these areas and manage and grow a portfolio of high-value relationships.

You will also work hand in hand with Hospice colleagues to identify and curate exciting fundraising propositions, helping to raise strategic funds for our services.

As a leader in the fundraising team, you will provide coaching and management to your team and deputise for the Director Fundraising.

You will be central in forming close working relationships across the Hospice and with the Board of Trustees, enabling a whole hospice approach to fundraising.

The must haves:

• Fundraising Success: At least six years’ experience operating in a Major Gifts or Trusts and Foundations role and a track record of personally securing and stewarding five and six figure gifts
• Strategic thinker: Experience of researching, developing and implementing new strategies, and associated budgets and KPIs, and of developing portfolios, and prospect management tools
• Leading and inspiring: At least four years’ experience of inspiring, managing and developing 1+ line reports
• Proposition development: Creative in outlook and with experience of developing donor-centric fundraising propositions

The it would be great to haves:

• Regular Giving: Experience of developing and managing Regular Giving and mid-value programmes
• Team Management: Experience of managing, motivating and supporting a team
• CRM knowledge: Knowledge of DonorFly
• Fundraising qualification: A relevant fundraising qualification from CIOF or other

You know it makes sense....

• 27 days annual leave (plus bank holidays)
• Wide range of free training courses, plus personal development opportunities
• On-site home cooked food served at a reasonable rate in our bistro​
• You’ll have freedom to make decisions within the boundaries of the Job Description and charity policy and procedure
• Don’t forget a stunning setting, plus #team comradery, support and bags of positivity!

For an informal discussion, or to find out more please visit our website: Associate Director of Development (Fundraising) | The Hospice of St. Francis 

This list of tasks and responsibilities is not exhaustive and the job holder may be required to undertake other relevant and appropriate duties as required by the Manager. This Job Description can be amended by agreement with the Post Holder and Manager

Please note; applicant shortlisting will take place as and when suitable individuals apply. As such, we would strongly encourage early applications. We reserve the right to close this vacancy early should a suitable candidate be appointed.  Interview arrangements will be communicated via email, so please check your email regularly.

Role description:

We are seeking a technically excellent management accountant to play a central role in the finance team at this young and vibrant charity, preparing monthly management information to aid business decisions, and undertaking project work as requested.

Main Responsibilities:

Management Accounts preparation

• Account for accrued income and expenditure, including:

           - Accrued legacy income

           - Accrued trust income

          - Other accrued income

          - Accrued grant expenditure

          - Normal accruals and prepayments

• Reconcile all control accounts regularly
• Prepare and post journals as required
• Prepare monthly management accounts, including restricted and unrestricted reserves

Record keeping

• Contribute to the proper maintenance of book keeping records where necessary, to comply with statutory, financial and GDPR regulations
• Assist in gathering documentation for audit, ensuring necessary information is organised and available
• Assist in year-end statutory accounts preparation
• Ensure that all relevant finance processes and systems are adhered to

Other

• Liaise with fundraising team to assist in reconciliation of finance software to fundraising CRM software
• Produce ad-hoc reports as required
• Complete government and other surveys as required
• Represent the Charity in all dealings with internal and external stakeholders in a professional and efficient manner.
• Champion our code of behaviour and act as a role model, ensuring that our safeguarding and other key policies and procedures are adhered to at all times so as to protect the people we work with and our reputation.
• Perform other duties as reasonably required in line with the nature of the role.

Person Specification:

Knowledge and experience

• Qualified or part-qualified ACA, ACCA or CIMA
• Experience of management accounts preparation
• Experience of working with accounting software
• Experience of reconciliations
• Demonstrable experience of accounting in a charitable organisation would be useful but not essential.

Skills, abilities, and behaviours

• A drive for accuracy
• Excellent problem solving skills
• Excellent communication skills – liaison with other charity staff will be essential
• Excellent technical accounting skills
• A drive for adherence to processes
• Considerable IT skills, including database work and Excel
• Good written communication skills
• Commitment to team-working and respect and consideration for the skills of others

Member Engagement Coordinator
Location: SIA House, Oldbrook, Milton Keynes MK6
Salary: £35,040 per annum
Contract: Two year fixed term contract (funding until October 2027)
Hours: Full time, 35 hours per week Monday to Friday

About Us

The Spinal Injuries Association is committed to a singular vision: a fulfilled life for everyone affected by spinal cord injury.

Everyone has a right to live a fulfilled life and that means the life they choose, a life that has the same opportunities as everyone else. We are the expert guiding voice for life after spinal cord injury.

About the Role

This exciting new role will be central to amplifying the voices of our current and future members, ensuring their lived experiences and needs shape our work.

This role will use our CRM system and a range of communication types and channels to foster lifelong engagement, support campaigns, and strengthen relationships with our partners and healthcare professionals.

Duties & responsibilities

• Use our CRM system, along with online and face-to-face communications.
• Coordinate member engagement and communications across services, fundraising, academy, and campaigns, using targeted segments of our membership.
• Work with colleagues to develop a membership hub that:
• Support the CRM and member engagement manager in maintaining an accurate, up-to-date, and GDPR-compliant database.
• Manage subscription payments for our magazine, FORWARD, including sending renewal reminders by email and post.

Benefits

• Annual leave: 28 days per holiday year plus bank holidays, increasing to 30 days after two years of service (pro-rated for part time employees)
• Access to Group pension scheme (6% employer contribution)
• Access to Group life assurance scheme
• Access to Healthcare cash plan
• Access to discounted gym membership
• Access to Employee assistance programme (EAP)
• Employee volunteer days
• Free car parking at Milton Keynes, Head Office
• Investing in their people - all members of staff are encouraged to discuss their development plans and aspirations with their line manager. A budget is available for talent development.

Closing date: 1 September 2025, 9am
Interview dates: Week beginning 8 September 2025 in person at SIA House, Milton Keynes, or online via Microsoft Teams.

Interested?

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.

At SIA, we value diversity. We are committed to providing an inclusive and supportive environment as we believe diversity fosters a more innovative, creative, and caring culture.

We are striving to create a culture that fully represents all the communities we serve. We are an equal opportunity employer, and all applicants will be considered for employment regardless of race, age, ethnicity, religion, sexual orientation, gender, gender identity, family or parental status, or disability status.

Disabled candidates who meet the standard job criteria will be offered a guaranteed interview.

No agencies please.

Demand for our specialist tutoring programmes for Children Looked After, those with Special Educational Needs and Disabilities (SEND) and Unaccompanied Asylum Seeking Children (UASC) continues to increase and we are seeking a dedicated and effective Partnerships Account Manager to join our team and support the increased demand for our provision and the continued scaling of our organisation.

The Organisation

Equal Education is a social enterprise working to improve outcomes and narrow the attainment gap for disadvantaged and under-resourced learners, including Children Looked After, those with SEND, and unaccompanied asylum seeking children. We have over 13 years’ experience delivering 1:1 tuition, working with hundreds of Schools and Local Authority partners across the country, reaching hundreds of pupils annually. 

As a member of the Fair Education Alliance, we believe in providing meaningful educational provision to students whose needs may not be best met within a traditional classroom environment, those who aren’t currently accessing education, or who benefit from additional 1:1 support. We work with over 400 qualified teachers to provide academic, subject specialised and individual tutoring and mentoring for children of all ages. Tutors provide pastoral care and work with pupils to increase engagement and attainment. Our programmes will help the students to overcome barriers to learning, help them build trusted relationships, increase their aspirations, and fulfil their potential. We are passionate about our cause and are looking for people who are motivated by a strong desire to address educational inequality and improve outcomes. 

What is the Role?

The Partnerships Account Manager will drive business growth by securing new partnerships and managing key client accounts across designated regions. With a focus on building and sustaining long-term local council and school relationships, the Partnerships Account Manager will work closely with clients to understand their needs, expand our service offerings, and ensure the highest levels of satisfaction. The majority of our key client relationships are with local councils, so a knowledge of how they operate would be very useful. 

The post holder will have the opportunity to line manage junior member(s) of the team, who provide essential bid-writing and administrative support to facilitate efficient and effective client management.

This role would suit someone with proven ability to operate effectively in scaling organisations where processes are still being defined. This role suits someone who is adaptable, resilient, and confident working at pace amid change.

The role will be suited to those who have worked within an education setting and held the title: SENCO, Head of Department, Advisory Teacher, Inclusion Coordinator or Designated Teacher. The role will also be suited to those who have worked within a Local Authority setting and held the title: Commissioning Officer, Senior Case Officer, Case Officer. 

This role is ideal for an ambitious, client-focused individual, passionate about creating positive outcomes for under-resourced students. If you’re ready to contribute to a growing organisation that’s making a difference, we’d love to hear from you!

Key Responsibilities:

1. Client Acquisition and Relationship Management

   • Proactively seek new business opportunities within assigned regions to grow the client base.

   • Develop and maintain strong, positive relationships with key clients, ensuring their evolving needs are met and service offerings are aligned.

   • Lead regular client review meetings to discuss progress, gather feedback, and identify additional service opportunities.

   • Manage internal relationships to ensure what matters to clients is communicated internally using the proper channels, to allow for effective delivery by our Operations teams. 

   • Maintain good internal stakeholder relationships with our Operations teams to ensure high client demands are balanced with our processes and team capacity. 

2. Strategic Planning and Development

   • Collaborate with Senior Leaders to develop strategies for client retention and growth.

   • Work closely with the wider partnerships team to align on strategic objectives and ensure seamless service delivery across functions.

   • Participate in client and industry events to represent the organisation, expand networks, and identify new business opportunities.

3. Performance Monitoring and Reporting

   • Monitor client engagement, satisfaction levels, and service outcomes; produce regular progress reports for management.

   • Oversee tracking and analysis of client-related statistics to ensure targets are met and clients receive impactful, value-driven service.

   • Manage and track client data and prospect pipelines using CRM systems, ensuring accuracy and up-to-date information.

   • Report to SLT on accounts, Tenders, Bids, client meetings on a regular basis

   • Be curious to explore our Salesforce system data, understanding and interpreting delivery and impact data 

4. Team Management and Support Coordination

   • Lead, mentor, and manage junior members of the team focused on bid application writing, tender management, and client-related administration.

   • Support direct reports in producing and reviewing high-quality application documents and responses that align with client requirements and enhance our partnership outcomes.

   • Provide oversight to ensure that administrative tasks are completed efficiently, supporting smooth client interactions and consistent follow-through.

   • Work with other area leaders, such as our ‘Allocations’ and Recruitment teams to ensure we can fulfil referrals

   • Foster a strong working relationship between the Partnerships team and Recruitment, to ensure our application strategy is informed by tutor availability. 

5. Bid Management and Process Improvement

   • Oversee the preparation and submission of tenders and bid applications, working closely with administrators to ensure high-quality and timely submissions.

   • Continuously review and improve internal processes to optimise bid management, client onboarding, and service delivery.

   • Report on bid submission performance, review client feedback to continuously improve. 

Essential Skills and Experience:

• Detailed knowledge of the UK Education Sector. 

• Experience working in the education sector or with local authorities, particularly in roles involving SEND or children’s services.

• Proven track record in client relationship management, with experience in sales or partnership development roles.

• Strong communication skills, particularly in face-to-face and telephone interactions, with the ability to build rapport quickly and maintain long-lasting relationships.

• Experience managing a small team, providing leadership, direction, and support to ensure high-performance standards.

• High level of empathy and commitment to supporting under-resourced and underserved communities.

• Strong organisational skills with the ability to manage multiple tasks and meet both short- and long-term deadlines effectively.

• Familiarity with CRM systems (e.g., Salesforce) for tracking client data, leads, and progress.

• Proactive, problem-solving mindset, able to address issues independently and provide client-focused solutions.

• Able to work in a high pressure environment, whilst taking initiative, we would want the postholder to ask for support when needed.ed

Desirable:

• Exceptional written communication skills, with proven confidence in drafting, editing, and refining persuasive content across a variety of formats. Experience in bid and tender writing or grant applications is advantageous, though a background in producing compelling written materials for diverse purposes is equally valued.

General

The job is subject to having the right to work in the UK, two professional references and a basic DBS check.

Why Equal Education?

• Competitive salary

• Investment in you - we believe in developing from within and offer our team training opportunities and personalised development plans, as well as the chance to get involved with lots of projects across the organisation.

• Flexible, hybrid work environment with regular opportunities for in-person client engagement.

• Working alongside a passionate team working to make a positive impact in the lives of under-resourced children and young people across the UK.

• Staff wellbeing benefits such as ClassPass membership, access to discounts via Perks at Work, eyecare vouchers, regular wellbeing sessions and team social events.

At Equal Education, you are the expert. We give you the space, the support and the technology to be your best. The rest is up to you.

Being you at Equal Education 

Every young person we support is unique and our team isn’t any different. Our differences are our strength when it comes to providing a tailored, human approach to education. We are proud of our people and provide an environment where everyone can bring their most authentic self to work. 

Our recruitment practices are carried out in line with equal opportunities and all candidates will be reviewed fairly regardless of age, gender reassignment, sex, race, religion, ethnicity, disability, sexual orientation or any other protected characteristic.

Main purpose of post
To support accurate financial administration and effective donor data
management. This role is vital to ensuring that income from donations is
processed promptly and accurately, enabling timely thank-you
communications and excellent donor stewardship. The role will also undertake
data work to enable the charity to manage its data effectively, monitor its
service delivery and impact.

Key responsibilities
Donation Processing & Stewardship Support
 Accurately process all cash and cheque income batches into our
fundraising CRM and finance systems.
 Process and code incoming donations from a range of sources, including
online platforms (e.g JustGiving, Raisely, PayPal, Stripe, CAF, Enthuse).
 Ensure all funds are banked in a timely manner and act as the main
contact for arranging cash collections.
 Maintain and update the donor database with accurate donation records
and supporter details.
 Process supporter Gift Aid declarations and assist with submission of Gift
Aid claims.
 Liaise with the fundraising and communications teams to ensure donors
are thanked promptly and appropriately.
 Flag anomalies or issues with donation data to relevant staff to maintain
high standards of data quality and supporter care.

Finance Administration
 Support the monthly reconciliation of income between finance systems.
 Support the Finance Executives with processing purchase invoices, staff
expenses, and supplier payments in accordance with charity procedures,
as needed.
 Support monthly and quarterly finance reports and audits as required.

Data Management
 Ensure high standards of accuracy and integrity of CRMs and finance
databases through regular data cleaning and maintenance.
 Help compile reports for funders, internal monitoring, and annual
accounts.
 Assist the Data and Systems Manager with reviewing existing systems
and processes to identify opportunities for improvements.
 Follow GDPR and internal data handling policies when processing
supporter and financial information.

General administration and collaboration
 Work closely with colleagues in data, finance and fundraising.
 Undertake other administrative duties as required by the line manage

Who you are
We are looking for a detail-oriented and motivated Data and Finance Assistant who is
highly organised and with a flexible approach to work.
You must possess strong analytical skills and enjoy working across team functions to
produce high quality results. This is a rewarding opportunity to be part of a team that
directly improves the lives of local people affected by cancer.

About you:
 Be detailed-oriented and enjoy working to clear and transparent processes
 Able to manage your own workload and priorities to agreed deadlines
 Act as an ambassador for Weston Park Cancer Charity, reflecting the objectives
and values, and to always work in the best interests of the charity
 Support and encourage harmonious internal and external working relationships
 Make a positive contribution in delivering the charity’s strategy and raising
the profile of Weston Park Cancer Charity.