Crm manager jobs

The Booker Prizes have a unique place in the literary sphere, enjoying an enviable reputation as a cultural institution that is highly respected, much loved and hotly debated throughout the world. Over the past 50 years, more than 600 extraordinary books have been brought to the attention of the public, influencing reading tastes and transforming culture in Britain and beyond, along with the careers of hundreds of writers from around the globe. 

The Booker Prize Foundation is a registered charity, established in 2002, which is responsible for awarding the Booker Prize and the International Booker Prize. It exists to inspire more people to read – and write – the world’s best fiction. In adding a year-round, far-reaching digital portfolio, the Booker Prizes are now the globally recognised home of great writing. 

Other aspects of the Foundation’s work include the funding of Braille and audio editions of Booker Prizes books through the RNIB, Books Unlocked, a long-standing reading initiative in prisons, and the UEA Booker Prize Foundation Scholarship, awarded annually to a candidate for the Creative Writing MA at the University of East Anglia. Many past scholars have since met with acclaim as published authors. 

We welcome and encourage applications from candidates who are under-represented in the creative industries.

The role

Working to the COO, the Finance & CRM Manager is responsible for managing the day-to-day finance function and overseeing the operation, data quality, and user support of the organisation’s new CRM system. The role encompasses financial processes, CRM data and reporting, governance, and wider organisational activity.

Key Responsibilities

Financial Administration

• Manage finance operations: ledgers, payment runs, reconciliations, VAT and Gift Aid where applicable.

• Work with the external payroll bureau to prepare monthly payroll.

• Liaise with HSBC regarding direct debit set-up and management.

• Run and validate financial reports and prepare monthly management accounts.

• Provide support in updating Companies House and Charity Commission records.

• Liaise with Somerset House regarding office administration.

• Support the external audit with reports, schedules and response to queries

CRM and Systems Management & User Support

• Manage daily CRM operations and provide support for reporting on contacts, organisations, events, fundraising, and prize submissions.

• Carry out system admin including user access, fields, workflows, and reports.

• Perform regular data quality checks and cleansing.

• Act as first-line CRM support for staff including onboarding new users.

• Manage access permissions.

• Liaise with CRM supplier, logging and tracking support tickets.

• Communicate system updates internally

• Support CRM-related compliance and data protection.

• Create simple CRM process documentation.

• Support CRM use for planning and delivering events.

• Oversee CRM workflows for prize submissions including tracking and outcomes.

• Ensure secure and GDPR compliant event and submission data.

• Maintain Breathe HR including onboarding and staff record updates.

• Liaise with external IT support to resolve basic queries.

Person Specification

Essential

• Part qualified accountant or qualified by experience.

• Understanding of administrative and finance processes.

• Experience using a CRM system.

• Strong data management skills and attention to detail.

• Ability to manage external supplier relationships.

Desirable

• Experience in the charity sector.

• Experience with IT or HR systems such as Breathe HR.

• Experience providing user support and administering a CRM.

• Knowledge of data protection and GDPR.

CRM & Data Officer – Temporary Role

London | Hybrid – onsite for onboarding
£20.88 per hour | 35 hours per week
Temporary contract – ASAP start | Interviews: 6 March

We are seeking a detail-focused CRM & Data Officer to join an international charity on a temporary basis. You will play a key role in maintaining and improving the organisation’s Salesforce CRM, ensuring data accuracy, supporting fundraising operations, and enabling colleagues to make the most of their data.

Key Responsibilities:

• Maintain and cleanse CRM data, including imports, mapping, and housekeeping
• Support end users, training staff and volunteers in effective CRM use
• Assist with data analysis, reporting, and system improvements
• Ensure all CRM processes comply with data protection and good practice
• Collaborate across teams to deliver high-quality, accurate data

About You:

• Proven experience using Salesforce (preferably Nonprofit Success Pack) or similar CRM in a charity or fundraising environment
• Strong data management, numeracy, and analytical skills
• Excellent organisational skills and attention to detail
• Confident communicator, able to support colleagues across teams
• Able to work independently, prioritise tasks, and respond to a fast-paced environment

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

The Talent Set are pleased to have partnered with a fantastic charity organisation who are looking for a CRM Project Analyst to join their team for an initial six-month contract.

The CRM Project Analyst is responsible for working with various business units, including fundraising and communications, service delivery, and finance, to ensure that Microsoft Dynamics 365 meets the organisation’s operational and strategic needs. This role focuses on translating business requirements into clear technical specifications, improving data quality and processes, and helping drive supporter engagement, income growth, and impact reporting. Working alongside stakeholders, the successful candidate will help define a tailored Data Model and the processes to ensure ongoing compliance.

Key Responsibilities

• Engage with teams across Fundraising, Communications, Help Advice & Services, Data Quality & Compliance, and Finance to understand business processes and CRM needs.

• Facilitate workshops and interviews to capture and document functional and non-functional requirements.

• Translate requirements into user stories, process maps, and acceptance criteria to act as a bridge between technical teams, developers, and end users.

• Support the configuration of entities, workflows, forms, business rules, reports, dashboards, and integrations.

• Ensure developments follow sector best practice and align with UK charity needs, such as Gift Aid, donor journeys, and case management.

• Develop and implement the Data Model, data standards, data quality processes, and validation rules.

• Support GDPR compliance, including lawful basis tracking, data retention, consent management, and data audits.

• Develop and deliver training materials, guides, and workshops while offering mentoring and development for the existing CRM team.

• Contribute to project planning and risk management while acting as a key advocate for CRM business practices.

Person Specifications

• Proven experience as a Business Analyst, CRM Analyst, or similar role within a charity, not-for-profit, or membership organisation.

• Hands-on experience with Microsoft Dynamics 365.

• Understanding of charity-sector processes such as fundraising, donor management, Gift Aid, volunteer management, and service delivery.

• Strong analytical and problem-solving skills with excellent attention to detail, including experience documenting requirements, process maps, user stories, and test scripts.

• Understanding of GDPR, PECR, and data privacy obligations in the UK charity sector.

• Excellent communication skills, able to engage with both technical and non-technical audiences.

• Knowledge of the Microsoft Nonprofit Common Data Model, fundraising regulations, Power BI, Power Automate, or system integrations is desirable.

What’s on Offer:

• A salary of £45,000 

• Full-time opportunity,

• Hybrid working, South West London / Surrey Borders ( 2-3 day a week on-site)

• 6 month contract 

How to Apply: To apply, please submit your CV demonstrating your suitability for this role by clicking the “apply now” button.

The process: If your experience aligns with what we're looking for, a member of our team will be in contact to discuss the role with you in more detail before presenting your profile to the client. We will also ensure that all applicants receive an email to inform them of the outcome of their application. To avoid any potential delays or your application being missed, please apply solely via the 'Apply Now' button.

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.

We have an exciting opportunity for a Product Owner to join our fantastic Digital, Data and Technology (DDaT) team, with an initial and immediate focus on delivering a new enterprise Dynamics 365 (D365) CRM implementation.

The successful candidate will play a pivotal role in the implementation phase, ensuring the new CRM platform is delivered successfully and realises value from the outset. Beyond implementation, this is a permanent product role, with ongoing responsibility for the evolution, optimisation and long-term value of the CRM as a core enterprise platform for the charity.

Working closely with business system owners, delivery teams, stakeholders across the organisation, and third-party partners, you will define the product vision, shape and prioritise the backlog, and ensure CRM capabilities are delivered in line with organisational strategy and user needs.

You will be a key member of project and programme teams during the CRM delivery phase, before transitioning the platform into business as usual, value driven product ownership, continuously improving capabilities to meet changing organisational and user needs.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

Reporting to our Head of Business Applications, key responsibilities will include:

- Define, refine, and continuously communicate the CRM product vision, roadmap, and value proposition
- Translate organisational strategy and business needs into clear product direction, prioritising improvements that drive adoption, efficiency, and supporter experience
- Own and manage the CRM product backlog, ensuring items are clear, deliverable, and aligned with business priorities
- Work closely with cross-functional teams including programme and project managers, engineers, solution architects, business analysts, testers, and business system owners to ensure the successful delivery of CRM enhancements
- Build strong relationships across fundraising, membership, welfare, operations, digital, data, and technology teams to ensure CRM capabilities meet real-world needs
- Act as a CRM and D365 platform ambassador, championing best practice, training, and innovation across the charity

You will have demonstrable experience as a Product Owner, or similar role in digital, technology or CRM product environments. You will have hands on experience of a leadership role in agile teams and have a good working knowledge of Microsoft dynamics 365, including Agile Product Owner certifications and completion of 365 Fundamentals Learning Pathway.
This is a full time, permanent position. You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. Our shortlisting is performed on the evidence provided in your application against the Essential and Desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.

If you require the job advert or job description in an alternative format, please contact 0808 802 8080.

Job Role: Fundraising CRM Officer

Salary: £16,200 per year (full time equivalent £27,000)

Hours: 22.5 hours per week

Contract type: Permanent

Location: Hybrid

Additional information:

• Flexible remote and hybrid working options available.
• There is an expectation to attend our Bath office at least once per month.

About Julian House:

Julian House is a charity dedicated to making a difference to the lives of the most vulnerable and disadvantaged people in society. We run several projects and every year we help thousands of people out of homelessness, into employment, away from domestic abuse, and more.

If you’d like a real sense of job satisfaction, great career prospects, and a competitive benefits package, you could be who we’re looking for!

About the Role:

Are you ready to take the lead in unlocking the full potential of our fundraising data? We’re thrilled to introduce a brand-new opportunity: Fundraising CRM Officer. This is your chance to shape the future of how we use data to drive impact and grow income.

For the past five years, we’ve been using Donorfy CRM to manage supporter relationships—but now we’re ready to take things to the next level. We know that great data management isn’t just about systems; it’s about insight, innovation, and strategy. That’s where you come in.

As our Fundraising CRM Officer, you’ll be the go-to expert for all things Donorfy. You’ll work hand-in-hand with our Fundraising Team to turn data into action—spotting trends, improving processes, and finding smarter ways to engage supporters. Your expertise will help us uncover opportunities, streamline workflows, and ultimately make a bigger difference.

If you love working with fundraising data, thrive on problem-solving, and want to play a pivotal role in shaping how we grow, this is the role for you.

Responsibilities include:

• Keep our data in top shape – Take ownership of day-to-day CRM housekeeping, ensuring everything is accurate, up-to-date, and fully compliant.
• Connect the dots – Manage and maintain integrations between Donorfy and key platforms like Mailchimp, Stripe, and Eventbrite, making sure everything runs smoothly.
• Turn data into insight – Build dynamic lists, dashboards, and reports that empower the Fundraising Team to track performance and make informed decisions.
• Enable the team – Deliver training and ongoing support so colleagues can confidently use Donorfy for their day-to-day activities and campaigns.

Please note: Job descriptions are not exhaustive, and the successful candidate may occasionally be asked to take on other duties that align with the key responsibilities outlined.

Qualifications / Requirements:

• Knowledge and experience of managing fundraising data.
• Understanding of technology relevant to fundraising data management.
• Ability to build relationships with stakeholders and colleagues whilst supporting in a hybrid context.
• Knowledge of GDPR law, including upcoming changes to soft opt-ins and how this would impact our approach to data management.

There are many great reasons to join our team!

• Access to our Rewards Platform, which includes an Employee Assistance Programme and Health Cash Plan
• 27 days annual leave, including an extra day off for your birthday, plus bank holidays - increasing up to 30 days after 4 years of continuous employment (pro rata for part-time staff)
• 30% staff discount at Julian House charity shop
• A generous and competitive pension scheme
• A supportive culture where staff feedback is highly valued and regular supervisions with line managers are conducted
• Great opportunities for career development and free monthly training sessions from experienced facilitators
• For all the fantastic and valuable work you’ll be doing, you’ll be eligible for the Blue Light Card which offers amazing discounts on thousands of brands

Our Ethos

As an Equal Opportunities employer, we have an Equality and Diversity Action plan in place showing our commitment in ensuring continuous improvement in creating an inclusive culture. We also have a committed group of Inclusion & Diversity champions who meet monthly to ensure progress is being made. We invite applications from people from all backgrounds and cultures, especially minority groups that are underrepresented in the workplace. We also welcome applications from those with lived experience. We embrace flexibility and are proud to be a Disability Confident and Mindful employer, as well as an Armed Forces Covenant Supporter.

If you have any special access requirements or other support needs throughout the application process (including interview), please contact us so that we can let you know how we can support you. We accept CVs and applications in all formats.

DBS Checks

We welcome applications from people with lived experience. All applicants working with our clients will be expected to undertake an enhanced Disclosure and Barring Service check. A criminal conviction will not necessarily prevent you from becoming an employee, the decision will depend on the type of offence and its relevance to the role. If you would like to discuss any convictions you may have, please contact the person named in the advert. All information will be dealt with according to our Data Protection Policy.

Please note: We reserve the right to close our vacancies once the perfect candidate has been found. We recommend submitting your application as soon as possible so that you don’t miss out!

Organisational Vision & Context:

At TLG, we’re on a bold, pioneering journey toward 2030 - reshaping how we think, plan and operate so we can deliver our vision with agility and impact. Rooted in our conviction of “Fulness of life for every child, no matter what struggles they face,” and our mission to pioneer unique and relevant approaches for churches everywhere, we see technology as the accelerator that will turn vision into reality. ​​

This is an exciting time to join the team. In response to the growing mental and emotional health needs of children and young people, TLG is exploring two major initiatives: Therapeutic Hubs in churches and schools, and a UK‑wide Coaching Network that equips ministry leaders to work therapeutically with children. Together, these initiatives strengthen the local church’s ability to connect with children and families and extend the reach of compassionate, evidence‑informed support. ​

To make this possible, efficiencies and innovation must be at the forefront of how we work - streamlining processes, embedding digital solutions, and leveraging technology to unlock capacity and accelerate change. ​

This Role’s Impact:

As CRM and Systems Lead you’ll be responsible for the design, development and ownership of TLG’s Power Platform solutions, with a focus on Dynamics 365 configuration, Power BI reporting, and Power Automate workflows. This role bridges user needs with technical delivery, ensuring digital tools are intuitive, scalable, and aligned with organisational goals. You will lead the development of user-centred digital solutions and play a key role in shaping TLG’s data strategy and digital transformation, enabling TLG to scale innovation across programmes and giving our teams the tools to move fast with confidence.

If you’re a pioneer who loves collaborating across functions and turning complex needs into elegant, scalable tools, this is your invitation to accelerate TLG’s next chapter!

TLG is a Christian charity and, as a team, we want to bring our faith to the work we do; as such, we are recruiting an individual with a strong and vibrant Christian faith. We would welcome applications from candidates from diverse backgrounds to enable us to better reflect the needs of the communities we serve.

Hours: Part-time (0.8 FTE, 30 hours)

Closing Date: Sunday 8th March

Initial Interviews: Thursday 12th March – Online

Final Interviews: Tuesday 17th March – at our National Support Centre in West Yorkshire