Crm systems manager jobs

Are you a Microsoft Dynamics 365 CRM expert looking for a role where your skills make a real difference? We’re on an exciting journey to implement a brand-new Dynamics 365 CRM system and are seeking an experienced CRM Manager to support and maintain the system which will transform how we connect with our supporters and deliver impactful fundraising campaigns.

About the role:
This is a pivotal role in shaping the future of our supporter engagement. You’ll take ownership of our CRM strategy and management, ensuring data quality and seamless processes that empower our fundraising and communications teams. Through your proven Dynamics 365 CRM skills and experience, you will also lead the charity’s CRM business processes and data quality, collaborating with the key stakeholders across the charity.

This position is based remotely, but there is also an option to work on a hybrid basis at our head office in Norfolk. Where working remotely, you will be required to attend the charity’s head office located in Norfolk a minimum of 6 times per year and this will be at your own expense for travel and accommodation.

About you:
You’ll have advanced knowledge of Microsoft Dynamics 365 and experience configuring and optimising CRM systems. Skilled in the Power Platform (Power Automate, Power Apps, Power BI), you combine strong technical ability with excellent communication skills, making complex information clear for non-technical colleagues. Highly organised and detail-oriented, you manage workloads effectively under pressure and build positive relationships across teams. A good understanding of data protection and compliance is essential, and experience in a fundraising or charity environment is desirable.

What we offer:
Benefits include a generous pension scheme and cash health plan, paid employee sickness absence scheme, a minimum of 31 days’ holiday (including bank/public holidays and mandatory shutdown between Christmas and New Year) and death in service.

World Horse Welfare is committed to championing equality and diversity in all aspects of employment and in the services that it provides. We encourage applications for all of our vacancies from under-represented groups, particularly ethnically diverse communities, LGBTQ+, and people with disabilities. 

World Horse Welfare takes great pride in being realistic, compassionate and forward-thinking and the successful applicant for any of our vacancies will be expected to share these values.

Closing date: Friday 30th of January
Interview date: Tuesday 10th of February

The role

We are seeking an experienced and proactive Database and Insights Officer to take ownership of myaware’s CRM system (Raiser’s Edge) and ensure our database is accurate, compliant, and fully utilised across the organisation.

This is a pivotal role, acting as the main point of contact for all internal CRM users and our external CRM system provider. As a database super user, you will manage system settings, user access, data integrity and development, while providing expert support, guidance and training to colleagues.

Working closely with the CEO, the myaware management team and colleagues across the organisation, you will ensure the CRM system supports fundraising, communications, campaigns and wider organisational insight. You will also play a key role in identifying opportunities for system improvement, upgrades and best practice. The role will require occasional working at Derby HQ and travel for meetings.

Who We Are Looking For

We are looking for a confident and detail-oriented CRM professional with strong technical expertise and the ability to communicate clearly with non-technical users.

You will be highly organised, solutions-focused and comfortable taking ownership of a complex database system. You enjoy supporting others, improving processes and using data to make a meaningful impact.

 You will ideally have:

• Proven experience managing a CRM system, ideally Raiser’s Edge or a similar database.
• Strong understanding of database administration, data quality and compliance.
• Experience acting as a system super user, including managing users and system settings.
• The ability to train and support colleagues with varying levels of technical confidence.
• Excellent analytical skills and experience producing data selections and insights.
• Strong communication and relationship-building skills.
• A proactive approach to continuous improvement and best practice.

This is an exciting opportunity to play a central role in enabling myaware’s work through high-quality data, effective systems and collaborative support across the organisation.

If this sounds like you, we would love to hear from you.

Who are we?

Myaware is the only charity in the UK dedicated solely to the care and support of people affected by myasthenia. 

We are working hard to raise awareness of myasthenia, as it is a little-known condition. We provide support for people with myasthenia and their families, whilst offering advice and tips for living with the condition. 

We also fund the research that brings us closer to finding a cure as well as funding specialists nurses and advisors. 

Members of myaware have full access to a wide range of support services and events including our specialist benefits and welfare advisor. 

Myaware supports people with myasthenia and their families.  We campaign for better medical services for people with myasthenia and work to inform medical professionals. 

The myasthenias are a group of neuromuscular conditions. They are rare but also manageable and can affect anyone, regardless of age, gender or nationality. Myasthenia gravis, ocular myasthenia and Lambert-Eaton myasthenic syndrome are autoimmune conditions whereas congenital myasthenic syndrome is caused by an inherited genetic fault. It is thought that there are approximately 20,000 people currently living with myasthenia in the UK. 

Benefits

• Generous holiday allowance
• Perkbox account (global benefits and rewards platform)
• Group Life Assurance after 6 months of service 
• NEST workplace pension scheme
• Free inhouse staff benefits and welfare advice 
• Investment in your personal and professional development
• Annual salary review

Candidates should submit their CV and tailored covering letter by: 23:30 on Sunday 1st February 2026

Provisional interview date will be week commencing: 09.02.2026.

Interviews will be held over Microsoft Teams.

Applications submitted without a tailored cover letter will not be considered.

This post, due to its nature, duties and responsibilities, will be subject to an enhanced check by the DBS. This is funded by Myaware.

This organisation supports anonymous recruitment. That means hiding your personal identifying information, removing bias from the hiring process.

Are you highly organised, confident with digital systems, and motivated by work that genuinely transforms lives? This part-time maternity cover role offers an exciting opportunity to join Embrace the Middle East’s friendly Shared Services team and support the charity’s vital mission.

In this role, you will help ensure our CRM and wider digital systems run smoothly and effectively, enabling teams across the charity to deliver exceptional service to our supporters. You will use your strong attention to detail, technical capability, and problem-solving skills to maintain accurate data, streamline processes, and support colleagues in their work.

With flexible working arrangements, a supportive team environment, and the opportunity to contribute to meaningful, justice focused work across the Middle East, this role is ideal for someone who enjoys enabling others to thrive through excellent systems and service.

This role is predominantly home working, with the requirement to work at Embrace’s office in High Wycombe once every fortnight for team building purposes.

For more information and to apply, please visit our careers page.

Closing date: 5.00pm on Friday, 13 February 2026.

Early applications are strongly encouraged.

Membership & CRM Officer  

Bristol (Hybrid) 

£32,000

Permanent, Full-time (Part-time may be considered) 

If you are a whizz with Excel and adept at getting the most from complex databases, but also a great communicator and administrator (confident responding to many varied queries, super organised and passionate about process improvement), we’d love to hear from you. 

Are you passionate about combining data expertise with exceptional customer service? Our client is looking for a Membership and CRM Officer who loves data as much as people—combining advanced Excel skills and database expertise with outstanding communication and administrative skills.  

You will independently manage membership subscription processes and grants administration, respond to member queries and ensure the CRM systems run smoothly. This is an exciting opportunity to make a real impact in a mission-driven organisation. 

What You’ll Do 

· Administer membership applications, renewals, and payments 

· Provide excellent support to members and delegates and respond to enquiries 

· Maintain, optimise and troubleshoot multiple CRM systems, ensuring data accuracy and compliance 

· Develop and generate reports and insights to inform decision-making 

· Support grants administration and committee processes 

· Collaborate across teams to improve systems and member engagement

What They’re Looking For 

· Customer service skills and professional written and verbal communication 

· Proficiency with Microsoft suite 

· Advanced Excel skills (Power BI experience is a bonus) 

· Proven experience managing and developing CRM systems and complex databases 

· Strong organisational skills and attention to detail 

· Customer-focused mindset with the ability to build positive relationships 

· Experience in membership/subscription administration or similar is desirable 

Why Join Them? 

· Hybrid working  - Tuesdays and Wednesdays in the North Bristol office (with flexibility where needed) 

· Flexitime system 

· 26 days annual leave minimum, plus bank holidays   

· Health and Wellbeing Cash Plan – private GP, cash back for dentist, opticians, physio and more   

· Salary Extras scheme   

· Refer a friend scheme  

· Employee Assistance Programme   

· Be part of a charity that makes a difference in healthcare 

· Collaborative and supportive team environment 

Our client is a UK charity and membership organisation that brings together scientists, clinicians, and nurses who work with hormones, to improve lives. Hormones matter; they control almost every function in the body, and when things go wrong, they cause some of the most common - and some of the rarest - health conditions. 

If you are a whizz with Excel and adept at getting the most from complex databases, but also a great communicator and administrator (confident responding to many varied queries, super organised and passionate about process improvement), we’d love to hear from you. 

About Us

The Society for Endocrinology is a UK charity and membership organisation that brings together scientists, clinicians, and nurses who work with hormones, to improve lives. Hormones matter; they control almost every function in the body, and when things go wrong, they cause some of the most common - and some of the rarest - health conditions.

We empower healthcare professionals and researchers to stay at the cutting edge of science and patient care. We also support other national and international endocrine organisations (our clients) to deliver their own impactful work.

As a medium-sized charity with a friendly, supportive and flexible culture, we work collaboratively to make a big difference and build a strong global endocrine community. We are committed to fostering a diverse and inclusive workplace where all team members feel valued, respected and empowered to bring their authentic selves to work. 

The role is full-time, but please let us know if you would like us to consider part-time.

The Role

Are you passionate about combining data expertise with exceptional customer service? We’re looking for a Membership and CRM Officer who loves data as much as people—combining advanced Excel skills and database expertise with outstanding communication and administrative skills.

You will independently manage membership subscription processes and grants administration, respond to member queries and ensure our CRM systems run smoothly. This is an exciting opportunity to make a real impact in a mission-driven organisation.

What You’ll Do

· Administer membership applications, renewals, and payments

· Provide excellent support to members and delegates and respond to enquiries

· Maintain, troubleshoot and optimise multiple CRM systems, ensuring data accuracy and compliance

· Develop and generate reports and insights to inform decision-making

· Support grants administration and committee processes

· Collaborate across teams to improve systems and member engagement

Please see full job description for more details.

What We’re Looking For

· Customer service skills and professional written and verbal communication

· Proficiency with Microsoft suite

· Advanced Excel skills (Power BI experience is a bonus)

· Proven experience managing CRM systems and complex databases

· Strong organisational skills and attention to detail

· Customer- and solutions-focused mindset with the ability to build positive relationships

· Experience in membership/subscription administration or similar is desirable

Why Join Us?

· Hybrid working  - Tuesdays and Wednesdays in the North Bristol office (with flexibility where needed)

· Flexitime system

· 26 days annual leave minimum, plus bank holidays 

· Health and Wellbeing Cash Plan – private GP, cash back for dentist, opticians, physio and more 

· Salary Extras scheme 

· Refer a friend scheme

· Employee Assistance Programme 

· Be part of a charity that makes a difference in healthcare

· Collaborative and supportive team environment

We aim to conduct first-round interviews via Teams call week commencing 2 February. In-person interviews will follow before the successful candidate is selected. 

We are happy to answer your questions prior to application.

About Access

Access - The Foundation for Social Investment works to ensure that charities and social enterprises can access the finance they need to sustain or grow their impact. Access is currently implementing a new CRM and Grant Management System (Salesforce-based, delivered by implementation partner Vera) to support its programmes, partner relationships, and reporting needs. This role will play a critical part in ensuring the system is delivered well and that Access is ready to operate it confidently at go-live.

Position Overview

Access is seeking a Salesforce Implementation & Delivery Manager on a fixed-term basis to support the delivery of its Salesforce-based CRM and Grant Management System.

Reporting to the Project Manager, this role will combine:

• strong project coordination and delivery management,
• hands-on Salesforce CRM expertise, and
• practical change management capability to help staff adapt to new systems and ways of working.

As Access does not have Salesforce expertise in-house, this role will act as a key internal point of reference, helping to review and sense-check design decisions, manage delivery risks, and ensure that the system being built is usable, well understood, and ready for go-live.

This is not a developer or Salesforce Administrator role, but it does require strong Salesforce CRM experience, alongside proven ability to support users through change, structure complex projects, and keep delivery on track. The role will continue through early post–go live to support transition into business-as-usual and handover to the incoming System Administrator.

This is a Fixed-Term Contract of 6 months minimum. Full-time hours are preferred but we are also open to 4 days per week. Ideally we would like one day per week in our office (Tuesday), which is situated in Old Street, London.

Location: The Baytree Centre, London

Hours: 28 hours per week (4 days, to be agreed between Monday–Friday, 9AM–6PM)

Salary: £35,000–£39,000 per annum (FTE, pro‑rated according to hours worked)

Application Process: Please see the full job description; application form and instructions for applying on our website. Applications are reviewed on a rolling basis, so early applications are encouraged.

Eligibility: This role is open to women only under Schedule 9, Paragraph 1 of the Equality Act 2010. Applicants must already have the right to work in the UK; visa sponsorship is not available.

Contract: Permanent

About the Role

As Corporate Partnerships Manager, you will drive Baytree’s corporate fundraising by developing innovative partnership opportunities, nurturing strong relationships, and securing income and strategic support. You will work closely with the Fundraising & Communications Director to shape and deliver the organisation’s corporate partnerships strategy. This is a hands‑on and impact‑driven role for someone who enjoys relationship‑building, strategic thinking, and contributing to a mission supporting women and girls.

Key Responsibilities

Partnership Acquisition & Stewardship

• Identify, secure, and grow new corporate partnerships delivering income, pro bono support, gifts‑in‑kind, and strategic value.
• Create compelling pitches, proposals, and case studies.
• Steward existing partners and produce high‑quality impact reports.

Fundraising Campaigns & Events

• Lead the planning and delivery of major fundraising campaigns (e.g., The Big Give, Baytree anniversaries).

Cross‑Team Collaboration

• Work closely with internal teams to align partnerships with organisational priorities.
• Coordinate with service delivery to offer opportunities such as career insight days and work experience.
• Partner with the Volunteer Manager to deliver purposeful corporate volunteering.

Other Responsibilities

• Ensure GDPR compliance and accurate reporting on Views and Beacon CRM.

What we're looking for

Essential

• Proven experience in securing and growing corporate partnerships.
• Strong communication, influencing, and relationship‑building skills.
• Ability to meet funder requirements, including monitoring and evaluation.
• Highly organised, detail‑oriented, and committed to confidentiality.
• Strong commitment to Baytree’s mission and openness to its Christian ethos.

Desirable

• Experience working with women and girls in disadvantaged communities.
• Experience managing or coordinating projects or volunteers.
• Familiarity with CRM and data platforms such as Beacon, QuickBooks, or Views.

Database and Operations Officer (Maternity Leave Cover)

Hours: Full-Time (9am-5pm, Monday to Friday).  Part time considered, minimum 4 days per week

Job Location: Amersham, Buckinghamshire

Contract: Fixed-term, 12 months contract to cover maternity leave

Salary: £26,000 pa

Pension: 7% non-contributory

Annual Leave: 28 days, plus bank holidays

Other Benefits: Employee Assistance Programme (EAP), Free Parking

Job Description

To provide professional, efficient, and effective database management and administrative support to our team. This role sits at the heart of the organisation, supporting all departments through effective office coordination and helping to ensure the smooth day-to-day running of the charity.  The role is instrumental in maintaining a high-quality database, enabling accurate data capture and analysis that supports both fundraising and programme delivery.

Key Responsibilities

Database Management (Beacon CRM – Fundraising Database)

• Manage and maintain the CRM system, ensuring accurate and up-to-date fundraising and programmes data entry.  Accurately processing all incoming donations and pledges and ensuring others in the team correctly enter and maintain data.
• Develop overall data management structure of supporter records and processes.  Develop and maintain information management structures in the CRM system to enable accurate and timely information and reporting.
• Adhere to data protection legislation ensuring the way we gather, record and use data is compliant with latest policies, working closely with the Data Protection Officer.
• Handle all enquiries received through the CRM system, providing timely and appropriate responses.
• Collaborate with internal teams to ensure smooth operation and optimal use of the CRM system.
• Generate reports and analytics from the CRM system to track and measure key metrics.
• Conduct regular data audits to identify and rectify any inconsistencies or errors in the CRM database.
• Training staff members on how to effectively use the CRM system.
• Customise and configure the CRM system to meet the specific needs of the organisation.
• Monitor and enhance data quality and integrity within the CRM system.
• Keep abreast of CRM system updates and new features to maximize its functionality.

Operations Administration

• Provide administrative support to the organisation.
• Managing enquiries received by the charity by post, email, and phone.
• Keep a tidy office environment.
• Maintain data management processes and procedures to ensure data accuracy, consistency, and security.
• Manage and update filing systems, and other organisational documents.
• To be main day to day contact for our external IT support contractors and cleaning contractor.
• Assist with the coordination and organisation of meetings, events, and travel arrangements.
• Prepare and distribute internal communications and correspondences.

Finance Administration

• Provide administrative support to the Finance team ensuring a system is in place to regularly reconcile the fundraising and finance databases.
• Maintain accurate financial records by recording daily financial transactions.
• Prepare and process invoices, payments, and expenses.
• Monitor accounts receivable and accounts payable.
• Provide support during financial audits and examinations

About the Role

As a Membership Engagement Administrator, you will play a key role in supporting the Membership Engagement Manager and the wider team to deliver an exceptional membership experience.

This role ensures the smooth operation of the College’s membership services and contributes to achieving our strategic engagement objectives.

You will lead on core, complex membership processes, coordinate team workflows and provide world-class customer service to our members. Working collaboratively across the team, you will help identify and implement improvements to enhance efficiency and member satisfaction.

Key tasks and responsibilities include (but are not limited to):

• Deliver a world-class customer service experience to members and external stakeholders.
• Coordinate daily, weekly and monthly membership engagement tasks, prioritising work in collaboration with the Membership Engagement Manager.
• Work collaboratively with colleagues to ensure individual and team tasks are completed efficiently, effectively and in a timely manner. 
• Lead and coordinate the core, complex membership operational process being supported by the team.
• Identify and eliminate non-value-adding processes and suggest improvements to enhance membership engagement.
• Provide support to the Head of Membership Engagement in the absence of the Membership Engagement Manager.

About You

We are looking for someone with experience in a similar role, ideally within a professional membership organisation.

You will be highly skilled at managing and coordinating multiple workstreams simultaneously, with experience in handling sensitive data, processing financial transactions and working with CRM systems. 

A solid understanding of project planning tools and techniques is essential, along with excellent interpersonal and communication skills, both written and verbal. 

You will be exceptionally organised, possess a strong administrative background and demonstrate meticulous attention to detail in all aspects of your work.

The Package

This is a full-time, permanent position with a competitive employee benefits package, which includes (but is not limited to):

• 26 days of annual leave, plus bank holiday
• 1 additional paid day of leave for the purpose of celebrating your birthday
• Healthcare support through Benenden Health
• Up to 12% pension contribution
• Hybrid and flexible working
• Wellbeing hour once a week
• Cycle to work and employee discounts schemes
• Training and development opportunities
• Access to Mental Health First Aiders and Employee Assistance Programmes

About the College

The Royal College of Anaesthetists (RCoA) is the professional body responsible for the specialty throughout the UK. We are the third largest medical royal college in the UK by membership. With a combined membership of more than 24,000 Fellows and Members, we ensure the quality of patient care by safeguarding standards in the three specialties of anaesthesia, intensive care and pain medicine.

At RCoA Equality, Diversity and Inclusion I is a core part of our culture, so it is important to us that this is reflected in everything that we do. We welcome all individuals irrespective of age, race, sex, gender identity or expression, sexual orientation, ethnicity, religion or belief, disability, marital or civil partnership status, or parental and caring responsibilities to ensure we actively embrace an inclusive and representative culture that encourages, supports and celebrates our differences.

Unfortunately, due to the volume of applications, we are unable to provide detailed feedback to candidates on their application. Only short-listed applicants will be contacted after the closing date. Please note that the closing date is subject to change.

Applicants must reside and have the right to work in the UK. No agencies please

St Nicholas Hospice Care is a successful charity serving the local area of West Suffolk and Thetford. Every year we support nearly 2,000 local people, delivering care across multiple settings. Our services are not just for patients, but for their family and friends too, and include everything from specialist medical care to bereavement support and practical help.

Are you passionate about using data to make a positive impact and want to work for a charity that values compassion, accountability, respect, and equity? We’d love to hear from you. We’re looking for a CRM and Insights Manager to lead our supporter care strategy and maximise income through data-driven insights. In this pivotal role, you’ll manage our CRM system (Donorflex), optimise donor journeys, and ensure compliance with fundraising best practice and data protection regulations.

What you’ll do:

• Use data analysis to shape fundraising strategies and improve supporter experience.
• Manage and develop the Supporter Care team.
• Oversee donation processing, Gift Aid claims, and reporting.
• Drive efficiency and innovation in supporter engagement.

What we’re looking for:

• Strong experience in CRM management and data analytics.
• Excellent communication and leadership skills.
• Advanced Excel and data visualisation expertise.
• Knowledge of fundraising compliance and GDPR.

Working for us

As an employee you will receive the following benefits:

• Opportunity for some home working
• Health Cash Plan & Wellbeing programme (dentistry, optical, emotional wellbeing support)
• 25 days annual leave increasing to 29 with service (pro rata for part time employees)
• Enhanced Occupational sick pay scheme
• Home-made meals available in our onsite bistro
• Access to a group pension plan or continuation of NHS Pension (subject to criteria)
• Life assurance
• Free onsite parking
• Access to Blue Light Card scheme discounts
• Social events (such as photography group, quiz nights, picnics and more)

The role

As Manager of Philanthropic Giving, you will lead myaware’s trusts, foundations and high-value philanthropy fundraising, driving sustainable income growth through a strong and well-managed funding pipeline. You will shape and deliver strategies to secure both restricted and unrestricted income, manage the full bid lifecycle, and build long-term relationships with trusts, statutory funders and high-net-worth individuals.

Working closely with the CEO, senior leadership and trustees, you will develop compelling funding propositions, steward funders through excellent reporting and engagement, and represent myaware at meetings, events and networking opportunities. You will also maintain accurate records through our CRM system, track performance against targets, and contribute to income planning and reporting. This is a strategic and hands-on role with real impact for people affected by myasthenia.

The Manager of Philanthropic Giving will be predominantly home based within the UK (with occasional working and meetings at Derby HQ) and will work in co-operation with the fundraising team and all myaware colleagues to deliver agreed fundraising targets and campaigns. Own transport is essential for this role as occasional travel throughout the UK will be required to attend donor meetings, events and networking opportunities, as well as the ability to travel to the Derby office. There may be the need to occasionally work during weekends and evenings and therefore there is a need to work flexibly when required.

Who We Are Looking For

We are looking for an experienced and motivated fundraising professional with a strong track record in major donor and Trusts & Foundations fundraising. You will have experience securing significant gifts, building and stewarding long-term funder relationships, and writing compelling funding applications and impact reports.

You will be a strategic thinker with excellent interpersonal, research and organisational skills, confident managing a complex pipeline and working collaboratively across teams. You will be comfortable working independently, using CRM systems, and engaging senior stakeholders, including trustees and high-level donors. Most importantly, you will share myaware’s values, demonstrate empathy with our cause, and be committed to making a meaningful difference through philanthropy.

If this sounds like you, we would love to hear from you.

Who are we?

Myaware is the only charity in the UK dedicated solely to the care and support of people affected by myasthenia. 

We are working hard to raise awareness of myasthenia, as it is a little-known condition. We provide support for people with myasthenia and their families, whilst offering advice and tips for living with the condition. 

We also fund the research that brings us closer to finding a cure as well as funding specialists nurses and advisors. 

Members of myaware have full access to a wide range of support services and events including our specialist benefits and welfare advisor. 

Myaware supports people with myasthenia and their families.  We campaign for better medical services for people with myasthenia and work to inform medical professionals. 

The myasthenias are a group of neuromuscular conditions. They are rare but also manageable and can affect anyone, regardless of age, gender or nationality. Myasthenia gravis, ocular myasthenia and Lambert-Eaton myasthenic syndrome are autoimmune conditions whereas congenital myasthenic syndrome is caused by an inherited genetic fault. It is thought that there are approximately 20,000 people currently living with myasthenia in the UK. 

Benefits

• Generous holiday allowance
• Perkbox account (global benefits and rewards platform)
• Group Life Assurance after 6 months of service 
• NEST workplace pension scheme
• Free inhouse staff benefits and welfare advice 
• Investment in your personal and professional development
• Annual salary review

Candidates should submit their CV and tailored covering letter by: 23:30 on Sunday 1st February 2026.

Provisional interview date will be week commencing : 09.02.2026   Interviews will be held over Microsoft Teams.

Applications submitted without a tailored cover letter will not be considered.

This post, due to its nature, duties and responsibilities, will be subject to an enhanced check by the DBS. This is funded by Myaware.

This role will be responsible for securing funding from charitable trusts and foundations, identifying new funders, preparing funding applications and managing the growth of a strategic portfolio of corporate partnerships. The role will also provide support on data entry, reporting on our CRM system and wider support to the fundraising team.

The Partnerships and Business Development Manager is responsible for securing and sustaining business and property support for The Fitzrovia Partnership, with a primary focus on ballot delivery and long-term levy payer engagement.

The role leads the practical management of the Camden and Westminster occupier ballots, voluntary membership, property forum and targeted engagement activity. It is delivery-focused and process-driven, ensuring that engagement activity is well planned, well recorded, and directly supports successful ballot outcomes.

Working closely with the Marketing and Communications team, the postholder ensures engagement activity is aligned with wider messaging and campaigns, while retaining clear ownership of relationships, follow-up, and conversion.

Key Duties and Responsibilities

Business and Property Engagement

· Lead direct engagement with levy-paying businesses and property owners through meetings, visits, calls, and structured follow-up.

· Build and maintain strong working relationships with key decision-makers, ensuring consistent and informed dialogue.

· Develop, lead and manage engagement plans for priority occupiers and property interests, with clear objectives and outcomes.

· Act as a first point of contact for ballot-related queries and engagement issues.

Ballot Management and Delivery

· Manage the end-to-end occupier ballot process, working with the billing authority to ensure compliance with statutory requirements and deadlines for the 2027 Camden and 2028 Westminster ballots.

· Maintain detailed ballot timetables, engagement trackers, and risk logs to support back-to-back ballots.

· Coordinate internal inputs to ballot materials, ensuring engagement intelligence informs content and targeting.

Voluntary Membership

· Manage the development and delivery of a voluntary membership offer alongside statutory levy arrangements.

· Identify, engage, and convert voluntary members, tracking participation and renewals.

· Ensure voluntary members receive clear value through engagement, access, and communication.

Project Management

· Plan and deliver targeted engagement campaigns in support of ballots and priority projects.

· Manage engagement activity as structured projects, with defined milestones, actions, and reporting.

· Work closely with Marketing and Communications to align engagement activity with campaigns, while retaining ownership of delivery, follow-up, and outcomes.

· Support delivery of engagement-led projects such as property forums, briefings, and issue-based meetings.

CRM, Data and Insight

· Take ownership of CRM use for engagement, ensuring all interactions, outcomes, and next steps are accurately recorded.

· Maintain high data quality to support ballot readiness, reporting, and audit requirements.

· Produce regular engagement reports showing coverage, risks, gaps, and progress towards ballot thresholds.

· Use CRM insight to prioritise effort and guide engagement strategy.

Governance and Reporting

· Prepare clear written updates, briefings, and summaries for senior leadership, the Board, and relevant sub-groups.

· Ensure engagement activity complies with data protection and internal governance requirements.

· Support audit trails and evidence requirements associated with ballot delivery.

This role works closely with the Marketing and Communications team to ensure consistency of messaging, timing, and audience targeting. However, it remains distinct in its focus on relationship management, ballot mechanics, CRM discipline, and delivery of outcomes, rather than content creation or communications strategy.

Person Specification

Skills and Experience

· Strong and proven experience in business engagement, membership, stakeholder management, or business development in a place-based or membership organisation.

· Demonstrable experience in a commercial development role, or strong evidence of meeting conversion targets in a B2B environment (for example, membership, sponsorship, account growth, renewals, or service sales).

· Proven experience managing complex processes or campaigns with fixed deadlines.

· Strong project management skills and attention to detail.

· Experience using CRM systems to manage relationships, track activity, and produce reports.

· Ability to work closely with communications colleagues while retaining ownership of delivery and follow-up.

· Strong written and verbal communication skills, particularly for briefings and engagement reporting.

Knowledge and Understanding

· Understanding of BIDs or similar partnership organisations and the importance of ballot legitimacy.

· Awareness of how businesses and property owners engage with place-based organisations.

· Understanding of data protection and responsible handling of stakeholder information.

Personal Attributes

· Organised, persistent, and comfortable working to targets and deadlines.

· Confident and professional when dealing with senior stakeholders.

· Practical, delivery-focused, and outcomes-driven.

· Willing to learn, reflect, and continuously improve.

To apply for this role, please send a max 2-page cover letter and CV. Shortlisted candidates will be invited to interview (w/c 9 February 2026)

This integral role will provide high-quality administrative, compliance and organisational support across the charity. The Operations Officer will support day-to-day operations, ensuring strong governance, accurate record keeping and systems efficiency all of which will allow the delivery of CHEER’s client and volunteer services.Training will be offered where required (eg: compliance, DBS checking, charity governance).

KEY RESPONSIBILITIES: 

1. CRM management (Beacon) 

• Ensure the charity’s CRM is accurate, up to date and used consistently across the team. 

• Conduct regular spot checks and data quality reviews. 

• Support the transition to CRM-driven reporting. 

• Develop and maintain CRM admin processes, templates and documentation (including user guide). 

2. Governance, compliance & policy administration 

• Maintain organisational policies, procedures, training records and compliance documentation. 

• Schedule reviews cycles and follow up with team/trustees for updates. 

• Maintain accurate HR compliance records for team (DBS renewals, training certificates etc.). 

• Keep governance and compliance well-organised and accessible. 

• Contribute to improving workflows, systems and processes. 

3. SharePoint & digital systems maintenance 

• Lead an overhaul of SharePoint structure to create a clear, user-friendly filing system. 

• Ensure documents are saved, organised, version-controlled and archived. 

• Keep SharePoint updated and functioning well. 

• Support staff with basic digital troubleshooting and liaise with IT support when required. 

4. Memberships, subscriptions & Organisational admin 

• Monitor charity memberships, renewals, insurances, subscriptions, storage costs, licences, software and service contracts. 

• Maintain a central register of renewal dates and ensure timely payments. 

• Support procurement of equipment, supplies and services. 

5. Meeting coordination & minute taking 

• Manage meeting schedules, invitations, and logistics for: 

• AGM 

• Board/trustee meetings 

• Trustee/team meetings 

• Working groups and subcommittees 

• Prepare and circulate meeting papers. 

• Attend meetings, take accurate minutes and distribute them promptly.