Crm manager jobs in london, england

We seek a highly capable Membership and Office Administrator to support the work of the Society’s professional Office based at University College London.

The role will focus primarily on supporting and communicating with the Society’s extensive membership, which largely comprises practising historians in higher education and other sectors, as well as prospective members, applicants for the Society’s extensive research funding programme, and members of the public.

The role holder will report to the Membership and Programmes Manager and will also assist in the running of the Society’s research funding schemes. This is a hybrid position which supports home / remote working as the predominant model. As part of a small Office team, the post holder will in addition assist with the administration and efficient running of the Office on a daily basis. The Society offers an employer contributor pension of 12% and a friendly, supportive and highly professional working environment.

The Royal Historical Society is the UK’s foremost learned society and membership organisation for the support and promotion of historians and historical research and teaching in higher education and related sectors.

As a registered charity, founded in 1868 and now with more than 6,500 Fellows and Members, the Society champions the discipline of history within higher education and well beyond. Our remit is to support historians of all kinds to undertake and encourage historical research and understanding; to advocate for history and its practitioners; to represent history as a discipline and historians as a group; and to promote greater equality and representation within historical practice.

Are you passionate about data, technology, and making a real-world impact for animals?

AWIP (Animal Welfare Investigations Project) is on a mission to ensure that all animals are protected from organised crime. As we scale our fundraising campaigns and recurring supporter base, we’re looking for a part-time Data & CRM Officer to transform the way we manage supporter data and drive income growth.

We are scaling rapidly — building our membership base, global reach, and digital fundraising channels — and we’re investing in the infrastructure to support that growth.

As part of this journey, we are launching a major CRM transformation project to unify our supporter data, power our fundraising, and deepen relationships with our global supporter community.

You’ll work closely with our Marketing & Communications (MarrComm) team to deliver clean, actionable data for emergency appeals, regular giving campaigns, petitions, and legacy fundraising. Your work will directly help fund frontline rescue operations around the world.

About The Role:

We are seeking a highly motivated part-time Data & CRM Officer to lead the implementation and ongoing development of our new Salesforce CRM and to integrate it with our full digital stack using tools like Zapier.

You will play a crucial role in enabling our small Marketing & Communications (MarrComm) team to access accurate, actionable data for our emergency appeals, recurring giving campaigns, petitions, and legacy engagement.

This is a rare opportunity to build systems from the ground up that will directly support real-world rescues, investigations, and sustainable income generation for animals in need.

Key Details:

• Contract type: 6-month fixed-term (with strong potential to become permanent, subject to KPIs)

• Start date: September 2025

• Location: Remote (Must be UK-based)

• Working hours: 16 hours per week (100% flexible schedule; some occasional overtime may be required to meet KPIs with strong potential to become full-time)

• Salary: £13,957 per annum (pro rata), based on a full-time equivalent of £30,500 (35 hours per week)

Key Responsibilities

• Lead the implementation of Salesforce CRM and ensure smooth migration from legacy systems

• Build and manage data automations using Zapier or similar no-code automation platforms, connecting platforms such as MailerLite, FundraiseUp, Meta Lead Ads, and Stripe

• Ensure all supporter data is accurate, deduplicated, well-tagged, and GDPR-compliant

• Create and maintain segmentation and logic to support targeted campaigns and supporter journeys

• Collaborate with the MarrComm team to deliver campaign-ready data for fundraising and advocacy

• Develop dashboards and reporting tools for real-time performance insights

• Document workflows and integrations to ensure long-term sustainability of systems

• Proactively identify opportunities to improve donor retention, upgrade journeys, and LTV through smarter data use

Essential Skills & Experience

• Strong experience working with CRM systems in the non-profit or charity sector

• Hands-on experience with Zapier and third-party platform integrations

• Direct experience with Salesforce (or another comparable CRM such as Dynamics or Raiser’s Edge)

• Understanding of data hygiene, supporter segmentation, consent management, and GDPR compliance

• Ability to work independently and manage multiple technical tasks simultaneously

• Confidence in working with both technical and non-technical colleagues

• Excellent attention to detail and data accuracy

Desirable

• Experience with MailerLite, FundraiseUp, or similar email marketing and donation platforms

• Familiarity with other automation platforms (e.g. Power Automate, Make/Integromat)

• Experience creating fundraising journeys (e.g. welcome series, upgrade campaigns, reactivation flows)

• Prior experience supporting legacy fundraising or donor segmentation

• A vegan or vegetarian lifestyle and alignment with cruelty-free principles (desirable but not essential)

• Experience working remotely and independently within a small, agile team

Role: Finance & CRM Administrator

Reporting to: Financial Controller, with a dotted line to the Directors/Fundraising team

Purpose of job: To work with the Finance and Fundraising teams to provide excellent finance, CRM & other systems administration. This will support income generation, research, data capture and information security throughout the Museum. Responsibilities include maintaining financial records, managing and maintaining a CRM database of contacts, supporting other digital systems, and some general administrative duties including IT support.

Working pattern: 35 hours per week, usually worked from 10 – 6pm. Flexible/hybrid working offered for up 40% of hours to be worked from home.

Contract: Permanent

Salary: £28,000-£30,000pa depending on experience

Who we are looking for

Are you fascinated by data with an excellent grasp on finance, IT and digital systems? Are you interested in the role financial, CRM & other digital systems play in how arts organisations and cultural projects are managed? Are you looking to take the next step in your arts finance, administration or fundraising career?

The Foundling Museum is transforming how digital systems underpin the foundations of this small but mighty Museum and charity. The position of Finance & CRM Administrator sits at the heart of this continued transition, following the successful implementation and migration to Shopify, Xero & Beacon CRM which began in 2023.

This new role is essential to the success of the Finance & Fundraising teams, in providing effective finance and CRM administration support. The Finance and CRM Administrator will support income generation activities including fundraising and venue hire, as well as playing a vital role in keeping the Museum’s accounting systems working effectively.

This includes processing all types of financial transactions on Xero and maintaining records on Beacon. You will work as a key part of both teams supporting the Museum’s strategy through the provision of high quality financial & other data, and the maintenance of the underlying systems.

This is an exciting opportunity for a highly organised individual with strong financial skills, an attention to detail, and a flair for collaborative working and information management. You will be looking to expand your skillset and make a tangible impact on our work,

through the effective use & development of the main systems underpining our financial strategy & income generation.

Key objectives

· Supporting the Finance team with accurate & timely processing & reconciling of all types of Museum transactions & ledgers including sales, purchases, banking & cash.

· Continue ongoing migration of supporter and customer data to Beacon CRM, working with all teams

· Support all staff with SharePoint migration project ensuring effective record management

· Continue seeking opportunities to improve the use of our digital systems to increase organisational efficiencies & income generation

Key responsibilities

Finance

· Raise sales invoices

· Process credit card transactions

· Credit control & reconciliation of the sales ledger

· Financial management of shop takings

· Process bank & cash transactions

· Bank reconciliations

· Produce financial reports & other ad hoc duties as required by the Financial Controller

· Gift Aid Claims support

· Training in and promoting use of XERO to staff

CRM Administration

· Maintain and update Beacon with all fundraising transactions including applications, prospects, & funding receipts

· Process donations, pledges and ticket payments from individuals, organisations, trusts and foundations

· Day-to-day administration of the Museum’s Friends & other membership schemes

· Maintain up-to-date and accurate records of contacts ensuring that strict confidentiality and GDPR legislation and guidance is adhered to

· Monitor data quality by regularly creating and executing processes to cleanse and standardise data in the CRM

· Lead on development of improving existing CRM systems within Beacon CRM

· Assist in data capture and gathering to support fundraising compliance & applications

· Training in and promoting use of CRM to staff including building reports.

Admin support

· Basic IT support working with outsourced IT contractors and the Operations team

· Manage the ordering of office items

· Facilitate the use, internal awareness and confidence with digital systems, creating and managing logins

· Supporting the Director’s Office Project Manager with governance & meetings

Other

· To perform any other tasks as reasonably requested by the Directors, Financial

Controller and Fundraising team

Person specification

Essential

· Excellent financial, administration & analytical skills

· Experience of financial systems such as Xero, Sage or QuickBooks

· Good understanding and experience of Excel

· Excellent interpersonal skills and the ability to communicate effectively in writing, over the phone, and face-to-face with the Museum’s different stakeholders

· Solid experience working with not-for-profit databases, such as Beacon CRM

· The ability to also work independently and take initiative within a small team

· Proven, excellent organisational skills, with close attention to detail, the ability to multi-task and prioritise responsibilities

· Excellent IT skills including in depth knowledge of financial systems, CRM, Microsoft 365, SharePoint, and other cloud based digital systems

· An enjoyment of and willingness to engage with a wide variety of people and organisations

· Able to act with discretion and maintain professional confidentiality at all times

· Appreciation of and support for the aims, values and ethos of The Foundling Museum

Desirable

· An interest in and engagement with the work and ethos of the Museum

· An interest in and engagement with the arts, heritage and/or music

· Experience of working in a finance or fundraising environment

Benefits

· 25 days annual leave per year (pro rata) + bank holidays (pro rata)+ Birthday leave + Volunteering leave

· You will be eligible to join a group contributory pension scheme (3 months after your start date)

· Discount from the Foundling Museum Shop and local partner businesses

· Access to season ticket , rental deposit and cycle to work scheme loans (3 months from your start date)

· Free and discounted access to partner museums and galleries

· Free access to our fully funded Employee Assistance Programme for wellbeing – WISDOM

· Training support from our on line learning platform

Interview timetable :

Closing date: 5pm 17 Aug 2025

First interview date: Week commencing 25 August 2025 (NB interview will include a job related task)

Second interview date for shortlisted candidates: Week commencing 8 September 2025

How to apply:

To apply please use the link to our application portal where you will be asked to upload our standard application form.

The form will ask you for: details of relevant achievements in recent posts, as well as any relevant education and professional qualifications that are appropriate to the post; Details of your notice period and names of 2 referees, together with the capacity in which they have known you, and an indication of when in the process they can be contacted (please note we will not contact your referees without your express permission); Telephone numbers, which will be used with discretion.

Please also tell us what makes you a good fit for the role, for example,giving evidence of your ability to match the criteria outlined in the Person Specification.

PLEASE NOTE: the application portal will request a CV. This is not necessary and can be ignored. Where it requests a CV please only upload the completed Application form, and the optional Equal Opportunities form.

Please get in touch with us if you have any access requirements, for example if you would prefer to send your application via video.

About the Foundling Museum

‘A seaman, a composer and a painter, and the moving story of the charity they started 270 years ago. It is a recipe of art and care, which still looks after kids today. Coram, Handel, Hogarth, what’s not to love?’ - Grayson Perry CBE, Foundling Museum Trustee

The Foundling Museum tells the compelling story of Thomas Coram’s Hospital for foundlings, the UK’s first ever children’s charity, now named Coram, and its first public art gallery, now the Foundling Museum.

Inspired by three great 18th-century activists - Thomas Coram, William Hogarth and George Frideric Handel - our mission is to inspire change and transform lives through the power of the arts. We believe in creative action that brings past and present together, to stimulate imaginations and enrich lives.

Examples of our work include:

· Art projects which explore how our historic story of care still resonates today by addressing stigma and supporting mental health. We do this by working in a connected way, establishing collaborations with local health and community partners.

· ‘Tracing Our Tales’, our flagship training programme for care-experienced young people which was named Learning Programme of the Year at the 2022 Museums and Heritage Awards. Supported by our Learning Team, trainees learn art or creative writing skills in weekly sessions led by dynamic artists and poets, to build a creative portfolio.

· Exhibitions, collections and displays, ranging from tiny, touching identifying tokens left by mothers with their babies, to composer George Frideric Handel’s will. Around the Museum, you’ll find works of art by contemporary artists like Yinka Shonibare CBE RA, Tracey Emin and Michael Craig-Martin, as well as 18th-century artists William Hogarth, Thomas Gainsborough and Joshua Reynolds.

CRM Manager -to spearhead a step change in our organisation's CRM approach. This is a pivotal role where you'll shape and deliver a new customer-centric strategy, using our Consumer Value Model and audience segmentation to drive engagement, increase visits, and boost revenue across our commercial activities.
Main Duties include: -

• Lead CRM Strategy: Design and implement a CRM strategy aligned with our Audience Strategy 2025-30.
• Champion Collaboration: Work cross-functionally with Communications, Creative, Data & Insights, and Ecommerce teams to ensure brand and strategy alignment.
• Craft Customer Journeys: Develop segmented, personalised journeys that enhance the customer experience and drive campaign success.
• Data Stewardship: Ensure data accuracy, security, and compliance with GDPR and other regulations.
• Tech & Tools: Identify and implement CRM technologies to improve automation and customer experience.
• Test & Learn: Promote a culture of experimentation and data-informed decision-making.
• Measure Success: Define KPIs, track performance, and report outcomes to stakeholders.
• Lead & Inspire: Manage and develop a high-performing CRM team, fostering collaboration and innovation.

The successful candidate will be able to demonstrate the below: -

• 5+ years in digital marketing with a CRM focus.
• Proven success in developing CRM strategies that drive engagement and revenue.
• Strong experience in segmentation, campaign tracking, and data analysis.
• Senior-level experience in cultural, commercial, or related sectors.
• Demonstrated leadership and team development skills.
• Strategic thinker with a deep understanding of customer behaviour and data-driven marketing.
• Excellent communication, project management, and stakeholder engagement skills.
• Financial acumen with a track record of driving revenue and managing budgets.
• Experience working in large public sector organisations is a plus.

Please note -this role has excellent benefits, including a civil service pension and generous annual leave. If this sounds like your next challenge, please apply
ASAP with an up-to-date Word version of your CV, highlighting your relevant experience. I am reviewing applications on a rolling basis and may submit them before the closing date if we find the right candidate, so don't delay! Do feel free to get in contact for more information.

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We are working in partnership with Richard House Children’s Hospice to secure their new CRM and Supporter Care Officer. Richard House helps children and their families in East London to lead as happy a life as possible when dealing with a life-limiting health condition. From the moment a child is diagnosed with a life-limiting, life-threatening or complex health condition everything changes. These changes affect the whole family, which is why Richard House feel it is vital not only to provide care to the child but to support the whole family. As a member of the fundraising team, you will directly support the charity’s work, as the majority of their services are funded thanks to the generosity of their supporters.

The CRM and Supporter Care Officer will be responsible maintaining and updating the charity's CRM database (Raiser’s Edge), ensuring it effectively supports fundraising management, and key operational areas. The role will also have wider responsibilities, including supporting fundraising events and in the cultivation and stewardship of the charity's donors, partners, funders and supporters.

This role is offered on an interim basis, but with the option to become permanent.

The successful candidate must be able to demonstrate:

• Experience of using CRM systems, ideally Raiser’s Edge or similar.
• Experience in a customer service or support role.
• Broad understanding/knowledge of the main fundraising streams.
• Excellent organisational and administrative skills, with close attention to detail, the ability to multi-task and prioritise responsibilities.

For more information, please contact Katherine Anderson-Scott, Associate Director, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include your CV and supporting statement.

We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender, religion, sexual orientation, age, veteran status, or other category protected by law.

Location: Hybrid / Richard House Children’s Hospice, Richard Drive, London E16 3RG. Minimum of 3 days a week onsite.

Closing date: 4 September 2025

Due to the nature of the role, Charisma will be reviewing applications and actioning on a rolling basis. Candidates with availability and/or notice periods of a month or less are actively encouraged to apply.

Do you want to shape the future of a global scientific community tackling the world’s biggest health challenges? Join us in strengthening our community and ensuring our members feel informed, connected, and valued. We’re looking for a proactive Membership and Grants Officer to lead the operational delivery of our membership journey and grants programmes — supporting a vibrant network of researchers, educators, clinicians and more. In this key role, you will deliver exceptional service, strengthen relationships, and share data-informed insights that drive change.

Your role will include:

• Managing membership processes (applications, renewals, enquiries)
• Strengthening how we use our CRM (Microsoft Dynamics) to support insight and engagement
• Leading monthly and annual reporting to identify trends and improve experience
• Overseeing grant schemes from application to post-award
• Contributing to engagement projects aiming to support membership growth and retention

About you:

• Excellent organisational and communication skills
• Experience using CRMs for reporting and record management
• Strong attention to detail, with the ability to work independently and manage multiple priorities
• A proactive mindset and confidence working with internal and external stakeholders
• Experience in a membership organisation or managing small grants (desirable)

Why join us?
As part of a small, collaborative team, you will have the opportunity to take ownership of key processes, and develop your skills in a supportive environment. You will be able to take advantage of flexible hybrid working (2 days in our London office), and excellent benefits, including private medical insurance and enhanced pension contributions.

How to apply
To apply, please send your CV and a covering letter outlining how your experience aligns with the role.

PLEASE DO NOT APPLY IF YOU DO NOT HAVE THE RIGHT TO WORK IN THE UK. We do not offer sponsorships.

Closing date: 
The closing date for applications is 22 August however we reserve the right to conduct interviews as suitable candidates apply, and to close this advert at any time once sufficient applications have been received.

Place of work: Remote, but some travel to Central London (minimum once per month)

At Media Trust, we believe when everyone has an equal voice, we’ll get to a more equal society. That’s why we connect media organisations with charities and under-represented talent to empower the third sector and advance media representation. 

We design and deliver innovative and impactful training for charities so they can communicate more effectively to support their communities and drive social change. We also match charities with media industry volunteers for hands-on support. At the same time, we provide under-represented talent with the skills, access and mentoring to progress their careers in the media and creative sectors. For more information about Media Trust’s work, see our 2024/5 Impact Report via our website. 

We are seeking a passionate and proactive Impact and Data Coordinator to join our small but dedicated team at Media Trust. In this role, you’ll work closely with and report to our Digital Manager to support the delivery of our digital strategy and improve how we track and measure our impact. You’ll help maintain and enhance our digital tools, particularly Salesforce, and use data insights to improve how we engage with charities, volunteers and under-represented talent. We’re looking for a technically minded problem-solver with strong communication skills and a passion for using digital systems to support monitoring, evaluation and learning.

Key Responsibilities: 

Data collection and analysis:

• Support programme managers to collect, manage and analyse data 

• Create and maintain Salesforce reports and dashboards, contributing to a culture of data literacy and data-driven decision-making across Media Trust staff 

• Produce KPI reports and insight briefings for senior leadership 

CRM management (Salesforce):

• Maintain and improve Media Trust’s Salesforce CRM

• Maintain and improve the quality and integrity of Media Trust’s data in accordance with GDPR

• Work with all teams at Media Trust to maximise their engagement with Salesforce and provide relevant training

• Be the day-to-day person handling routine tasks with Media Trust’s web and CRM agencies to progress issues and improvements on the website and our CRM

Monitoring and evaluation: 

• Use Salesforce to track and report on programme KPIs across teams, including diversity, equality and inclusion 

• Assist in developing our systems and processes to support innovation through data and insight 

Project support:

• Support our Digital Manager to deliver our digital services for both staff and Media Trust’s beneficiaries 

• Support with ad hoc digital-related tasks that arise 

Key Skills and Experience: 

We don’t necessarily expect you to have any specific qualifications for this role; instead, we’re seeking someone who can demonstrate the following skills. 

• Demonstrable passion for digital, with two to three years’ experience in digital or a related field 

• Excellent organisational skills, with the ability to prioritise tasks, manage multiple projects, and meet deadlines 

• Strong problem-solving skills and initiative, with a proactive approach to identifying solutions and improvements 

• Strong interpersonal skills, with the ability to communicate changes effectively, embed them across the organisation, and gather feedback from stakeholders 

• Experience using admin tools within a CRM and website CMS (ideally Salesforce and WordPress), with confidence in learning new digital tools 

Desirable 

• Familiarity with tools such as Google Analytics, Eventbrite, Zapier and SharePoint 

• Proficient in working with large data sets, data cleansing and using Microsoft Excel with strong attention to detail 

• Experience in monitoring and evaluation, including the collection of data and using it to support impact reporting and inform decision-making

Please see the full job description attached.

Working at Media Trust   

Media Trust is an ambitious charity, full of passionate people. We are a small and dynamic team that works collaboratively and supports each other to achieve our vision of a more representative media and equal society where everyone has a voice. We are looking for motivated, agile, and value-driven people to join our team.  In return we offer:  

• Remote working with a monthly co-working allowance  

• 30 days annual leave (plus bank holidays)  

• Flexible First employer  

• Opportunity to work flexible hours  

• Pension contributions  

• 2 volunteer days each year   

• Opportunity to attend up to two Media Trust Open Courses each year at no cost to you  

Role description and core responsibilities 

The Office and IT Assistant plays a key role in the Foundation supporting a busy office, as well as providing hands on support to IT function.

This role goes beyond simply checking off tasks - It is about being confident, approachable, and unafraid to speak up when needed (yes, even with a lighthearted “Hey! Who left their mug in the sink?”).

Office Administration

· Act as first point of contact for general operational enquiries

· Manage post, deliveries and couriers for the Foundation

· Ensure that the office facilities are maintained to the highest of standards and any issues identified are escalated promptly and resolved

· Responsible for ensuring office supplies are maintained and ordered as required

· Responsible for reporting and following up with all office faults/issues to the Facilities Management Helpdesk

· Support office health and safety, including undertaking first aid and fire warden training

· Support Director of Finance and Operations and the Finance team with occasional ad hoc administration tasks as required

· Other general administrative support as required

IT Support

· Liaise with outsourced IT Support for devices setup for new and existing users

· Manage mobile phones for the Foundation

· Manage IT equipment (including Photocopier contract, AV Equipment) at the office and raise any faults with the relevant stakeholder

· Support the Business and Governance Manager with any other IT management as required

· Support Salesforce CRM Administrator with basic Salesforce administrative tasks

· Assist in the coordination of daily operational tasks and processes

· Maintain accurate records and ensure timely processing of orders, invoices, and inventory management

· Liaise with internal teams, suppliers, and customers to ensure smooth communication and operations

Relevant knowledge, experience and personal qualities 

Knowledge & experience:

· Significant office administration experience ideally with broader experience in at facilities management and IT

· Demonstrable experience dealing with stakeholders at all levels

· Strong IT skills are essential, particularly with Microsoft Office 365, Windows, macOS

· Salesforce CRM experience is desirable.

· Interest in environmental sustainability

· Charity sector experience

Personal qualities:

· A team player, flexible and able to respond positively to an ever-changing environment, prioritising work effectively

· Attention to detail with the ability to maintain an excellent level of accuracy

· Highly organised and able to help organise those around them

· A people person, able to work closely with multiple stakeholders

· Excellent communication and interpersonal skills

· Willingness to learn and develop new skills

· Self-starter and independent thinker; able to solve problems and instigate solutions.

· Shows initiative and takes responsibility for own workload

· Absolute discretion in dealing with sensitive and confidential matters

Demand for our specialist tutoring programmes for Children Looked After, those with Special Educational Needs and Disabilities (SEND) and Unaccompanied Asylum Seeking Children (UASC) continues to increase and we are seeking a dedicated and effective Partnerships Account Manager to join our team and support the increased demand for our provision and the continued scaling of our organisation.

The Organisation

Equal Education is a social enterprise working to improve outcomes and narrow the attainment gap for disadvantaged and under-resourced learners, including Children Looked After, those with SEND, and unaccompanied asylum seeking children. We have over 13 years’ experience delivering 1:1 tuition, working with hundreds of Schools and Local Authority partners across the country, reaching hundreds of pupils annually. 

As a member of the Fair Education Alliance, we believe in providing meaningful educational provision to students whose needs may not be best met within a traditional classroom environment, those who aren’t currently accessing education, or who benefit from additional 1:1 support. We work with over 400 qualified teachers to provide academic, subject specialised and individual tutoring and mentoring for children of all ages. Tutors provide pastoral care and work with pupils to increase engagement and attainment. Our programmes will help the students to overcome barriers to learning, help them build trusted relationships, increase their aspirations, and fulfil their potential. We are passionate about our cause and are looking for people who are motivated by a strong desire to address educational inequality and improve outcomes. 

What is the Role?

The Partnerships Account Manager will drive business growth by securing new partnerships and managing key client accounts across designated regions. With a focus on building and sustaining long-term local council and school relationships, the Partnerships Account Manager will work closely with clients to understand their needs, expand our service offerings, and ensure the highest levels of satisfaction. The majority of our key client relationships are with local councils, so a knowledge of how they operate would be very useful. 

The post holder will have the opportunity to line manage junior member(s) of the team, who provide essential bid-writing and administrative support to facilitate efficient and effective client management.

This role would suit someone with proven ability to operate effectively in scaling organisations where processes are still being defined. This role suits someone who is adaptable, resilient, and confident working at pace amid change.

The role will be suited to those who have worked within an education setting and held the title: SENCO, Head of Department, Advisory Teacher, Inclusion Coordinator or Designated Teacher. The role will also be suited to those who have worked within a Local Authority setting and held the title: Commissioning Officer, Senior Case Officer, Case Officer. 

This role is ideal for an ambitious, client-focused individual, passionate about creating positive outcomes for under-resourced students. If you’re ready to contribute to a growing organisation that’s making a difference, we’d love to hear from you!

Key Responsibilities:

1. Client Acquisition and Relationship Management

   • Proactively seek new business opportunities within assigned regions to grow the client base.

   • Develop and maintain strong, positive relationships with key clients, ensuring their evolving needs are met and service offerings are aligned.

   • Lead regular client review meetings to discuss progress, gather feedback, and identify additional service opportunities.

   • Manage internal relationships to ensure what matters to clients is communicated internally using the proper channels, to allow for effective delivery by our Operations teams. 

   • Maintain good internal stakeholder relationships with our Operations teams to ensure high client demands are balanced with our processes and team capacity. 

2. Strategic Planning and Development

   • Collaborate with Senior Leaders to develop strategies for client retention and growth.

   • Work closely with the wider partnerships team to align on strategic objectives and ensure seamless service delivery across functions.

   • Participate in client and industry events to represent the organisation, expand networks, and identify new business opportunities.

3. Performance Monitoring and Reporting

   • Monitor client engagement, satisfaction levels, and service outcomes; produce regular progress reports for management.

   • Oversee tracking and analysis of client-related statistics to ensure targets are met and clients receive impactful, value-driven service.

   • Manage and track client data and prospect pipelines using CRM systems, ensuring accuracy and up-to-date information.

   • Report to SLT on accounts, Tenders, Bids, client meetings on a regular basis

   • Be curious to explore our Salesforce system data, understanding and interpreting delivery and impact data 

4. Team Management and Support Coordination

   • Lead, mentor, and manage junior members of the team focused on bid application writing, tender management, and client-related administration.

   • Support direct reports in producing and reviewing high-quality application documents and responses that align with client requirements and enhance our partnership outcomes.

   • Provide oversight to ensure that administrative tasks are completed efficiently, supporting smooth client interactions and consistent follow-through.

   • Work with other area leaders, such as our ‘Allocations’ and Recruitment teams to ensure we can fulfil referrals

   • Foster a strong working relationship between the Partnerships team and Recruitment, to ensure our application strategy is informed by tutor availability. 

5. Bid Management and Process Improvement

   • Oversee the preparation and submission of tenders and bid applications, working closely with administrators to ensure high-quality and timely submissions.

   • Continuously review and improve internal processes to optimise bid management, client onboarding, and service delivery.

   • Report on bid submission performance, review client feedback to continuously improve. 

Essential Skills and Experience:

• Detailed knowledge of the UK Education Sector. 

• Experience working in the education sector or with local authorities, particularly in roles involving SEND or children’s services.

• Proven track record in client relationship management, with experience in sales or partnership development roles.

• Strong communication skills, particularly in face-to-face and telephone interactions, with the ability to build rapport quickly and maintain long-lasting relationships.

• Experience managing a small team, providing leadership, direction, and support to ensure high-performance standards.

• High level of empathy and commitment to supporting under-resourced and underserved communities.

• Strong organisational skills with the ability to manage multiple tasks and meet both short- and long-term deadlines effectively.

• Familiarity with CRM systems (e.g., Salesforce) for tracking client data, leads, and progress.

• Proactive, problem-solving mindset, able to address issues independently and provide client-focused solutions.

• Able to work in a high pressure environment, whilst taking initiative, we would want the postholder to ask for support when needed.ed

Desirable:

• Exceptional written communication skills, with proven confidence in drafting, editing, and refining persuasive content across a variety of formats. Experience in bid and tender writing or grant applications is advantageous, though a background in producing compelling written materials for diverse purposes is equally valued.

General

The job is subject to having the right to work in the UK, two professional references and a basic DBS check.

Why Equal Education?

• Competitive salary

• Investment in you - we believe in developing from within and offer our team training opportunities and personalised development plans, as well as the chance to get involved with lots of projects across the organisation.

• Flexible, hybrid work environment with regular opportunities for in-person client engagement.

• Working alongside a passionate team working to make a positive impact in the lives of under-resourced children and young people across the UK.

• Staff wellbeing benefits such as ClassPass membership, access to discounts via Perks at Work, eyecare vouchers, regular wellbeing sessions and team social events.

At Equal Education, you are the expert. We give you the space, the support and the technology to be your best. The rest is up to you.

Being you at Equal Education 

Every young person we support is unique and our team isn’t any different. Our differences are our strength when it comes to providing a tailored, human approach to education. We are proud of our people and provide an environment where everyone can bring their most authentic self to work. 

Our recruitment practices are carried out in line with equal opportunities and all candidates will be reviewed fairly regardless of age, gender reassignment, sex, race, religion, ethnicity, disability, sexual orientation or any other protected characteristic.

Main duties

Fundraising CRM Project Leadership

• Lead the end-to-end project to replace the current CRM system, including an audit of existing data, research into CRM options, supplier selection and full onboarding and implementation.
• Manage and maintain the current Salesforce system during the review period, ensuring it remains functional, accurate, and fit for purpose while supporting the transition process.
• Act as the day-to-day lead for the CRM system within the Fundraising and Communications team, ensuring it meets team needs and supports strategic goals.

CRM and Data Management

• Maintain and improve the quality of supporter data through regular cleansing, deduplication, and tagging to ensure accuracy and GDPR compliance.
• Working with data flows and setting up integrations, ensuring the system runs smoothly on an ongoing basis, making updates, troubleshooting issues whilst maintaining data consistency.
• Work with the Finance team to support integration between the CRM and finance systems for seamless donation and income reporting.

Data Selections, Segmentation and Campaign Support

• Collaborate with the Fundraising team to perform targeted data selections for appeals, newsletters, stewardship journeys, and events.
• Develop and maintain segmentation structures and logic to support personalised supporter journeys and strategic targeting.
• Work closely with the Marketing and Communications team to provide campaign-ready data for fundraising, advocacy, and engagement activities.

Reporting and Insight

• Design, build, and maintain dashboards and reports that provide real time insight into fundraising performance, donor behaviour and campaign results.
• Create and deliver regular and ad hoc fundraising analysis to inform strategic decisions and performance tracking.
• Proactively identify opportunities to improve donor retention, upgrade journeys and lifetime value through data driven insight.

Key responsibilities

• In conjunction with your Line Manager, continuously develop the role to ensure that all tasks are being undertaken in an effective and appropriate manner which meets the strategic aims and objectives of The Passage.
• Proactively flag any data integrity issues with Line Manager and help develop action plans as required.
• Participate in internal/external meetings as required, and attend training events, conferences and other functions as necessary.
• Participate in regular supervision and annual appraisal and help in identifying your own job-related development and training needs.
• Ensure that all The Passage’s policies and procedures are adhered to and contribute to the effective implementation of The Passage’s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults.
• At all times, undertake your role in a professional manner maintaining a high-quality standard of work, and to always work in accordance with the aims, values and ethos of The Passage and uphold standards expected by The Fundraising Regulator.
• Undertake any other duties that may be required which are commensurate with the role.

Desired experience

• Experience of using a database to accurately enter and manage data.
• Working extensively with Fundraising CRM systems.
• Experience of working in the charity sector.
• Implementing policies and procedures.
• Running reports and analysing data.
• Understanding of data protection and GDPR principles.

Desired knowledge

• Experience of using a database to accurately enter and manage data.
• Working extensively with Fundraising CRM systems.
• Experience of working in the charity sector.
• Implementing policies and procedures.
• Running reports and analysing data.
• Understanding of data protection and GDPR principles.

Above all we are looking for inspiring and committed individuals who have a genuine desire to support people, and to help them to rebuild their lives.

Apply

Are you a hands-on, collaborative finance professional who enjoys working with purpose and autonomy? Momentum Children’s Charity is looking for a part-time Finance Manager to join our warm, ambitious team and oversee our day-to-day finances as we continue to grow.

You’ll maintain accurate records, manage income and expenditure across multiple platforms, support our Director of Finance and Operations with budget monitoring, and help ensure our processes are robust and efficient. This role is ideal for someone with experience in charity or SME finance who wants to balance meaningful work with flexible working.

We offer:

• £38,000–42,000 FTE depending on experience (pro rata for 25 hrs per week)
• Flexible hours and hybrid working
• A values-led, inclusive team culture
• A chance to make a genuine impact in a small, growing charity

• Role overview

• Financial Management and Bookkeeping

• Maintain accurate financial records using QuickBooks Online.
• Ensure timely and accurate processing of all income and expenditure, including reconciliations of bank accounts, credit cards, petty cash, and restricted funds.
• Process sales invoices, accounts receivable, and income from multiple platforms (Stripe, GoCardless, PayPal, Fundraise Up, etc.).
• Manage accounts payable including invoice approval workflows, payment runs, and supplier records.

• Reporting and Analysis

• Produce and circulate weekly budget holder reports, resolving any variances or queries.
• Support the Director of Finance and Operations with quarterly management accounts, budget monitoring, and preparation for year-end processes and audits.
• Assist with reconciliation of the balance sheet and profit and loss accounts, including prepayments, accruals, and deferred income.

• Gift Aid and Compliance

• Submit Gift Aid claims to HMRC and ensure accurate record-keeping in line with charity policy.
• Maintain and update restricted income records and allocation files, ensuring compliance with donor restrictions.
• Ensure compliance with financial policies, procedures, and relevant legislation.

• Team Collaboration and Stakeholder Engagement

• Act as the main finance contact across departments, supporting budget holders with financial queries.
• Provide finance induction and support to new starters.
• Support the Fundraising and Family Support teams on event finance (cash handling, floats, expense processing, reconciliation).
• Confidently communicate with internal and external stakeholders including budget holders, suppliers, and auditors.

• Systems, Processes and Improvements

• Champion effective financial controls, help embed a culture of strong financial management, and continuously improve finance systems and processes.
• Ensure secure and well-organised storage of financial records, in line with retention policies.
• Support and supervise the Finance Assistant, including line management, development, and training as needed.

• Other

• Provide ad hoc financial support to the Director of Finance and Operations.
• Be adaptable and open to change in line with the charity’s strategic growth and development plans.

Events Intern (x2)

Contract: FTC from 30 September 2025 until 20 December 2025.

Salary: £25, 207 pro-rata (London Living Wage: £13.85 per hour)

Working pattern: Full-time 35hrs Mon-Fri | Staff can opt to work 32hrs over 4 days each week at no loss of salary

Location: Hybrid | We ask that staff spend at least 60% of their time at our London office.

Closing date: Thursday 14 August 2025, 9:00am

Interviews: w/c 25 August 2025

We are looking for 2 paid interns to join our Events Team and support in the delivery of our Annual Meeting, an exciting 4-day event in Edinburgh!

The BES Annual Meeting is Europe’s largest and most influential annual event dedicated to ecology, bringing together more than 1,500 ecologists from around the world. The 2025 BES Annual Meeting will take place in Edinburgh 15-18 December, with a limited online programme delivered alongside the in-person event.

The Events Interns will support the delivery of the Annual Meeting as an integral part of the Events Team. You will get the chance to develop your skills in a wide range of areas and gain hands-on experience in event management.

This is an unrivalled opportunity for individuals wanting to gain experience in event management. If you are interested in developing your skills to work within the events industry, you know the importance of good customer service, and have a very strong eye for detail, this is for you.

Requirements
Reporting to the Events Manager, the Events Intern will:

• Administer event bookings, confirmation letters, certificates of attendance & receipts through the CRM database

• Administer the Events Team’s shared inbox and respond to delegate queries

• Create pre-conference information for delegates

• Arrange order and delivery of conference materials

• Assist with collecting information for the online conference agenda

• Take ownership of a particular element of the Annual Meeting

• Assist in the set up and development of the online conference platform

• Provide onsite and online delegate support

• Support online sessions run through the online conference platform

• Oversee event pages on the BES website and update website copy

• Create collateral to promote and support the delivery of the event

Interested? In your application, please include:
Your CV - no more than 2x A4 sides detailing your education, training
and work history, as well as any relevant key skills

A covering letter - no more than 1x A4 side explaining why you wish to
undertake this role at the BES

A short question to help us get to know you

Your Equality and Diversity information - this voluntary information
helps us to assess the diversity of our recruitment and further improve
recruitment processes in future. It has no bearing on the success of your
application and is not considering as part of the shortlisting process.

Applicants must have the right to live and work in the UK. Successful applicants will need to provide evidence that they have the right to live and work in the UK. The BES is unable to provide visa sponsorship and unable to hire anyone living outside the UK.

Join Addiction Family Support

Addiction Family Support is the leading UK registered charity for people affected or bereaved by a loved one’s harmful use of alcohol, drugs, or gambling, supporting over 3,500 people each year.

The Role: Operations Manager

As Operations Manager at Addiction Family Support, you’ll play a key role in keeping the charity running smoothly day to day. You’ll support our small, dedicated team by coordinating systems, processes, and technology that enable us to deliver our services effectively and professionally.

You’ll work closely with staff and volunteers across our Helpline, one-to-one and group services, and training provision. This is a flexible, part-time role (with potential to grow) for someone who thrives on organisation, problem-solving, and supporting others to do their best work.

Your responsibilities will span CRM and digital tools, data reporting, onboarding, and operational improvements – all with the aim of helping us support more people affected or bereaved by a loved one’s harmful use of alcohol, drugs, or gambling.

This is a remote role with quarterly team meetings in London. You’ll need to be confident working independently, while also contributing actively to our collaborative team culture and wider organisational goals.

Responsibilities:

• Develop and maintain our CRM (Bitrix24), including client and volunteer pathways, automations, forms, SPA and task management.

• Train and support staff and volunteers to use key systems:

  • Bitrix24 (CRM).

  • VCC by Call Handling (Helpline telephone app).

  • Three Rings (Helpline rota scheduling).

  • Microsoft Teams/Zoom (video calls).

• Extract and report on data from key systems to support monitoring and evaluation.

• Support recruitment and onboarding of new staff and volunteers.

• Help develop and implement new policies and procedures to support quality and consistency.

Join Our Team of Change-Makers

Are you ready to make a difference? We're on the lookout for vibrant, enthusiastic, proactive and collaborative individuals with the right skills and experience to become part of our incredible charity.

Be Part of Something Special

Our clients' continuous positive feedback speaks volumes about the impact of our work, and we take immense pride in it. Emilia Fox, one of our dedicated Patrons, stands with us in our mission.

Join an Award-Winning Journey

This is your chance to become part of an award-winning charity where every day is an opportunity to contribute to the greater good. If you're seeking a dynamic environment filled with compassionate individuals dedicated to creating positive change, we invite you to apply or reach out with any enquiries.

Do you thrive in a people-focused role where no two days are the same? Are you organised, empathetic, and passionate about helping others?

Citizens Advice Westminster is seeking a Client Support Administrator to be the welcoming face of our service and the first point of contact for clients and visitors. Based at our Stowe Centre office, you’ll play a vital role in ensuring the smooth running of our front-of-house operations and helping deliver high-quality, accessible support to the local community.

In this varied and people-focused role, you’ll provide a warm welcome, manage reception duties across our hubs, offer signposting support, and coordinate appointments. You’ll also handle referrals, maintain our CRM and information directories, and contribute to service innovation projects that improve the client experience.

We’re looking for someone with at least two years’ experience in a client-facing role, excellent communication and organisational skills, and confidence using digital tools such as Office 365 and CRMs. You’ll be proactive, empathetic, and committed to safeguarding, inclusion, and delivering outstanding client support.

At Citizens Advice Westminster, we’re dedicated to helping people find a way forward—whoever they are and whatever their problem. You’ll be part of a friendly, supportive team in a respected organisation that puts people first. You’ll gain hands-on experience in a dynamic and rewarding environment, making a real difference to the lives of local residents.

If you are ready to be a part of this community organisation offering a vital service to people who need our help, then click apply and complete the application process, demonstrating how you meet the competencies in the Person Specification in your supporting statement.

Citizens Advice Westminster value diversity, promote equality and challenge discrimination. We strongly encourage applicants from all parts of society and believe that diversity is what makes us the leaders in what we do.

Closing Date: 05 September 2025, 12pm

Interviews: week commencing 08 September 2025
Start Date: 15 September 2025

Please note, we reserve the right to close the vacancy early if a suitable candidate is identified.