Crm officer jobs in Edinburgh

CRM (Customer Relationship Management) Operations Analyst

The Ramblers

Cardiff (Hybrid)

Edinburgh, Edinburgh

SE1, London

£33,367 - £36,704 per year

Full-time

Permanent

Charity Support ∙ Environment ∙ Membership Organisations

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Job description

Job Title: CRM Operations Analyst

Team: Digital Transformation & Technology (Supporter Engagement & Experience)

Location: Hybrid (split between home-working and either London, Cardiff or Edinburgh)

*This role sits within a pay grade with a pay range of £33,367 to £50,051. The salary on appointment will be set at the lower end of the pay range, to a maximum of £36,704 depending on the candidate's skills and experience. This approach aims to ensure fair compensation for new hires while maintaining alignment with the structured pay scale for the role.

Context and purpose of role

At the Ramblers, our ability to connect with supporters, manage members, and empower volunteers depends on the smooth running of our CRM (Salesforce). The CRM Operations Analyst plays a vital role in making this possible.

By managing day-to-day CRM operations, handling imports, selections, and user support, you ensure that colleagues across the organisation can trust the data they use and work efficiently. Your contribution means communications are targeted and accurate, volunteer and supporter records are reliable, and teams can focus on their mission rather than system issues.

Your work ensures that colleagues can rely on accurate data and smooth processes, so supporters receive timely communications, members feel well served, and volunteers have the information they need to play their part.

Key Responsibilities

User Support & Administration

Provide first-line technical support for Salesforce, resolving user issues related to access, new fields, layouts, and general functionality, escalating complex configuration or system-wide issues to the Senior Database Administrator where required.
Provide second-line support for record-level data issues (e.g. duplicates, permissions, missing fields, or data discrepancies), escalating where necessary for complex data or automation errors.
Provide guidance to staff on how best to use Salesforce for their day-to-day needs.
Maintain and update user accounts, roles, and permissions.
Deliver basic in-house training sessions and user guides to support adoption.
Day-to-day responsibility for co-ordinating routine GDPR-related deletion requests.

Data Management & Imports

Manage regular data imports
Run reconciliations with Finance to ensure CRM records align with income systems.
Support data quality initiatives, including deduplication and validation.
Maintain GDPR consents, preferences, and data hygiene standards.

Reporting & Dashboards

Build and update simple CRM reports and dashboards.
Help staff use reports effectively, and create custom reports where needed
Collaborate with the Analyst Engineer and Data Analyst to ensure consistency between CRM and business insights dashboards.

Configuration & Changes

Make declarative (no-code) changes to Salesforce (e.g. page layouts, fields, validation rules, workflows).
Support the Senior Salesforce DBA in testing and deploying small changes.
Help enforce configuration standards and document processes.

Integrations & Pipelines (Support Role)

Monitor automated data flows between Salesforce and other systems (e.g. Azure Data Factory pipelines, Mailchimp).
Escalate complex pipeline or automation issues to the Senior Database Administrator or Analytics Engineer.
Support basic configuration tasks to ensure reliable system-to-system connections.

The person

Skills & Experience

Essential

· Hands-on experience using Salesforce (ideally beyond “super-user” level, but full Admin certification not required).

· Familiarity with data imports and reconciliation processes.

· Ability to write and run SOQL or SQL queries at a basic level.

· Experience building reports and dashboards in Salesforce.

· Strong attention to detail and accuracy in handling supporter data.

· Good communication skills, with the ability to support non-technical colleagues.

· Understanding of GDPR and the importance of data protection.

Desirable

· Salesforce Administrator certification (or willingness to work towards it).

· Experience in a not-for-profit, membership, or fundraising environment.

· Familiarity with Gift Aid, Direct Debits, or other fundraising processes.

· Exposure to Azure Data Factory or other data pipeline tools.

· Experience supporting email/marketing integrations (e.g. Mailchimp, Marketing Cloud).

Personal Attributes

· Collaborative – thrives working across teams, supporting both technical colleagues and non-technical end users.

· Proactive – anticipates problems, identifies opportunities for improvement, and takes initiative.

· Detail-focused – delivers reliable, accurate data and documents processes thoroughly.

· Adaptable – able to shift between operational fixes and long-term improvements.

· Curious – motivated to learn and grow in data engineering, BI, and analytics.

Values and Behaviours

Our values are the core principles that guide us daily in our work and our membership of the Ramblers. We all share the passion that walking is for everyone and by living our shared values we can ensure the Ramblers is an organisation to be proud of. Our values will earn trust for the Ramblers brand which will allow us to open up a world of walking opportunities for even more people.

Inclusive

We make everyone feel welcome and part of the Ramblers community. We make sure we all feel respected and accepted and know our contributions make a difference in achieving our mission.

Inspiring

We strive to inspire people through the way we act and the things we say. We channel our passion and ambition so others are moved to help us achieve our mission.

Empowering

We empower and encourage each other to make a positive contribution to our teams and the Ramblers. We do all we can to make sure everyone has the ability, and feels confident, to take action.

Responsible

We take responsibility for ourselves and those around us seriously, by always acting in a safe and supportive way. We care about the environment and make sure we do what we say we will do.

[NF1]Is this needed as essential or is it desirable?

[GA2]A basic level is essential in my view. It’s a prerequisite for supporting things like selections etc.

Organisation

The Ramblers View profile

Registered Charity

51 - 100

View profile

Posted on: 10 July 2026

Closing date: 26 July 2026 at 23:30

Tags: IT, CRM, Data Analysis

The client requests no contact from agencies or media sales.

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CRM and Power Platform Developer

Thirtyone:eight

Remote

£39,793

Full-time

Temporary (one year)

Faith-based ∙ Membership Organisations

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Job description

Title: CRM and Power Platform Developer

Hours: 35 hours per week

Contract: One-year fixed term

Location: Office, hybrid or remote (1 week induction in office)

Salary: £39,793 pro-rata

Accountable to: Head of IT (Operations)

Responsible for: No management responsibility

DBS Eligibility: Basic DBS check and Social Media/Adverse Media checks

Closing Date: 10th August 2026

About the role

Join a charity that’s passionate about safeguarding children and vulnerable adults. If you want your work to have a real-world impact, this is the role for you.

What You’ll Do:

You’ll be part of a small, collaborative data team of three, working closely with our Head of IT & Data and colleagues across the organisation. This is a hands-on role where you’ll:

Redevelop our CRM and introduce new features.
Create intuitive tools like Power Apps to make life easier for users.
Design workflows and automations that boost efficiency and improve data quality.
Develop reporting tools that empower teams to use data effectively every day.

It’s a unique opportunity to combine technical development with strategic thinking—embedding data-driven practice across Thirtyone:eight.

Why You’ll Love Working Here:

Purpose-driven work: Everything you do helps protect children and vulnerable adults.
Flexible working options: Balance your life and work with hybrid arrangements.
Professional growth: Opportunities to learn, innovate, and lead.
Supportive culture: Join a friendly, collaborative team that values your ideas.

If you love solving problems, building tools that people actually enjoy using, and want your work to have a positive impact, we’d love to hear from you.

Main Responsibilities

Enhance and support Thirtyone:eight’s Microsoft Dynamics CRM to meet business requirements, ensure reliability, performance, security and compliance with GDPR.
Create Power Apps to support the ongoing requirements of the business
Perform Unit Testing and end-to-end testing as appropriate
Liaise with end users for User Acceptance Testing and user-training
Maintain clear and up to date documentation of system design, configuration, workflows, and user guides

Specific Responsibilities

Work with the Senior Developer to support and enhance Thirtyone:eight’s Microsoft Dynamics CRM, ensuring it is secure, fit for purpose, and meets service and reporting needs.
Design and maintain Power Platform tools, including Power Apps and Power Automate, with user-friendly interfaces for efficient data entry and access.
Create and optimise workflows and automations to improve efficiency, strengthen data quality, and reduce manual processes.
Optimise the use of storage within Thirtyone:eight’s Dataverse environment.
Facilitate workshops, discussions, and user interviews to capture functional and non-functional requirements.
Translate business needs into clear, structured specifications and user stories.
Validate requirements with stakeholders to ensure shared understanding before development begins.
Identify opportunities for process improvement, automation, and data quality enhancement.
Collaborate with users and managers to translate requirements into practical, user-friendly solutions, supported by appropriate documentation.
Integrate Power Apps with other Microsoft services, such as SharePoint and Teams, and with third-party tools where applicable.
Develop and follow test plans to support reliable delivery of changes and enhancements.
Keep system documentation current, covering design, configuration, workflows, reporting structures, and user guidance.
Ensure all developments comply with GDPR, data protection, and security standards.

Person Specification

A) Essential Personal Characteristics and Qualities:

Humility - Having a modest view of your own importance.
Integrity - The quality of being honest and having strong moral principles.
Openness - Acceptance of, or receptiveness to change or new ideas.
Collaborative - Involving two or more parties working together.
Solution-focused - Concentration in problem solving or dealing with a difficult situation.
Learning - Knowledge acquired through study, experience, or being taught.
Creative - Having good imagination, thinking differently, or having original ideas.
Fair - Treating people equally without favouritism or discrimination.
Committed - Dedicated to a certain course, cause or policy.
Passionate - Having or showing strong feelings or beliefs.

B) Essential Experience:

Experience in application or systems development, with either direct Microsoft Dynamics/Power Platform experience or transferable experience that would support rapid cross-training, including:

Developing, configuring, or supporting business applications using a modern programming language or low-code platform.
Working with relational databases, data models, queries, reporting, dashboards or structured business data.
Creating or working with APIs, integrations, connectors or data flows between systems.
Gathering user requirements and translating them into practical technical specifications or solutions.
Testing, documenting, deploying and supporting system changes or enhancements.

B) Desirable Experience:

Direct experience with Microsoft Dynamics 365, Dataverse, Power Apps, or Power Automate.
Experience with Power BI or other reporting tools.
Experience working in a charity, membership, CRM, case management, or safeguarding-related environment.

d) Essential Abilities, Knowledge & Motivation:

The successful candidate will also be able to demonstrate:

Strong technical aptitude and the ability to learn new systems, platforms and development approaches quickly.
Practical problem-solving skills, with the ability to analyse issues and deliver workable, user-friendly solutions.
Clear communication skills, including the ability to work effectively with both technical and non-technical stakeholders.
Good attention to detail when working with data, configuration, testing and documentation.
Awareness of data protection, information security and good practice when designing or supporting systems.
A proactive and organised approach, with the ability to manage priorities and deliver work on time.
Willingness to develop expertise in Microsoft Dynamics 365, Dataverse, Power Apps and Power Automate.
A desire to “give back” by working for a non-profit and supporting Thirtyone:eight’s safeguarding mission.

Organisation