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Bring your CRM, customer journey and membership experience into an environment where you can build processes and journeys from the ground up, delivering measurable results within impactful environments that drive real social impact.
We are looking for a hands-on operator to build the engine behind how a group of membership-based incubations grow, engage and thrive. This role is employed by Purposeful Ventures and will work across two of our incubated organisations – The Baby Bank Alliance and Open Education AI (OEAI), where you will design and build their CRM, marketing, onboarding and membership engagement infrastructure.
This is a standalone role where you will be the person researching, selecting, configuring and running the systems, giving you the opportunity to really get stuck in with shaping growth infrastructure.
If you have built CRM or growth infrastructure in a commercial setting and are looking to apply that skillset to organisations achieving real social impact, this is an opportunity to own the entire membership and engagement process end-to-end – and to see the difference that it makes.
This role is about combining sharp systems thinking with practical implementation — designing the strategy and then rolling up your sleeves to make it work. You will also have:
- Real ownership — You will design and run the entire system.
- Visible impact — Your work directly influences growth and sustainability.
- Intellectual challenge — Multiple organisations, evolving needs, real complexity.
- Purpose-driven work — Apply your skills to organisations that exist for public benefit.
- Room to grow — As the organisations scale, the role could evolve with them
The Baby Bank Alliance
The Baby Bank Alliance is a membership organisation which supports and advocates for UK baby banks, to ensure babies and children have the essentials they need to thrive. We are run by and for baby banks themselves, and founded by Save the Children, Purposeful Ventures, Baby Bank Network Bristol, and Little Village.
Open Education AI
Open Education AI is a sector-led data transformation initiative that provides the education sector with an off-the-shelf route to usable data and AI Insight capability. We are a membership organisation and we work with the sector to enable all school groups to take control of and leverage their data to inform strategic action.
Responsibilities and duties
CRM selection, setup and ownership
- Research, evaluate and procure a CRM system which is best suited to membership organisations
- Lead on the implementation and configuration of the procured CRM system
- Design all the data structures, tagging, pipelines and reporting within the CRM system and ensure that these are best designed to serve the incubations
- Ensure that all data practices are robust and GDPR compliant
- Maintain and continuously improve the CRM system, and act as the internal CRM owner
Membership onboarding and member value (OEAI)
- Map and redesign the full member journey from awareness → sign-up → onboarding → engagement → renewal
- Create clear and straightforward processes that improve member experience
- Lead membership engagement activities, including the utilisation of our community on Circle
- Create campaigns that encourage members to use the features that matter the most and which will give them maximum value
- Play a significant role in shaping the roadmap based on real customer insights
- Be the overall membership engagement owner
Community growth and communications (OEAI)
- Source and implement appropriate tools to underpin and enhance this infrastructure, for example, Zoom, sales demo tools, email platforms and automation software
- Ensure system integration across CRM, website, events, communications and finance to enable a seamless experience
- Improve on the capturing, tracking and reporting of sales leads
- Ensure the operational backbone is strong enough to support growth
Membership operations
- Run and maintain the membership database, ensuring high data quality
- Improve internal processes for tracking and reporting membership engagement
- Develop clear dashboards and insights for our leadership and board
- Design practical systems for member support and communication
The job description is subject to change and the postholder may be required to undertake tasks not specifically referred to above. Such duties, however, will fall within the scope of the job description.
Who we are looking for
We are looking for someone with experience in CRM systems, marketing operations, revenue and growth, commercial operations or startup operations, with experience in building systems and processes from scratch. This role would suit someone seeking a role – or continuing their career – in a not-for-profit environment where you will apply your skills to enhance purpose-driven organisations, take full ownership of systems and processes and build something meaningful from the ground up.
You will have had previous exposure to selecting, implementing and driving use and functionality of a CRM system (such as Hubspot or Salesforce) and building customer journeys and lifecycle automation. You understand the importance of healthy data and reporting and can work independently to build and maintain impactful systems and processes.
We are also looking for someone who is hands-on, methodical and process-driven, with the ability to see the entire customer journey from commercial and user perspectives. You will be motivated by working at pace and to ultimately build a strong foundation for Purposeful’s incubations.
Key requirements
Essential:
- Passionate about creating a fairer society where all young people thrive.
- Demonstrable track record of taking ownership of commitments and working hard to succeed.
- Experience of selecting and implementing CRM systems such as Hubspot, Salesforce etc.
- Ability to understand client needs and translate them into effective technical system solutions.
- Demonstrable experience of building customer journeys and lifecycle automation.
- In-depth understanding of segmentation, reporting and data hygiene.
- Experience of integrating tools across a sales and marketing stack, and continuously enhancing these.
- Demonstrable success in leading membership engagement activities, and creating campaigns which highlight impact.
- A systems thinker with the ability to see the whole journey.
- A practical execution-focused individual with the ability to get things done.
- Ability to work independently.
- Right to work in the UK.
Desirable:
- Experience within membership organisations, charities or subscription models.
- Familiarity with GDPR requirements, with experience of building GDPR compliant systems and processes.
- Experience of improving retention and renewal processes.
The client requests no contact from agencies or media sales.
About the role
An exciting opportunity has arisen for a motivated and detail-oriented Senior CRM Support Officer to join our dedicated CRM team, supporting our internal database system (CHIP).
Working within a small but influential team, you will act as the main point of contact for system users across the organisation, providing high-quality first and second-line support via multiple channels. You will troubleshoot issues, guide users, and work closely with IT, CRM and operational colleagues to resolve more complex system problems.
A key part of the role is helping users feel confident and capable when using CHIP effectively and in line with compliance requirements. This includes supporting onboarding and induction for new users, creating clear and accessible learning resources (such as user guides, knowledge base articles and video tutorials), and delivering briefings or drop-in sessions.
You will also contribute to continuous improvement by gathering user feedback, identifying trends, supporting system testing, and helping embed best practice across services to ensure accurate and reliable data use.
About you
We are looking for someone who can demonstrate:
- Good technical understanding of Microsoft Dynamics 365 and/or relational database systems
- Experience in a user support or customer-facing role
- Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, Teams)
- Ability to analyse information, troubleshoot issues, and propose solutions
- Excellent communication skills with the ability to explain technical information clearly
- Strong organisational skills and the ability to manage competing priorities
- Good understanding of data protection and GDPR
- High attention to detail and accuracy
What we offer (benefits)
We offer a supportive working environment with a strong focus on wellbeing, development, and work-life balance:
- 26 days annual leave, increasing to 30 days (plus bank holidays)
- Occupational sick pay (subject to qualifying period)
- Enhanced family-friendly leave pay
- Employee Assistance Programme
- Group stakeholder pension scheme
- Access to BHSF health cash plan
- Cycle to Work scheme
- Free parking at some office locations
- Learning and development opportunities
- Support and supervision from your line manager
Recruitment process
As part of shortlisting, candidates will complete a short online skills assessment aligned to the essential requirements of the role. This helps ensure a fair and consistent selection process. Full details will be provided to shortlisted candidates.
Safeguarding & recruitment
NYAS is committed to safeguarding children, young people, and adults at risk. All successful applicants will be subject to:
- Enhanced DBS check
- Reference checks
- Digital risk assessment
In accordance with UK immigration law, candidates must have the legal right to work in the UK.
About NYAS
NYAS (National Youth Advocacy Service) is a leading rights-based charity ensuring that children, young people, and adults are fully respected, represented, and supported in expressing their views and having their rights upheld.
We work with care-experienced individuals who often rely on statutory services and may be impacted by gaps in provision. Our advocacy and legal services help ensure their voices are heard and acted upon.
We are an inclusive employer committed to equality and diversity. We welcome applications from all individuals regardless of background. We are also a Disability Confident Employer, guaranteeing interviews to disabled applicants who meet the minimum criteria.
How to apply
To apply for this role, please visit our website and complete the online application form.
Please ensure you refer to the person specification within the job description and clearly demonstrate how you meet the required criteria in your application.
The job description and person specification are available on the vacancy page of our website.
We reserve the right to close this vacancy early if we receive a high volume of applications.
At NYAS, we listen to what children, young people and vulnerable adults want. We empower them to have their voices heard.