Crm manager jobs in croydon, surrey

Overview

Working with corporate partners, is a crucial part of our strategy, to improve outcomes from sepsis.

This new role will be responsible for developing and maintaining a portfolio of corporate relationships that will support UK Sepsis Trust’s continued growth across the UK, helping us to reach and support more people who are affected by sepsis.

As UK Sepsis Trust’s Corporate partnerships coordinator, you’ll play a pivotal role in driving our fundraising efforts by cultivating and managing relationships with corporate partners. Working closely with our Head of Income Generation, Head of Partnerships, volunteering and fundraising and events colleagues, your primary responsibility will be to manage and coordinate partnerships with corporates and maximise fundraising income from this funding stream

You will understand the importance of working collaboratively to deliver multi-faceted partnerships and will have brilliant communication skills.

If you’re a creative, energetic individual with excellent organisational and negotiation skills, with at least two years’ previous experience in a similar role, we would love to hear from you.

This is a home based role with some travel to Birmingham and London.  Salary will be dependent on experience.

Key Responsibilities

Corporate Partnership Development

· Identify and research potential corporate partners aligned with the mission and values of the charity.

· Develop and implement plans to cultivate relationships with new and existing corporate decision-makers.

· Present compelling proposals and tailored fundraising opportunities to corporate prospects.

Fundraising Initiatives

· Work with your events, community fundraising and volunteering colleagues, to plan and execute fundraising campaigns and events tailored to corporate donors.

· Collaborate with colleagues to create promotional materials and collateral for corporate fundraising activities.

· Coordinate sponsorship opportunities and recognition for corporate donors.

Donor Stewardship

· Provide excellent stewardship to existing corporate donors, ensuring ongoing engagement and satisfaction.

· Regularly communicate impact reports and updates to corporate partners to demonstrate the value of their support.

· Organise corporate engagement activities such as site visits, volunteer opportunities, and networking events.

Revenue Generation

· Set ambitious fundraising targets and work with your colleagues to develop plans to achieve them.

· Use our CRM to track and report on fundraising progress, providing regular updates to colleagues.

· Explore innovative fundraising ideas and opportunities to diversify revenue streams from corporate donors.

Relationship Management

· Cultivate strong, long-term relationships with corporate partners, serving as the primary point of contact for fundraising-related inquiries.

· Maintain accurate records of all corporate interactions and donations on the CRM system.

Experience/ qualifications

· At least 2 years’ experience in corporate fundraising in the nonprofit sector or equivalent role.

· Strong networking and relationship-building skills with the ability to engage corporate stakeholders at all levels.

· Excellent written and verbal communication skills, with the ability to articulate the charity's mission and impact effectively.

· Results-oriented with a track record of meeting or exceeding fundraising targets.

· Highly organised with the ability to manage multiple projects simultaneously and work effectively under pressure.

· Proficiency in Microsoft Office and CRM systems.

Additional Information

· This is a full-time position based at home with occasional travel to London, Manchester and Birmingham and to meet colleagues, partners or attend events across the UK.

· Competitive salary and benefits package, including opportunities for professional development and growth within the organisation.

To apply you must submit a cover letter along with your CV.  Interviews will take place week commencing 4th August.

Key Responsibilities

 Supporter Services

•  Lead the development and delivery of the new supporter services function considering people (capability, capacity and culture), processes, tools and technologies needed to deliver outstanding customer service so new and existing supporters feel valued and connected to the ESU’s mission.
• Design and implement supporter recruitment, development and retention plans including welcome journeys and approaches for reactivating dormant supporters.
• Work closely with the Marketing team to create segmented messaging to highlight the impact and value of the ESU’s work to Alumni, Members and Volunteers in the UK.
• Oversee payment processes and supporter payment journeys on our CRM, Salesforce.
• Work with the Marketing team to design ad hoc impactful events in person and online to convene our global audience.
• Work with the Marketing team to promote our flagship events to our supporter audience to encourage attendance. 

Volunteering

• Design and implement a volunteering strategy which includes automating the volunteer experience, recruiting new volunteers and promoting ESU volunteering opportunities to relevant organisations as well as current and future supporters
• Own the volunteer training programme, including reviewing and refreshing training and ensuring all volunteers are appropriately trained.
• Match volunteers to ESU competition heats and resolve queries escalated by the Supporter Engagement Coordinator.
• Form partnerships with relevant organisations to grow the ESU’s pool of volunteers.
• Work with the Education team to create a high quality volunteer experience

Skills and Experience

Essential:

• 5+ years experience working in a partnerships, supporter services, volunteering or account management role
• Demonstrable experience of having delivered successful services to a range of supporters/customers.
• Demonstrable experience of developing and delivering meaningful supporter journeys across multiple channels
• Demonstrable experience of growing and sustaining a pool of high quality volunteers through successful recruitment and development strategies
• Demonstrable experience of using a CRM (preferably Salesforce) to identify trends and drive improvements.

Desirable:

• Educated to degree level in a relevant subject such as marketing or communications
• An understanding of the nature and importance of the ESU’s charitable work and a strong commitment to increasing the reach of the organisation’s work.
• Experience of writing volunteer training programmes
• Experience working with international volunteers
• Ability to juggle multiple tasks and competing priorities within a fast-paced environment
• Experience of writing for different audiences.
• Line management experience
• Excellent data management skills and capability in Microsoft Office, Salesforce, Mailchimp Survey Monkey.

Benefits:

• Generous Company Pension 
• 28 days annual leave plus 8 days Bank Holiday
• Employee assistance programme
• Group Life Assurance
• Cycle to work scheme
• Season ticket loan
• 24 Virtual GP

CRM Product Manager 

Contract type: Permanent – 35 hours per week 

Location: London, United Kingdom.

UK hybrid working – a minimum of 40 % of working time is spent face-to-face (London office, external meetings or travel).

60/40 hybrid working at WaterAid means roughly three days wherever you work best and two days together in person. 
 

Salary: £57,415 - £60,436 per year with excellent benefits

Change starts with water. Change starts with you. 

Every day, millions of people live without clean water, decent toilets and good hygiene. WaterAid exists to change that – for everyone, everywhere. Join us, and your energy will help unlock people’s potential and create a fairer future. 

About WaterAid 

We’re a global federation driven by one vision: a world where everyone, everywhere has clean water, sanitation and hygiene by 2030. Powered by our values of Respect, Accountability, Courage, Collaboration, Integrity and Innovation, we work alongside communities, partners and supporters to make change happen. 

About the team 

The CRM Product Team at WaterAid UK drives data-led fundraising and campaigning by collaborating across departments to ensure our Dynamics365 CRM system meets business needs. 

About the role 

As our CRM Product Manager, you will define and deliver a visionary CRM strategy that empowers WaterAid’s fundraising success, working closely with technical teams, fundraising stakeholders, and global partners to drive sustainable change. 

In this role, you will: 

• Set and lead the CRM vision for WaterAid UK and work with international colleagues on a global CRM strategy. 
• Define and own the CRM roadmap, aligning it with strategic priorities and ensuring a well-managed product backlog and measurable outcomes. 
• Lead and develop the CRM Product team, fostering a high-performing culture and delivering a best-in-class platform for fundraising operations. 
• Act as a trusted advisor, championing CRM benefits and ensuring the platform supports income growth across key fundraising channels. 
• Champion WaterAid’s commitment to equity, inclusion and safeguarding. 

Requirements

To be successful, you will need: 

• Proven experience with Microsoft Dynamics or other enterprise CRM platforms, and a clear understanding of how CRM drives fundraising strategy. 
• Strong business and systems analysis skills, including the ability to write effective user stories and translate requirements into actionable solutions. 
• Demonstrated ability to lead and motivate teams through technology transformation, with experience in stakeholder management and navigating change. 
• Excellent communication and negotiation skills, with the ability to work across diverse cultures and manage supplier relationships and budgets effectively. 

Although not essential, we’d prefer you to have: 

• Knowledge of fundraising-specific CRM services such as GiftAid, Direct Debits, BACs, event and supporter management. 
• Experience with extract, transform and load (ETL) processes, particularly handling large batch data operations. 
• Hands-on experience developing solutions within Microsoft Dynamics CRM. 

Closing date: Applications close 12:00pm UK time on the 25th of July. Interviews are expected to take place 04 of August 2025.

How to apply: Click Apply to complete the pre-screening questions and upload your CV and cover letter.

Can I use Artificial Intelligence (AI) technology in my application? At WaterAid, we strongly advise against using AI technology at any stage of the recruitment process. Our goal is to ensure a fair and transparent process that provides every applicant with an equal opportunity to succeed. We value hearing about your unique experiences and perspectives in your application, and, if shortlisted, during the interview as well. 

Preemployment screening : To apply for this role, you must be able to demonstrate your eligibility to work in the respective country. All preemployment checks will be carried out according to local law and WaterAid’s Safer Recruitment policy. All UK based roles require a basic Disclosure and Barring Service (DBS) check. 

Our benefits: 

• 36 days’ holiday (including 8 Bank Holidays) 
• Option to buy an extra 5 days’ annual leave 
• Employer pension contribution up to 10 % 
• Flexible and hybridworking arrangements 
• Season ticket loan 
• Free annual eye tests 
• Give As You Earn charitable giving scheme
• Enhanced parental leave (maternity, adoption/surrogacy, shared parental and paternity) 
• Sabbaticals 
• One paid volunteer day each year 

Our global commitment:

Our People Promise – We work with passion and focus so everyone, everywhere can access clean water, decent toilets and good hygiene. WaterAid is a place of purpose, wellbeing and shared responsibility where all voices are valued. 

Equal opportunities – We are an equalopportunity, disabilityconfident employer. We welcome applications from people of all backgrounds, beliefs and ways of life. 

Safeguarding – We have a zerotolerance approach to any form of abuse or exploitation and carry out background checks on all prospective employees. 

Together, we’ll change the world through water.

Join us and be part of the change !

The multi award-winning ISM is the dynamic, change-making professional membership body for musicians. With a current membership of over 11,000, the ISM is known for its campaigning work as well as its comprehensive services for its musician members.

The ISM is looking for a talented CRM & Marketing Manager to join our collaborative and creative marketing team. This is a key role focused on driving growth and engagement through smart use of data and targeted campaigns. You will be able to demonstrate through previous roles that you have a strong understanding of CRM systems and how to use them effectively to support both recruitment and retention. With excellent analytical skills and a keen eye for detail, you will be confident using data to shape strategy and deliver results. You will also enjoy working in a close-knit team with a shared commitment to supporting our members.

You will be joining a professional staff team who are based in Bayswater, London. The role is hybrid but at least 3 days per week will be in the office.For a full job description please visit the ISM's website. To apply please send a CV and covering letter saying why you are right the person for the job. Closing date is 9am on 24 July. Interviews will take place face-to-face, and applications generated by AI will not be considered.

Join us in transforming how we use data to change young lives!

We’re on the lookout for a confident communicator and change-maker to lead engagement and adoption across our exciting new CRM programme.

As our Fundraising CRM Change Manager, you’ll play a key role in making sure our teams are ready, informed, and inspired to get the most out of our new system. You’ll work with colleagues across Fundraising, Marketing and beyond, training, guiding, and supporting them to embrace new tools and processes that help us connect even better with the young people and supporters at the heart of our mission.

You’ll help build a culture of confidence around data, drive adoption through clear communications and creative engagement initiatives, and ensure that the real benefits of the project are being tracked, reported and realised. From building training programmes and user guides to championing our data transformation team, you’ll be at the centre of it all.

This is a fantastic opportunity for someone who’s excited to work collaboratively on a project that truly matters.

If you’re passionate about helping teams succeed through change, and want to use your skills to empower young people into work and education, we’d love to hear from you. Even if you don’t tick every box, your experience might still be just what we need.

Role:  Fundraising CRM & Data Manager

Our offer to you

We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. You will receive:

• Competitive salary and pension scheme
• 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years
• Hybrid, Flexible working
• Cycle to work scheme Electric Vehicle Scheme
• Health and Wellbeing portal – access to financial, health and wellbeing support and an Employee Assistance Programme
• Discounts – you will have access to Blue Light and NHS Discounts as well as discounts on mobile phones, gym membership, cinema tickets, restaurants, holidays and shopping

About Us

This is a fantastic opportunity to join a team of over 1,400 employees and over 31,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning.  As a charity with rich heritage and a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future. 

St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. We do this through developing and providing effective community response and outreach services (e.g. Ambulance response & Nighttime Economy) and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them (e.g. our Volunteers and Community Advocates, NHS Cadets and Young Responders programmes). There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.

Job Summary

This role will be responsible for leading & managing fundraising data, and strategic oversight of fundraising data systems and processes, managing a team to employ process efficiencies and improve data quality ensuring seamless integration between CRM systems and external platforms to drive income generation across the full spectrum of the donor data landscape and deliver fundraising operations. You’ll also lead on behalf of fundraising on CRM development and enhancement requests to support data-driven fundraising decisions and strategies.

About You

• Extensive experience working across CRM platforms (including D365 Mission CRM or similar), managing system selections, and leading CRM enhancement projects.
• Skilled in data analytics, building reporting frameworks, and using database languages like SQL, along with managing data imports and Direct Debit processes.
• Proven ability to automate processes while ensuring compliance with GDPR and data security best practices.
• Demonstrated leadership and change management experience with a collaborative approach, influencing senior leaders in complex organisations.
• Competent in Microsoft applications, including Dynamics and the MS Office suite, with the ability to work under pressure and deliver results.
• Strong interpersonal, written, and verbal communication skills, with a commitment to organisational values and attention to detail.

About the Role

• Identify opportunities to improve efficiency through automation and optimised data processes and lead the transition from manual to automated solutions.
• Develop and manage a comprehensive fundraising data strategy and performance monitoring mechanisms to support sustainable income growth and informed decision-making.
• Work closely with senior Digital, Data & Technology teams, external suppliers, and internal stakeholders to build integrated data solutions and embed insights into fundraising strategies.
• Oversee fundraising data processes, reporting frameworks, compliance with data protection regulations, and manage best practices in data handling and campaign operations.
• Lead change management initiatives, including training, documentation, and managing the Fundraising Operations Lead to ensure effective implementation of data processes and systems.

Please see the job description for more detail (this can be viewed on our website or once you click apply)

If you are a current St John Ambulance employee, please apply here: Click here

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

We reserve the right to close this vacancy early if we receive high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve.At St John, everyone is valued and supported to thrive, we have several networks including Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups.  We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equality, diversity and inclusion.

St John Ambulance is committed to safeguarding and we promote safe recruitment practice. Therefore, all successful applicants will undergo pre-employment checks, including DBS Clearance, as part of the onboarding process, if applicable to the nature of the role

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.

Purpose of the Role:

Please note this is a detailed job description and many of the activities below do not take place everyday

This is a key role to work with an exciting community taking lead responsibility for the looking after key aspects of existing and new membership. You will be working alongside an experienced team supporting the Liberal Jewish Synagogue, the largest Liberal Synagogue in the UK, to be the best it can be. 

Your role will touch all aspects of the synagogue with a particular focus on looking after new members, the membership process and members in general, acting as a key conduit to ensure that our members receive the best service we can provide. You will also ensure that ourCRM system is up to date and important data and information can be pulled form it. 

You will support bereaved families in the immediate aftermath of a death by organising funerals, shivas and stone-settings.

Additionally you will support our Senior Rabbi in her work including diary management and ensuring, working alongside others, that life cycle and important religious festivals are being managed and delivered to the highest standards. 

Senior Rabbi PA

Support the Senior Rabbi in all aspect of their work to include:-

o Administrative and secretarial support for the Senior Rabbi including correspondence, diary management and to act as their first point of contact for enquiries by phone, email and in person

o Liaise and work alongside the member of staff (Office Administrator) who is PA for the other Rabbis and supporting when necessary

o Meet with Senior Rabbi regularly to review weekly diary, plan for the future and complete event forms

o Work closely with the Office Administrator (who organises all internal and life cycle events) to develop efficient procedures, printing and systems to ensure organisation of all life cycle events (including baby blessings, Bar-Bat Mitzvahs, Kabbalat Torah, weddings and mixed faith blessings, conversion, admission ceremonies).

o Assist with planning and coordination of events generated by the Senior Rabbi

o Keep timetables of all life cycle events coordinating with office staff to ensure these events and linked celebrations are delivered effectively

o Keep a tracking system that logs where proselytes are on their conversion journey.

o Liaise with the LJS Community Care Co-ordinator and other contacts over pastoral and other issues being dealt with by the Senior Rabbi.

o Circulate the services calendar and the  Bar/Bat Mitzvah schedule of dates

o Support the volunteers who coordinate the mitzvot

o Assist in the organisation of the High Holy Days particularly in co-ordinating all mitzvot

o Assist the Senior Rabbi and the office in the organisation of interfaith/multifaith and other events including the sending out invitations and co-ordinating response

o Ensure that thank you letters for donations, yahrzeits and other acknowledgements are prepared and signed by the Senior Rabbi

o Complete the weekly yahrzeit list

o Complete administration support for the Bereavement Support

o Any other duties which may be reasonably requested by the Senior Rabbi and Executive Director.

o Funeral Coordinator

o To co-ordinate the administration of funerals (burials and cremations) for members and non-members.

o To liaise with the family/estate, rabbis, funeral directors, cemetery/crematorium or others as necessary in making the arrangements.

o To provide details of cost to the person organising the funeral.

o To prepare funeral and related invoices in consultation with the Financial Controller.

o To organise consecrations and arrange interments of ashes and ordering of memorial plaques.

o To administer the burial of non-members, including preparing invoices and dealing with payments for the burials.

o To administer the allocation of graves, reservations and columbarium

o To prepare condolence letters for Rabbis.

o To send out electronic Bereavement Notifications

o To respond to requests from the public for plot locations and information on the cemetery.

o To provide annual statistical information on burials and cremations for Liberal Judaism and the Board of Deputies.

o To ensure and promote the maintenance of graves as requested by families

o Send out the biennial Memorial Service for the Loss of a Child and the Loss of the Prospect of a Child.

Membership Coordinator:

o Administer and coordinate the membership process from receipt of a new application including liaising with the applicant, the Financial Controller and the Rabbis

o Maintain the appropriate Council reports for new members and resignations 

o Send welcome letters and packs to new members

o Send resignation letters to members

o Ensure the CRM (ShulCloud) system is up to date (training will be provided) with members’ details, and their journey through the membership process including adding new members, resigning members, changing their status in respect of age membership changes and so on.

o Produce ShulCloud (CRM) reports

o Ensure ShulCloud (CRM) is maintained and up to date

o Work closely with staff to support contact with members in respect of volunteering, marketing, High Holy Day ticketing, the creation of mail merges and the AGM

o Be a ‘superuser’ of the ShulCloud, working closely with the ShulCloud consultant, understanding and learning what the system can do and supporting others to use it.

o Work alongside other areas that involve links to membership i.e. education

o Any other relevant tasks as requested

Personal Specifications:

Prior administrative or personal assistant experience

Excellent written and verbal communication skills

Strong organisational skills and attention to detail

High level of discretion and confidentiality

Proficiency with office software (i.e. Microsoft Office)

Experience of using ShulCloud CRM system would be beneficial but not essential (training will be provided)

Comfortable working in a Progressive Jewish religious environment; familiarity with Jewish customs and terminology

Flexibility to work occasional evenings/weekends during holidays or events

An understanding of how a CRM system can be used to provide data and information and enhance membership experience

In addition:

Friendly, professional demeanour

Ability to multitask and meet deadlines

Sensitivity to the pastoral and spiritual aspects of the Rabbi’s role

Sensitivity, resilience in dealing with bereavements, willing to undergo training.

This post is subject to an Enhanced DBS check

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

We are seeking a highly motivated and detail-oriented Data & Insights Manager to lead on the day-to-day development, implementation and utilisation of our Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) tools through our data management platform, Microsoft Dynamics 365. This role is pivotal to embedding 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 Data & Insights Manager will be a key point of contact for colleagues across the organisation, playing an instrumental role in shaping how we gather, manage and utilise data at Amref UK. They will be critical in providing expertise and establishing new ways of working across keys 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 & Marketing Development team (FMD) and third-party vendors to develop, implement and integrate processes and reporting tools that aid analysis and insight.  They will be responsible for delivering improved functionality and system upgrades while maintaining data integrity and compliance requirements.  Expertise 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 OCD Action:

We have a vision of a time when OCD is well understood, and everyone gets the treatment and support they need when they need it. With the OCD community, we are fighting for this. Until that day arrives, our aims are:
1) that everyone affected by OCD has access to the high-quality support, information and guidance they need to enable them to access the right treatment;
2) that no one affected by OCD feels that they must face it alone.
To do this we raise awareness of the reality of living with OCD and its treatability, provide a helpline, over 50 support groups, online forums and a range of youth services.

About this role:

This new role has been established to ensure the effective planning, co-ordination and delivery of our three key events over the next year:

• our National Conference
• our Carol Service
• our spring fundraising event.

As a successful Senior Events Officer you will work with people from across the charity, from Trustees to experienced administrators. You will build and maintain strong working relationships with a wide range of stakeholders, including our small staff team, trustee Board, event speakers and suppliers. You will act as a key liaison for speakers and attendees ensuring all are left with the highest opinion of OCD Action. You will have a track record of managing event logistics, and be confident in developing event project plans and risk management plans. You will have project management experience and a solutions-focused approach. Ideally you will have a good understanding of event ticketing and will previously have used a CRM system to manage relationships with event attendees. Through this role you will be key to OCD Actions work and to delivering our vision and strategy.

Working at OCD Action:

It is important that working with us works for you. This is why we have an attractive benefits package, including flexible working and hybrid working.

We believe that diversity drives improvement and creativity. This fosters the environment needed to ensure we can do and be the best we can for the OCD community. We actively employ, and pro-actively seek to employ people with lived experience of intersectional disadvantage.

If you are passionate about being part of a movement for change for those impacted by OCD, we encourage you to apply. Please complete and return the application form by ....

About us 
London Marathon Events (part of the London Marathon Group) works to inspire, champion and increase activity in all ages, abilities and demographics. We do this through our successful event portfolio (which includes the TCS London Marathon and TCS Mini London Marathon, Brighton Marathon, The Big Half, Vitality London 10,000, Vitality Westminster Mile, Standard Chartered Great City Race and Swim Serpentine), through our extensive outreach programmes working with schools and community groups in London and across the UK and through our network of wholly owned or partially owned companies, such as Maverick, Run 4 Wales, Loch Ness Marathon Ltd, Caledonian Concepts, Athletic Ventures and Friday Night Lights 
Our events raise millions for charities every year to improve the lives of individuals and communities and we passionately believe in the power of sport. 
Our values are integral to who we are, how we work and what we do:
 • Impact – together we create positive change
 • Innovate – together we enable new ideas
 • Everyone – together we champion inclusivity
 • Customer first – together we go the extra mile for all 
Diversity, inclusion and wellbeing are at the heart of everything we do, and we want to ensure they are at the heart of our company. We strongly value diversity within our workforce and recognise that different people bring different perspectives, lived experience, ideas and culture to the company. This difference brings with it great strengths, including diversity of thought. So, if you’re ready to be a force for good, lead change and want to make a difference to society, keep reading

About the role
The Client Services Manager utilises our CRM to manage the Charities team inventory requirements (products including charity entries and advertising packages) across the London Marathon Events portfolio. This role supports the day-to-day management and continuous improvement of the charities team systems and processes to ensure our team can work efficiently, maximise the use of our CRM to support sales and charity customers communications, and give our charity partners a best-in-class customer experience.
 
Key Responsibilities 
 

• Lead the charities advertising asset management process, working with internal teams to confirm timelines, roles and responsibilities and ensure tools and workflows are used efficiently to deliver partners benefits on time and on budget. 
• Support      with registration platform system testing, feedback, management and      development.  
• Deliver      charity entries and advertising sales product set-up, testing and roll-out      in Dynamics. 
• Support      in improving processes for all systems used by      the Charities team.
• Represent      the Charities team as a subject specialist on business improvement project      groups supporting to scope and test our team’s      requirements.  
• Utilise      Dynamics, our CRM to analyse buying patterns and sales to provide the      sales team with deeper customer and products insights to help identify      opportunities to strengthen charity relationships or product      offerings.
• Working      closely with the Dynamics team to optimise the use of our CRM for charity      customers, including segmentation and targeting, sales performance      reporting. 
• Support      the Senior Client Services Manager with the relationship management of our      partners (Enthuse, Let’s Do This), reviewing performance to spot      opportunities or trouble shoot challenges.  
• Contribute      to data selection procedures and technical solutions to import data,      identifying opportunities for improvement. 
• Support      the maintenance and cleaning of our data and support the team to use our      CRM consistently. 
• Document      Client services processes. 
• Representing      the team at project boards. 

 
 About you
We are seeking a highly organised and detail-oriented individual with strong interpersonal skills and the ability to communicate effectively across a range of audiences. The ideal candidate will be a confident user of Microsoft Office 365, with advanced skills that support efficient and high-quality work.
 
Experience in undertaking data selections for targeted marketing mailings is essential, along with a proven ability to manage multiple tasks and projects from start to finish. You’ll need excellent organisational skills, coupled with strong analytical thinking, time management, problem-solving, and the ability to prioritise effectively in a fast-paced environment. Experience working in this way within a charity’s fundraising team or equivalent would be desired but not essential.
 
A keen eye for detail, active listening skills, and a proactive approach to teamwork and collaboration are key to succeeding in this role. If you’re someone who takes ownership of their work and thrives on delivering high standards, this could be the role for you.
 
Required experience:
 
Essential  

• Experience      of (CRM) customer relationship management systems  
• Organised,      methodical and an eye for detail 
• Experience      working in fast paced team 

Desired  

• Using      Business Intelligence (BI) tools particularly Power BI 
• Microsoft      Dynamics 365 experience 
• Familiar      with project tools like Monday... com, Azure, Miro 
• Asset      management 
• Experience      of working in a fundraising database or individual giving team 

Directorate: Marketing, Education, Events and Membership  
Reports to: Events Manager
Salary range:£26,521 - £33,456, depending on experience
Location: London – EC4Y 8EE (Hybrid)
Contract: Permanent, full-time (31.5 hours over 5 days)

Job Purpose 

BSR events are a key benefit to members and the wider rheumatology community, offering the very latest in science, innovation, research and cases.  

Our events team deliver the award-winning Annual Conference in a hybrid format to c2500 delegates, plus our Case-based Conference, as well as a programme of celebratory awards.  

This role sits within the Events team which is responsible for delivering BSR’s annual conferences and awards. The team of four includes the Head of Events, Events Manager, Digital Events Manager and the Events Executive, who assists in the planning and delivery of our hybrid and in-person events. You will work on a range of areas including registration, logistics, being the main point of contact for delegates, and liaising with venues and suppliers. This is an exciting role for someone looking to get more exposure to different areas of events and working with multiple stakeholders.

Main Responsibilities

• Manage the registration process for BSR conferences, including online booking journey, managing CRM/registration systems, end to end customer service and reporting registration data insights.  
• Work with the Events Manager on the delivery of conference programmes and networking events.  
• Lead on event logistics including awards, abstract poster submissions, Continuing Professional Development (CPD) accreditation, accommodation, travel arrangements and speaker expenses. 
• Champion BSR’s values by leading on Equity, Diversity and Inclusion (EDI) and accessibility for conferences, working with venues and suppliers to ensure a positive experience for attendees.  
• Support the Events Manager and Business Development Manager with sponsor and exhibition deliverables on areas including registration and posters. 
• Manage event and registration enquiries, providing excellent customer service.  
• Support the Digital Events Manager with online conference integrations and data reporting.  
• Input into our event budgets by monitoring progress and providing financial reporting and reconciliation against income and expenditure. 
• Work with the Marketing and Communications team to create digital content to engage our audiences.  
• Support with BSR committee liaison and logistics.  

General 

• Be a core member of the events team by attending and inputting into all planning meetings, venue site visits and delivery of events onsite. 
• Identify and contribute ideas on how to improve processes and ways of working. 
• Undertake any other reasonable duties as required by the Head of Events.

Please note: This role will require travel, overnight stays and weekend work, for example at our conferences (6 day stay). As we are a small team you’ll have the opportunity to get involved in cross-departmental projects, lead or contribute to agile sprint working and support wider business needs. There are other opportunities to get involved with our staff forum or peer group meetings. 

Person Specification

1. Experience of working in events 
2.  Ability to demonstrate understanding of the requirements of events management and customer service elements of the role 
3.  Proven project planning and coordination experience 
4.  Ability to work with databases and use CRM 
5.  Experience of managing delegate registration and event data 
6.  Experience of liaising with venues and suppliers  
7.  Ability to demonstrate use of initiative and innovation to make positive improvements or efficiencies 

We are looking for an experienced Product and Platforms Lead to head up the team responsible for our core digital and data platforms - including the CRM, website and other key systems. These platforms are critical to how people access support, engage with our work and how teams deliver services across the charity.  

You will set the technical strategy, ensuring platforms are well-integrated, user-focused, high-performing and aligned with organisational priorities. You’ll also play a key role in exploring how emerging technologies, such as AI, could enhance our platforms and services over time.  This role plays a vital role in enabling our strategy by making sure our systems support effective, joined-up and responsive ways of working.  

The Product and Platforms Lead also holds responsibility as the charity’s named Data Protection Officer (DPO), providing leadership on data privacy, compliance and information governance.  

Our culture and benefits package are award winning, and our staff survey tells us that we’re a great place to work. Office attendance is flexible and based on the requirements of the role. We expect an average of one day a month in our London office, depending on business needs. 

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. 

Since 1960 we have invested more than £500 million in blood cancer research in the UK. Where we’ve invested, survival rates and quality of life have improved. We’ve been working to beat blood cancer for over 50 years, and we won’t stop until we do. Be a part of our story and help us change the world. 

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. 

Product Owner - Dynamics (Charity)

Understanding Recruitment NFP is proud to be working exclusively with one of the UK’s largest and most respected international charities to recruit a CRM Product Manager. This is a key leadership role at the heart of a major transformation programme, focused on delivering a best-in-class CRM experience to support ambitious fundraising and supporter engagement goals.

You'll lead the CRM product strategy, owning the roadmap and prioritisation process, and ensuring the platform meets the evolving needs of both technical teams and fundraising stakeholders. Managing a small team, you’ll work across departments to shape and deliver impactful CRM solutions using Microsoft Dynamics 365 and Power Platform technologies.

This role is ideal for someone who combines strategic product ownership skills with deep CRM experience, ideally in a complex or mission-led environment. You’ll be a confident communicator, passionate about driving income growth and supporter value through well-designed digital tools and data-led decision-making.

Key Requirements:

• Strong experience as a Product Owner or CRM Manager in large-scale CRM environments (e.g. Dynamics 365, Salesforce)

• Excellent stakeholder engagement and communication skills across technical and non-technical audiences

• Experience managing a product roadmap and backlog aligned to strategic goals

• Proven ability to lead a team and work within Agile or hybrid delivery frameworks

Salary: £57,000 –£61,000
Location: Hybrid – approx. 40% in-office (London HQ)

If you're interested in this opportunity and would like to learn more, please contact Harry Bullock at Understanding Recruitment

Leukaemia UK – Our Charity

We are a ‘small but mighty’ charity with one big ambition: to stop leukaemia devastating lives. Over the next 10 years we want to help save and improve the lives of more people with leukaemia through finding and funding life-changing research and campaigning for change.

Despite progress in recent decades, someone in the UK is diagnosed with a blood cancer every 16 minutes and survival rates are among some of the worst of any cancer.  And the physical and psychological impact can be lifelong. 

Our current 5 year strategy outlines our plan to increase our investment into ground-breaking world class research and policy development focused on improving access to kinder, more effective diagnosis, treatment and care for leukaemia and other blood cancers. To do this, we have embarked on a period of significant growth, investing strategically to grow our income, profile, influence, and engagement and impact.

We are seeking an experienced, driven and passionate Head of Public Fundraising to lead the mass fundraising team to achieve sustainable income growth over the coming years. We are looking for someone with energy and ambition, who can demonstrate strategic leadership to maximise fundraising opportunities across Community, Challenge Events, Regular Giving, Legacy and In Memory audiences, to grow our supporter networks and optimise supporter engagement and experience. The remit of this role also extends to include oversight of our CRM Database Manager and Supporter Care.

Team  

We are a close-knit team, who are all passionate about Leukaemia UK and putting those affected by the disease at the heart of everything we do.  We are all focused on “keeping it real” with pragmatic, practical solutions, as well as ensuring that our charity maximises voluntary income to invest in invest in more life-changing research, so that we can continue to have impact for those with a leukaemia diagnosis.

From us you can expect all the laughter you can handle, as well as great challenge and support. We are all about delivering exceptional supporter experience and making a real difference to people’s lives.

You will be part of an ambitious fundraising team driving growth across the portfolio, so we can fund more leukemia research and save more lives from this devastating disease. You will report to the Director of Fundraising, working alongside the Head of Philanthropy, and collaborating across the wider organisation to ensure mass fundraising aligns with our organisational priorities and values (Bold, Collaborative, Curious) and feels insight-driven, strategic and competitive in a crowded market place.

Leukaemia UK and You 

We have recently invested in growing our fundraising team so that we can fund more life-changing research to increase our understanding of leukemia as a disease, and accelerate the development of kinder, more effective treatments. This includes investment to grow the public fundraising team, develop new fundraising products, recruit new supporters, and increase legacy giving through targeted campaigns. 

We are also in the process of developing our new 5-year fundraising strategy, so you will be instrumental in creating an ambitious new plan to develop a diverse and sustainable mass fundraising portfolio, covering the key areas of donor acquisition, retention, and growth, with a focus on maximising our Challenge and Community events portfolio, and increasing Legacy, In Memory and Regular giving.  You will be responsible for developing and delivering a portfolio of products to grow voluntary income, whilst leading a newly expanded and ambitious team. And you will help shape our data strategy, working with the Head of Digital and other colleagues across the organisation to develop our digital fundraising strategy; embed usage of our CRM and ensure GDPR compliance. 

You will be results-driven with an appetite to innovate and drive continuous improvement, leading to increased conversions, deepened relationships, and long-term support.

Requirements - Skills and Experience

• Demonstrable experience of strategic leadership and oversight of a mass fundraising product portfolio.
• Proven experience of managing an engaging Community and Challenge Events fundraising portfolio.
• Proven experience of driving Legacy and In Memory giving to create a robust long-term pipeline. Experience of successfully developing and implementing legacy marketing strategies.
• Proven experience of applying the principles and techniques of Individual Giving / Direct Marketing within a multichannel, multi-discipline environment to deliver significant returns and supporter satisfaction, especially through supporter recruitment channels. 
• Experience of fully integrating a CRM database as a tool in the day-to-day work and running of a charity. 
• Demonstrable experience of managing a high performing team, focussing on creating a culture where people thrive as individuals and can be their best selves.
• Experience of managing multi-channel media campaigns by utilising print and digital channels including social media and email.
• Good experience of building effective relationships with internal and external partners, including creative freelancers, media and direct marketing agencies.
• Experience of working with, negotiating with, and managing outputs of external agencies and internal departments, including contractual obligations.
• Strong project-management experience, including managing budgets, schedules, creative development, and supplier relationships for fundraising direct marketing campaigns.
• Experience of setting and managing annual budgets, monitoring, and reconciling results and financial performance in income and expenditure. Providing associated narratives and monthly reforecasts.
• Proven experience of driving effective stewardship programmes to maximising supporter experience.

Requirements - Knowledge

• Excellent specialist knowledge of the principals and methods of Public Fundraising, including Challenge Events, Community, Legacy, In Memory and Individual Giving.
• Understanding of the effective development and use of supporter contact strategies, turning analysis and insight into high performance activity.
• Up-to-date knowledge of current digital fundraising trends, including social media marketing.
• High Level knowledge of Salesforce CRM databases and how best to utilise to steward supporters.
• Knowledge and experience of marketing processes and techniques across varied channels.
• High Level knowledge of legacy administration. 
• High Level knowledge and understanding of charity law in relation to legacy fundraising, GDPR, PECR, data protection and other relevant fundraising regulation.

Role specifics & Benefits       

• Hours: Full time hours are 37.5 Monday to Friday
• Location: We are very flexible! Our hybrid working policy is a minimum of two days per month in our London office unless it’s a role requirement to be in more frequently. Typically, we would expect the role holder to be in the office once a week, and certain roles within the team have this as a minimum requirement.
• Salary range £55,000 - £65,000 (FTE)
• We are proud of our benefits – see a summary on our website Work with us - Leukaemia UK 

How to apply

If you feel you have the passion for our work and the right mix of experience, skills, energy, and flair to embrace this broad and challenging leadership role and enable our strategy to fly, then we would love you to apply. Please also see the full job description attached. Please apply via the CharityJob website with your CV and covering letter. To minimise unconscious bias, we use anonymous recruitment and are unable to consider direct applications.

• First interviews will be held via Teams on between 29th and 31st July
• Second interviews will held at our London Office on 13th and 14th August (26 Great Queen St, WC2B 5BL)

Closing Date: Midnight Sunday 20th July 2025

I look forward to hearing from you! 

Holly Hastings-Payne

Director of Fundraising

Leukaemia UK