Crm database training manager jobs

Key responsibilities:

1. Main Purpose of the Job

• To ensure the panel reflects AvMA’s values and that where possible the panel is managed in line with our strategic plan.

• To manage and oversee the operation of the specialist AvMA clinical negligence panel to include ensuring the qualifying requirements for panel applicants are relevant and up to date and reflect any important medical and legal developments.

• The assessment of panel applications and interviewing of Applicants. Convening meetings of the panel committee, drafting agendas for those meetings and identifying issues to be discussed.

• Identify ways for the AvMA panel application process to become more streamlined, efficient and supportive of lawyers making panel applications. To develop the process to ensure it is fit for purpose, relevant and continues to meet the needs of the public.

• Ensuring the AvMA database of panel membership and special interests is kept up to date. Giving informal advice to solicitors enquiring about panel membership requirements, liaising and meeting with firms as required.

• Travelling and attending key networking events, including AvMA’s three-day (2 overnight stays) annual conference and AvMA annual panel meeting (usually held end Nov, beginning December), engaging with potential AvMA panel applicants, promoting the benefits of accreditation and the junior scheme (Certificates Competence Scheme (CCS)), keeping up to date with medical and legal developments. Speaking at panel meetings and generally to promote the panel.

• Working with the conference department to identify relevant topics for panel meetings and conference events.

• To improve on the current re-accreditation process to make it more streamlined and user friendly for applicants.

• To ensure relevant data from panel applications is captured on the CRM. Regular analysis of panel data, findings shared with AvMA senior leadership team and more widely where appropriate.

• To pursue AvMA’s EDI strategy by considering ways in which the panel can be developed to ensure panel members are as ethnically diverse as possible.

• To liaise with AvMA’s conference department to advise on any training which may be required to strengthen AvMA panel members knowledge and information base.

• To work with the Director Medico Legal services in assessing applications for Certificate of Competence Scheme (CCS) for juniors. To update and work on the Certificates Competence Scheme including organising applicant feedback to ensure this scheme continues to be fit for purpose. To inform and work with panel applicant mentors in strengthening the scheme.

• To deliver on administrative requirements such as quarterly reports for trustees, working with AvMA’s Service Delivery Quality and Outreach Committee (SDQOC) as required to update on continued improvement of AvMA Panel Accreditation Scheme.

• Dealing with queries raised by AvMA Panel applicants and/or juniors who may have had their applications rejected.

• Ensuring AvMA panel template letters and documents are updated

• From time to time speaking publicly about requirements for AvMA panel membership, common pitfalls and how to overcome them as well as other matters relating to panel.

• To consider client complaints about panel members to determine whether the threshold for disciplinary action under AvMA’s Panel procedures is met.

• To manage disciplinary procedure for AvMA Panel members, identify and liaise with adjudicators, prepare documentation, set up the hearing.

• To manage appeals against rejection of an application for accreditation/reaccreditation, liaise with adjudicators.

• To keep on top of any government, regulatory or other policy changes which may affect the way in which patients can access justice, recover damages and seek redress for adverse clinical outcomes, as well as any improvements or impediments to lawyers undertaking this work.

• To develop and grow the AvMA panel accreditation and Certificates Competence scheme membership; to identify cost efficiencies and maximum engagement with AvMA accredited panel solicitors.

• Any other duties associated with the role.

2. Skills and Experience

Administration of the AvMA Panel

The bulk of the administration and management tasks do not require specialist skills; however, assistance is provided by the PA to the CEO when required.

AvMA has a Customer Relationship Management (CRM) driven computer system throughout the organisation, the introduction has been phased and the applicant should be confident enough with sufficient IT skills to onboard the new system. The CRM works with Microsoft Dynamics 365 a data driven software solution which is intended to manage, track and store information. AvMA considers IT to be an ongoing commitment and the new panel accreditation manager should be willing to consider ways in which AvMA can maximise the impact of the CRM to improve services and data collection on key issues identified from panel related activities.

Tasks such as updating and preparing new panel application documents and report forms will require medical and legal input, the panel application interview process will involve discussions about topical medico legal issues and for this reason the post would suit someone who has a legal background, ideally qualified as a solicitor or barrister, preferably with clinical negligence accreditation. A a medical background would be helpful.

Assessment of new applications, interviews and dealing with correspondence

The Panel Accreditation Manager is primarily responsible for the assessment of new panel accreditation applications.

The role of Panel Accreditation Manager would suit someone who has practised as a claimant clinical negligence lawyer who is looking to draw on their expertise and experience in a new role.The successful applicant should be confident in assessing former peers and colleagues in a fair and impartial way.

The nature of this work is such that the Panel Accreditation Manager can come into possession of sensitive information, discretion and respecting confidentiality are key qualities for this role. 

Reaccreditations

Reaccreditation assessments are done internally by the Panel Accreditation Manager, occasionally assistance can be provided by members of the internal panel assessment team.

AvMA aims to make reaccreditations more straightforward for practitioners and the new appointee will be expected to liaise with the profession to understand where they consider the biggest hurdles to reaccreditation lie and to consider how these can be overcome without compromising standards. 

AvMA receives a minimum of 15 applications for reaccreditation per annum, however numbers are usually considerably higher, up to 30 per annum.It is thought that the reaccreditation process could be designed to be more streamlined and user friendly for both the applicant and in house.

Other AvMA Panel assessments

In addition to assessing AvMA panel applications and reaccreditations the Panel Accreditation Manager will need to assess applications from accredited panel members who have changed firms.

Change of firm applications tend to be straightforward if the applicant has been on the panel for some time and is going to a firm where there is another AvMA panel member but the process is more in depth for those going to a firm which does not have another AvMA panel member.  The Panel Application Manager needs to be confident that the new firm can meet the minimum standards and supervision requirements required of a first time panel application. 

There are about 5 applications for changes of firm rising to a maximum of 10 per annum. 

Interim Reviews

From time to time first time applicants may demonstrate that they largely meet the core criteria for AvMA Panel membership but there may be some areas that require improvement.In those cases, AvMA can award the applicant AvMA panel status subject to a review sometime later.The Panel Accreditation Manager is responsible for following up that review and examining progress made.The review is an opportunity to identify if the applicant has succeeded in strengthening the areas of weakness identified.If they have not, they risk losing their AvMA panel status entirely. 

There are about 3 interim reviews per annum, currently not exceeding 6. 

3. Other

• To support the Events Department’s quality initiatives and to suggest continuing improvements where needs arise.

• To undertake other duties commensurate with the post as may be required.

• Deputise for the Head of Events when necessary 

Our Data and Insight Manager plays an important part in Cure Parkinson’s ambitious growth plans. Joining us at a pivotal time, we can offer a self-motivated and enthusiastic data specialist the opportunity to develop and make their mark as part of this innovative and dynamic charity.

We are looking for an experienced, proactive and collaborative colleague, a data detective who can seek out insights that will directly drive improved performance. We’re looking for an expert in analysing campaign results, and someone with the curiosity to seek out segments of our supporters who behave differently, and suggest ways to adjust and improve as a result, optimising our supporter journeys and engagement.

If you like the sound of this get in touch, we look forward to meeting you.

The Centre for Emotional Health is recruiting for a Training Administrator to work with our friendly and nurturing team, administering The Centre for Emotional Health’s trainings and assisting with customer relationship administration.

The Centre for Emotional Health is a national charity dedicated to everyone living an emotionally healthy life. We provide training for local authorities, family hubs, prisons, schools, workplaces and communities. We advocate nationally for the importance of good emotional health. All our work, including all the training we deliver, is underpinned by The Nurturing Programme.

We are looking for an organised individual with strong communication skills, attention to detail, and experience of a variety of IT systems. The successful applicant will be responsible for managing the administration of The Centre for Emotional Health’s trainings pre- and post-training delivery, working as part of a busy Operations and Finance Team, and assisting our Business Development and Programmes Teams with customer relation tasks. You will enjoy working collaboratively and will feel secure in managing a fast-changing, busy workload as part of a wider team.​

Key responsibilities:

• Coordinate and administer all The Centre for Emotional Health trainings, overseeing bookings, venues, online training delivery, trainer, customer, and colleague liaison, and pre- and post-training documentation.
• Manage training communications and trainee feedback systems, maintaining accurate records and sharing information with customers and colleagues
• Nurture customer relationships in line with our organisational values, responding to queries by email and phone, and maintaining our website and CRM database.

The closing date for applications is 9am, Tuesday 19th May.

Interviews will take place Friday 22nd May at The Centre for Emotional Health’s office.

The Digital and Data Lead plays a key role in ensuring the Charity’s digital systems and data are effective, reliable and used to their full potential across the organisation. Working closely with the Digital and Data Manager, the post holder will lead on the day to day development, optimisation and use of the Charity’s CRM (Salesforce) and wider digital systems. The role also provides high quality support, insight and training to colleagues.

The role combines strong technical capability with the ability to translate data into meaningful insight, practical improvements and robust governance. This supports informed decision making across the Charity.

The Katie Piper Foundation is seeking an experienced Finance and Business Manager to join our small, dedicated team in this newly created role, central to supporting our growth over the next three years.

You will lead all aspects of financial management, working closely with the CEO on budgeting, planning, and resource allocation. Responsibilities include overseeing day-to-day finances, producing management accounts, reporting to the Board, and ensuring strong financial controls and compliance.

In addition, you will help strengthen the charity’s wider operations, improving systems across IT, data, and reporting, as well as supporting risk management, policy development and measuring and communicating our impact.

This will be varied and evolvingrole suited to someone confident working across both strategic and operational areas, and comfortable driving organisational improvement.

We are a fully remote team. The role is home-based and part-time (28 hours a week, FTE 35 hours), and we are open to flexible working arrangements.

We are looking for a proactive professional with strong financial expertise and a broader business mindset. If you are ready to take on a pivotal role in a small team supporting a life-changing cause, we would love to hear from you.

To learn more about the role and how to apply, please view the full job pack here:
https://lnkd.in/dXjWSVwV

Key details
Job Title:               Supporter Connection and Engagement Officer
Location:               Sheffield, up to 40% home working across the month
Salary:                    £26,582 per annum
Hours:                    37.5 hours per week (full time)
Contract:               18 month fixed-term contract, with opportunity for a permanent role upon completion.
Line Manager:      Fundraising Operations Manager
Department:         Engagement Team (Fundraising)
Pension:                 Auto-enrolment scheme with 5% employer contributions
Annual Leave:       25 days (excluding Bank Holidays)
Probation:              Six months
Notice Period:       Four weeks (after probation)
DBS:                        Not required

Occupational Requirement: This role has an occupational requirement for the post holder to be a committed Christian, in line with the Equality Act 2010.

What is the role of Supporter Connection and Engagement Officer?
The Supporter Connection and Engagement Officer plays a key role in building and strengthening relationships with our supporters, this can include churches, church leaders, key volunteers and individual. You’ll engage with people personally – primarily through phone and email – to inspire generosity, communicate impact, and ensure every supporter feels valued and connected to Church Army’s mission.
You’ll also support the smooth running of our supporter systems, helping ensure that data is accurate and that every interaction leads to meaningful follow-up. This is a varied role where you’ll balance communication, administration, and creativity – while developing skills that will serve you throughout your career.

Who this role might suit
We’re more interested in your potential than a perfect CV. This role could be a great fit if you:
• Enjoy talking to people and building relationships
• Are motivated by purpose and want your work to make a difference
• Are willing to learn and develop new skills
• Feel comfortable talking about your Christian faith in a natural and authentic way
• Can stay positive and resilient, even when conversations are challenging
You might have gained relevant skills through part-time work, volunteering, university, church involvement, or other life experiences.

Application Deadline:  Monday 22nd June 2026

Interview Date:               Wednesday 15th July 2026

Next Steps:

For more information on the role, you can find the job description and our Faith Based Application Form from our website. 

PLEASE NOTE, WE DO NOT ACCEPT CVs

We're the UK's specialist blood cancer charity and our vision is clear: we’re here to beat blood cancer. We fund world-class research; provide information and support to patients and their loved ones; and raise awareness of blood cancer.

We’re looking for a CRM Product Owner to take ownership of our Microsoft Dynamics CRM, ensuring it runs effectively day to day while continuously improving how it supports the organisation. You’ll oversee integrations and data flows across systems, maintain high standards of data quality, and make sure teams across fundraising, digital and finance can rely on accurate, accessible data to deliver campaigns, track income and engage supporters.

We’re also looking for someone who can lead the ongoing development and prioritisation of CRM improvements, working closely with internal teams and external partners to streamline processes and solve problems. You’ll support and guide CRM team members, ensuring work is delivered against priorities and that the system continues to evolve to meet the needs of a fast-paced, insight-driven organisation.

This role requires regular travel to our London office, typically once per month or as the role demands.

We are committed to actively promoting equality, diversity, and inclusivity. In line with our strategy we welcome approaches from individuals from underrepresented groups, including minority communities, and applicants with a disability, to better reflect the community we serve and help broaden our perspectives. 

This role is an expansion of a current Finance Administrator's role, to allow additional support for our ecumenical charity's growth. This role will be responsible for all aspects of finance administrative and CRM database support and the successful candidate will want to be part of a faith-based organisation, committed to the mission of the charity both in the UK and the Holy Land.

The primary responsibility and focus of the role will be to support the Finance Manager with finance handling and working with our CRM database to improve data quality; additionally you will support the administrative function, particularly in engaging with the CRM database as needed and available for the operational success of the charity. You will need to be comfortable working in a faith-based organisation, talking to supporters and clergy across the UK and with our partners in the Holy Land.

You will be working under the day-to-day management of the Finance Manager as a direct report but collaborating closely with the Office Manager for administrative work as required.

Typical tasks will include:

• Record financial donations from all income streams into the charity (cash, cheque, CAF, BACS, online, by phone, in-person)
• Monitor bank account payments, online donations, and standing orders/direct debits
• Produce reports from payment processing companies
• Produce Gift Aid claims in conjunction with Finance Manager
• Logging and recording of accounts payable
• Become an expert user of our CRM (Access ThankQ) to ensure high-quality, accurate and compliant supporter data
• Use the CRM to produce segmentation, reporting and data analysis - creating queries, dashboards and reports to track performance
• To support the delivery and distribution of shop products purchased either through the website shop, over the phone or by mail order
• Assist with product stock and ordering
• Assist with the website shop and maintaining/adding product listings
• Basic office duties, including answering phone calls, logging and responding to letters and emails, franking letters, taking donations by phone
• Assist with other project deliverables identified by management
• Help maintain the cleanliness and Health and Safety of the office environment including cleaning and tidying as needed

Suitable training will be given as needed. 

You will need to have previous experience in a finance role and will ideally have previous experience working in a charity.

This is a full-time, office-based role in Kenilworth. 

Please click on 'Apply Now' to download the full job specification and description.

Amref Health Africa is the largest Africa-based international health development organisation. We work to bring about lasting health change in Africa.  

Our UK office is seeking a highly motivated and detail-oriented Senior Data & Insights Officer to lead on the day-to-day maintenance and utilisation of our data management platform, Microsoft Dynamics 365, with a particular focus on the Customer Relationship Management (CRM) module. This role is pivotal to supporting a culture of data-driven decision-making across Amref UK, ensuring the integrity and strategic use of our data to enable strategic growth in supporter engagement, retention and income generation.

The Senior Data & Insights Officer will be a key point of contact for colleagues across the organisation, playing an instrumental role in supporting how we gather, manage and utilise data at Amref UK. They will be critical in providing expertise and establishing new ways of working across key Amref UK teams, including Supporter Engagement, Programmes & Strategic Partnerships, Finance, Operations and Senior Management.  The postholder will be the organisational expert in Microsoft Dynamics working with senior leaders, Amref HQ ICT, Amref’s global Fundraising Development team (F&D) and third-party vendors to develop, implement and integrate processes and reporting tools that aid analysis and insight.  They will work with HQ ICT to deliver improved functionality and system upgrades while maintaining data integrity and compliance requirements.  Experience in relational database design and familiarity with marketing tools such as Google Analytics would also be an advantage.

To be successful in this role, the post holder will need to be a team player who brings a combination of technical expertise, communication skills and business change experience.

About us

The Maypole Project supports children and young people with complex medical needs and their families, providing emotional, practical and social support. We are a small, values-driven charity making a meaningful and lasting difference to the families we work with.

About the role

We are looking for an experienced and motivated Business Development & Fundraising Manager to play a central role in strengthening and growing our income.

This is an opportunity to lead the development of a strategic and sustainable approach to fundraising, while continuing to deliver hands-on income across a diverse portfolio.

You will work closely with the CEO and colleagues across the organisation to identify new opportunities, develop partnerships, and build on existing income streams.

The role would suit someone who enjoys working in a small organisation where you can shape direction, take ownership, and see the direct impact of your work.

What you’ll be doing

· Lead the development and delivery of a multi-year fundraising and income strategy

· Grow and diversify income across corporate partnerships, community fundraising, events, individual giving and digital activity

· Identify, develop and secure new funding opportunities, including partnerships and collaborative projects

· Build and manage strong relationships with funders, partners and supporters

· Work with the CEO to explore and develop cross-sector opportunities (e.g. NHS, local authorities, voluntary sector partners)

· Line manage a part-time Fundraising Officer and support volunteers to maximise impact

· Strengthen systems, pipeline management and performance monitoring to support sustainable income growth

About you

We are looking for someone who can combine strategic thinking with practical delivery in a small charity environment.

You will bring:

· Experience of securing meaningful income and developing funding opportunities (e.g. five-figure grants or partnerships)

· A track record of building effective external relationships

· Confidence identifying new opportunities and turning them into tangible outcomes

· Strong communication skills, with the ability to create compelling cases for support

· The ability to manage multiple priorities and work both independently and collaboratively

· You may already be working at manager level, or ready to step up into a broader role with greater ownership and scope.

Why join us?

Play a key role in shaping the charity’s future sustainability and growth

Work closely with senior leadership and influence organisational direction

Be part of a supportive, collaborative and purpose-driven team

See the direct impact of your work on children and families

Flexible working arrangements

If you are looking for a role where you can take ownership, develop new ideas and make a meaningful difference, we would love to hear from you.

About SolarAid

Following a record year of fundraising, we are now investing in our data capability and are recruiting a Database Officer to take ownership of our CRM and supporter data.

SolarAid is an international charity working to ensure access to clean, safe solar lighting across sub-Saharan Africa. Our work delivers immediate benefits for families while protecting the planet.

About the role

You will lead the management, governance and development of our Salesforce CRM, ensuring that fundraising and engagement activity is underpinned by high-quality, reliable data.

This role combines:

● Hands-on CRM management

● Data governance and compliance

● Systems and integration oversight

● Insight and reporting for fundraising teams

Key responsibilities

● Maintain and improve data quality, accuracy and consistency

● Lead data governance and GDPR compliance

● Oversee data flows and integrations across systems

● Deliver reporting, segmentation and insight

● Support colleagues to use data effectively

● Manage relationships with external CRM specialists

Person specification

Essential

● Experience using Salesforce (ideally NPSP) or similar CRM

● Strong experience managing data quality and integrity

● Experience with data governance and compliance (GDPR)

● Experience producing reports and insights for fundraising or engagement

● Ability to work with both technical and non-technical stakeholders

Desirable

● Experience working with external CRM/data partners

● Experience supporting finance processes (e.g. income reconciliation)

● Experience training or supporting colleagues

● Knowledge of data protection law

Data Services Manager

Permanent

Salary: £44,000 - £47,000 per annum, plus benefits

London N1

Full time – 37.5 hours a week 

We're a hybrid working employer, meaning you're required to come into the office at least 2 days per week currently Tuesday, and Wednesday or Thursday.

The role is being advertised as full-time, but we would consider someone working 4 days per week pro rata.

Closing date: 5pm, Friday 29th May 2026

First Interviews: Tuesday 9th June 2026

Second interviews: Tuesday 16th June 2026

An exciting opportunity for a Data Services Manager has arisen at World Cancer Research Fund (WCRF). 

WCRF is the UK’s leading cancer prevention charity focusing on the link between cancer and risk factors such as diet, body weight and physical activity. 

We are seeking a Data Services Manager to lead and be responsible for the management, use and maintenance of systems and in-house CRM databases to support the achievement of the charity’s fundraising strategic objectives. You will be analysing and reviewing data and reporting on results that can then be used to build engagement with our supporters.You will also be responsible for a team of two people. 

The successful candidate will have proven experience of working with industry standard fundraising software solutions in the charity sector, ideally have knowledge of Claris Filemaker products and will have experience of creating new, and maintaining and updating existing, complex database systems.Experience of creating scripts and troubleshooting existing scripts is key, along with considerable hands-on experience of working with complex data sources, transfers and imports. An understanding and working knowledge of Data Protection regulations is required. 

Application Details:

If you are interested in this role and feel you possess the necessary requirements, please submit a current CV and covering letter (maximum 2 pages) by the closing date. You must have current right to work in the UK.

Please note: Your cover letter should highlight how your skills and experience will benefit WCRF and equip you for the role.

Due to the high volume of applications we receive, we are only able to provide feedback to shortlisted candidates. If you do not hear from us within 14 days of the closing date, please assume your application has been unsuccessful on this occasion. 

The Talent Set is delighted to be partnering with the Henry Smith Foundation on the recruitment of a Grants Database and Processes Manager. This is a pivotal role within the Grant Operations Team, responsible for leading the day-to-day management, development, and continuous improvement of the Foundation’s grants database and associated processes.

When grant-making systems work well, funding reaches the organisations that need it, and those organisations can reach the people they help without delay. When they don't, the gaps are felt by real people waiting for real support.

This role plays a critical part in ensuring grant-making activity is supported by robust systems, accurate data, and efficient, user-centred workflows. It combines technical system ownership with strong relationship building, project delivery, and a commitment to learning and improvement.

Key Responsibilities

• Act as system lead for the Foundation’s grants database, ensuring data quality, integrity, and day-to-day reliability
• Design, implement, and continuously improve grant-making processes, tools, and workflows
• Lead system improvements and projects, including testing, configuration, and collaboration with external suppliers
• Provide guidance, training, and hands-on support to colleagues to ensure confident and consistent system use
• Oversee reporting and data outputs to support operational insight and organisational decision making
• Champion best practice in data management, documentation, and compliance across grant operations

Person Specification

• Proven experience managing or administering complex databases and systems
• Track record of designing and improving operational processes and workflows
• Experience delivering training or support to non technical colleagues
• High level of attention to detail, with confidence working with data and reporting
• Excellent communication and stakeholder management skills
• A proactive, solutions focused approach with a strong commitment to learning and continuous improvement
• Alignment with the Henry Smith Foundation’s values and commitment to equity and inclusion

What’s on Offer
Salary: £45,500 per annum
Hours: Full time (35 hours per week)
Contract: Permanent
Location: London – Typically one day per week with variation (core days: Tues & Wed) in the King’s Cross office

How to Apply
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.

Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

Requesting reasonable adjustments
We are committed to creating an inclusive recruitment process. If you require any reasonable adjustments to support you during the application or interview stages, please let us know. You can share your needs at any point in the process. Adjustments can be tailored to suit both physical and mental health needs. Our team will work with you to ensure you have what you need to perform at your best.

Our approach to candidates using AI in applications
We recognise that technology, including AI tools, can be helpful when preparing job applications, and we welcome the use of tools that support you in presenting your experience clearly. However, it’s important that your application genuinely reflects your own skills, experience, and voice. We therefore recommend reviewing any AI-generated content carefully to ensure accuracy and authenticity.

If you are invited to interview, we’ll want to hear directly from you about your skills and experiences. Any significant differences between your application and how you present yourself in person may negatively impact your application.

Role purpose 

The Donation Processor plays a key role in ensuring the accurate recording, reconciliation, and processing of all income received by Southampton Hospitals Charity. This position supports the integrity of financial data, provides timely information to fundraising and finance teams, and ensures compliance with internal controls, charity regulations, and GDPR requirements. 

Donation Processing & Banking 

• Process and record donations via standing orders, BACS, and other channels, ensuring all supporting documentation is filed appropriately and in compliance with internal financial procedures and details are entered into Beacon CRM. 

• Download, reconcile and process reports from online donation platforms and input details into Beacon CRM. 

• Support with the secure storage, logging, and transfer of cash and cheques to the hospital’s cashier’s office in accordance with cash-handling procedures.

• Follow up bank reconciliation of cash and cheques and update Beacon and Xero accordingly. 

• Liaise with fundraising team to identify and allocate income, resolving queries quickly and professionally. 

• Update bank statement spreadsheet daily and share it with the wider fundraising team. 

Database & Records Management 

• Input and code donations into Beacon CRM, ensuring accurate allocation. 

• Maintain electronic records to comply with financial, statutory, and GDPR regulations. 

• Ensure timely transfer of income data from Beacon into Xero, supporting reconciliation and month-end procedures. 

• Support the preparation of Gift Aid declarations and claims in line with HMRC regulations, maximizing eligible income. 

• Work with Finance Manager to ensure that the necessary accounting and reconciliation processes are in place 

Person specification 

Knowledge and experience 

• Experience working with CRM databases (we use Beacon) 

• Some experience working with financial systems (we use Xero)

• Proven experience handling and processing large volumes of data accurately. 

• Excellent attention to detail, organization, and ability to prioritise workload 

• Strong reconciliation and problem-solving skills. 

• Accurate handling of cash and cheques. 

• Good IT skills including Microsoft Word, Excel, and Outlook. 

• Clear and confident communicator with strong interpersonal skills. 

• Ability to work to strict deadlines within a monthly finance cycle. 

• Good understanding of GDPR and data protection requirements. 

. 

Skills, abilities, and behaviours 

• Ensure all work complies with charity regulations, financial policies, and legal requirements. 

• Participate in training and continuous improvement initiatives. 

• Contribute to a positive, collaborative team culture and provide support to colleagues as needed. 

• Desirable: part-qualified or qualified in accounting (e.g., AAT, ACCA) and familiarity with Xero or similar accounting platforms. 

• Experience working with Gift Aid and knowledge of HMRC rules. 

• Experience working within a charity, NHS, or not-for-profit organization.