Crm database officer jobs
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
The role
We are seeking an experienced and proactive Database and Insights Officer to take ownership of myaware’s CRM system (Raiser’s Edge) and ensure our database is accurate, compliant, and fully utilised across the organisation.
This is a pivotal role, acting as the main point of contact for all internal CRM users and our external CRM system provider. As a database super user, you will manage system settings, user access, data integrity and development, while providing expert support, guidance and training to colleagues.
Working closely with the CEO, the myaware management team and colleagues across the organisation, you will ensure the CRM system supports fundraising, communications, campaigns and wider organisational insight. You will also play a key role in identifying opportunities for system improvement, upgrades and best practice. The role will require occasional working at Derby HQ and travel for meetings.
Who We Are Looking For
We are looking for a confident and detail-oriented CRM professional with strong technical expertise and the ability to communicate clearly with non-technical users.
You will be highly organised, solutions-focused and comfortable taking ownership of a complex database system. You enjoy supporting others, improving processes and using data to make a meaningful impact.
You will ideally have:
- Proven experience managing a CRM system, ideally Raiser’s Edge or a similar database.
- Strong understanding of database administration, data quality and compliance.
- Experience acting as a system super user, including managing users and system settings.
- The ability to train and support colleagues with varying levels of technical confidence.
- Excellent analytical skills and experience producing data selections and insights.
- Strong communication and relationship-building skills.
- A proactive approach to continuous improvement and best practice.
This is an exciting opportunity to play a central role in enabling myaware’s work through high-quality data, effective systems and collaborative support across the organisation.
If this sounds like you, we would love to hear from you.
Who are we?
Myaware is the only charity in the UK dedicated solely to the care and support of people affected by myasthenia.
We are working hard to raise awareness of myasthenia, as it is a little-known condition. We provide support for people with myasthenia and their families, whilst offering advice and tips for living with the condition.
We also fund the research that brings us closer to finding a cure as well as funding specialists nurses and advisors.
Members of myaware have full access to a wide range of support services and events including our specialist benefits and welfare advisor.
Myaware supports people with myasthenia and their families. We campaign for better medical services for people with myasthenia and work to inform medical professionals.
The myasthenias are a group of neuromuscular conditions. They are rare but also manageable and can affect anyone, regardless of age, gender or nationality. Myasthenia gravis, ocular myasthenia and Lambert-Eaton myasthenic syndrome are autoimmune conditions whereas congenital myasthenic syndrome is caused by an inherited genetic fault. It is thought that there are approximately 20,000 people currently living with myasthenia in the UK.
Benefits
- Generous holiday allowance
- Perkbox account (global benefits and rewards platform)
- Group Life Assurance after 6 months of service
- NEST workplace pension scheme
- Free inhouse staff benefits and welfare advice
- Investment in your personal and professional development
- Annual salary review
Candidates should submit their CV and tailored covering letter by: 23:30 on Sunday 1st February 2026
Provisional interview date will be week commencing: 09.02.2026.
Interviews will be held over Microsoft Teams.
Applications submitted without a tailored cover letter will not be considered.
This post, due to its nature, duties and responsibilities, will be subject to an enhanced check by the DBS. This is funded by Myaware.
This organisation supports anonymous recruitment. That means hiding your personal identifying information, removing bias from the hiring process.
Candidates should submit their CV and tailored covering letter by: 11:59pm on Sunday 1st February 2026
Provisional interview date will be week commencing: 09.02.2026.
Interviews will be held over Microsoft Teams.
Applications submitted without a tailored cover letter will not be considered.
This post, due to its nature, duties and responsibilities, will be subject to an enhanced check by the DBS. This is funded by Myaware.
The client requests no contact from agencies or media sales.
Database and Operations Officer (Maternity Leave Cover)
Hours: Full-Time (9am-5pm, Monday to Friday). Part time considered, minimum 4 days per week
Job Location: Amersham, Buckinghamshire
Contract: Fixed-term, 12 months contract to cover maternity leave
Salary: £26,000 pa
Pension: 7% non-contributory
Annual Leave: 28 days, plus bank holidays
Other Benefits: Employee Assistance Programme (EAP), Free Parking
Job Description
To provide professional, efficient, and effective database management and administrative support to our team. This role sits at the heart of the organisation, supporting all departments through effective office coordination and helping to ensure the smooth day-to-day running of the charity. The role is instrumental in maintaining a high-quality database, enabling accurate data capture and analysis that supports both fundraising and programme delivery.
Key Responsibilities
Database Management (Beacon CRM – Fundraising Database)
- Manage and maintain the CRM system, ensuring accurate and up-to-date fundraising and programmes data entry. Accurately processing all incoming donations and pledges and ensuring others in the team correctly enter and maintain data.
- Develop overall data management structure of supporter records and processes. Develop and maintain information management structures in the CRM system to enable accurate and timely information and reporting.
- Adhere to data protection legislation ensuring the way we gather, record and use data is compliant with latest policies, working closely with the Data Protection Officer.
- Handle all enquiries received through the CRM system, providing timely and appropriate responses.
- Collaborate with internal teams to ensure smooth operation and optimal use of the CRM system.
- Generate reports and analytics from the CRM system to track and measure key metrics.
- Conduct regular data audits to identify and rectify any inconsistencies or errors in the CRM database.
- Training staff members on how to effectively use the CRM system.
- Customise and configure the CRM system to meet the specific needs of the organisation.
- Monitor and enhance data quality and integrity within the CRM system.
- Keep abreast of CRM system updates and new features to maximize its functionality.
Operations Administration
- Provide administrative support to the organisation.
- Managing enquiries received by the charity by post, email, and phone.
- Keep a tidy office environment.
- Maintain data management processes and procedures to ensure data accuracy, consistency, and security.
- Manage and update filing systems, and other organisational documents.
- To be main day to day contact for our external IT support contractors and cleaning contractor.
- Assist with the coordination and organisation of meetings, events, and travel arrangements.
- Prepare and distribute internal communications and correspondences.
Finance Administration
- Provide administrative support to the Finance team ensuring a system is in place to regularly reconcile the fundraising and finance databases.
- Maintain accurate financial records by recording daily financial transactions.
- Prepare and process invoices, payments, and expenses.
- Monitor accounts receivable and accounts payable.
- Provide support during financial audits and examinations
The client requests no contact from agencies or media sales.
SOS Children’s Villages exists to ensure that each child and young person grows up with the healthy relationships they need to become their strongest selves. Working around the world, we focus on supporting children and young people who don’t have, or who are at risk of losing, parental care.
We are now looking for a UK-based Supporter Care Officer to provide high quality supporter care to all of our Individual Giving (IG) supporter types.
- Acting as a reliable first point of contact
- Handling queries and tasks efficiently
- Maintaining accurate records
- Improving and streamlining processes
- Collaborating with colleagues to achieve results.
If you are self-motivated, with excellent communication skills and good attention to detail, looking for a key role within a friendly, flexible, and supportive team, then this could be for you!
To Apply
Please read the full Candidate Pack attached which contains the entire job description, essential postholder criteria, and person specification and submit a copy of your CV and a covering letter.
The deadline for applications is Sunday 25th January, 11.59 pm UK time.
Location: Hybrid - at least one day per week is required in our Cambridge office (CB2 1AB). Occasional travel to Cambridge or London will be required for meetings or collaborating with colleagues.
Please note: The post-holder is required to reside in the UK at reasonable travel distance to attend the office weekly. We are unable to provide employment sponsorship if required and unfortunately cannot progress applications without the required right to live and work in the UK on a permanent contract.
Please read the full Candidate Pack attached which contains the entire job description, essential postholder criteria, and person specification, and submit a copy of your CV and a covering letter.
The client requests no contact from agencies or media sales.
Are you a Microsoft Dynamics 365 CRM expert looking for a role where your skills make a real difference? We’re on an exciting journey to implement a brand-new Dynamics 365 CRM system and are seeking an experienced CRM Manager to support and maintain the system which will transform how we connect with our supporters and deliver impactful fundraising campaigns.
About the role:
This is a pivotal role in shaping the future of our supporter engagement. You’ll take ownership of our CRM strategy and management, ensuring data quality and seamless processes that empower our fundraising and communications teams. Through your proven Dynamics 365 CRM skills and experience, you will also lead the charity’s CRM business processes and data quality, collaborating with the key stakeholders across the charity.
This position is based remotely, but there is also an option to work on a hybrid basis at our head office in Norfolk. Where working remotely, you will be required to attend the charity’s head office located in Norfolk a minimum of 6 times per year and this will be at your own expense for travel and accommodation.
About you:
You’ll have advanced knowledge of Microsoft Dynamics 365 and experience configuring and optimising CRM systems. Skilled in the Power Platform (Power Automate, Power Apps, Power BI), you combine strong technical ability with excellent communication skills, making complex information clear for non-technical colleagues. Highly organised and detail-oriented, you manage workloads effectively under pressure and build positive relationships across teams. A good understanding of data protection and compliance is essential, and experience in a fundraising or charity environment is desirable.
What we offer:
Benefits include a generous pension scheme and cash health plan, paid employee sickness absence scheme, a minimum of 31 days’ holiday (including bank/public holidays and mandatory shutdown between Christmas and New Year) and death in service.
World Horse Welfare is committed to championing equality and diversity in all aspects of employment and in the services that it provides. We encourage applications for all of our vacancies from under-represented groups, particularly ethnically diverse communities, LGBTQ+, and people with disabilities.
World Horse Welfare takes great pride in being realistic, compassionate and forward-thinking and the successful applicant for any of our vacancies will be expected to share these values.
Closing date: Friday 30th of January
Interview date: Tuesday 10th of February
World Horse Welfare’s vision is a world where every horse is treated with respect, compassion and understanding.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Membership & CRM Officer
Bristol (Hybrid)
£32,000
Permanent, Full-time (Part-time may be considered)
If you are a whizz with Excel and adept at getting the most from complex databases, but also a great communicator and administrator (confident responding to many varied queries, super organised and passionate about process improvement), we’d love to hear from you.
Are you passionate about combining data expertise with exceptional customer service? Our client is looking for a Membership and CRM Officer who loves data as much as people—combining advanced Excel skills and database expertise with outstanding communication and administrative skills.
You will independently manage membership subscription processes and grants administration, respond to member queries and ensure the CRM systems run smoothly. This is an exciting opportunity to make a real impact in a mission-driven organisation.
What You’ll Do
· Administer membership applications, renewals, and payments
· Provide excellent support to members and delegates and respond to enquiries
· Maintain, optimise and troubleshoot multiple CRM systems, ensuring data accuracy and compliance
· Develop and generate reports and insights to inform decision-making
· Support grants administration and committee processes
· Collaborate across teams to improve systems and member engagement
What They’re Looking For
· Customer service skills and professional written and verbal communication
· Proficiency with Microsoft suite
· Advanced Excel skills (Power BI experience is a bonus)
· Proven experience managing and developing CRM systems and complex databases
· Strong organisational skills and attention to detail
· Customer-focused mindset with the ability to build positive relationships
· Experience in membership/subscription administration or similar is desirable
Why Join Them?
· Hybrid working - Tuesdays and Wednesdays in the North Bristol office (with flexibility where needed)
· Flexitime system
· 26 days annual leave minimum, plus bank holidays
· Health and Wellbeing Cash Plan – private GP, cash back for dentist, opticians, physio and more
· Salary Extras scheme
· Refer a friend scheme
· Employee Assistance Programme
· Be part of a charity that makes a difference in healthcare
· Collaborative and supportive team environment
Our client is a UK charity and membership organisation that brings together scientists, clinicians, and nurses who work with hormones, to improve lives. Hormones matter; they control almost every function in the body, and when things go wrong, they cause some of the most common - and some of the rarest - health conditions.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
If you are a whizz with Excel and adept at getting the most from complex databases, but also a great communicator and administrator (confident responding to many varied queries, super organised and passionate about process improvement), we’d love to hear from you.
About Us
The Society for Endocrinology is a UK charity and membership organisation that brings together scientists, clinicians, and nurses who work with hormones, to improve lives. Hormones matter; they control almost every function in the body, and when things go wrong, they cause some of the most common - and some of the rarest - health conditions.
We empower healthcare professionals and researchers to stay at the cutting edge of science and patient care. We also support other national and international endocrine organisations (our clients) to deliver their own impactful work.
As a medium-sized charity with a friendly, supportive and flexible culture, we work collaboratively to make a big difference and build a strong global endocrine community. We are committed to fostering a diverse and inclusive workplace where all team members feel valued, respected and empowered to bring their authentic selves to work.
The role is full-time, but please let us know if you would like us to consider part-time.
The Role
Are you passionate about combining data expertise with exceptional customer service? We’re looking for a Membership and CRM Officer who loves data as much as people—combining advanced Excel skills and database expertise with outstanding communication and administrative skills.
You will independently manage membership subscription processes and grants administration, respond to member queries and ensure our CRM systems run smoothly. This is an exciting opportunity to make a real impact in a mission-driven organisation.
What You’ll Do
· Administer membership applications, renewals, and payments
· Provide excellent support to members and delegates and respond to enquiries
· Maintain, troubleshoot and optimise multiple CRM systems, ensuring data accuracy and compliance
· Develop and generate reports and insights to inform decision-making
· Support grants administration and committee processes
· Collaborate across teams to improve systems and member engagement
Please see full job description for more details.
What We’re Looking For
· Customer service skills and professional written and verbal communication
· Proficiency with Microsoft suite
· Advanced Excel skills (Power BI experience is a bonus)
· Proven experience managing CRM systems and complex databases
· Strong organisational skills and attention to detail
· Customer- and solutions-focused mindset with the ability to build positive relationships
· Experience in membership/subscription administration or similar is desirable
Why Join Us?
· Hybrid working - Tuesdays and Wednesdays in the North Bristol office (with flexibility where needed)
· Flexitime system
· 26 days annual leave minimum, plus bank holidays
· Health and Wellbeing Cash Plan – private GP, cash back for dentist, opticians, physio and more
· Salary Extras scheme
· Refer a friend scheme
· Employee Assistance Programme
· Be part of a charity that makes a difference in healthcare
· Collaborative and supportive team environment
We aim to conduct first-round interviews via Teams call week commencing 2 February. In-person interviews will follow before the successful candidate is selected.
We are happy to answer your questions prior to application.
We bring together the global endocrine community to share ideas and advance hormone science and practice
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
About us
Community Foundations for Lancashire and Merseyside (CFLM) is a leading local charity that connects people, businesses and partners with the grassroots projects making a real difference across our region. We manage charitable funds, support community initiatives, and drive meaningful, measurable impact across Lancashire and Merseyside. Our mission is simple: strengthen communities, empower local people, and create lasting change where it’s needed most.
Role Summary
This role brings together operational leadership, executive support, and administrative coordination. You will ensure the organisation runs efficiently day-to-day while also driving longer‑term improvements that support CFLM’s strategic goals - including achieving annual surpluses and meeting ambitious income targets.
As the operational lead, you will work closely with colleagues across all departments and manage key relationships with external providers in HR, IT, and facilities. You will also play a central role in governance processes and provide high‑quality administrative support to the CEO and Deputy CEO.
Projects you will lead on include completing UKCF Quality Assurance and implementing the UKCF CRM (Salesforce) system.
Please see the full job description and Person specification.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
We are looking for a warm, highly organised, efficient and compassionate administrator to support our service team. This is a pivotal role, helping us implement and embed a new CRM system, keeping data accurate and usable, ensuring our admin systems and workflows run smoothly, effectively and safely.
The role involves some direct contact with women we support (mainly by email and phone), so you must be able to communicate sensitively, calmly and professionally with women who may have experienced trauma.
Title: Administrator (Services, CRM & Data)
Location: Office-based in Eastbourne, East Sussex (with occasional travel to other sites as required)
Hours: 14 hours per week (2 days)
Salary: £10,800 per annum (pro-rata, based on £27,000 FTE)
Length: Permanent
Reporting to: Service Manager
Role Description
Given the part-time nature of the role, priorities wi l be agreed weekly with the Service Manager. Core tasks revolve around CRM/data quality and referral administration. Other duties wi l be delivered by agreement and as capacity alows, so the role remains sustainable and the “must-do” work is completed reliably.
Key Responsibilities
CRM implementation, data quality, workflows and reporting
- Phase focus (first 6 months): Prioritise supporting the implementation and embedding of Cimplify CRM system, including data clean-up and migration, establishing clear ways of working, templates and workflows, as well as supporting the team to use the system consistently and confidently.
- Act as a day-to-day CRM and data champion, supporting staff with basic questions and liaising with the CRM supplier as needed.
- Support data migration and clean-up from spreadsheets and other systems into the CRM, checking accuracy, removing duplication and improving consistency.
- Maintain strong ongoing data quality and housekeeping (e.g. naming conventions, minimum data standards, duplicates, retention/archiving, configuration items, managing users).
- Help design and maintain efficient workflows and light-touch automations (e.g. referral tracking steps, reminders, task prompts, fo low-ups), reducing manual admin and improving consistency.
- Create and maintain dashboards and reporting views for different audiences (service team, CEO, trustees, funders) ensuring data is kept up to date and usable.
- Support the regular flow of insight into team meetings and contribute data/metrics for funder and annual reports in colaboration with the Service Manager, fundraisers and the CEO.
Referrals and service administration (trauma-informed)
- Provide practical programme admin support to the service team, as and when possible.
- Monitor shared inboxes, triaging messages, forwarding appropriately and supporting timely, sensitive responses and follow-up.
- Track referrals and service workflows: scheduling calls/meetings, sending emails, using templates and maintaining accurate records.
- Keep mailing lists up to date (including referrer communications where relevant) and send programme updates as required.
- Maintain confidentiality and handle sensitive information with care, following data protection and safeguarding procedures
Systems, documents and office administration
- Maintain clear filing and information systems (digital and paper), ensuring documents are easy to find and consistently stored.
- Support upkeep of key internal documents and templates (e.g. guidance notes, handbooks, simple policy documents), keeping versions tidy and up to date in colaboration with the Service Manager.
- Arrange meetings and room bookings; take minutes and maintain simple action trackers.
- Order and maintain office and programme supplies, keeping relevant inventories.
- Liaise with IT support regarding wi-fi, hardware or printer issues.
- Support the planning and administration of events (e.g. referrer events/open events/fundraising activities) as and when possible.
Personal Specification
Essential experience and skills
- Experience working in an administrative role, undertaking a variety of administrative duties and providing general office support to a small team.
- Exceptionally strong organisation and prioritisation skills; able to work efficiently, manage competing demands and maintain reliable systems.
- Excellent record-keeping and attention to detail, with a focus on quality and accuracy.
- Strong IT skills and confidence using digital tools (e.g. email, online documents) and databases/CRMs/case management systems.
- Strong understanding of confidentiality, data protection and handling sensitive information professionally.
- Strong communication and customer service skills, with the ability to communicate sensitively and effectively (verbally and in writing) with a range of individuals and stakeholders.
- Confidence working with processes and workflows; able to spot opportunities to streamline, standardise and reduce manual admin.
- Comfortable using AI tools productively (or confident in learning quickly), with a clear understanding of appropriate use in relation to confidentiality and data protection.
- Basic analytical confidence (able to pull key data, statistics and summaries for reporting and decision-making).
- Ability to work on your own initiative and with minimal supervision, while being a supportive and colaborative team member.
- A warm, empathetic approach and commitment to trauma-informed, person-centred ways of working with women who may have experienced trauma.
Desirable experience and skills
- Experience supporting CRM implementation, data migration, and/or setting up dashboards and reporting views.
- Experience improving workflows and building simple automations/templates to reduce admin burden.
- Experience supporting monitoring, evaluation and learning data capture and reporting.
- Experience working in a charity, community, or frontline service setting, particularly with women impacted by trauma, exploitation, abuse or displacement.
Due to the role responsibilities, it is a Genuine Occupational Requirement that the post holder is female, permitted under Schedule 9, part 1 of the Equality Act 2010.
Before accepting anyone for this role, we will ask you to participate in a Basic DBS check
We support female survivors of abuse, exploitation and displacement, equipping them with the confidence, knowledge and skills for a brighter future.

The client requests no contact from agencies or media sales.
We are looking for an inspiring and experienced Head of Fundraising and Development to join our team at Dalgarno Trust. This is a fantastic opportunity for someone passionate about fundraising, communications, and making a real difference in the community.
Based in North Kensington, Dalgarno Trust is a vibrant community centre supporting local residents of all ages through health, wellbeing, education, training, and youth programmes. As the only community centre in this part of the borough, we play a vital role in bringing people together, tackling inequality, and strengthening community resilience.
As Head of Fundraising and Development, you will be a key member of our Core Team, working closely with the Chief Executive to secure and manage the resources that enable our work. This is a varied and hands-on role combining fundraising, CRM management, marketing and communications, and organisational administration, offering the opportunity to make a visible and lasting impact.
You will lead on researching and writing funding bids, managing relationships with funders, and ensuring that monitoring, evaluation, and reporting requirements are met. You will oversee and develop our CRM system (Salesforce), ensuring high-quality data, producing reports, and supporting colleagues through training. You will also play a central role in diversifying income through donations, sponsorships, commercial activity, and use of our assets.
Alongside fundraising, you will lead our marketing, communications, and promotion, keeping our website, social media, and noticeboards up to date, and ensuring our work is clearly and effectively communicated to the wider community. The role also includes administrative and HR support, such as assisting with recruitment processes, timesheets, training coordination, and ensuring compliance with fundraising regulations and best practice.
We are looking for someone highly organised, administratively confident, and comfortable working independently, while also enjoying collaboration with colleagues, partners, and community members. You will bring experience of community-based work, strong written and verbal communication skills, and a genuine commitment to equality, inclusion, and positive social change.
This role offers flexibility in working hours and a supportive team environment, with the chance to shape and grow the organisation’s income and profile at an exciting time for Dalgarno Trust.
- Salary: £35,000 FTE (£28,000 per year pro rata, 4 days / 28 hours)
- Contract: Permanent
- Location: Dalgarno Trust Community Centre, North Kensington (with occasional off-site meetings)
- Hours: 4 days per week (28 hours), flexible by agreement
- Line management: Reports to the Chief Executive
- Closing date: Wednesday, 4 February
- Interview date: Wednesday, 11 February
Please read the full Job Description before applying. To apply, complete the screening questions and submit your CV and cover letter. We may contact candidates to request further information if needed.
A safe and happy Community Centre for the people of North Kensington, London



The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Database Manager
Full time – 35 hours per week Monday to Friday
Location: London
Hybrid Working available
Would you like to help families with seriously sick children in hospital stay together? Then join The Sick Children’s Trust as our Database Manager.
We have an exciting opportunity to support a super friendly, motivated and supportive Finance and Database Team.
The role is conveniently located near Liverpool Street and hybrid working is available.
You will report to the Director of Finance, line manage one Senior Database Officer and be responsible for managing The Sick Children’s Trust’s database, Donorflex, ensuring accuracy and integrity of data is maintained to a high standard. Your responsibilities will include ensuring that fundraising income is processed correctly and coded in line with organisational procedures, and that service user data is updated on an accurate and timely basis, ensuring GDPR-compliant records. You will be the first point of contact, alongside the Senior Database Officer, for day-to-day database queries, providing essential support to ensure the database is effectively managed and continues to meet the organisation’s operational requirements.
Duties will include:
- Overseeing the processing of all income transactions into the database on a timely basis
- Line manage, coach and support one Senior Database Officer
- Processing service user information into the database on a timely basis
- Responsible for all Gift Aid management
- Producing scheduled and ad-hoc data selections for mailings as requested
- Analyse and produce reports using database data to support other areas of the Charity in their strategic decision-making
- Responding to queries from staff in all areas of the Charity on database use, income coding and service user data
- Leading on developing and streamlining the database processes and use of the database across the whole Charity, managing integrations between the Database and Finance system
About you
You have experience of managing a CRM database and working in a finance and database team, ensuring you can hit the ground running. Your skills and knowledge ensure you are confident in carrying out day-to-day and monthly database processes and enable you to provide managers advice of these processes.
You have experience of line managing and mentoring, supporting your direct report’s continued development and success.
You have proficient IT skills, particularly Microsoft Excel, and good working knowledge of database software are a given.
You have strong organisational skills, an eye for detail to ensure accuracy and strong numerical skills.
Just as importantly, you have strong interpersonal skills to support colleagues and to work as a good team member.
Benefits
We can offer an attractive benefits package to all our employees to support a healthy Work-Life balance, including hybrid working, enhanced annual leave, family friendly policies and employee assistance programmes.
If you are interested in applying, more details about this role and The Sick Children’s Trust may be found in our recruitment pack.
If you wish to apply for the role, please complete the questions in this application and submit your CV and cover letter demonstrating how you meet the person specification.
Closing date 31 January 2026
We are reviewing applications as they are received so early application is advised.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The BE Support Trust is recruiting for a Fundraising Officer (Part Time). We are seeking a strategic, motivated, and relationship-focused Fundraising Officer to help us diversify income and grow our fundraising activity.
What you will do
- Develop and deliver an annual fundraising plan aligned with strategic priorities.
- Research new funding streams and produce pipeline/KPI reports.
- Prepare high quality trust, foundation and grant applications.
- Build and manage corporate partnerships and sponsorship proposals.
- Lead fundraising elements of charity events and community activities.
- Support donor stewardship and maintain accurate CRM/Gift Aid records
What you will bring
- Demonstrable fundraising experience
- Excellent writing and bid/proposal development skills
- Strong relationship abilities
- Organisational confidence managing multiple deadlines
Why Join us
- A small supportive and committed team
- Meaningful work where you see the impact everyday
- Opportunity to shape fundraising in a growing charity
- Flexible working and part-time structure
Applications reviewed on a rolling basis.
The client requests no contact from agencies or media sales.
The Salesforce and Systems Manager will play a key role in the Programmes team ensuring that our systems and processes run smoothly, that data is accurate and well maintained, and that we continue to innovate through our use of data systems to improve delivery and working across the wider Trust.
You will lead the usage and development of our Customer Relationship Management (CRM) platform, Salesforce, for the delivery and evaluation of our programmes. You will be responsible for overseeing the building and management of application and evaluation forms ensuring that internal and external colleagues views have been considered. Whilst this role sits within the programmes directorate, you will lead on Salesforce for the Trust as a whole and collaborate with other teams to ensure optimal running of the platform.
You will manage a number of external relationships, including our external Salesforce partners, application site partners and other digital and data partners to ensure that work is well managed, delivered on time and on budget. You will work closely with the Senior Impact and Evaluation Manager to ensure data on applications, evaluations, and long-term destinations is of high quality and securely held.
The role will report to the Senior Impact and Evaluation Manager, and work alongside, and with support from, the Data and Evaluation Officer.
Main duties
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Act as the Trust’s in-house Salesforce lead, keeping up to date with sector updates (including Artificial Intelligence), training staff members in how best to use Salesforce
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Lead on the management and integration between Salesforce and the Trust’s other data collection platforms including Form Assembly, Sutton Trust Online, Campaign Monitor, and Zoom
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Work cross-Trust to identify potential Salesforce process improvements or system changes that will deliver efficiencies, prioritising these and overseeing their build and deployment
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Manage relationships with external stakeholders including web developers and Salesforce/Form Assembly representatives
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Manage the build and development of programme application sites with input from programme leads
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Responsibility for quality of data coming into and held in Salesforce, complying with GDPR requirements
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Manage the design, building, and dissemination of evaluation forms and ensure high rates of completion
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Manage the two-way sharing of application and engagement data with universities and delivery partners
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Support the communication of data and insights in Salesforce through the creation of dashboards and reports
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Prepare data for annual HEAT submissions
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Support the Senior Impact and Evaluation Manager with data and analysis when required
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Other duties as necessary from time to time
Person Specification
We welcome applications from individuals who the following:
Skills:
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High degree of initiative and the ability to take responsibility and prioritise own workload
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Strong problem solving and analytical abilities
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Organised, independent and able to work to deadlines
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Ability to think strategically
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Excellent attention to detail
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Demonstrates a willingness to learn
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Excellent verbal and written communication
Experience
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Experience as a Salesforce administrator, particularly in the non-profit sector
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Understanding of UK GDPR principles and compliance
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Proficiency in Microsoft Excel and the Office suite
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Knowledge of project management, including experience leading projects with both internal and external stakeholders, and analysing user needs
Experience in/knowledge of the following areas will help you to stand out, but is not required, and training will be provided for the right candidate:
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Knowledge and experience of the higher education, education, and/or non-profit sectors
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Familiarity with platforms such as Form Assembly, and the Higher Education Access Tracker
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Holding a Salesforce Administrator Certificate
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Project management training
We are also looking for an individual who:
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Is sympathetic to the aims of the Trust and its mission to address educational disadvantage;
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Has first-class interpersonal skills - a natural ambassador able to represent the Sutton Trust in a range of settings
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Is eligible to work in the UK (see here for information about right to work)
Terms of Appointment
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Contract: Full-time, Permanent
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Salary: £42,025-£45,000 per annum
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Working location: Minimum of 2 office days per week
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Office location: The Sutton Trust, 9th Floor, Millbank Tower, 21-24 Millbank, London, SW1P 4QP. Our home working policy gives staff the option to work from home for up to 60% of the time, with approval from their line managers
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Hours: The standard working hours are 9am to 5pm, Monday to Friday and may also be required to attend events / meetings outside of their normal working hours during weekday evenings and occasionally at weekends
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DBS check will be required
Interviews
Applications should reach us by 23:59, Wednesday 28th January, with first round interviews held over Zoom on Wednesday, 11th February, and second round interviews held at our London offices on Wednesday, 18th February.
Safeguarding statement
The Sutton Trust believes that a child, young person or vulnerable adult should never experience abuse of any kind. We all have a responsibility to promote the welfare of all children and young people and to keep them safe. Therefore all posts undergo a safer recruitment process, including but not limited to, disclosure of criminal records where necessary and eligibility to work in the UK. We have procedures in place to promote safeguarding and a safe culture at the Trust.
Contextual recruitment
The Trust is committed to ensuring equality of opportunity and that all applicants receive equal consideration for employment. We strongly encourage individuals from all backgrounds, including those underrepresented at present at the Trust, to apply for this role. As such we particularly welcome applications from people with disabilities, Black, Asian or Minority Ethnic backgrounds, LGBTQ+ and from different socio-economic and educational backgrounds. We are committed to being an inclusive and welcoming place to work and know that greater diversity will lead to even greater results for the young people we support.
We are committed to providing reasonable adjustments for disabled candidates throughout our recruitment process and during employment.
We also operate contextual recruitment at the Sutton Trust. Our application process gives you the option to include information about your background, such as whether you were eligible for free school meals, whether your parents went to university, or whether you attended a state school. For more examples and information on contextual recruitment, please see our website.
Martingale Postgraduate Foundation (Martingale) exists to fund and support the next generation of talented researchers. We believe that family income should not be a barrier to the pursuit of excellence, and our mission is to enable and nurture talented individuals from low-socioeconomic backgrounds to thrive within world-leading postgraduate research.
Martingale’s flagship programme is the Martingale Postgraduate Scholarship, which supports students from low-socioeconomic backgrounds to pursue and excel in postgraduate degrees, by providing:
- A fully-funded Living Wage Scholarship to pursue a one-year Masters degree or a four-year PhD.
- All tuition fees and research expenses, including a tax-free stipend for living costs.
- Tailored support to apply for Martingale courses at our partner universities.
- Access to Martingale programmes, including leadership training and connections with top academic and industry professionals.
- Membership of a pioneering community of talented researchers.
In the three years since Martingale launched, we are now supporting over 100 Scholars to undertake postgraduate degrees across our ten partner universities and have committed over £7.7m in Scholarships. We are continuing to expand our offer, bringing on new partners each year.
We are seeking an experienced communications lead to join our external engagement team and play a key role in shaping Martingale’s external profile and scholar recruitment.
As Communications Manager, you will lead on several critical aspects of Martingale’s work including all external communications from social media to PR, and brand management. Crucially, you will lead on the annual recruitment campaign for Martingale’s Postgraduate Scholarships. This three-month campaign each autumn is a fundamental part of Martingales work, ensuring we are finding and supporting as many talented people to apply as possible. Working closely with the Head of Communications and External Engagement, you will lead on all Martingale’s external communications.
A key responsibility will be ensuring that Martingale’s messaging is consistent, with a bold brand presence and strong collaboration with various external stakeholders including funders, universities, media, and government. You will also line manage the Events and Communications Officer who leads on all Martingale events and social media.
We are looking for a strong communicator with some leadership experience including line management, partnership management and external relations. You will bring excellent organisational skills, strong attention to detail, a proactive mindset, and a strong alignment with Martingale’s mission. We welcome applicants from a range of career paths who are excited to be part of a growing, fast-paced charity delivering meaningful impact.
Martingale Foundation is incubated by Purposeful Ventures who provide operational and strategic support. The Communications Manager will be employed by Purposeful Ventures.
About Purposeful Ventures
Our vision is for a fairer society where all young people thrive. We work with social entrepreneurs, organisations and philanthropists that share our vision. Through our work with these partners, young people are given opportunities in education and beyond, helping them reach their true potential.
Purposeful Ventures offers philanthropists and funders bespoke advice, using an evidence-based approach to help them to identify high-impact opportunities to fund. We then partner with visionary individuals and mission-driven organisations with strong theories of change. We help them turn great ideas into sustainable and successful ventures by offering fully individualised and very hands-on support, access to funding and a ‘high-challenge, high-support’ home. We do the minimum necessary and whatever it takes to succeed.
Key Responsibilities:
Working with the Head of Communications and External Engagement, you will lead on the design and implementation of end-to-end marketing for the recruitment campaign for Martingale Scholars:
- Ensure widespread marketing of the Martingale Scholarship opportunity across the UK, including in media (e.g., student newspapers), on university campuses and on graduate job boards.
- Coordinate an effective paid advertising campaign across multiple channels.
- Directly engage prospective scholars to increase interest and convince them to apply for Martingale opportunities. For example, leading email campaigns, visiting university campuses, or hosting webinars.
- Build relationships with university academics, careers departments, student societies, graduate careers platforms, and other organisations who work with Martingale’s target audience. Encourage them to share Martingale opportunities to relevant people.
- Develop marketing materials and coordinate circulation: leaflets, brochures, social media content, video, email and newsletters, case studies and interviews with relevant people incl. current scholars.
- Procure and coordinate any relevant external providers: e.g., paid digital advertising agencies.
- Manage the Applicant Tracking System, embed and manage a CRM system for enrolled scholars.
Manage brand and increase brand awareness:
- Manage and develop Martingale Foundation’s brand identity, and the identity of our programmes: visual identity, communication style, digital presence, in-person style and feel of events.
- Design and manage a creative and innovative social media campaign across multiple channels, incl. paid ads.
- Manage the website, including maintenance, development, and SEO – with agency support.
- Lead engagement with media outlets and relevant press, including student newspapers. Write engaging press releases and generate interest in Martingale.
- Develop innovative opportunities to grow Martingale’s brand awareness including opportunities for you or the CEO to showcase Martingale’s work.
Stakeholder management and communications:
- Produce and coordinate engaging communications and events for scholars and applicants, alongside the Programme’s team.
- Manage relationships with partner universities Marketing and External Relations teams, ensuring they are consulted and pleased with progress, while also delivering on their commitments.
- Develop collaborative relationships with charity partners or organisations with similar missions to Martingale, as well as potential employers of Martingale Scholars, and ensure they are aware of Martingale’s mission and progress whilst supporting recruitment and brand building efforts.
- Build productive relationships with funders relevant communications teams.
Organisation and team:
- Line manage the Events and Communications Officer, ensuring they are supported, clear on responsibilities and how they fit into the wider strategy of Martingale.
- Work across all departments in the organisation, ensuring that staff are supported to produce communications and that all Martingale’s work is being promoted effectively.
Monitor and report on the progress of the Martingale Foundation:
- Lead the production of impact reports.
- Collect and analyse data from applications, and annually review and refine the Martingale Scholarship’s recruitment campaign to make appropriate adjustments in future years.
- Assess, evidence and communicate the impact of the Martingale Foundation Scholarship in innovative ways.
General
- As duties and responsibilities change, the job description will be reviewed and amended in consultation with the post holder.
- The post holder will carry out any other duties as are within the scope, spirit and purpose of the role as requested by the line manager.
Key Requirements:
Essential Criteria
- Right to work in the UK
Experience and skills
Essential
- Excellent communication skills, both written and verbal, with the ability to effectively communicate with diverse audiences including senior stakeholders.
- Strong experience in communications within a mission-driven organisation.
- Good track record of developing and delivering highly effective communications campaigns.
- Strategic thinking combined with hands-on content expertise.
- Experience managing and cultivating partnerships.
- Understanding of UK education, social mobility, or research funding landscapes.
- Experience in managing an organisation’s social media and website (including wordpress or similar).
- Able to assimilate complex information quickly, identifying the pertinent points and making them accessible for a wider audience.
- Advanced IT proficiency: Spreadsheet, Word Processing, CRM or Databases, Email, Web-based applications.
- Experience managing multiple projects/workstream and priorities simultaneously, while maintaining attention to detail, prioritising, and meeting deadlines.
Desirable
- Experience working with or within higher education or research organisations.
- Graphic design experience in Adobe.
- Proven experience line managing staff.
- Familiarity with charity fundraising or philanthropic communications.
- Experience delivering communications in a startup or scale-up environment.
- Experience in working with governance boards and/or trustees.
- Experience delivering ambitious recruitment campaigns.
Personal Characteristics
- Excellent interpersonal skills: able to build rapport and trusting relationships and able to work co-operatively in a multidisciplinary setting.
- A commitment to Martingale’s mission to support postgraduate students from low-socioeconomic backgrounds.
- Comfortable working in a rapidly growing and changing organisation with a degree of ambiguity – confident to create processes and ways forward where they might not yet exist.
- Creative and innovative: willing to think outside the box to maximise reach.
- Resourceful, able to act on initiative, hardworking, detail-oriented, and systematic.
Benefits
- 27 days annual leave plus bank holidays, rising to 29 days after two years of service and to 30 days after three years of service. This entitlement is pro rata for part-time employees. This entitlement excludes bank holidays.
- Full office closure between Christmas and New Year.
- A flexible approach to working with understanding and consideration for work-life balance and personal commitments.
- As a Purposeful Ventures employee, you will have the opportunity to be part of the TPT (The Pension Trust) scheme, our workplace pension scheme, where we make an 11% contribution; you are not required to contribute towards this scheme unless you choose to.
- Access to Charlie Perks, offering discounts and rewards at over 30,000 brands and retailers.
Our mission is to enable and nurture talented individuals from low-socioeconomic backgrounds to become a new generation of STEM leaders.
The client requests no contact from agencies or media sales.
Main Responsibilities
· Assisting the CEO and the Executive Team Members in the development and delivery of the Society’s many activities and projects to ensure all tasks are being completed within timelines, effectively and to high standards
· Supporting the Conferences and Events Manager in the development and running of an extensive programme of network events and workshops, and the Society’s annual conference
· Promoting the Society and its events on social media platforms including LinkedIn, Bluesky, and X
· Scheduling meetings, organising papers, and some note/minute taking, as required
· Ensuring all actions are recorded and completed following Meetings of the Board of Trustees and standing committee and working group meetings.
· Developing an understanding of the Society’s CRM (Customer Relationship Management) systems and managing related data.
· Ensuring the SRHE website is kept up to date, in liaison with other team members
· Providing quality customer service for members and external contacts
Qualifications, skills and experience
You will need to demonstrate that you possess the following qualifications, skills and experience:
· Demonstrable experience in a team support role or an administrative assistant role
· Excellent organisation and administration skills
· Excellent written and verbal communication skills
· Good numeracy skills
· Excellent knowledge/application of office IT systems (Microsoft Office: Word, Outlook, PowerPoint, and Excel)
· Familiarity with website maintenance and basic website management
· Managing, maintaining and manipulating databases
· Preferred education is to undergraduate level with an interest in higher education provision
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
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Actively Interviewing
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This integral role will provide high-quality administrative, compliance and organisational support across the charity. The Operations Officer will support day-to-day operations, ensuring strong governance, accurate record keeping and systems efficiency all of which will allow the delivery of CHEER’s client and volunteer services.Training will be offered where required (eg: compliance, DBS checking, charity governance).
KEY RESPONSIBILITIES:
1. CRM management (Beacon)
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Ensure the charity’s CRM is accurate, up to date and used consistently across the team.
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Conduct regular spot checks and data quality reviews.
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Support the transition to CRM-driven reporting.
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Develop and maintain CRM admin processes, templates and documentation (including user guide).
2. Governance, compliance & policy administration
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Maintain organisational policies, procedures, training records and compliance documentation.
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Schedule reviews cycles and follow up with team/trustees for updates.
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Maintain accurate HR compliance records for team (DBS renewals, training certificates etc.).
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Keep governance and compliance well-organised and accessible.
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Contribute to improving workflows, systems and processes.
3. SharePoint & digital systems maintenance
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Lead an overhaul of SharePoint structure to create a clear, user-friendly filing system.
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Ensure documents are saved, organised, version-controlled and archived.
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Keep SharePoint updated and functioning well.
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Support staff with basic digital troubleshooting and liaise with IT support when required.
4. Memberships, subscriptions & Organisational admin
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Monitor charity memberships, renewals, insurances, subscriptions, storage costs, licences, software and service contracts.
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Maintain a central register of renewal dates and ensure timely payments.
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Support procurement of equipment, supplies and services.
5. Meeting coordination & minute taking
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Manage meeting schedules, invitations, and logistics for:
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AGM
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Board/trustee meetings
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Trustee/team meetings
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Working groups and subcommittees
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Prepare and circulate meeting papers.
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Attend meetings, take accurate minutes and distribute them promptly.
CHEER is a caring, community-focused charity which supports older people throughout Elmbridge to live dignified, socially connected and confident live



The client requests no contact from agencies or media sales.

