Crm systems manager jobs

THE ROLE

Job Title: Head of CRM

Reports To: Chief Executive

Location: Remote and hybrid working (occasional travel to SportsAid Head Office)

Salary: £60,000 per annum FTE; pro-rated to £36,000 per annum for 3 days/week

Contract: Permanent; part-time

Hours of work: Part-time position, approx. 21 working hours a week (3 days per week), some evening work may be required from time to time, reasonable flexible work options are available.

CONTEXT & PURPOSE OF ROLE

SportsAid is currently implementing Salesforce Nonprofit Cloud as our new organisation-wide CRM platform to strengthen engagement with athletes and their parents/care-givers, supporters and funders, partners, alumni, volunteers and other key stakeholders.  The Head of CRM will provide strategic and operational leadership for the charity’s CRM function.  

Initially the focus of the role will be to realise the value of the implementation, including adoption, embedding ways of working and processes across teams, improving data quality, refining reporting, ensuring good system governance and optimising organisation-wide usage. 

Longer term, the role will develop and lead a CRM roadmap, identifying priorities and enhancements for future development and planning the strategic evolution of our new CRM ecosystem and long-term sustainability of our Salesforce Nonprofit Cloud platform.

You will lead organisational change, embed best practice CRM processes, ensure high-quality data governance and maximise the value of CRM insights to support fundraising, programme delivery, marketing, partnerships and impact reporting.

BACKGROUND

Founded in 1976, SportsAid is a national charity that provides recognition and financial help to emerging young talented sports people – the next generation of British sporting heroes and heroines – often at a crucial time in their personal and sporting development. 

SportsAid’s Mission is to champion and support the next generation of athletes to fulfil their potential in sport and life.

We put athletes first.  We champion fairness and inclusion.  We work together.  We are ambitious and accountable. 

We bring together partners, supporters and alumni to provide financial help, trusted guidance and belief – particularly at the moments when staying in sport becomes hardest.  For decades, we have been side by side with Britain’s greatest emerging sporting talent, from Mo Farah to Jessica Ennis-Hill to Ade Adepitan, Paula Radcliffe and so many others to give them vital support before they became Olympian and Paralympian stars. 

SportsAid manages and delivers several programmes of support including SportsAid Athlete Awards, the Talented Athlete Support Scheme (TASS), the Diploma in Sporting Excellence (DiSE) and Backing The Best.

KEY RESPONSIBILITIES

 CRM Strategy & Leadership

• Champion CRM adoption across all function areas.
• Serve as the internal subject matter expert on CRM best practice.
• Lead continuous improvement and optimisation of the platform.
• Develop and deliver a multi-year CRM roadmap aligned to organisational strategy.
• Act as Product Owner for Salesforce Nonprofit Cloud.

 Salesforce Nonprofit Cloud Implementation & Optimisation

• Lead final configuration, rollout and optimisation of:

• • Constituent management
  • Fundraising and donation management
  • Grants management
  • Beneficiary engagement
  • Programme and impact tracking

• Configure and manage:

• • Custom objects, fields, page layouts, record types
  • Validation rules and automation
  • Reports and dashboards
  • Permission sets and role hierarchy

• Oversee integrations (eg website forms, email marketing platforms, finance systems, payment gateways).
• Manage sandbox environments, release cycles and change control.
• Liaise with external Salesforce implementation partners where required.

 Data Governance & Compliance

• Develop and enforce data governance policies and procedures.
• Ensure compliance with:

• • UK GDPR
  • Fundraising Regulator guidance
  • Charity Commission reporting requirements

• Maintain data integrity, security and role-based access controls.
• Implement duplicate management, data cleansing and quality assurance processes.
• Develop data retention and archival policies.

 Reporting, Insight & Impact Measurement

• Develop organisation-wide reporting frameworks.
• Build dashboards to support:

• • Fundraising performance
  • Beneficiary progression
  • Partner engagement
  • Impact reporting

• Ensure reliable KPI tracking aligned to Board reporting requirements.
• Support data-driven decision making at SMT and Board level.

 User Adoption & Training

• Develop and deliver a CRM training strategy for all staff.
• Create user guides, process documentation and onboarding materials.
• Provide ongoing support and troubleshooting.
• Establish and support CRM ‘champions’ (super-users) across function teams.
• Monitor adoption metrics and address any resistance to change.

 Supplier & Stakeholder Management

• Manage relationships with Salesforce partners and third-party vendors.
• Oversee licence management and budget control.
• Contribute to digital transformation projects across the charity.

ESSENTIAL SKILLS & EXPERIENCE

 Experience

• Substantial experience of a similar role within a UK charity (essential).
• Experience with:

• • Marketing Cloud Account Engagement (Pardot)
  • Experience Cloud
  • Payment integrations (eg Stripe, FinDock)
  • Grants management workflows

• Experience managing small CRM or data teams.
• Understanding of impact measurement frameworks in sport or social change.

Salesforce & Technical Expertise

• Significant experience administering Salesforce Nonprofit Cloud (or NPSP).
• Salesforce Administrator certification (ADM-201); ideally Salesforce Advanced Administrator certification.
• Strong understanding of:

• • Data model architecture
  • Schema design and object relationships
  • Flow automation (Salesforce Flow)
  • Validation rules and approval processes
  • Reports and dashboard development

• Familiarity with managing integrations using APIs, middleware or tools such as:

• • REST/SOAP APIs, Zapier or similar
  • Marketing automation integrations

• Experience in implementing and managing Salesforce Applications.
• Experience managing CRM data migrations.
• Understanding of role hierarchy, profiles and permission sets.

 CRM Leadership Experience (ideally involving Salesforce)

• Proven experience leading CRM implementation or major system transformation.
• Experience developing CRM strategies in a UK charity, membership or sport organisation.
• Experience driving organisational adoption and behavioural change.
• Demonstrable success improving CRM data quality and insight capability.

 Data & Governance

• Strong understanding of:

• • UK GDPR and data protection principles
  • Data governance frameworks
  • Information security best practice

• Experience implementing data quality monitoring processes.

Project & Change Management

• Experience managing system rollouts and phased releases.
• Familiarity with Agile or iterative delivery approaches.
• Strong stakeholder engagement skills across technical and non-technical audiences.
• Ability to translate operational needs into technical CRM solutions.

 Communication & Leadership

• Excellent written and verbal communication skills.
• Ability to influence senior leaders and Board members.
• Strong facilitation and training capability.
• Collaborative, solutions-focused and pragmatic approach.

 Personal Attributes

• Strategic thinker with strong operational delivery capability.
• Highly organised with attention to detail.
• Comfortable working in a growing and evolving organisation; happy to be ‘hands on’.
• Passionate about the power of sport to change lives.
• Committed to inclusion, diversity and safeguarding principles.

WHAT WE OFFER

• The opportunity to lead SportsAid’s digital transformation to ensure the charity is enabled to make a lasting impact on the lives of young athletes and their families.

• A collaborative, supportive working environment where your ideas and contributions are valued.

• Professional development opportunities to enhance your skills and grow within the role.

• Flexible working: reasonable flexible, remote and hybrid working options are available.

• Salary: a FTE salary of £60,000 per annum; pro-rated to £36,000 for 3 days/week.

• Pension: SportsAid makes a contribution of 3%, and the employee makes a minimum contribution of 5%.

• Healthcare: membership of the SportsAid private health insurance scheme is available for the employee with premiums paid by SportsAid.

• Cycle to Work Scheme: available to all staff. 

• Death in Service Benefit: inclusion in company scheme. 

• Season ticket loan: an interest free loan is available to all staff.

• Holidays: 25 days per year, plus Bank Holidays, increasing by 1 day for each year of service, up to 30 days (pro-rated for part-time roles). 

APPLICATION PROCESS

Please apply with your CV and a one page cover note on how you meet the essential criteria – the application deadline is by 5pm on Friday 17th April 2026.

On receipt of your application, you will be sent a confidential equal opportunities form, which all applicants will be asked to complete.  Shortlisted applicants will be notified by Wednesday 22nd April 2026 to have a preliminary online conversation with the recruiting panel (including the Chief Executive and the database implementation consultant).

Interviews will be held in person on Thursday 30th April 2026 at the SportsAid office in London.

SportsAid recognises that certain sections of the community have been affected by structural inequities and may be denied the opportunity to participate equally and fully in sport at all levels. SportsAid as an organisation believes our role is to remove the barriers that our most under-served, at risk and minoritised groups of young people experience when trying to access sport and physical activities.

SportsAid therefore positively welcomes, and seeks to achieve, diversity in our workforce and that all job applicants, volunteers and employees receive equal and fair treatment. We positively encourage applications from all candidates regardless of age, race, ethnicity, gender, disability, marriage and civil partnership status, gender identity, background, religion, faith, sexual orientation, maternity status, pregnancy, belief or nationality.

NOTES:

The SportsAid office is in London, but this role can be based remotely.

As the role may involve indirect, online contact with young people, the appointee will be required to undergo an enhanced DBS check in relation to the post.  

We’re looking for a passionate, insight‑driven leader to join Willen Hospice as our Supporter Growth & Insight Manager. This is a brand‑new, high‑impact role leading our emerging Supporter Connection Hub - a future‑focused model that brings together data, CRM, digital journeys and supporter care to deliver unforgettable experiences and long‑term value.

As a key member of the Income Generation leadership team, you’ll be helping create sustainable income growth that ensures Willen Hospice care continues for all those who need it, now and in the future.

If you’re excited by the idea of shaping how thousands of people connect with our cause, and you thrive at the intersection of strategy, insight and human empathy, then this could be your next big step.

What you’ll do:

✅ Lead the Supporter Connection hub, driving a supporter-first culture across the hospice to deliver joined-up “one Willen” supporter experiences and outstanding stewardship. 

✅ Set and embed segmentation, journey architecture and stewardship standards that drive retention and lifetime value.

✅ Use data, insight and CRM automation to scale personalised supporter engagement and free capacity for deeper human relationships.

✅ Drive performance across supporter journeys, using dashboards, KPIs and next‑best‑action logic to inform decisions.

✅ Champion innovation and continuous improvement, exploring new technologies and approaches to elevate supporter engagement.

✅ Work collaboratively with other leaders to shape and deliver the Hospice Strategic Plan.

We’re looking for someone who is:

· A strategic thinker with experience in fundraising, supporter engagement, CRM driven marketing or customer journeys.

· Confident leading and creating high performing teams.

· Skilled at turning insight into action - comfortable working with data, segmentation, automation or journey optimisation.

· An excellent communicator who can influence and align colleagues at all levels.

· Curious, innovative and committed to continuous improvement.

Experience with CRM systems, digital stewardship or marketing automation platforms is a must but just as important is your mindset: forward‑thinking, collaborative and supporter‑obsessed.

Who we are:

Set in the tranquil grounds of Willen Lake, Willen Hospice is the leading provider of specialist palliative care in the Milton Keynes area. We offer round-the-clock, expert care to local patients with a life-limiting illness, both in their own homes and in our In-Patient Unit. Our passionate staff and volunteers make sure our care is personalised to each patient’s needs and supports their loved ones too. We have a thriving Therapeutic & Wellbeing service providing counselling, physiotherapy, activity groups and more, and a specialist Lymphoedema service. As a registered charity, we raise vital funds through our dedicated Business Development team and our growing portfolio of high street and online shops, to ensure our care stays free of charge.

Why join us?

✅ A role with purpose – be part of a team delivering outstanding palliative care.

✅ Supportive and caring environment – work with passionate colleagues.

✅ Great benefits package – including 35 days' holiday, contributory pension scheme, enhanced maternity/sick pay, and ongoing professional development.

✅Perks and extras – free on-site parking, subsidised catering, Blue Light Card discounts (with membership), and an Employee Assistance Programme.

The Talent Set are pleased to have partnered with a fantastic charity organisation who are looking for a CRM Project Analyst to join their team for an initial six-month contract.

The CRM Project Analyst is responsible for working with various business units, including fundraising and communications, service delivery, and finance, to ensure that Microsoft Dynamics 365 meets the organisation’s operational and strategic needs. This role focuses on translating business requirements into clear technical specifications, improving data quality and processes, and helping drive supporter engagement, income growth, and impact reporting. Working alongside stakeholders, the successful candidate will help define a tailored Data Model and the processes to ensure ongoing compliance.

Key Responsibilities

• Engage with teams across Fundraising, Communications, Help Advice & Services, Data Quality & Compliance, and Finance to understand business processes and CRM needs.

• Facilitate workshops and interviews to capture and document functional and non-functional requirements.

• Translate requirements into user stories, process maps, and acceptance criteria to act as a bridge between technical teams, developers, and end users.

• Support the configuration of entities, workflows, forms, business rules, reports, dashboards, and integrations.

• Ensure developments follow sector best practice and align with UK charity needs, such as Gift Aid, donor journeys, and case management.

• Develop and implement the Data Model, data standards, data quality processes, and validation rules.

• Support GDPR compliance, including lawful basis tracking, data retention, consent management, and data audits.

• Develop and deliver training materials, guides, and workshops while offering mentoring and development for the existing CRM team.

• Contribute to project planning and risk management while acting as a key advocate for CRM business practices.

Person Specifications

• Proven experience as a Business Analyst, CRM Analyst, or similar role within a charity, not-for-profit, or membership organisation.

• Hands-on experience with Microsoft Dynamics 365.

• Understanding of charity-sector processes such as fundraising, donor management, Gift Aid, volunteer management, and service delivery.

• Strong analytical and problem-solving skills with excellent attention to detail, including experience documenting requirements, process maps, user stories, and test scripts.

• Understanding of GDPR, PECR, and data privacy obligations in the UK charity sector.

• Excellent communication skills, able to engage with both technical and non-technical audiences.

• Knowledge of the Microsoft Nonprofit Common Data Model, fundraising regulations, Power BI, Power Automate, or system integrations is desirable.

What’s on Offer:

• A salary of £45,000 

• Full-time opportunity,

• Hybrid working, South West London / Surrey Borders ( 2-3 day a week on-site)

• 6 month contract 

How to Apply: To apply, please submit your CV demonstrating your suitability for this role by clicking the “apply now” button.

The process: If your experience aligns with what we're looking for, a member of our team will be in contact to discuss the role with you in more detail before presenting your profile to the client. We will also ensure that all applicants receive an email to inform them of the outcome of their application. To avoid any potential delays or your application being missed, please apply solely via the 'Apply Now' button.

Commitment to Diversity: The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

Role Purpose

To lead Trussell’s email and marketing CRM strategy and digital projects by creating insight‑led, compliant, and engaging digital communications and journeys that bring our story to life and drive programme outcomes.

This role is part of the Together with Trussell programme, the goal of which is to build stronger connections with our supporters, partners and donors to increase funding, campaigning, and other forms of support for our work.  As a member of an enabling programme, this role is focused on the successful delivery of the Together with Trussell programme outcomes, which underpin and enable the outcomes of our 5 external programmes – together contributing to the fulfilment of our long-term vision of a UK without the need for food banks.

Key Responsibilities

Email and CRM marketing

· Lead the design, content development and delivery of Trussell's email programme and related projects, optimising workflows, journeys and alignment with our audience strategy to deliver organisational goals.

Product leadership

· Overall product leadership of our customer marketing platform, Marketing Cloud, ensuring data models and digital ecosystem are optimised and compliant with data privacy laws and industry standards, protecting supporter data from cyber threats.

Analysis and insight and performance

· Implement digital tracking, attribution and measurement in line with established UTM governance and tagging standards to enable accurate tracking and optimisation.  Lead the supporter data function, ensuring accuracy and compliance of supporter data, working with business system teams to ensure reporting enables actionable decision making. 

Consultancy and stakeholder management

· Act as an expert inhouse consultant for programme teams providing advice and guidance to embed best practice, accessibility and innovation in digital communications, driving continuous improvement.

Digital marketing project management

· Lead digital marketing projects that deliver continuous improvement and compliance driving improved engagement with our audiences and programme outcomes.

Person Specification

Core Knowledge

· Deep understanding of CRM, CDP and marketing automation platforms. Experience of Salesforce and Marketing Cloud would be an advantage.

· Management of multiple audience-focused email marketing programmes with complex segmentations and competing priorities

· Excellent understanding of email copy and content best practice

· Excellent understanding of accessibility and legal regulations for email marketing, including the Data Protection Act and UK GDPR and accessibility best practice

· Strong understanding of digital measurement, including tracking, attribution and analytics methodologies and summarising insights to inform decision making.

Essential Skills

• Data analysis and converting this to actionable strategies
• Excellent stakeholder management and relationship building skills
• Able to influence decisions, demonstrates collaborative approach
• Ability to think strategically and practically deliver
• Excellent ability to co-ordinate a variety of projects simultaneously in a multi-stakeholder environment

· Problem solving approach, giving strategic direction

· Process review and improvement skills

Key Experience

• Leading and delivering digital projects and outcomes
• Leading email strategy and function
• Ensuring best practice and compliance
• Performance measurement and reporting skills
• Team leadership
• Managing relationships with suppliers and agencies

Are you passionate about global women’s rights and would love to contribute to the cause? Are you organised, efficient and enjoy supporting colleagues in the smooth running of an organisation?

This is an exciting time to join The Circle as we take the organisation to the next level and the Team Co-ordinator will play a pivotal role ensuring smooth daily functioning by managing administration, CRM, IT, and HR support. This role is key in facilitating team collaboration, supporting onboarding, managing office systems, and handling financial tasks like invoices, working collaboratively to boost team efficiency.

We are open to different levels of experience – whether you are a seasoned hand in operations and team support or at the early stage of your career. The successful candidate will bring high levels of organisation, elbow grease, passion and commitment.

Job Description

• Administration & Systems Management

Managing supplies, equipment, and maintaining filing systems, records, and CRM database. Engage with and support running The Circle’s current operational systems, including Beacon CRM, Quickbooks, 1Password, Breathe HR, Microsoft 365 (including Microsoft Teams & SharePoint), FreshPay, Stripe, PayPal, Mailchimp, Wordpress, etc. Continue to develop and update systems.

• HR & Volunteer Support

Assisting with staff onboarding/offboarding, managing recruitment; Lead on health & safety, including having staff undertake regular risk assessments for home working and electronic device safety; ·

• Finance Support

Processing invoices, expenses, donations, and assisting with budget tracking. Management of monthly reconciliation with QuickBooks. Submission of Gift Aid claims and donation tracking using Beacon CRM

• Meeting, Event & Travel Support

Organizing team meetings, Board meetings, away days, overseas travel and coordinating event logistics.

• Communication & Compliance

Assisting with internal communication and ensuring Health & Safety, GDPR, and safeguarding compliance.

• CEO, Board and Governance Support

Support the Chief Executive and Board Secretary with quarterly Board meetings, sub-committee meetings; Manage policy renewal timelines, support on updating existing policy and drafting new policy where necessary, alongside the CEO & Board

Person Specification

Essential

• Excellent organisational skills and ability to juggle multiple priorities.
• Excellent communication skills, both written and verbal
• Some experience of finance systems, including supporting on reconciliation, budgets, and gift aid
• Good data management skills to support monitoring and evaluation work.
• Excellent Microsoft Office suite skills including Excel, SharePoint, and knowledge of other IT solutions to support effective operations.
• Proactivity: Strong "can-do" attitude, willing to take initiative and solve problems.
• Previous experience in administration, operations, or a, supportive, team-focused role

Desirable 

• Experience managing a CRM.
• Experience coordinating events, ideally both online and in person.
• A strong understanding of, and passion for, women's and girls' rights.
• Knowledge of specific systems used at The Circle: WordPress CMS systems, Mailchimp, QuickBooks, Beacon CRM, Breathe HR.
• Understanding of use of social media to engage with different audiences.
• Ability to represent The Circle to external audiences.
• Some experience of working with high profile names
• Experience supporting on policy writing
• Experience of providing basic HR support

Personal Characteristics

• Extremely organised and ability to work in a fast-paced environment
• Attention to detail.
• An entrepreneurial and enterprising approach to work.
• Efficient, reliable, flexible and collaborative working style.
• A self-starter with the ability to anticipate requirements and act to provide workable solutions with limited budget.
• Team player who enjoys working collaboratively and flexibly to achieve outcomes.
• Keen to add value to the organisation’s culture and ethos.
• Interest in global women’s rights.

Job Title: Programme Funding Administrator 

Contract Type: 6 month fixed term (with the possibility of extending) 

Location: Hybrid WeWork Kings Cross office (minimum 3 days a week) / remote working (up to 2 days a week)

Salary: £30,500 (London Living Wage) 

Working Hours: Full time 40 (we are open to discussing the possibility of reduced hours, flexible start and finish times, or compressed hours) 

Role Purpose

The Programme Funding Assistant has four core functions:

1. Provide administrative support across a portfolio of income generation streams - Assist in identifying and cultivating strategic partnerships and fundraising relationships, support the development of funding applications, managing donor requirements, reporting to donors, and analysing data.
2. Coordinate TASC’s granting programme - Managing all tasks associated with the annual granting cycle including communication to grantees, including identifying new grantees, supporting the contracting process and supporting the development of the Annual Impact Report. 
3. Provide administrative and research support across TASC’s programme portfolio (Illicit Trade, Education and Responsible Business)
4. General administrative support including TASC’s CRM system

Position in the organisation

• Reports to the CEO but works across all programme pillars to support effective fundraising and granting processes. 

Key Relationships

• Internal relationships - TASC team, consultants, contractors
• External relationships - Donors, grantee organisations

Main Responsabilities 

Will include, but are not limited to:

1. Grant and Donor Administration (50%) 

• Coordination of a portfolio of 5 and 6-figure donors or grantors, with oversight and support from the CEO, securing repeat donations and increasing support where possible
• Administration of existing grants, ensuring that terms are adhered to and reporting processes are managed effectively
• Administration of donor communications
• Support the development of proposals in line with the objectives and guidelines of the prospective grantor outlining why funding is needed, how the project will positively impact beneficiaries, and how the funds will be allocated and managed throughout the project
• Prospecting and researching all donor types (including major donors, corporates, and trusts and foundations) that have aligned priorities
• Lead the donor engagement calendar, including drafting communications and touch points to key donors throughout the year 

2. Granting (20%) 

• Supporting the drafting and processing of all contracts at the annual granting phase
• Coordinating communications to grantee organisations
• Administering the grantee reporting process
• Managing the collation of partner reports and support the drafting the Annual Impact report for the programme

3.Programmes (Illicit Trade, Education, and Responsible Business) (20%) 

• Undertake research across programme workstreams
• Support in the organisation and coordination of events both in the UK and internationally, this could include venue booking, guestlist coordination and liaising with vendors
• Monitor news reports related to forced labour in business supply chains and other programme areas 

4. General administration and management of the CRM (10%) 

• Coordinate meetings and managing the team and CEO calendar
• Report internally on portfolio of relationships and prospects from the CRM, keeping the CRM and internal information management systems updated with records, contact, confidence levels and forecasted donations. 

This job description is not exhaustive. It merely acts as a guide, particularly as this is a new role, and may be amended to meet the changing requirements of the charity at any time after discussion with the post holder.

We are looking for a CRM & Data Officer to take ownership of HorseWorld’s supporter data and CRM system—ensuring it is accurate, compliant and actively enabling our fundraising to grow.

At HorseWorld, we believe in the power of horses to change lives.

For over 70 years, we’ve rescued, rehabilitated and rehomed horses, ponies and donkeys in need. Today, that work reaches further—through our Discovery programme, we partner rescued horses with children and young people who are struggling in mainstream education, helping them rebuild confidence, connection and a sense of possibility.

We are growing our impact, and with that comes the need for strong foundations.
Behind every donation, every supporter, every horse and every young person we reach, there is data we must be able to trust.

This role sits at the heart of that.

The Role

This is a pivotal role within our fundraising team. You will be the person who makes sure our systems work, our income is correctly recorded and reconciled, and our data is handled with care and integrity.

You will work closely with fundraising and finance colleagues, and with the CEO, to ensure that our data not only meets regulatory requirements, but supports better decisions, stronger relationships and increased income.

This is not just about maintaining data.
It’s about making it useful.

Key Responsibilities

CRM & Data Management

• Own and manage HorseWorld’s CRM system, ensuring data accuracy, integrity and usability
• Act as system administrator and lead on any future development or upgrades
• Produce reports and insights to support fundraising performance and decision-making
• Support colleagues to use the CRM effectively through guidance and training

Data Protection & Compliance

• Work with the CEO to ensure compliance with GDPR and relevant fundraising regulations
• Act as a key point of contact for data protection queries and audits
• Maintain clear processes, documentation and staff understanding of data responsibilities

Fundraising Operations & Financial Reconciliation

• Reconcile all fundraising income through the CRM with the Accounts team on a monthly basis
• Ensure all income streams (online platforms, standing orders, events, etc.) are accurately recorded and monitored
• Support fundraising activities and events with data and financial processes

Gift Aid

• Manage and improve Gift Aid processes to ensure efficiency and compliance
• Submit accurate monthly claims and maintain robust records
• Ensure readiness for HMRC inspection at all times

Lottery Administration

• Record and monitor lottery income
• Complete required returns to the Gambling Commission
• Ensure compliance with all relevant regulatory requirements

About You

You are someone who takes pride in getting things right.

You are naturally organised, detail-focused and comfortable working with data, systems and processes. You understand that accuracy matters—not just for compliance, but because it underpins trust, income and impact.

You are equally comfortable working independently and as part of a team, and you bring a practical, problem-solving mindset to your work.

You don’t just keep systems running—you look for ways to make them better.

Experience & Skills

Essential

• Experience working with CRM systems and managing data accurately and systematically
• Strong Excel and IT skills
• Experience in administrative roles involving finance and/or donor data
• Confidence in reconciling income and producing reports
• Ability to manage multiple priorities and meet deadlines
• Strong attention to detail and analytical thinking

Desirable

• Experience in a fundraising or charity environment
• Knowledge of Gift Aid and charity income processes
• Experience with Beacon CRM or similar systems
• Understanding of GDPR and data protection requirements

Personal Qualities

• Aligned with HorseWorld’s values: Caring, Collaborative, Proactive, Adaptable, Inclusive
• A collaborative team player who builds strong working relationships
• A proactive problem-solver with a “can do” attitude
• Comfortable taking ownership and working with minimal supervision
• Motivated by the impact of our work with horses and young people

Why This Role Matters

Every donation we receive, every supporter we engage, and every programme we deliver relies on data being accurate, compliant and usable.

In this role, your work will directly support:

• the growth of our fundraising income
• the strength of our supporter relationships
• and ultimately, the number of horses and young people we can help

It’s a role with real responsibility—and real impact.

BGCI Vacancy Announcement

Position Summary

Botanic Gardens Conservation International (BGCI) is seeking to appoint a Membership Information Management Officer who will play a key role in the delivery of the Botanic Gardens Conservation International (BGCI) 2025-2030 Strategic Framework and membership programme, supporting member engagement, data and information management, and utilisation of the BGCI global information systems. This role ensures the accuracy and integration of member and garden data across CRM systems, supports conservation services for members, staff and internal projects and contributes to the wider success of the BGCI global network.

The Membership Information Management Officer requires a strong blend of information management, CRM administration, data and information analysis, and member engagement skills, combined with the ability to work in a global conservation organisation.

Title of post: Membership Information Management Officer

Job Purpose: Provides information management to support the membership programme

Reports to: Head of Membership and Conservation Services

Contract Type: Full-time (35hrs/week)

Duration: 3-year contract

Location: BGCI Offices, Kew, London; Hybrid *

Remuneration: Officer F2 grade, recruitment range £27,500 - £30,000.

*Please note that our temporary office address in 2026 is in Putney, London

About BGCI

Botanic Gardens Conservation International (BGCI) is the largest global plant conservation network with over 950 member institutions in more than 120 countries. BGCI plays a key coordinating role, facilitating collaboration between botanic gardens and other conservation organisations, and supports the development and long-term functioning of botanic garden networks. BGCI ensures that local expertise contributes to global impact and mobilises funding and technical assistance for practical conservation efforts worldwide.

Person Specification

BGCI is seeking to appoint a detail-oriented information management professional with experience supporting membership, donor, or partnership programmes within a conservation, scientific, or not-for-profit environment.

Application Process

If you are interested in this role, please send us your CV and a cover letter (two pages maximum), explaining your motivation for the role and providing examples and evidence of how you are suitable for the position. Please also confirm in your letter that you are eligible to work in the UK.

Please note that the role is UK based so you must be eligible to work in the UK. We are unable to provide sponsorship for this role. Please confirm in your cover letter that you are eligible to work in the UK. Please send your CV and cover letter to

Closing date for applications is 27th April 2026

The interviews will be conducted online in the week commencing 1st June 2026

We also ask all applicants to complete a short Equality and Diversity Monitoring Form - please click on this link BGCI Equality and Diversity Monitoring Form – Fill in form

BGCI is committed to putting equality, diversity and inclusion at the heart of our organisation. We are committed to ensuring a working environment in which all individuals are free from discrimination and in which opportunities are equal to all. We encourage applications from all sections of the community, particularly those underrepresented within our secto

Finance Manager (Part-Time)

Hours: 16 hours per week (hybrid working, with at least 50% of time in the Guildford office)
Salary: £43,000–£45,000 FTE (depending on experience)
Reports to: Chief Executive
Direct reports: Finance Administrator

Oakleaf Enterprise is looking for an experienced Finance Manager to join our team. This is a key role within the organisation, working closely with the Chief Executive, Trustees and wider Senior Management Team. You’ll oversee all financial activity, ensure compliance with Charity SORP and relevant regulations, and support the organisation to operate efficiently and responsibly.

About the role

You will lead on all financial reporting, planning and compliance, and ensure financial information is accurate, timely and useful for decision-making. You will also manage one member of staff (Finance Administrator) and work with colleagues across the organisation to support budgeting, forecasting, project costing and grant applications.

Key responsibilities

Board & Leadership

• Advise the CEO and Board on all financial matters, ensuring all legal and financial requirements are met.
• Attend Board and relevant sub-committee meetings.
• Provide financial input for the Strategic Business Plan and other analysis as required.

Reporting

• Prepare and present monthly management accounts, including variance analysis, restricted/unrestricted funds and balance sheet reporting.
• Lead the year-end process with external accountants, including audit/independent exam planning, reconciliations, site visits and production of Financial Statements.
• Work with the CEO and department leads to prepare the annual budget and provide variance analysis for Board approval.
• Produce a six‑month reforecast.
• Monitor restricted funds and update the Fundraising and Client Services teams.
• Track reserves and ensure adherence to the reserves policy.

Tax

• Prepare and submit quarterly VAT returns, ensuring correct application of partial exemption rules.
• Review gift aid and GASDS claims to ensure compliance and maximise income.

Payroll

• Ensure compliance with pensions, NMW and tax regulations.
• Oversee P11Ds and payrolling of benefits (where applicable).
• Support and oversee the Finance Administrator with SAGE payroll and keep up to date with relevant tax/employment law changes.
• Review payroll before submission.

Other responsibilities

• Manage high‑level cashflow and work with the Finance Administrator on daily cash monitoring.
• Line-manage the Finance Administrator.
• Support departments with project budgets, cashflows and grant applications.
• Develop and update financial systems and controls as the organisation evolves.
• Manage supplier relationships to ensure cost‑effective purchasing (including IT, utilities and contracts).
• Contribute to the wider SMT.
• Maintain the chart of accounts in SAGE and ensure monthly reconciliations and journals are completed.
• Keep up with CPD requirements.
• Carry out other duties as required.

Essential criteria

• Experience working in a charity, with strong knowledge of Charity SORP (old and new).
• Experience using SAGE 50.
• Fully qualified accountant (CIMA, ACCA, ACA, CIPFA).

Benefits

• Stakeholder pension with 4% employer contribution
• Employee Assistance Programme
• 32 days’ holiday including statutory leave, plus your birthday off
• Paid sick leave

Contract:  Permanent, full time 

Salary:  £45,860 – £53,000 per annum 

Location:  Hybrid, based in Burford with a minimum of two days per week in the office, with opportunities to spend time at our London office 

Closing date:  Monday 6 April 2026 

Interview date:  15 & 17 April 2026 

We are looking for a Product Owner, Microsoft Dynamics 365 to play a central role in shaping how we use Dynamics across Blue Cross. Sitting within our Information Services directorate, this role will act as the bridge between business teams, Information Services colleagues, and Microsoft implementation partners, helping to ensure the platform continues to evolve in a way that supports our work for pets and the people who love them. 

More about the role

As Product Owner for Microsoft Dynamics 365 CRM, you will lead the development and ongoing improvement of the platform across the charity. You will work closely with colleagues across different teams to understand their needs, translate these into clear requirements, and ensure the system delivers real value for the organisation. 

You will own and prioritise the product backlog, shape the roadmap for the platform, and collaborate with internal teams and external partners to deliver enhancements, improvements and fixes. Alongside this, you will play a key role in driving user adoption, establishing best practice for CRM use and data quality, and helping teams move away from siloed systems and spreadsheet driven processes. 

This is a highly collaborative role that combines product ownership, stakeholder engagement and hands on configuration. You will work with colleagues across the organisation to ensure Dynamics 365 continues to evolve and support better ways of working, improved data insight and stronger organisational impact.  

About you

You will bring strong experience of Microsoft Dynamics 365 CRM, along with the ability to translate complex business needs into practical system solutions. Analytical and confident with technology, you will have experience managing product backlogs and delivering system improvements within an Agile or DevOps environment. 

You will also be comfortable working across teams, engaging stakeholders at different levels and supporting colleagues to adopt new systems and processes. With strong influencing and facilitation skills, you will be able to build relationships, lead change and work collaboratively with internal teams and external partners to deliver improvements that make a real difference. 

Essential Qualifications, Skills, and Experience 

• Strong functional experience with Microsoft Dynamics 365, particularly CRM or Sales modules 
• Proven experience owning or leading a CRM platform from a product, functional or solution perspective 
• Experience managing product backlogs and translating business requirements into user stories or functional specifications 
• Demonstrated success driving user adoption, improving data quality and influencing behaviour change 
• Experience working with external delivery partners and internal technical teams in an Agile or DevOps environment 
• Confidence engaging senior stakeholders and influencing ways of working  

Desirable Qualifications, Skills, and Experience 

• Experience rolling out CRM platforms across multiple business units or complex organisations 
• Familiarity with the wider Microsoft ecosystem including Dataverse, Power Platform and integrations 
• Experience working within professional services, advisory or complex stakeholder environments 
• Awareness of wider Dynamics environments and Microsoft technologies 

How to apply  

Visit our website and click on the apply button to complete the online application process before the closing date. We reserve the right to close this vacancy early should we receive an overwhelming response.  

Blue Cross benefits

Our people are the most important part of delivering our purpose. If it weren’t for their amazing efforts and commitment, we wouldn’t be able to make the difference that we do today. In return, we want to provide you with the best working environment we can.  

With a wide range of perks aimed at enhancing your life both inside and outside of work, you'll 
thrive in a supportive and rewarding environment. 

Our generous benefits package includes: 

• 38 days per year, increasing to 43 with service (including bank holidays). For part-time roles, holiday entitlement is calculated pro-rata. 
• Pension scheme with enhanced employer contribution  
• Life assurance  
• Unlimited access to an employee assistance programme 
• Programmes for physical and mental wellbeing support 
• Free access to GP via MetLife 
• Recognition scheme 
• Annual volunteer days  
• Claim for professional fees 
• Charity worker discounts across a variety of retailers.  

We want you to feel valued and supported throughout your career with us. For more details on our benefits and to see how we invest in our team, visit the 'Why Work for Us' page on our website. 

To read more about the benefits Blue Cross has to offer, please visit the 'why work for us' page on our website.  

Senior Data Manager

Bowel Cancer UK is the UK’s leading bowel cancer charity. We’re determined to save lives and improve the quality of life of everyone affected by bowel cancer. We support and fund targeted research, provide expert information and support to patients and their families, educate the public and professionals about the disease and campaign for early diagnosis and access to best treatment and care.

We currently have employees working across four nations in England, Wales, Scotland and Northern Ireland. Thanks to the generosity of our community, we’re in a privileged position to be able to deliver our ambitious new strategy, On a Mission. There are huge challenges facing bowel cancer patients across the UK and our community needs us now more than ever. We’re building a strong and united team to bring us closer to a world where nobody dies of bowel cancer.

Job Summary for Senior Data Manager

• A senior data leadership role sitting at the heart of the Data & IT function, reporting to the CFO and working in close partnership with the Senior IT Manager — with this role taking lead responsibility for all things data
• Own and lead the charity's data strategy, working collaboratively with senior leadership to shape a forward-looking, insight-driven organisation
• Take full ownership of CRM operations (Raiser's Edge NXT), driving adoption, optimisation and continuous improvement to ensure the charity is truly getting the most from the system — unlocking the data, trends and insight within it
• Hold overall responsibility for the Charity Automation Roadmap, driving systems integration and automation to reduce manual effort and improve data flows across the organisation
• Develop Power BI dashboards and reporting frameworks that bring data to life — putting actionable insight into the hands of teams across the organisation
• Build strong, collaborative relationships across fundraising, finance and operational teams — translating business needs into practical technology solutions
• Champion data quality, GDPR compliance and governance, embedding robust standards and processes organisation-wide
• Line manage and develop a small data team, with a coaching-focused approach to performance and growth

Safeguarding

Safeguarding is everyone's responsibility and at Bowel Cancer UK we are committed to safeguarding children, young people and vulnerable adults and we expect all staff and volunteers to share this commitment.

Successful candidates may be subject to either a satisfactory basic, standard or enhanced DBS check from the Disclosure and Barring Service (DBS) dependent upon the role.

Safeguarding is everyone's responsibility and at Bowel Cancer UK we are committed to safeguarding children, young people and vulnerable adults and we expect all staff and volunteers to share this commitment.

Successful candidates may be subject to either a satisfactory basic, standard or enhanced DBS check from the Disclosure and Barring Service (DBS) dependent upon the role.

Can you help us?

We are looking for a proactive, compassionate and detail‑oriented individual who can deliver an outstanding experience to our members and learners. Someone who enjoys being the first point of contact, thrives in a fast‑paced environment, and takes pride in resolving queries efficiently and professionally.

You will bring excellent communication skills, strong customer service experience and confidence in navigating digital systems, including CRM and LMS platforms. You’ll be motivated by helping others, comfortable interpreting processes and guiding people through complex journeys, and able to work both independently and collaboratively. Most importantly, you’ll demonstrate empathy, patience and a commitment to continuous improvement—ensuring that everyone who reaches out to CoSRH feels supported, informed and valued.

The role:

Enquiries

• To be the first point of contact for all enquiries into the College managed through a digital ticketing system.
• Respond to enquiries using information and knowledge from all departments of the College, which often involves the interpretation and application of rules and procedures.  Use judgement to triage what action is required, where appropriate.
• Respond to all enquiries relating to qualification journeys, which includes information about the qualification/course, assistance in applying and payment, processing updates, help with learning journey on Learning Management System (LMS), the awarding and recertification of qualifications.
• Respond to all enquiries relating to membership, which includes help choosing the appropriate membership type and associated fees, renewals, upgrades, direct debits, and cancellation.
• Respond to all other enquiries, such as information on CoSRH events, and from prospective members about the work and activity of the College.
• Maintain up-to-date knowledge about the work and activities of the College to help respond to enquiries.
• Show an interest and understanding of enquirer’s needs, with a view to continually searching for ways to improve the service and their experience.

Qualification processing

• Responsible for the administration and processing of all CoSRH qualifications, recertifications and recertification audits in line with agreed procedures and service level agreements (SLAs).
• Responsible for processing reasonable adjustment and extension requests.
• Work closely with relevant teams when new training, assessments or qualifications are introduced to ensure accurate administration and processing.
• Support the administration and processing of applications from outside the UK for international qualifications
• Continuously monitor system and processes so they are fit for purpose for efficient qualification processing.

Membership

• Take an active role in membership processing, supporting the annual membership renewals campaign (November-March) and adjustments throughout the calendar year.

Operational support

• Work with the Membership and Insights Manager to help identify trends and patterns from ticket enquiries to help drive improvement.
• Work closely with the Data Manager and Digital Manager to raise issues with the Customer Relationship Management system (CRM), Learning Management System (LMS) and website, which have been identified through ticket enquiries, and help where possible to support with a resolution. 
• Undertake other administrative work as requested by the Membership and Insights Manager
• Take an active role in data input and collection to help drive insights, improvements and quality control.
• Support the longer-term development and improvement of systems and processes, and contribute to wider departmental discussions.

Governance

• Support the development of Standard Operating Procedures (SOPs) to help with efficiencies and quality assurance in the team.
• Create canned responses for use on frequent and complex enquiries to help aid efficiency in service delivery.
• Ensure compliance with GDPR and data protection principles while managing enquiry and application information.
• Actively participate in the delivery of continuous improvement, working collaboratively with colleagues across the College.
• Ensure all actions carried out in line with CoSRH’s standard policies and processes.

You will have:

• Excellent customer service skills
• Proficiency in MS Office suite
• Strong communication skills - clear and professional speaking and writing, ability to explain information simply, and good active listening
• Empathy - understanding customers’ feelings and frustrations, showing genuine care and patience, and making customers feel heard and valued
• Patience - staying calm with challenging or upset enquirers, and willingness to repeat or re-explain information, adapting to language or understanding barriers
• Problem-solving skills - thinking quickly and logically, identifying the root cause of issues, and offering effective and practical solutions.
• A positive attitude - friendly tone and helpful mindset, remaining professional even under pressure
• Adaptability - handling different personalities and situations, and learning new systems and procedures quickly and systematically follow standard operating procedures
• Attention to detail - accurately recording customer information, and following policies, procedures and processes carefully
• Excellent organisational skills and can manage conflicting deadlines, with a willingness to work flexibly and respond to changing priorities
• Excellent time-management and prioritisation skills
• Strong attention to detail and thorough in checking work
•  Ability to identify problems, trends and patterns
• Ability to use initiative and judgement
• Ability to work as a team, but also be able to think and work independently
• Excellent understanding and application of confidentiality and data protection practices (GDPR)

You will have experience:

• Delivering excellent customer support and care (essential)
• Delivering high quality written communication in response to customer email queries (essential)
• Delivering a positive video call or phone-based experience for customers (essential)
• Understanding a customer’s need and providing the appropriate solution (essential)
• Working with a Customer Relationship Management (CRM) system (essential)
• Working in membership or professional body, ideally in the medical or educational sectors (desirable)

Why Join CoSRH?

We are committed to supporting the wellbeing, growth and long-term success of our people. As part of the CoSRH team, you will benefit from:

Generous Annual Leave: 25 days holiday per year, increasing by an additional 2 days after 2 years of service and a further 3 days after 5 years, plus a dedicated day off to celebrate your birthday.

Competitive Pension & Life Assurance: A strong employer pension contribution of 10% (with a 5% employee contribution) following successful completion of probation, alongside life assurance at 4x your annual salary and access to an income protection scheme.

Flexible Working: A genuine flexible working culture that trusts you to manage your time and deliver results in a way that works for you.

Health & Wellbeing Support: Access to a comprehensive Employee Assistance Programme (EAP), free annual eye tests, and a Free Lunch Thursday to bring our teams together.

Community & Social Value: An annual volunteering day to give back to causes that matter to you.

Employee Benefits Portal: A wide range of discounts and savings through our employee discounts platform.

Enhanced Family Leave: Enhanced maternity, paternity and adoption pay, supporting you and your family at every stage.

Learning & Development: We invest in our people. From webinars and sector conferences to bespoke leadership development, we provide the time, space and resources for you to grow, thrive and make a lasting impact in your role.

To Apply

Full details of how to apply can be found at the following link:  Member Support Team Agent (12 month FTC - Mat leave cover) job - Remote - College of Sexual and Reproductive Healthcare

Deadline for applications is Friday 10 April 2026

Interviews are likely to take place on 20-21 April 2026

 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.

NB:  In order to fulfil this role you should be resident in the UK with a valid right to work; we are unable to sponsor people requiring a work visa.

We are seeking a dynamic and highly motivated individual with excellent communication skills who will be a first point of contact with our membership network.

You will proactively increase member engagement whilst nurturing existing relationships and demonstrating commitment to promoting the value of helplines.

This role is supporting the Partnership and Engagement manager to deliver a sustainable membership and partnership model that keeps pace in a constantly moving and diverse climate.

You will be central in supporting HLP’s sustainability and will help to progress continued growth and attract new and diverse collaborations.

You will ideally have experience of working within a fast-paced and proactive team. You will enjoy engaging with a wide range of diverse stakeholders.

The role is predominantly home-based with regular travel to meetings and events. 

We offer attractive staff benefits including 25 days’ annual leave rising with length of service, a company pension scheme, free life assurance and an employee assistance programme.  HLP is committed to equality of opportunity.

This role is vital to the growth of our charity and represents an exciting opportunity for the right candidate to join our small but dynamic team.

You will work closely with the Director of Fundraising and Events Manager on events, corporate, trusts and foundations, community, and individual fundraising efforts.

This is a fantastic opportunity to gain valuable experience in a fast-paced fundraising environment. 

The successful candidate will be motivated to improve life for autistic people - joining a team that is passionate about delivering impact. They will be a strong advocate for ensuring that all opinions are heard and respected and will have the ability to communicate with people of all backgrounds and with different communication styles and support needs.

Main duties and responsibilities

As Fundraising Officer, you will:

• Develop and maintain positive relationships internally with colleagues and externally with stakeholders, donors, and funders. 
• Create marketing materials, including content for social media and our website. 
• Work with the Director of Fundraising and Events Manager, to deliver a series of high-quality, high-profile fundraising events, including assisting with logistics and supporter engagement. 
• Take initiative to explore new areas of fundraising and contribute to innovation. 
• Own and manage delegated tasks or parts of projects, ensuring successful and timely delivery of work. 
• Provide administrative support to the fundraising team, including sending fundraising packs, processing donations and fulfilling orders from our e-shop. 
• Respond to supporter queries via phone, email, and web with professionalism and empathy. 
• Maintain accurate supporter data in the CRM (Customer Relationship Management) system. 
• Create quarterly Gift Aid claims reports via the CRM system and liaise with the finance team to ensure timely submission to HMRC.
• Prepare thank-you letters, certificates, and merchandise to support fundraisers and events. 
• Manage incoming post for fundraising and donors, process Gift Aid declarations, and maintain stock levels for shop and event materials. 
• Produce monthly reports on income, donor activity, and progress against target. 

Person specification (who are we looking for?)

Essential

Qualifications

• While there are no specific essential qualifications, the successful candidate will need to demonstrate a good standard of numeracy and literacy and proficiency in MS Office Suite.

Experience

• Knowledge of and/or personal interest in autism and current issues relating to autism and community preferences.
• At least one year’s experience in a similar role within a charity or nonprofit organisation.
• Experience in using CRM (Customer Relationship Management) systems.
• Track record of managing multiple tasks autonomously and meeting deadlines.
• Experience in building strong relationships, managing expectations and engaging confidently with a range of stakeholders.

Skills

• Organisational and administrative skills, including the ability to manage your own time and multiple priorities to achieve high-quality outcomes.
• Ability to maintain systems for data management and keep accurate records of fundraising activities and donor interactions.
• Confident communicator, able to explain ideas clearly in writing and in conversation.
• A reliable team player who can prioritise work effectively and manage tasks under pressure. 
• Good numeracy skills and the ability to work on simple budgets. 
• High level of accuracy and attention to detail.
• Ability to contribute to team discussions and work collaboratively with colleagues.
• Demonstrate an awareness of, and commitment to, inclusion, equality, and diversity.
• A good working knowledge of MS Office 365 and ability and willingness to learn new IT systems (with support/training where needed).

Desirable (please still apply even if you do not have these)

Experience

• Knowledge of data protection and General Data Protection Regulation (GDPR) compliance for handling donor information. 
• Experience of process mapping and CRM migration projects.
• Experience of digital content creation and donor engagement.
• Experience of remote and/or hybrid working.

Skills

• Able to apply basic marketing skills across different channels, such as emails, social media posts, or printed materials.
• A proactive learner with a passion for exploring new areas of fundraising and developing professionally. 

We are aware that the skills required for this role may be interpreted differently by different people. Our selection process will focus on the desired outcomes, and we are open to different ways of achieving them.