Crm manager jobs in Westminster, greater london
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The successful candidate will play a pivotal role in the implementation phase, ensuring the new CRM platform is delivered successfully and realises value from the outset. Beyond implementation, this is a permanent product role, with ongoing responsibility for the evolution, optimisation and long-term value of the CRM as a core enterprise platform for the charity.
Working closely with business system owners, delivery teams, stakeholders across the organisation, and third-party partners, you will define the product vision, shape and prioritise the backlog, and ensure CRM capabilities are delivered in line with organisational strategy and user needs.
You will be a key member of project and programme teams during the CRM delivery phase, before transitioning the platform into business as usual, value driven product ownership, continuously improving capabilities to meet changing organisational and user needs.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
Reporting to our Head of Business Applications, key responsibilities will include:
- Define, refine, and continuously communicate the CRM product vision, roadmap, and value proposition
- Translate organisational strategy and business needs into clear product direction, prioritising improvements that drive adoption, efficiency, and supporter experience
- Own and manage the CRM product backlog, ensuring items are clear, deliverable, and aligned with business priorities
- Work closely with cross-functional teams including programme and project managers, engineers, solution architects, business analysts, testers, and business system owners to ensure the successful delivery of CRM enhancements
- Build strong relationships across fundraising, membership, welfare, operations, digital, data, and technology teams to ensure CRM capabilities meet real-world needs
- Act as a CRM and D365 platform ambassador, championing best practice, training, and innovation across the charity
You will have demonstrable experience as a Product Owner, or similar role in digital, technology or CRM product environments. You will have hands on experience of a leadership role in agile teams and have a good working knowledge of Microsoft dynamics 365, including Agile Product Owner certifications and completion of 365 Fundamentals Learning Pathway.
This is a full time, permanent position. You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include –
- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. Our shortlisting is performed on the evidence provided in your application against the Essential and Desirable criteria in the Person Specification.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.
If you require the job advert or job description in an alternative format, please contact 0808 802 8080.
Thank you!
The Booker Prizes have a unique place in the literary sphere, enjoying an enviable reputation as a cultural institution that is highly respected, much loved and hotly debated throughout the world. Over the past 50 years, more than 600 extraordinary books have been brought to the attention of the public, influencing reading tastes and transforming culture in Britain and beyond, along with the careers of hundreds of writers from around the globe.
The Booker Prize Foundation is a registered charity, established in 2002, which is responsible for awarding the Booker Prize and the International Booker Prize. It exists to inspire more people to read – and write – the world’s best fiction. In adding a year-round, far-reaching digital portfolio, the Booker Prizes are now the globally recognised home of great writing.
Other aspects of the Foundation’s work include the funding of Braille and audio editions of Booker Prizes books through the RNIB, Books Unlocked, a long-standing reading initiative in prisons, and the UEA Booker Prize Foundation Scholarship, awarded annually to a candidate for the Creative Writing MA at the University of East Anglia. Many past scholars have since met with acclaim as published authors.
We welcome and encourage applications from candidates who are under-represented in the creative industries.
The role
Working to the COO, the Finance & CRM Manager is responsible for managing the day-to-day finance function and overseeing the operation, data quality, and user support of the organisation’s new CRM system. The role encompasses financial processes, CRM data and reporting, governance, and wider organisational activity.
Key Responsibilities
Financial Administration
• Manage finance operations: ledgers, payment runs, reconciliations, VAT and Gift Aid where applicable.
• Work with the external payroll bureau to prepare monthly payroll.
• Liaise with HSBC regarding direct debit set-up and management.
• Run and validate financial reports and prepare monthly management accounts.
• Provide support in updating Companies House and Charity Commission records.
• Liaise with Somerset House regarding office administration.
• Support the external audit with reports, schedules and response to queries
CRM and Systems Management & User Support
• Manage daily CRM operations and provide support for reporting on contacts, organisations, events, fundraising, and prize submissions.
• Carry out system admin including user access, fields, workflows, and reports.
• Perform regular data quality checks and cleansing.
• Act as first-line CRM support for staff including onboarding new users.
• Manage access permissions.
• Liaise with CRM supplier, logging and tracking support tickets.
• Communicate system updates internally
• Support CRM-related compliance and data protection.
• Create simple CRM process documentation.
• Support CRM use for planning and delivering events.
• Oversee CRM workflows for prize submissions including tracking and outcomes.
• Ensure secure and GDPR compliant event and submission data.
• Maintain Breathe HR including onboarding and staff record updates.
• Liaise with external IT support to resolve basic queries.
Person Specification
Essential
• Part qualified accountant or qualified by experience.
• Understanding of administrative and finance processes.
• Experience using a CRM system.
• Strong data management skills and attention to detail.
• Ability to manage external supplier relationships.
Desirable
• Experience in the charity sector.
• Experience with IT or HR systems such as Breathe HR.
• Experience providing user support and administering a CRM.
• Knowledge of data protection and GDPR.
Registered Charity The client requests no contact from agencies or media sales.
Thank you!
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!
The Salesforce Data Administrator is responsible for the day-to-day administration and effective use of SPEAR’s Salesforce-based client platform, In-Form, ensuring that data is accurate, secure, and used consistently across the organisation.
The role plays a critical part in supporting SPEAR’s homelessness services by maintaining high-quality client and service data, enabling reliable reporting, performance monitoring, and evidence-based decision-making. Working closely with frontline teams, Directors of Operations, and senior leaders, the postholder ensures that data systems and reporting meet GDPR, contractual, and statutory requirements, and support accountability to funders and commissioners.
Through effective system administration, user support, and data governance, the role helps ensure that SPEAR can demonstrate impact, monitor service delivery, and continuously improve outcomes for people experiencing homelessness.
51 - 100
The client requests no contact from agencies or media sales.
Thank you!
Quakers in Britain are looking for a capable Project Manager to support the implementation of a new CRM system.
As the CRM Project Manager, you’ll help us to deliver a new system which will strengthen and support our contacts and fundraising functions and prepare the ground for more efficient event and volunteer processes.
Contract: Fixed term until the end of April 2027.
Hours: Full-time, 35 hours per week (part-time considered), hours can be worked flexibly.
Location: Based at our offices in Leeds (LS2) or London (NW1), or at home if you do not live within reasonable commuting distance. Office-based staff can work at home some of the time by agreement.
Alongside the opportunity to transform the experience of Quakers across Britain, we offer a generous benefits package.
For further information and to apply, please visit our website.
Closing date: 9am on Monday 2 March 2026.
Interviews (online or in-person): Tuesday 10 March 2026.
Quakers are committed to equality and welcome applicants from all identities and backgrounds. Selection is based solely on skills, experience, qualifications, and abilities. We aim to prevent age, belief, disability, ethnicity, gender, gender reassignment, marital status, nationality, neurodivergence, race, religion, sex, sexual orientation or social class from being a barrier to employment. We aim for an equitable, user-friendly application process, and reasonable adjustments can be made if needed. As a Quaker organisation we expect all applicants and employees to uphold our values.
We are committed to safeguarding children, young people and vulnerable adults. All candidates will undergo pre-employment checks in line with our Safer Recruitment guidelines.
