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.
Impetus transforms the lives of young people from disadvantaged backgrounds by ensuring they get support to succeed in school, in work and in life.


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: Monday 18th 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.
We are working towards a world inspired by #Ecology in which nature and people thrive.
The client requests no contact from agencies or media sales.
What does the role involve?
The Membership and Awards Assistant is a new role in the Membership team at the British Pharmacological Society. The Membership and Awards Assistant will work with the Membership and Awards Manager, other Society staff and the Society’s members to ensure that all aspects of the membership and awards service are operated effectively and efficiently, including membership, awards and travel bursary applications, member renewals and progression, and election to Fellowship and Honorary Fellowship.
Who would suit this role?
You will have solid experience working in a membership organisation and/or experience of dealing with customer service enquires, using Customer Relationship Management (CRM) systems, processing records, paying close attention to detail, and the ability to suggest and make improvements to procedures. We encourage innovative and creative thinking to enable us to effectively showcase and promote the work of the Society and our Members.
The team at the Society is fun and dynamic, and this role would be well-suited to someone who thrives on working in a collaborative setting.
This is a hands-on role that will allow the right candidate to have autonomy over their role.
The Society’s charitable mission is to promote and advance all disciplines of pharmacology in the discovery, development and use of medicines.
The client requests no contact from agencies or media sales.
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:
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Proactive and detail-focused
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A natural organiser and problem solver, with good people skills
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Excited by the opportunity to support a high-impact programme from the inside out
What you’ll be doing:
Programme coordination & admin support
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Provide day-to-day administrative support for the programme, as directed by the Programme Manager
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Maintain accurate and up-to-date records of programme activities, delivery and engagement
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Ensure programme data is entered and managed effectively using our CRM (Salesforce)
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Support the coordination of services, training and communications with schools
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Assist with monitoring and evaluation by gathering and organising feedback, data and impact stories
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Help build inspiring case studies that reflect the programme’s progress and success
Customer service & stakeholder engagement
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Be the first point of contact for schools and partners, answering queries by phone, email and helpdesk
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Ensure a high standard of customer service across all channels, following up promptly where needed
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Develop and maintain positive relationships with schools, local authorities and colleagues
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Help prepare programme materials for internal use and for external stakeholders
Team support & collaboration
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Contribute to internal meetings and planning processes as required
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Support projects and tasks as delegated by the Programme Manager and Head of Department
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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:
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Remote-first working culture (with in-person team days and occasional programme events)
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25 days annual leave + bank holidays + office closure between Christmas and New Year
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5% employer pension contribution
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Optional Medicash health plan
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Annual £300 learning and development budget
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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.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Do you have Salesforce skills or experience and passion for making a real difference?
We need someone with solid Salesforce technical skills who enjoys detailed data management work and wants to make a meaningful impact in the charity sector.
Join NASS as our Database Officer and be the technical backbone that powers our mission to transform the lives of people living with axial SpA - an invisible, often misdiagnosed inflammatory condition affecting the spine.
What Makes This Role Special
This role combines essential Salesforce administration skills with a hands-on data management. While you'll need strong Salesforce technical capabilities for system configuration, user management, and troubleshooting, much of your day-to-day work will involve processing and maintaining supporter data. We need someone who values both technical expertise and the precision required for detailed data work.
What You'll Do
Salesforce Administration:
- Manage Salesforce CRM including user management, permissions, system configuration, and security
- Deploy updates, maintain custom fields and flows, and ensure data integrity
- Monitor system performance and troubleshoot technical issues
Data Management & Processing:
- Process and maintain data from multiple external platforms and income sources
- Keep supporter records up to date including addresses, direct debit details, and preferences
- Conduct regular data quality checks, error correction, and reconciliation processes
Reporting & Analytics:
- Generate data reports and create dashboards for management and teams
- Extract and compile data for mailings, campaigns, and impact reporting
Technology & Innovation:
- Support implementation of AI integration (Dataro) and evaluate new Salesforce features
- Maintain platform integrations and support digital technology improvements
- Stay current with Salesforce updates and best practices
Support & Collaboration:
- Develop streamlined data entry processes and documentation
- Support colleagues with database queries and technical issues
- Ensure compliance with GDPR and data protection regulations
Who We're Looking For
We're seeking someone with strong Salesforce CRM administration skills, excellent analytical abilities, and experience in charity fundraising processes. The ideal candidate will have excellent Excel skills, understanding of data protection principles, and the ability to communicate effectively with colleagues across all departments.
For full details of all essential and desirable requirements, please download the complete job description and person specification.
Why Choose NASS?
Join an Established, Trusted Organisation: NASS is the only charity in the UK dedicated to supporting people living with axial SpA. We're a well-established organisation with a strong community focus, recently shortlisted for Medium Charity of the Year at the Third Sector Awards. We transform diagnosis and care for this invisible, often misdiagnosed inflammatory condition. You'll be part of a respected charity that campaigns for early diagnosis, works directly with the NHS to improve services, and builds an active community supporting thousands across the UK.
Competitive Benefits Package:
- Salary: £30,000 - £32,000
- 10% employer pension contribution
- 25 days annual leave plus 3 additional days between Christmas and New Year
- All bank holidays
- Remote or hybrid working with flexible arrangements
- Professional development opportunities and training support
- Employee assistance programme
- Sight tests and spectacle contribution
- Death in service scheme (3x annual salary)
- Full business travel expense reimbursement
Our Culture
In addition to a competitive salary and generous benefits package, we truly value our people. You'll become part of a dedicated team who are supported to use and develop their skills in meaningful work that directly impacts the lives of people living with axial SpA.
Commitment to Equality, Diversity & Inclusion
NASS is proud to welcome everyone. We aim for a truly inclusive culture with talented, diverse teams that represent a variety of backgrounds, perspectives, and skills. We celebrate difference and individuality and encourage everyone to join us and be their whole selves always.
We particularly encourage applications from individuals with lived experience of axial SpA and from underrepresented groups in the charity and technology sectors.
How to Apply
To apply, please submit:
- Your CV highlighting relevant experience.
- A covering letter demonstrating your skills and experience, specifically addressing each key task and specification outlined in the job description.
Application Deadline: 3 September 2025.
Interview Date: 11 September 2025 (in person at our London office).
Contact Information
For informal enquiries about this role, please contact Justyna Potiopa or Dale Webb.
NASS is an equal opportunities employer. This appointment is subject to a 6-month probation period and receipt of two satisfactory references.
The client requests no contact from agencies or media sales.
Purpose of the role:
As an experienced trusts fundraiser, you will drive the growth of our income from trusts and foundations. Your exceptional skills in building connections, securing funding, and delivering outstanding stewardship is vital to transforming the lives of people affected by spinal cord injury. You will manage and develop an increasingly diverse portfolio of charitable trusts, foundations and Grantmakers, including the National Lottery Community Fund. You will be a part of a passionate Partnerships Team, creatively working across trusts and foundations, corporate relationships and special events to maximise opportunities to sustain and grow income.
Key stakeholders: Trustees, administrators, and grant officers from the full range of trusts & foundations (including family/private trusts, corporate foundations and National Lottery), senior leaders, trustees, volunteers, staff and service users
Values:
Our values are central to our approach:
All roles at Back Up should reflect our core values
We embrace challenge:
Challenge is central to our learning and growth; it helps us gain knowledge and skills. By finding ways to overcome challenge and move forward we gain a sense of achievement, supporting us to realise our full potential.
We have fun:
We believe that having fun allows us to connect with others, whilst opening up opportunities to develop, achieve and get the most out of life, showing that there is a positive future after spinal cord injury.
We build inclusive communities:
We achieve more for people affected by spinal cord injury when we work together. We are collaborative and inclusive in our approach. We embrace diversity, working with and supporting individuals, groups, and the wider spinal cord injury community, bringing people together.
We are ambitious for each other:
We are driven by the needs of people with a spinal cord injury and their families. We are passionate, striving to be the best. We set high standards, and we work hard to reach them. We are proactive, push boundaries, try new approaches and we learn quickly. We recognise that failure doesn’t have to equal loss, rather an opportunity for growth. We listen to what people affected by spinal cord injury want and we seek innovative responses based on their feedback.
RESPONSIBILITIES:
General
- Research and submit compelling proposals and applications for high-value grants and donations (5+ figures) to secure income and support long-term sustainability.
- Prospect research of new funders and partners capable of supporting Back Up’s work.
- Provide timely, accurate reports and updates to funders showing the impact of funded work.
- Delivering an effective stewardship programme to engage and thank funders, working closely with the partnerships team to inspire our donors
- Maximise opportunities through Back Up’s networks, including the fundraising team, services staff, SMT, development board, board of trustees and volunteer networks.
- Managing multi-year budgets and ensure accurate forecasting, monitoring and evaluating performance to meet agreed targets.
- Support the maintenance and development of internal systems to manage restricted income and effective data flow and quality to support delivery of the Trusts and Foundations Strategy
- Ensure up to date records of grants and donations and funder communications.
- Manage, support, and develop the trust fundraising team and plans.
- Build strong working relationships with services and finance to align funding with strategic needs and business plans
Other key responsibilities
- Driving the development and delivery of the Trusts and Foundations strategy and annual business plans
- Managing and monitoring the trusts and foundations pipeline, budget and forecasts; providing reports and updates on activity to the Head of Partnerships.
- Ensuring income generation aligns with organisational plans.
- Ensuring high quality applications, reports and stewardship to funders
- Effective management of the Trusts and Philanthropy Officer to develop, feel supported and achieve targets.
- Collaborating effectively with the Partnerships Team to maximise income from a range of opportunities.
- Working effectively with fundraising, finance, and services teams to identify needs and maximise income.
PERSON SPECIFICATION:
Essential:
- Proven success in securing income from a range of charitable trusts and foundations
- Experience managing staff or volunteers and delivering against targets
- Strong relationship-building, engagement and stewardship skills
- Confident communicator with excellent written skills
- Experience in supporting planning and monitoring of budgets, pipelines and KPIs
- Familiarity with CRM and data tools for fundraising and reporting
- A collaborative and proactive approach
- The ability to manage conflicting priorities
- Willingness to travel and work occasional evenings or weekends
Desirable:
- Experience in high level cultivation and securing corporate foundation income
- Knowledge of spinal cord injury or disability-related issues
- Experience with digital tools such as Power BI, Mailchimp, Canva, and Asana
We welcome applications from everyone and encourage people from Black, Asian or other ethnically diverse backgrounds, as well as those with higher level spinal cord injuries, to apply. We’re committed to building a diverse and inclusive team where everyone feels valued and supported.
At Back Up, we inspire people affected by spinal cord injury to get the most out of life.




Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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:
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Contract type: 6-month fixed-term (with strong potential to become permanent, subject to KPIs)
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Start date: September 2025
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Location: Remote (Must be UK-based)
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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)
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Salary: £13,957 per annum (pro rata), based on a full-time equivalent of £30,500 (35 hours per week)
Key Responsibilities
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Lead the implementation of Salesforce CRM and ensure smooth migration from legacy systems
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Build and manage data automations using Zapier or similar no-code automation platforms, connecting platforms such as MailerLite, FundraiseUp, Meta Lead Ads, and Stripe
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Ensure all supporter data is accurate, deduplicated, well-tagged, and GDPR-compliant
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Create and maintain segmentation and logic to support targeted campaigns and supporter journeys
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Collaborate with the MarrComm team to deliver campaign-ready data for fundraising and advocacy
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Develop dashboards and reporting tools for real-time performance insights
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Document workflows and integrations to ensure long-term sustainability of systems
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Proactively identify opportunities to improve donor retention, upgrade journeys, and LTV through smarter data use
Essential Skills & Experience
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Strong experience working with CRM systems in the non-profit or charity sector
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Hands-on experience with Zapier and third-party platform integrations
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Direct experience with Salesforce (or another comparable CRM such as Dynamics or Raiser’s Edge)
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Understanding of data hygiene, supporter segmentation, consent management, and GDPR compliance
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Ability to work independently and manage multiple technical tasks simultaneously
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Confidence in working with both technical and non-technical colleagues
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Excellent attention to detail and data accuracy
Desirable
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Experience with MailerLite, FundraiseUp, or similar email marketing and donation platforms
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Familiarity with other automation platforms (e.g. Power Automate, Make/Integromat)
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Experience creating fundraising journeys (e.g. welcome series, upgrade campaigns, reactivation flows)
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Prior experience supporting legacy fundraising or donor segmentation
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A vegan or vegetarian lifestyle and alignment with cruelty-free principles (desirable but not essential)
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Experience working remotely and independently within a small, agile team
The Animal Welfare Investigations Project investigates organised animal cruelty and rescues animals.
The client requests no contact from agencies or media sales.
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.
The Foundling Museum is the only cultural institution in the UK to celebrate the lives of care-experienced people, and those who care for them.

The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
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:
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Support programme managers to collect, manage and analyse data
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Create and maintain Salesforce reports and dashboards, contributing to a culture of data literacy and data-driven decision-making across Media Trust staff
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Produce KPI reports and insight briefings for senior leadership
CRM management (Salesforce):
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Maintain and improve Media Trust’s Salesforce CRM
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Maintain and improve the quality and integrity of Media Trust’s data in accordance with GDPR
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Work with all teams at Media Trust to maximise their engagement with Salesforce and provide relevant training
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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:
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Use Salesforce to track and report on programme KPIs across teams, including diversity, equality and inclusion
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Assist in developing our systems and processes to support innovation through data and insight
Project support:
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Support our Digital Manager to deliver our digital services for both staff and Media Trust’s beneficiaries
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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.
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Demonstrable passion for digital, with two to three years’ experience in digital or a related field
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Excellent organisational skills, with the ability to prioritise tasks, manage multiple projects, and meet deadlines
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Strong problem-solving skills and initiative, with a proactive approach to identifying solutions and improvements
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Strong interpersonal skills, with the ability to communicate changes effectively, embed them across the organisation, and gather feedback from stakeholders
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Experience using admin tools within a CRM and website CMS (ideally Salesforce and WordPress), with confidence in learning new digital tools
Desirable
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Familiarity with tools such as Google Analytics, Eventbrite, Zapier and SharePoint
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Proficient in working with large data sets, data cleansing and using Microsoft Excel with strong attention to detail
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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:
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Remote working with a monthly co-working allowance
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30 days annual leave (plus bank holidays)
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Flexible First employer
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Opportunity to work flexible hours
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Pension contributions
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2 volunteer days each year
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Opportunity to attend up to two Media Trust Open Courses each year at no cost to you
If you are interested, please submit your application by midnight on 17 August. We are using Anonymous Recruitment to reduce bias. Interviews will be in the week commencing 1 September.
The team at Media Trust is committed to your journey as a candidate and will provide any necessary support throughout the application process. If you need any assistance or require any reasonable adjustments throughout the process, please don’t hesitate to contact us.
We believe in the power of the media to change lives.

The client requests no contact from agencies or media sales.
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
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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
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:
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Develop and maintain our CRM (Bitrix24), including client and volunteer pathways, automations, forms, SPA and task management.
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Train and support staff and volunteers to use key systems:
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Bitrix24 (CRM).
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VCC by Call Handling (Helpline telephone app).
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Three Rings (Helpline rota scheduling).
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Microsoft Teams/Zoom (video calls).
-
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Extract and report on data from key systems to support monitoring and evaluation.
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Support recruitment and onboarding of new staff and volunteers.
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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.
Supporting people affected or bereaved by a loved one's harmful use of alcohol, drugs or gambling.
The client requests no contact from agencies or media sales.
Salesforce Administrator
We are looking for a Salesforce Administrator to join the team in this integral role, helping The Access Project achieve its ambitions.
Position: Salesforce Administrator (internally known as Salesforce Coordinator)
Location: Remote (with some travel to London as required)
Hours: Full time, permanent (37.5 hours per week)
Contract: Permanent
Salary: £27,000 - £30,500 p.a., depending on experience (plus £3,000 London weighting, if applicable)
Closing Date: Thursday 14th August
Interview Date: Week commencing 18th August
About the Role
You will ensure the effective maintenance and development of Salesforce to support The Access Project’s programme delivery, volunteer recruitment, and partnerships management. You will have full oversight of the system, independently making updates (e.g. reports, fields, custom objects, flows, and user management) and escalating complex needs to Impact Box or the line manager. As the first point of contact for user requests, you will assign and manage queries to ensure timely resolution. The platform integrates with Moodle, requiring collaboration across teams to support online learning and ongoing functionality improvements aligned with organisational goals.
Role responsibilities include:
· Salesforce administration, including managing user roles, permissions, page layouts, custom objects, and flows.
· Troubleshooting issues, data cleansing and implementing secure system changes.
· Evaluating and deploying Salesforce updates, manage Mass Action Schedulers and document workflows. Advising on system development viability and working in sandbox environments to test and deploy changes effectively.
About You
Someone with previous experience implementing, configuring, or administering Salesforce (1-2 years) would be ideal, as would having experience in an educational or non-profit organisation, but this isn’t essential.
Skills and Competencies:
· Salesforce administration: Ability to manage and maintain user accounts, profiles, roles, and permissions.
· Reporting and dashboards: Knowledge of how to configure and maintain custom report types, reports, and dashboards
· Customisation and configuration: Ability to configure, build, and maintain custom Salesforce functionality including custom objects, fields, page layouts, process builders, flows, and workflows
· Data cleaning: Good knowledge of Excel to cleanse and analyse data (knowledge of Power Query desirable)
· Integration: Knowledge of Salesforce integrations such as Form Assembly or Zapier (desirable), and how to import and export data into Salesforce using Dataloader, XL Connector, or equivalent
About the Organisation
The Access Project is a data-driven organisation with robust monitoring and evaluation systems. We track student progress, assess the impact of our programmes, and use real-time data to improve delivery. By combining academic, demographic, and outcome data, we measure university readiness and share our impact externally. We're also expanding reporting capabilities across teams, including sales and partnerships.
Benefits include:
· 25 days annual leave p.a. (pro rata) plus Bank Holidays and 5 Winter closure days.
· PerkBox
· Employee Assistance Programme
· Online Medical assistance
· Interest-free travelcard loans
· Cyclescheme loans
· Paid wellbeing day
· 2 paid Volunteering Days
· Employer’s pensions contributions (3%)
· CPD options in line with L&D programme
· Staff Mentoring scheme
The Access Project is an equal opportunities employer and we welcome applications from people from all backgrounds. If you believe you have most of the skills to fulfil the role we encourage you to apply. Amongst staff at our organisation, there is under-representation of people who are Black, Asian or people from ethnic minority backgrounds, disabled, care-experienced, from low socio-economic backgrounds, and who are LGBTQIA+. We also particularly welcome applications from people with lived experience in reference to our mission.
We are proud to be a Level 1 Disability Confident employer. If you require any reasonable adjustments please contact us.
Please note, if you are selected for appointment to the role, you will be subject to a DBS check.
You also have experience in roles such as Salesforce Administrator, Salesforce Coordinator, Salesforce Support Coordinator, Salesforce Trainer, CRM Administrator, CRM Coordinator, CRM Support Coordinator, CRM Trainer.
We support young people from under-resourced backgrounds to raise their aspirations, access top universities and achieve social mobility.

Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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:
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Strong experience as a Product Owner or CRM Manager in large-scale CRM environments (e.g. Dynamics 365, Salesforce)
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Excellent stakeholder engagement and communication skills across technical and non-technical audiences
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Experience managing a product roadmap and backlog aligned to strategic goals
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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