Crm manager jobs in Westminster, greater london

The Philharmonia is seeking to appoint a Box Office and CRM Manager to lead the management, development and optimisation of the Orchestra’s CRM strategy, systems and audience experience. The roles focuses on ensuring a seamless customer journey while overseeing the effective operation of the Box Office and the ongoing development of Tessitura.

This is a key role overseeing both the day-to-day operation and strategic development of the Philharmonia’s Box Office and CRM function. The successful candidate will play an important role in developing ticketing and customer strategies that maximise sales income, improve conversion and enhance the audience experience.

As a public facing member of staff, the Box Office and CRM Manager will be a key representative of the Orchestra, ensuring customers receive a welcoming, efficient and accessible service whether booking online, by phone or in person. A proven track record of delivering excellent customer service is therefore essential.

The role will also lead on the effective management and ongoing development of Tessitura, supporting audience insight, segmentation, reporting and customer journeys across the organisation. Working closely with colleagues across Marketing, Development, Finance and Concerts, the successful candidate will help ensure that customer data is used effectively to support audience growth, income generation and informed decision-making.

Previous experience of using Tessitura is essential. From hall dressing and campaign set-up to system optimisation, reporting and user support, this role will be one of the Orchestra’s lead Tessitura users. Experience of working within a Tessitura consortium would be advantageous.

Key Responsibilities

Strategic planning and implementation:

• Work closely with Marketing and Development colleagues to develop and implement CRM strategies that support audience growth, income generation, membership retention/acquisition and fundraising objectives

• Develop customer journeys, audience segmentation and data-led approaches that improve conversion, retention and engagement across the customer lifecycle

• Support the development of sales forecasts, benchmarks and performance analysis, providing insight to inform campaign planning, pricing and decision-making

• Work with Marketing colleagues to develop and implement promotions, campaigns and tracking mechanisms

• Identify opportunities to improve efficiency, increase conversion and enhance the customer experience through CRM optimisation, automation and process improvements

• Ensure CRM processes, reporting and audience data support the Orchestra's strategic priorities and audience engagement goals

• Work with the Friends team to ensure membership schemes are effectively structured, maintained and optimised to support recruitment, retention and income growth

Project Management:

• Oversee the day-to-day operation of the Philharmonia's Box Office across all performances and events

• Lead ticket sales activity across all channels, ensuring a smooth and efficient booking experience for customers

• Act as a senior point of contact for customer enquiries, complaints and complex ticketing issues

• Lead on set up and implementation of new seasons, events and sales activity

• Ensure events, pricing structures, memberships and ticketing offers are accurately implemented and maintained within Tessitura

• Maintain high standards of data accuracy and integrity across Box Office and customer records

• Review and improve Box Office procedures and customer-facing processes to support operational efficiency and customer satisfaction

• Champion accessibility across all ticketing and customer service activity

Leadership & Management:

• Work with the Senior Data & Audience Insight Manager as Tessitura co-lead for the organisation, helping to shape CRM best practice and development

• Develop and deliver training for staff across departments to ensure confident and effective use of Tessitura and Box Office activities

• Create and maintain clear documentation, processes and guidance to support the consistent use of CRM systems across the organisation

• Ensure organisational compliance with relevant legislation and industry standards, including GDPR, PCI and data protection requirements

• Keep abreast of developments in Tessitura, CRM, ticketing and audience engagement through professional networks, training and sector events, sharing knowledge and recommendations across the organisation

• Champion best practice in customer service and audience experience, promoting a culture that prioritises welcome, accessibility and continuous improvement

Skills and Qualifications

Essential

• Minimum three years' experience in a CRM, ticketing, audience data or related role

• Advanced knowledge and practical experience of Tessitura

• Experience managing and maintaining CRM systems and customer databases

• Experience producing audience analysis, reporting and business insight

• Strong understanding of customer relationship management principles

• Excellent attention to detail and commitment to data accuracy

• Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills

• Ability to explain technical concepts to non-technical colleagues

• Ability to manage multiple priorities and meet deadlines

• Commitment to delivering outstanding customer experiences

• Interest in music, culture and the arts

• Willingness to work evenings and weekends

Desirable

• Experience of implementing CRM upgrades or major systems projects

• Experience working within a Tessitura consortium

• Experience of customer journey mapping and audience segmentation

• Experience of marketing automation and CRM-driven campaign delivery

• Experience working within an arts, cultural or performing arts organisation

• Knowledge of accessibility best practice within ticketing and audience services

You’ll be the System Administrator for our new NPC environment and will work on clearing the pots-implementation backlog, working with teams across the organisation to maximise the potential of our growing Salesforce portfolio. Working closely with the stakeholders, you’ll deliver the development of our Salesforce products ensuring a consistent and holistic approach that compliments our tech-infrastructure ecosystem.

As part of the Technology and Digital Team, you’ll have an active role in supporting the delivery of our digital transformation. By contributing to Parkinson’s UK’s strategy to become Fit for the Future; you will help to improve the lives of people affected by Parkinson’s.

Please note this vacancy is for two roles. Each vacancy has a 12 month fixed-term contract. 

What you'll do

• Bringing best practice to everything you do, you’ll provide the administrative functions across our Salesforce suite including: user maintenance, org maintenance, dashboards and reports, basic system architecture, object management, flows and other configurations, advanced platform automation. 

• Provide administrative support and maintenance for the FinDock application, including ensuring data accuracy, proper record management and seamless financial integration with the wider Salesforce environment.

• Manage our Salesforce NPC org, running the audits and release cycles. Working collaboratively with stakeholders to define and document development requirements, and prioritise the backlog.

• Continuously improving our products you’ll provide guidance and support with evaluation, scoping, configuration, testing and release management.

What you'll bring

• Experience of working with formal release management processes

• Salesforce Administrator ADM-211 certification (essential) and ADX-211E preferable

• Experience of administering Service Cloud and NPSP is essential, NPC is desirable

• Experience of administering Marketing Cloud and Social Studio desirable

• Experience of working with FinDock is essential 

If this opportunity sounds like you, we’d love to hear from you! 

This role is hybrid and your in person working depends on your team agreement, requirements of the role and led by activity based principles. The in person/office attendance expectation for this role will be a minimum on average 2 days per month with flexibility.

To apply, please submit a CV and a supporting statement that demonstrates how you meet the essential criteria (marked with an 'A') in the 'what you'll bring' section of the job description.

Anyone can get Parkinson’s. It’s vital that the people who work for Parkinson’s UK are representative of our diverse community. We actively encourage people from all sections of the community to apply, regardless of race, ethnicity, gender identity, age, disability, sexual orientation, or religion.

Do you enjoy being the go-to person for a CRM system that really matters? Are you looking for a role where you can shape how Dynamics 365 is used across an organisation?

12-month FTC | Hybrid (2 days in the office, London) | Up to £45,000

We’re supporting a well-established professional membership organisation to recruit a CRM (Dynamics 365) Administrator for a newly created role within their IT function.

This is a hands-on opportunity to take ownership of Dynamics 365 CRM, supporting colleagues’ day-to-day, improving data quality and processes, and working closely with external suppliers. The role is offered on a 12-month fixed-term basis, with the potential to become permanent.

The role
You’ll be responsible for keeping the CRM running effectively and continuously improving how it supports the organisation. This will include:

• Managing and triaging requests via the CRM ticketing system
• Resolving technical and non-technical CRM issues and working with external suppliers
• Maintaining data quality through cleansing, de-duplication and governance
• Managing user access, permissions and security roles
• Delivering CRM training (1-2-1 and group sessions) and producing clear user guidance
• Creating reports and dashboards to support insight and decision-making
• Identifying opportunities to streamline processes and introduce automation

About you
You’ll be confident working with users at all levels and comfortable taking ownership of a business-critical system. You’ll have:

• Proven experience administering Dynamics 365 CRM
• Strong data management and problem-solving skills
• A good understanding of GDPR and data governance
• Advanced Excel skills and experience working with multiple business systems
• Experience working in or alongside a ticketing or support environment
• Clear communication skills and a supportive, collaborative approach

Why apply?

• Salary up to £45,000
• Hybrid working – 2 days per week in a central London office
• A new role with real scope to shape CRM ways of working
• Potential for the role to become permanent after 12 months
• Supportive, values-driven culture

 
If this exciting opportunity is of interest, please get in touch ASAP. We are reviewing CV’s as they come through!

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

Primary Responsibilities

Salesforce Platform Management

· Day to day management of the Back Up Trust Salesforce system

· Implement and enforce data quality standards within Salesforce, including regular data cleansing, deduplication, and validation procedures to ensure the accuracy of information

· Create and manage flows and approval processes within Salesforce to automate business processes and increase operational efficiency

· Ensure security and compliance by continuously monitoring and managing user profiles, roles, and permissions

· Maintain comprehensive documentation of Salesforce configurations, data models, and integration processes.

· Work with various Salesforce applications (for example FormAssembly) to enhance Salesforce capabilities

· Stay updated on industry best practices and emerging Salesforce technologies, making recommendations for their adoption when appropriate

 

User Training, Support & Adoption

· Create and maintain user guides, training materials, process documentation, and knowledge resources

· Lead onboarding and refresher training sessions for new and existing staff

· Provide ongoing user support and troubleshooting to promote confidence and effective system use

· Identify gaps in user knowledge and recommend targeted training or process improvements

· Promote best practice use of Salesforce and associated systems across the organisation

· Gather feedback from users to improve system usability, processes, and adoption

· Champion a positive data culture and encourage consistent, accurate use of Salesforce across teams

· Develop a Salesforce adoption strategy to maximise organisational value from the platform

· Monitor system adoption and engagement, identifying opportunities to improve usage and staff capability

Reporting

· Develop dashboards and reporting frameworks that support operational performance monitoring and strategic decision-making

· Work with teams to define KPIs and reporting requirements across fundraising, services, finance, and engagement activities

· Support the development of a data-driven culture across the organisation

 

Governance & Data Stewardship

· Develop and maintain Salesforce governance processes, including change request management, release procedures, and prioritisation frameworks

· Support organisational compliance with GDPR and data protection requirements in collaboration with the Data Protection Officer

· Monitor and improve data governance practices, ensuring consistency of data standards across teams

 

Supplier & Project Management

· Coordinate system enhancements, testing, and deployments with Back-Up’s third-party Salesforce partner

· Support project delivery for future Salesforce developments and integrations

Data Protection Officer (DPO) Responsibilities

In addition to Salesforce and systems responsibilities, the postholder will act as Back Up's designated Data Protection Officer (DPO), providing leadership and oversight of data protection compliance across the organisation.

• Lead on compliance with UK GDPR and other relevant data protection legislation.
• Advise staff and leadership on data protection obligations, risks and best practice.
• Monitor compliance with organisational data protection policies, procedures and controls.
• Maintain and review the organisation's Data Protection Policy, guidelines and Privacy Statement.
• Promote a culture of data protection, data quality and responsible data management.
• Review and advise on Data Protection Impact Assessments (DPIAs) to ensure privacy risks are appropriately identified and managed.
• Act as the primary contact for the Information Commissioner's Office (ICO) and for data subjects on matters relating to data protection.
• Maintain and oversee the data breach register, ensuring incidents are managed and reported appropriately.
• Coordinate and oversee Subject Access Requests (SARs) and other data rights requests.
• Deliver training and awareness activities to support staff understanding of data protection responsibilities.
• Maintain up-to-date knowledge of data protection legislation and communicate relevant changes to the organisation.

Additional Responsibilities

In addition to Salesforce platform management, the postholder will play a key role in supporting the organisation's wider data, systems and digital transformation agenda. Responsibilities may include:

· Support the development and implementation of Back Up's wider systems and technology strategy, ensuring Salesforce integrates effectively with the broader technology landscape.

· Act as a subject matter expert on organisational data and systems architecture, helping to identify opportunities for system improvement, integration and automation.

· Support the evaluation, implementation and ongoing management of business applications beyond Salesforce, ensuring systems remain fit for purpose and aligned with organisational needs.

· Contribute to digital transformation projects, working with colleagues and external partners to improve processes, efficiency and user experience across the organisation.

· Monitor emerging technologies, including artificial intelligence (AI), and make recommendations on their appropriate and responsible adoption to support organisational objectives.

· Provide support and guidance on IT-related matters, liaising with external suppliers and managed service providers where appropriate.

PERSON SPECIFICATION

 

Experience

Essential

· Experience of managing the day-to-day operations of a Salesforce system; including expertise in change control and user support

· Experience of working on the continuous development of a Salesforce system

· Experience managing CRM-related projects or workstreams

· Experience of developing training and delivering workshops and one-to-one sessions with staff at all levels

· Experience of implementing, managing, monitoring and reporting on end-to-end security of Salesforce and integrated software applications

· Experience of developing effective working relationship with external development partners

· Experience of Salesforce within a non-profit context with Salesforce Nonprofit Success Pack (NPSP) or Non-profit Cloud structure, objects and functionality

· Experience with third-party form-builders such as Form Assembly

· Ability to manage testing, documentation and change processes in a structured and consistent manner

Desirable

· Experience of a large-scale Salesforce implementation project in the Not for Profit sector

· Experience of working with email marketing platforms

Knowledge and skills

Essential

· Relevant Salesforce Administrator certification

· Project management experience, with demonstrable ability to deliver projects to time and budget

· Strong analytical skills and ability to design systems and processes to facilitate data analysis

· Knowledge and experience of UK data security law and principles

· Ability to communicate technical language to non-technical audiences, visually and verbally

· Able to demonstrate good judgment and use initiative, with high attention to detail to produce accurate work of a high quality

· Be an enthusiastic, approachable and confident team player, with a willingness to learn

Desirable

· Project management qualification

Your mission

You’ll help make sure our Salesforce CRM and Marketing Cloud tools are well-maintained, accurate and easy for teams to use, so that they can run better campaigns and make confident, data-led decisions.

Your profile

Responsibilities

CRM

• Championing our team goal of maintaining a secure, clean, accurate and up-to-date database by data cleansing, encouraging best practice and understanding around the Salesforce org, to allow for data-driven decisions in the broader team. 
• Contributing to and developing written guidelines, retrieving and preparing data for upload through Data Loader, using Excel tools and functions to manipulate data (especially Vlookup, but also conditional highlighting, filters, formatting etc.). 
• Supporting ~60 internal users with day-to-day bespoke services including reporting, creating and editing list views, maintaining page layouts and best practices, all managed through cases and assigned to you by team needs. 
• Actively participating in projects, including owning tasks, critical thinking and inputting into project conversations, and liaising with stakeholders to suggest solutions. 
• Run training sessions for staff, from Salesforce basics to more advances and bespoke functionality. Frequently improve and monitor training materials to increase efficiency and adoption. 
• Using Form Assembly to create and manage forms, ensuring accurate data collection and entry into Salesforce and independently handling error messages coming in as a part of a rota (after training).
• Using Jira to proactively create and track work
• Work closely with Third Party support providers to progress work. This could be Partner consultancies, Salesforce Support, or other Products in use within the Org. 
• Working within the Salesforce NPSP data model, ensuring accurate management of constituents, relationships, and donations.

Marketing Cloud 

• This role will support our use of Marketing Cloud Engagement, alongside the CRM team and Partner organisations.  This will include:
• Supporting the use and development of Salesforce Marketing Cloud Engagement, including managing data extensions, contact segmentation, and audience creation to support targeted campaigns.
• Ensuring data quality and compliance within Marketing Cloud by maintaining accurate subscriber data, managing preferences, and supporting GDPR best practices.
• Collaborating with stakeholders to translate campaign requirements into technical builds, including personalisation, dynamic content, and automation.
• Monitoring campaign performance through reports and analytics, providing insights and recommendations to improve engagement and effectiveness.
• Supporting integration and data flow between Salesforce CRM and Marketing Cloud, troubleshooting issues and ensuring consistency across platforms.
• Contributing to documentation and best practice guidelines for Marketing Cloud usage, including campaign processes, naming conventions, and data management standards.
• Assisting with user support and training related to Marketing Cloud functionality, helping team members adopt tools and improve campaign execution.

Experience

Required experience

• Certified Salesforce Platform Administrator (previously Salesforce Administrator)
• At least two years experience working in Salesforce Administration
• Experience translating user requirements into technical solutions

Desirable experience

• Non-Profit Success Pack knowledge
• FormAssembly
• FinDock
• Jira
• MoveData
• Marketing Cloud Engagement 
• Experience working in the Non-Profit Sector

Soft skills

• Ability to curate and create effective training materials
• Ability to communicate effectively with various stakeholders both written and verbally in both group and one-to-one settings

Other stuff

• Projects and training are a great way for us to explore ideas, level up our skills and deliver work that supports CALM to achieve its mission.
• Everyone at CALM will spend time learning, collaborating with other teams and getting stuck in. Sometimes this will mean stretching out of your core responsibilities.

Why work for us?
Reports to: Senior Salesforce Administrator - Lee Baker-Harris
Contract: 12 month fixed term contract
Benefits: Unlimited annual leave, Healthcare cash plan, 6% pension contribution, therapeutic services (after completion of probation), hybrid working & nine day fortnight
Based: London Waterloo twice a week (Wednesdays and Thursdays) / Remote Working (Mon, Tues & Fri), 9.30am - 5.30pm.

A work environment that values creativity, personal growth and collaboration.

Applications will close on Friday 26th June and are reviewed on a rolling basis; we encourage interested candidates to apply early.

About us

We're the Campaign Against Living Miserably (CALM) - a suicide prevention charity fighting to reduce the devastating impact of suicide in the UK.

We run a life-saving helpline for anyone affected by suicide or suicidal thoughts, and our website has loads of tools and resources packed with practical advice.

We also run vital campaigns to increase awareness, smash stereotypes, and change the culture around mental health and suicide.

Safeguarding
We are committed to safeguarding and promoting the welfare of children, young people, and adults at risk, both offline and online. 

We recognise that harm can occur in physical, digital, and virtual environments, and we take our safeguarding responsibilities seriously across all areas of our work.