Crm manager jobs in romford, england

About the team

This is a very exciting time to be joining Impetus as we aim to support more young people this year than ever before in our history. We are looking for a highly organised and motivated Team Administrator who is excited by the prospect of working for an ambitious Philanthropy team in a sector leading charity. In this varied role, you will have the opportunity to support a variety of different types of donor engagement, including volunteering, pro bono, and events, as well as partnership management, in particular corporate partnerships.​

The Philanthropy team raises income for Impetus and for Impetus partner charities. There are thirteen members of the team who are responsible for fundraising, events, and donor engagement, as well as collaborating with colleagues across the organisation to ensure we make a compelling case to generate new financial commitments and wider support for our work. The team also delivers a high-quality engagement programme of volunteering and pro bono for Impetus’s corporate supporters. Impetus has an annual income of over £10 million which we are looking to grow to £12-14 million within the next few years. ​

Impetus is driven by a shared belief in tackling the barriers that hold back young people from disadvantaged backgrounds in education and employment. Alongside investing extensive financial and non-financial support in our charity partners through our Investment Team we also seek to influence decision makers to design and implement evidence led policy and direct new resources to get young people the support they need through our Public Affairs team. We are resolutely focused on outcomes, driven by quality evidence.​You would be joining a team that is passionate, rigorous, determined and warm. We care deeply for our colleagues, our charity partners and the young people we serve.

About this role

This is an exciting opportunity for an excellent team player with enviable administrative and organisational skills. We are looking for someone with charity sector experience who is passionate about supporting and creating efficient and effective processes to enable our team to raise more money to support more young people.

​​The Team Administrator is a highly professional and proactive individual with excellent attention to detail who will directly support a busy and committed team.

​We will expect the successful candidate to come into the office at least two days a week as well as attending a range of fundraising events throughout the year, including two evening events and one weekend event, for which they will receive TOIL.

Key responsibilities

Team Support

• Calendar management for the Philanthropy Team, especially the Director of Philanthropy and Partnerships, including arranging external meetings for senior fundraisers.
• On-site support at events as required.
• Draft content for internal and external audiences, such as the internal newsletter, team updates or materials on programmes for funders.​Manage incoming enquires quickly and professionally. ​
• Create and maintain efficient processes for managing and recording fundraising enquiries and information on the CRM system (Salesforce). Support room bookings when required.

Salesforce

• Be the point of contact for creating Salesforce reports to help drive fundraising activity.
• Support the logging of meeting notes on Salesforce working with fundraisers to ensure effective knowledge management and appropriate follow-up.
• Support management of Salesforce accounts, ensuring accuracy and up to date information is recorded.
• Support the creation and development of individual dashboards to help track and increase fundraising.
• Responsible for updating Salesforce database with pro bono and volunteering project information including reporting and tracking information.

Donor engagement support

• Assist with research on donors and prospects.
• Support the Pro Bono function, for instance, supporting the sourcing and stewarding of pro bono support from individuals and companies; and with the onboarding and management of pro bono partners, including inductions and ongoing communication.
• Manage the distribution and dissemination of supporter care materials and fundraising merchandise.
• Support with the preparation of templates and collateral such as presentations and donor communications.
• Proofreading of applications, reports and external communications.​Write briefs for senior colleagues in advance of donor meetings.
• ​Demonstrate professionalism and best practice in all duties, comply with the organisation’s policies and procedures and proactively support the wider team to deliver our mission effectively.​

Person specification

Essential:

• Proven experience of working in an administrative role within the charity sector.
• Excellent and demonstrable organisational and administrative skills; with the ability to work under pressure to prioritise a busy and varied workload and meet multiple deadlines.​
• Experience of supporting the processing of donations and financial management systems. ​
• Ability to work with minimal supervision with a pro-active, positive approach and high level of initiative to analyse problems and identify solutions.
• A continual focus on improving service to donors, both internal and external.
• Excellent written communication skills. ​
• Excellent verbal communication skills; with the ability to deal with people at all levels, internally and externally, in a confident, assertive and professional manner.​
• Ability to work collaboratively as part of team, demonstrated by the ability to be flexible and adapt to changing situations.
• Excellent analytical and data reporting skills.
• Excellent PowerPoint and presentation skills.​
• Experience of using databases, including input and extraction of data, reporting and experience in using Salesforce or a comparable CRM system.​
• Excellent IT and technology skills with strong experience and/or knowledge of Microsoft Office Suite (Outlook, Teams, Word, Excel, Powerpoint).
• Excel skills would be a benefit.​
• Meticulous attention to detail and a high level of accuracy, with experience of setting up and maintaining administrative records and systems.
• A commitment to Impetus’ mission.
• A commitment to equality, diversity and inclusion.

Our commitment to equality, diversity and inclusion

We believe that a diverse workforce leads to an organisation that is more open, creative and gets better results.

We want our team at Impetus to represent the diversity of the people and communities we serve. We also want our team to be one where different experiences, expertise and perspectives are valued, and where everyone is encouraged to grow and develop.

We want to reach a diverse pool of candidates. We are happy to consider any reasonable adjustments that potential employees may need to in order to be successful.

We recognise the importance of a good work/life balance. We do everything we can to accommodate flexible working, including working from home, working part-time job shares and other arrangements.

Please just let us know in your application or at any stage throughout the process (and beyond) if these are options you’d like to explore.

Impetus is an equal opportunity employer and is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of age, disability, gender reassignment, marriage and civil partnership, race, religion or belief, sex and sexual orientation. We value diversity and welcome applications from people of all backgrounds.

How to apply

You will need to:

• Complete the online form (including the equal opportunities monitoring form).
• Upload a comprehensive CV and supporting statement. The supporting statement should be no more than two sides of A4 and should address the criteria in the person specification.

You should also include the contact details of two referees, one of whom must be your current or most recent employer. Referees will only be approached with your express permission.

As part of our commitment to flexible working we will consider a range of options for the successful applicant. All options can be discussed at interview stage.

The deadline for applications is 9am Tuesday 26th August 2025.

Interviews

1st interviews will take place on Monday 1st September 2025.

2nd interviews will take place on Thursday 4th September 2025.

You will also be required to provide proof of your eligibility to work in the UK.

Personal Data

Your personal data will be shared for the purposes of the recruitment exercise. This includes our HR team, interviewers (who may include other partners in the project and independent advisors), relevant team managers and our IT service provider if access to the data is necessary for performance of their roles. We do not share your data with other third parties, unless your application for employment is successful and we make you an offer of employment. We will then share your data with former employers to obtain references for you. We do not transfer your data outside the European Economic Area.

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.

About the role 

The Marketing and Communications Manager is a brand-new role to the organisation.  This provides a great opportunity for the successful candidate to make the role their own as they support the organisation to reach and work with more centres in the formal and informal education landscapes. 

The role is ideal for someone looking to utilise the breadth of their marketing experience and build upon their team leadership competencies. They will be responsible for combining creativity with strategic thinking to develop and deliver campaigns and plans that create impact for both the organisation and the young people we support. 

Previous experience of developing and executing multi-channel marketing campaigns with real-world impact is particularly important to the role, along with a growth mindset and the ability to foster innovative ways of working. 

This is a brilliant opportunity for someone who wants to be part of a movement to empower young people to shape their futures and lead their communities. There will be multiple occasions to work with our centres and young people to develop and convey powerful stories. 

Working knowledge of digital marketing tools, alongside the ability to produce high quality, engaging content is essential for the role. We also encourage a curiosity mindset that looks to trends, data and intelligence to support continuous improvement to our work as a department. 

The Marketing and Communications Manager role will be key as we drive towards our objective of being recognised as the trusted voice of leadership skill development for all young people and communities by 2033.

 Role purpose: 

• To develop and implement comprehensive content and marketing plans that proactively contribute to the organisation’s objectives. 

• To plan, execute and optimise marketing campaigns that support the realisation of the organisation’s new business and retention targets. 

• To create, coordinate and manage the distribution of content that supports the organisation’s reach, credibility and engagement. 

 Main duties and responsibilities 

• Planning: Develop and implement comprehensive content and marketing plans across various channels, including digital and traditional marketing. Support with the integration of these to wider communication planning and needs. Integrate key business intelligence and context provided by colleagues and teams into plans. 

• Campaign management: Oversee the planning, execution, and optimisation of marketing campaigns, ensuring alignment with overall business goals. 

• Content creation: Manage the creation and distribution of engaging marketing content, including website copy, blog posts, social media content, and marketing collateral. 

  Ensure all content is consistent with our brand voice, style and tone, and adheres to the organisation’s house style writing guide. 

• Market research: Conduct regular market research and analysis to identify trends, customer insights, and competitor activities. 

• Performance analysis: Track, analyse, and report on the performance of marketing campaigns, using data to identify areas for improvement and optimisation. 

• Budget coordination: Work with the Head of MarComms to support the management and monitoring of the marketing budget, ensuring efficient allocation of resources, providing analysis of return on investment (ROI) for marketing activities. 

• Team leadership: Supervise and mentor two marketing team members, fostering a collaborative and high-performing environment. Drive the development of internal processes to increase efficiency, transparency and communication in the team. 

• Relationship management: Build and maintain relationships with external vendors, agencies, and key stakeholders. 

 Skills, experience and knowledge 

 Required/essential: 

• Strategic thinking: Ability to develop and implement effective marketing plans and activities. (E) 

• Analytical Skills: Ability to analyse data, identify trends, and make data-driven decisions. Strong working knowledge of Google Analytics. (E) 

• Communication Skills: Excellent written and verbal communication skills for internal and external communication. (E) 

• Project management: Ability to manage multiple projects simultaneously, prioritise tasks, meet deadlines and work to budgets. (E) 

• Digital marketing expertise: Strong understanding of digital marketing channels, including SEO, social media, email marketing, and paid advertising, including PPC. (E) 

• Creative thinking: Ability to develop innovative and engaging marketing campaigns. (E) 

• Team leadership experience: Proven track record of motivating, managing, at least one direct line report in a marketing role. (E) 

• Budget management: Ability to manage and track marketing budgets effectively. (E) 

Desired: 

• CRM expertise: Understanding and working knowledge of integrating of CRM system to marketing and communications activities. (D) 

• Working knowledge of Canva and/or other digital creative tools. (D) 

Job Title:  Programme Coordinator

Contract:         0.6 FTE (3 days a week, 22.5 hours). Fixed term contract terminating August 2027

Reporting To:  Programme Manager

Department:  Income and Partnerships Team

Location:  Homeworking- Must be UK based (with occasional travel for team days or programme  events)

Salary:  £23,861 pro rata 

Start date:      September/October (ASAP)

This role is central to the smooth running of our new regional programme. As Programme Coordinator, you’ll work closely with the Programme Manager to support delivery, coordination, communication/engagement and administration.

You’ll be involved in everything from troubleshooting and responding to enquiries from schools, to preparing materials for stakeholders, updating delivery and engagement records on our CRM database, and helping gather data on programme impact. You’ll also support the development of case studies and feedback that help us communicate the difference the programme is making.

This is a varied and rewarding role that would suit someone who is:

• Proactive and detail-focused

• A natural organiser and problem solver, with good people skills

• Excited by the opportunity to support a high-impact programme from the inside out

What you’ll be doing:

Programme coordination & admin support

• Provide day-to-day administrative support for the programme, as directed by the Programme Manager

• Maintain accurate and up-to-date records of programme activities, delivery and engagement

• Ensure programme data is entered and managed effectively using our CRM (Salesforce)

• Support the coordination of services, training and communications with schools

• Assist with monitoring and evaluation by gathering and organising feedback, data and impact stories

• Help build inspiring case studies that reflect the programme’s progress and success
   

Customer service & stakeholder engagement

• Be the first point of contact for schools and partners, answering queries by phone, email and helpdesk

• Ensure a high standard of customer service across all channels, following up promptly where needed

• Develop and maintain positive relationships with schools, local authorities and colleagues

• Help prepare programme materials for internal use and for external stakeholders
   

Team support & collaboration

• Contribute to internal meetings and planning processes as required

• Support projects and tasks as delegated by the Programme Manager and Head of Department

• Work flexibly and collaboratively with colleagues across the charity

Download our recruitment pack to view the full job description and person specification. 

Championing Representation and Equity

We are committed to building a diverse and inclusive team and are proud to be an equal opportunities employer. We particularly welcome applications from individuals who are under-represented in our sector, including people from Black, Asian and minoritised ethnic groups, disabled people, LGBTQ+ people, and those from lower socio-economic backgrounds.

If you're excited about this role but don’t meet every requirement in the person specification, we would still encourage you to apply. Your lived experience and perspective are valuable, and we’re committed to supporting all team members to grow and succeed.

Our offer to you:

• Remote-first working culture (with in-person team days and occasional programme events)

• 25 days annual leave + bank holidays + office closure between Christmas and New Year

• 5% employer pension contribution

• Optional Medicash health plan

• Annual £300 learning and development budget

• A values-driven culture and the chance to create lasting change for children and young people

How to apply:

Applicants are asked to provide a current CV and 2-page covering letter outlining evidence demonstrating your professional alignment with the person specification and job description, clearly identifying the skills and experiences applicable to the role.

Please see recruitment pack for details of where to send your application.

Application deadline: 11.30pm, Sunday 17th August

Recruitment process

Shortlisted applicants will be asked to complete a task in advance of a single stage virtual interview, w/c 2nd September.

Please let us know if you require any reasonable adjustments.

Help shape a kinder world for animals

Are you a relationship-builder with a passion for making a difference? We’re looking for a Philanthropy Manager to lead our high-net-worth giving strategy, with a special focus on Donor Advised Funds (DAFs). In this role, you’ll build meaningful connections with Wealth Advisors and DAF Managers whose clients have the potential to give £100k or more—all in support of our mission to end animal cruelty.

You’ll work closely with our Senior Manager of Major Gifts and Senior Director of Fundraising, Marketing and Operations to launch and grow our DAF strategy in the UK. Together, you’ll help expand our reach and deepen our impact by engaging generous individuals who share our vision for a more humane world for animals.

This is a fantastic opportunity for someone who’s proactive, strategic, and confident working with high-net-worth individuals. You’ll also collaborate with our program teams to gain a deep understanding of our unique approach to animal welfare—and bring donors closer to the heart of our work.

Essential Responsibilities 

• Develop and implement ongoing strategies for Humane World for Animals’ growth in private philanthropy amongst wealth advisors, individuals and DAF managers in the UK, ensuring a strong ROI and including setting appropriate KPIs to monitor progress and measure success. 
• Align the UK DAF strategy with the broader high net worth engagement strategy , collaborating with colleagues to maximise impact. 
• Build Humane World for Animals’ UK DAF portfolio: identify, cultivate, solicit and deliver significant relationships and partnerships with wealth advisors and DAF managers. 
• Conduct outreach to wealth advisors outside the Humane World for Animals network who may not yet be familiar with our work and raising our profile with this specific audience, including via networking and events opportunities. 
• Formulate and implement individual strategies for developing key DAF partnerships and initiatives around programmatic priorities, mobilising necessary internal and external resources to ensure all partnerships are effectively executed and partners’ needs are fully met. Includes proposal development work. 
• Act as an internal expert on the DAF landscape within the UK, bringing this to bear when developing proposals and ideas with programmatic staff. 
• Contribute to internal collaboration on breakthrough solutions that can deliver social impact at scale for complex philanthropic relationships which span a variety of mechanisms of giving. 
• Partner across revenue streams (including corporate partnerships, foundations, and major gifts) to maximise and leverage fundraising opportunities. 
• Lead on our high net worth income from individuals;  identify, cultivate, solicit and deliver significant relationships. 
• Develop working relationships with program staff in order to identify funding opportunities and access program information that can be used to cultivate and steward wealth advisors. 
• Stay abreast of key issues and trends in the international aid and wealth advisor community. 
• Use our CRM (ROI Solutions) to track all DAF activity and revenue and activity projection in line with our data protection and privacy policies. 
• Effectively represent Humane World for Animals to external audiences for both fundraising and profile elevation. 
• Identify opportunities to represent Humane World for Animals on panels and events of interest to wealth advisors, including strategising around Humane World for Animals specific-events to engage wealth advisors. 
• Strategic engagement with senior stakeholders to support donor engagement. 

A successful candidate would have strong communication skills—both written and verbal—will be key, along with the ability to connect authentically with a wide range of people. You’ll be confident working independently, but also enjoy collaborating across teams to make things happen. At Humane World for Animals, we pride ourselves on our warm, supportive team environment, where everyone’s ideas are valued and we work together to achieve our shared mission.

If you’re an ambitious self-starter who wants to change the lives of animals around the world, we’d love to hear from you!

Please note:
Round 1 interviews: 2nd September.
Round 2 interviews: 5th September.
Both online/remote.

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.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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.

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.

Location: Home-based with regular travel to the Guildford office
Department: Operations
Salary: £39,867 - £44,297 per annum
Hours: 37.5 hours
Job Type: Full time
Contract Type: Permanent

There’s never been a better time to join the team at Cycling UK! We have launched an ambitious new strategy – and we want you to be part of it. There are loads of reasons to love cycling, even if you’re not someone who cycles. From cutting pollution, to making us healthier and happier, cycling can help us all thrive.

With our new five-year strategy now underway, CRM is a crucial tool for all functions within Cycling UK, acting as an enabler in maximizing income, attracting and retaining key audiences, and playing a key role in the delivery of successful programmes.

The CRM Services Tech Lead's role is to help ensure that the CRM Services team work as a successful business partner to the other Cycling UK functions as they strive to achieve our strategic goals.

Explore the attached job description for full details on this exciting opportunity. Complete the application form expressing why you are the right candidate for this opening. Focus on gearing your supporting statement to exemplify how your skills and experience match the requirements of the role, directly referring to the person specification. This enables the selection panel to assess your relative strengths against the specified criteria.

We are an inclusive organisation and would particularly welcome applications from candidates from a broad range of backgrounds. We strongly believe that diversity strengthens our work. If you are already passionate about cycling, that’s great, many of us are too! But if you are simply really excellent at what you do, no matter what your background, that is what matters most to us.

The role is home based in the UK, with regular travel to London and partner locations.

Applications close at 9:00am on the closing date shown

Benefits: 27 days holiday bank holidays (pro rata for part time roles), healthcare cash plan, life assurance, paid compassionate leave, enhanced sick pay, Cycling UK membership plus many more staff benefits.

You may have experience in the following: CRM Technical Lead, CRM Solutions Architect, CRM Systems Lead, CRM Engineering Lead, CRM Platform Lead, Lead CRM Developer, Technical CRM Consultant, CRM Integration Lead, etc.

REF-223028

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  

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.

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