Crm training and development lead jobs

About We Care Home Improvements (WECHI) 

​WE Care Home Improvements (WECHI) is a well-established home improvement agency dedicated to helping older, disabled and vulnerable people live safely, independently and with dignity in their own homes. Working across Bristol, Bath & North East Somerset (B&NES) and Gloucestershire, we deliver vital minor adaptations, ramp installations and handy person services funded by commissioners as well as self-funded customers. Our colleagues know what a difference their work makes to the lives of local people. We live and breathe our organisational values, which guide our work from day to day. These are:

• We are experts
• We are resourceful
• We are caring
• We act with integrity

Purpose of the role

​The Business Analyst will play a key role in improving our organisational efficiency, strengthening our data and reporting infrastructure, and supporting the growth and sustainability of our services. Working across teams, the postholder will analyse and streamline processes, enhance data capture and reporting, and support the integration and improvement of our core systems (CRM, Finance, and operational tools). The role will help reduce manual analysis, free up staff time, improve insight and decision-making, and strengthen our ability to deliver high-quality services to the communities we support.

​As this is a 12-month fixed-term contract, the role is focused on delivering clear, sustainable outcomes. By the end of the contract, WECHI will have:

• A full set of documented business processes, including process maps, supporting notes, and clear user guides.
• Clear ownership of processes, with all staff understanding agreed ways of working and what is required of them.
• Core systems (CRM, Finance, and operational tools) effectively integrated, with minimal manual intervention or duplication.
• Appropriate data controls and validation checks in place, providing confidence in the accuracy and integrity of information.
• Automated dashboards, drawing directly from core systems, providing timely operational and financial insights.
• Reduced reliance on manual reporting and spreadsheet-based workarounds.
• Embedded processes and tools that are sustainable beyond the life of the contract.

Success at 12 months will mean the organisation is operating more efficiently, using reliable and accessible data to inform decision-making, and is better equipped to manage growth and demonstrate impact.

​​What you'll do 

• Define key data capture points across systems to enable consistent and accurate reporting.
• Develop and maintain reporting dashboards that provide operational, financial, and strategic insight.
• Improve data flow and integration between CRM and Finance systems to ensure completeness and accuracy of data and revenue capture.
• Provide timely and reliable data analysis to support decision-making at Executive and Board levels.
• Analyse internal and external data to identify service demand, emerging needs, and opportunities for growth.
• Review and map current business processes (particularly stock management, purchasing, invoicing, CRM and finance systems).
• Identify inefficiencies, duplication, and opportunities for automation or system enhancement.
• Develop and implement improved workflows and processes to increase efficiency and reduce manual work.
• Ensure improvements lead to a consistent and high-quality customer experience from first contact through to service delivery.
• Support the development of new services and income streams aligned with identified need.
• Produce data-driven recommendations to support business planning, sustainability, and income diversification.
• Upskill and support staff across teams in using data and systems effectively.
• Develop user guides, process documentation, and provide training to ensure sustainable adoption of new systems and processes.
• Build organisational confidence and capability in data-led decision making.

​​Who we're looking for

​​We are seeking someone who:

• Brings proven experience in business analysis and service improvement, with the ability to map, redesign and embed efficient processes across CRM, finance and operational systems.
•  Is highly analytical and confident working with data, able to build dashboards, strengthen data quality, and translate complex information into clear insight for senior decision-makers.
• Has hands-on experience improving system integration and reporting, reducing manual work and creating automated, reliable management information.
• Can deliver sustainable change within a 12-month timeframe, leaving behind documented processes, trained staff, and embedded tools that continue to add value beyond the life of the contract.

​Why join us?

​​Make a tangible difference in the lives of older and vulnerable people across our region.

• Be part of a collaborative, supportive and flexible work environment where your leadership truly matters.
• Help shape and grow an essential community service with real impact.
• Generous benefits and development opportunities.
• Work directly with senior leadership, influencing strategy and service innovation.

​​

Additional information

• ​​Full Job Description and Person Specification is attached below.
• To apply, please submit your CV and a supportive statement (not more than two pages) telling us why you are the right person for this role.
• ​Application deadline: Tuesday 24th March 2026 (5 pm)
• Please note: We reserve the right to close this advert early if sufficient suitable applications are received. Shortlisting will take place on a rolling basis, and early applications are strongly encouraged.
• Interviews: Week commencing 6 April.
• ​Disclaimer: We Care Home Improvements is unable to offer sponsorship or take over the sponsorship of employment visas at this time. All applicants must have the permanent right to work in the UK without restriction.

Acorns Children’s Hospice provides specialist care and support for babies, children and young people who are life limited or life threatened. Supporting over 750 children and nearly 1,000 families annually, Acorns is a vital lifeline for families across the West Midlands and Gloucestershire during unimaginably difficult times.

Over the past three years, Acorns’ leadership has enhanced collaboration and innovation across the charity and embedded an organisation-wide fundraising culture. With an integrated fundraising structure and an upcoming £5m appeal, Acorns is looking for a senior leader to review, refine and scale its end-to-end donor experience across all income streams.

Forming part of the Fundraising Leadership Team and reporting to the Associate Director of Fundraising, the Head of Donor Experience will lead a central support function covering donor journeys, supporter care, data and insight, digital fundraising and compliance. They will be responsible for shaping and delivering a comprehensive donor-centred strategy that drives engagement, loyalty and long-term value, while championing a digital-first, data-driven approach to stewardship.

As Head of Donor Experience, you will:

• Lead a high-performing Donor Experience team of nine, with four direct reports across Donor Experience, Data & Insight, and Digital Fundraising
• Develop and embed a cohesive donor experience strategy aligned to the wider Fundraising Strategy
• Design and implement a structured supporter journey framework, ensuring appropriate automation and personalisation across channels and income streams
• Drive innovation in stewardship, including digital engagement, journey design, automation, and personalisation
• Review and refine thanking, banking, fulfilment and supporter care processes to improve efficiency and supporter satisfaction
• Oversee CRM development and optimisation, ensuring robust data governance and a clear single supporter view
• Lead insight generation and segmentation strategy to inform fundraising performance and income growth
• Establish and maintain a centralised compliance framework across fundraising activity
• Strengthen collaboration between Fundraising and Marketing to enable more coordinated, funnel-led campaigns

Essential skills and experience:

• Strong background in fundraising operations, supporter care, compliance or customer experience within a charity setting
• Proven track record of developing and delivering stewardship strategies that improve retention and long-term supporter value
• Experience managing and motivating teams to deliver operational excellence and performance improvement
• Experience designing and implementing strategy, annual plans and process improvements
• Strong working knowledge of CRM systems, data governance and supporter database management
• Confidence influencing senior internal stakeholders and driving cross-team collaboration
• Experience of reporting, performance analysis and using insight to inform decision-making
• Strong understanding of fundraising compliance, including GDPR and sector regulation

Employee benefits include: 

• 27 days annual leave plus bank holidays
• 5 days holiday buyback scheme starting from April 2026
• 7.5% employer pension contribution
• Life assurance scheme (2 x annual salary)
• Retail discounts (including the Blue Light card)
• Cycle to work scheme
• Discounted gym membership
• Access to expert financial health and wellbeing support

Do you share our dream of a UK where poverty is a thing of the past?  

Founded in 2019, the Poverty Truth Network believes this can only happen when those most impacted by poverty are at the heart of the movement to end it. Our specific contribution brings together people experiencing poverty with those with responsibilities for alleviating it.

We are now recruiting for an Administrative Coordinator to join our team. 

This is a key enabling role within a small, relational and values-led organisation. The Administrative Coordinator will provide coordinating and administrative support across the Network, helping ensure smooth systems, high-quality financial administrative and shared working practices across a dispersed team. 

You will be a highly organised and dependable administrator, with experience supporting finance and digital systems, and a clear commitment to social justice and relational ways of working. 

Key tasks include:

• Coordinating meetings, events and trustee processes 

• Providing hands-on finance administration, including bookkeeping using Xero 

• Supporting digital systems, CRM and data stewardship 

• Maintaining accurate records and shared documentation 

• Contributing to consistent, relational and accountable ways of working across the Network 

This role involves working from home with some travel. 

We welcome applications from people with the necessary skills and experience from all walks of life, particularly those from communities underrepresented in the charity sector. 

How to apply 

To apply, please send your CV and a cover letter (maximum 2 sides of A4) explaining how your skills and experience match this role. Please include the names and contact details of two referees (at least one of whom knows you in a professional capacity). 

The application deadline is 23:30 on Wednesday 25th March.

Interviews will be held online on 1st and 2nd April.

Applications will only be considered from applicants who already have the right to work within the United Kingdom. 

We are looking for an inspiring and experienced Head of Fundraising and Development to join our team at Dalgarno Trust. This is a fantastic opportunity for someone passionate about fundraising, communications, and making a real difference in the community.

Key Details:

• Salary: £38,500 for FTE (note this is a four-day role)
• Contract: Permanent
• Location: Dalgarno Trust Community Centre,(hybrid TBC)  North Kensington (with occasional off-site meetings)
• Hours: 4 days per week (28 hours), flexible by agreement
• Line management: Reports to the Chief Executive
• Deadline: 15th March
• Interviews: Applications are being reviewed on a rolling basis, and shortlisted candidates will be contacted directly to arrange an interview

Based in North Kensington, Dalgarno Trust is a vibrant community centre supporting local residents of all ages through health, wellbeing, education, training, and youth programmes. As the only community centre in this part of the borough, we play a vital role in bringing people together, tackling inequality, and strengthening community resilience.

As Head of Fundraising and Development, you will be a key member of our Core Team, working closely with the Chief Executive to secure and manage the resources that enable our work. This is a varied and hands-on role combining fundraising, CRM management, marketing and communications, and organisational administration, offering the opportunity to make a visible and lasting impact.

You will lead on researching and writing funding bids, managing relationships with funders, and ensuring that monitoring, evaluation, and reporting requirements are met. You will oversee and develop our CRM system (Salesforce), ensuring high-quality data, producing reports, and supporting colleagues through training. You will also play a central role in diversifying income through donations, sponsorships, commercial activity, and use of our assets.

Alongside fundraising, you will lead our marketing, communications, and promotion, keeping our website, social media, and noticeboards up to date, and ensuring our work is clearly and effectively communicated to the wider community. The role also includes administrative and HR support, such as assisting with recruitment processes, timesheets, training coordination, and ensuring compliance with fundraising regulations and best practice.

We are looking for someone highly organised, administratively confident, and comfortable working independently, while also enjoying collaboration with colleagues, partners, and community members. You will bring experience of community-based work, strong written and verbal communication skills, and a genuine commitment to equality, inclusion, and positive social change. 

This role offers flexibility in working hours and a supportive team environment, with the chance to shape and grow the organisation’s income and profile at an exciting time for Dalgarno Trust. 

Ad close date: Sunday 15 March

Interviews: 24 March 

Note: Previous applicants need not apply

Location: Hybrid working - Part London office-based (E14) and part home working. The post holder will work a minimum of one day a week in the office. 

Salary: £43,425 per annum

Hours: 35 hours per week 

Closing date: Tuesday 17 March 2026 

Interview date: Tuesday 24 March 2026 over video with a possible second stage in person on Friday 27 March 2026 

This is a permanent role. 

Who we are looking for 

Breakthrough T1D is the UK’s leading type 1 diabetes charity, dedicated to funding research, advocating for change, and supporting the T1D community. A year into our exciting rebrand from JDRF to Breakthrough T1D, we’re looking for a Data and Insight Manager to help us build on this momentum. 

Data and Insights are core to our new and ambitious organisational strategy, enabling us to deliver meaningful, high-quality engagement with our audiences and maximise insight to drive impact as we work to find cures for type 1 diabetes (T1D) and support the community to live well until the day that cures are found. 

You’ll lead our data strategy, working collaboratively with teams across fundraising, marketing, digital, and supporter care, and ensuring we are making the most of our CRM, analytics, and automation tools to drive engagement and income. 

It's an exciting time - we want to make a step change in our approach to data to maximise value.If you bring high levels of experience in data management and database oversight, an ability to build reports and analysis to inform activity and a passion for embedding quality data governance, we'd love to hear from you.

This role presents a real opportunity to make your mark.Have you got the curiosity for data and to help us make an ambitious shift? If so, apply for this exciting role. 

Experience required 

You’ll have previous experience of: 

• Turning data into clear, actionable insights that drive business decisions. 
• Collaborating across teams to develop and embed insight into planning and delivery. 
• Using data to support delivery of supporter journeys and donor segmentation. 
• Improving data quality and reliability through cleansing and validation. 
• Ensuring strong data governance and GDPR compliance. 
• Managing a SQL database and supporting integrations. 
• Streamlining processes through automation tools like Power Automate. 

About Breakthrough T1D 

Breakthrough T1D is the world’s leading charitable research funder into type 1 diabetes, improving lives until we find the cure. We are dedicated to our 400,000 strong type 1 community in the UK and work closely with our international affiliates across the world, including the US, Canada and Australia. 

You will find a vibrant atmosphere and spirited team at Breakthrough T1D, always striving to make a difference to people living with type 1. 

Employee benefits 

As an employer we offer: 

• Hybrid working arrangements 
• Flexible working and will consider compressed hours 
• Generous annual leave entitlement – 25 days per year plus bank holidays for full-time staff with leave increasing after three and five years’ service 
• Health cash plan that allows you to claim for some treatments such as dental, optical and physiotherapy treatment 
• Season ticket and cycle loan 
• Pension scheme 
• Family-friendly policies – maternity, paternity, adoption and shared parental leave at enhanced rates 
• Personalised training to suit your career aspirations and professional development 

Breakthrough T1D is an equal opportunity employer, we welcome applications from all individuals regardless of race, gender, disability, religious belief, sexual orientation or age. 

We have an exciting opportunity for a Product Owner to join our fantastic Digital, Data and Technology (DDaT) team, with an initial and immediate focus on delivering a new enterprise Dynamics 365 (D365) CRM implementation.

The successful candidate will play a pivotal role in the implementation phase, ensuring the new CRM platform is delivered successfully and realises value from the outset. Beyond implementation, this is a permanent product role, with ongoing responsibility for the evolution, optimisation and long-term value of the CRM as a core enterprise platform for the charity.

Working closely with business system owners, delivery teams, stakeholders across the organisation, and third-party partners, you will define the product vision, shape and prioritise the backlog, and ensure CRM capabilities are delivered in line with organisational strategy and user needs.

You will be a key member of project and programme teams during the CRM delivery phase, before transitioning the platform into business as usual, value driven product ownership, continuously improving capabilities to meet changing organisational and user needs.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

Reporting to our Head of Business Applications, key responsibilities will include:

- Define, refine, and continuously communicate the CRM product vision, roadmap, and value proposition
- Translate organisational strategy and business needs into clear product direction, prioritising improvements that drive adoption, efficiency, and supporter experience
- Own and manage the CRM product backlog, ensuring items are clear, deliverable, and aligned with business priorities
- Work closely with cross-functional teams including programme and project managers, engineers, solution architects, business analysts, testers, and business system owners to ensure the successful delivery of CRM enhancements
- Build strong relationships across fundraising, membership, welfare, operations, digital, data, and technology teams to ensure CRM capabilities meet real-world needs
- Act as a CRM and D365 platform ambassador, championing best practice, training, and innovation across the charity

You will have demonstrable experience as a Product Owner, or similar role in digital, technology or CRM product environments. You will have hands on experience of a leadership role in agile teams and have a good working knowledge of Microsoft dynamics 365, including Agile Product Owner certifications and completion of 365 Fundamentals Learning Pathway.
This is a full time, permanent position. You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. Our shortlisting is performed on the evidence provided in your application against the Essential and Desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.

If you require the job advert or job description in an alternative format, please contact 0808 802 8080.

The purpose of the role is to ensure that Church Army uses high-quality data, insight, and analysis to make informed, evidence-based decisions as we communicate with external audiences and grow our supporter network.

The role holds day-to-day responsibility for Church Army’s CRM system (Microsoft Dynamics), including managing relationships with external technology partners. It plays a vital part in maintaining accurate, high-quality supporter data and ensuring the CRM is used effectively across the Engagement Team and wider organisation.

Digital Change Manager 

• Reporting to: Digital Transformation Lead 

• Employment Status: permanent 28 hrs/week (flexible) 

• Location: Home based 

• Level: Managerial (Band 6) 

• Salary: £32,859 fte per annum plus excellent pension & benefits 

Role purpose 

Adoption UK is undertaking a major digital transformation, initially focused on CRM and Website developments. Our Digital Transformation Team will drive this change programme, working with colleagues and external digital partners; and subsequently deliver our on-going digital strategy implementation and development. 

You will support the Digital Transformation Lead to refine and implement Adoption UK’s digital strategy, to deliver our digital transformation project. Working with internal and external stakeholders the team will ensure that the project’s vision and scope meet the business and operational needs of the charity. An important part of your role will be to work collaboratively with colleagues across the organisation and particularly with our Marketing and Communications team to integrate digital into all current and upcoming projects. 

We’re looking for someone who has experience of project working in a digital environment, particularly within website and CRM implementation. 

Background – our digital transformation 

Like many charities, we’ve historically developed our digital framework and footprint organically, with insufficient web and CRM integration and functionality, duplication and data silos; resulting in data management and website functionality that don’t meet all our users’ needs. We’re changing all that by: 

1. Investing in our customer-facing website and data management systems; connecting all our divisions and services, delivering integrated systems that provide a positive customer and stakeholder journey.
2. Developing the next generation of digitally accessible services 
3. Extending our in-house digital capability to support continuous delivery. 

Key accountabilities: 

• Support the Digital Transformation Lead to implement the charity’s digital strategy.

• Coordinate data and content activities, including migration between platforms, to deliver our website and CRM digital transformation programme.

• Utilise and maintain relationships with key stakeholders across the organisation and with current and future digital partners. Use these networks to: 

• embed digital first principles and best practice. 

• Train, coach and mentor colleagues to be effective users of our CRM and website. 

• Progress opportunities to increase our digital capability and integrate digital into our current and upcoming work. 

• Utilise the digital performance assessment framework to monitor compliance with digital and data best practice standards. 

• Assist in maintaining our data security standards compliance, participating in quality assurance activities. 

• Work collaboratively with our external digital and IT partners. 

Essential Criteria 

• Significant experience of website and CRM implementation and data/content management. 

• Good general knowledge and experience of organisational IT systems, including cloud and M365 applications. 

• Excellent verbal and written communications skills. Able to convey complex or technical information simply and clearly. 

• Experience of IT/Digital supplier engagement. Able to engage effectively with both technical and non-technical stakeholders. 

• Experience of working in a digital project/change environment. 

• Ability to work under pressure and to respond quickly to changing circumstances and to tight timetables 

Desirable criteria 

• Experience of working in an organisation which uses agile development methodologies. 

• A strong understanding of the National Cyber Security Centre principles and approach and General Data Protection regulations principles, audit and compliance. 

Job Role: Fundraising CRM Officer

Salary: £16,200 per year (full time equivalent £27,000)

Hours: 22.5 hours per week

Contract type: Permanent

Location: Hybrid

Additional information:

• Flexible remote and hybrid working options available.
• There is an expectation to attend our Bath office at least once per month.

About Julian House:

Julian House is a charity dedicated to making a difference to the lives of the most vulnerable and disadvantaged people in society. We run several projects and every year we help thousands of people out of homelessness, into employment, away from domestic abuse, and more.

If you’d like a real sense of job satisfaction, great career prospects, and a competitive benefits package, you could be who we’re looking for!

About the Role:

Are you ready to take the lead in unlocking the full potential of our fundraising data? We’re thrilled to introduce a brand-new opportunity: Fundraising CRM Officer. This is your chance to shape the future of how we use data to drive impact and grow income.

For the past five years, we’ve been using Donorfy CRM to manage supporter relationships—but now we’re ready to take things to the next level. We know that great data management isn’t just about systems; it’s about insight, innovation, and strategy. That’s where you come in.

As our Fundraising CRM Officer, you’ll be the go-to expert for all things Donorfy. You’ll work hand-in-hand with our Fundraising Team to turn data into action—spotting trends, improving processes, and finding smarter ways to engage supporters. Your expertise will help us uncover opportunities, streamline workflows, and ultimately make a bigger difference.

If you love working with fundraising data, thrive on problem-solving, and want to play a pivotal role in shaping how we grow, this is the role for you.

Responsibilities include:

• Keep our data in top shape – Take ownership of day-to-day CRM housekeeping, ensuring everything is accurate, up-to-date, and fully compliant.
• Connect the dots – Manage and maintain integrations between Donorfy and key platforms like Mailchimp, Stripe, and Eventbrite, making sure everything runs smoothly.
• Turn data into insight – Build dynamic lists, dashboards, and reports that empower the Fundraising Team to track performance and make informed decisions.
• Enable the team – Deliver training and ongoing support so colleagues can confidently use Donorfy for their day-to-day activities and campaigns.

Please note: Job descriptions are not exhaustive, and the successful candidate may occasionally be asked to take on other duties that align with the key responsibilities outlined.

Qualifications / Requirements:

• Knowledge and experience of managing fundraising data.
• Understanding of technology relevant to fundraising data management.
• Ability to build relationships with stakeholders and colleagues whilst supporting in a hybrid context.
• Knowledge of GDPR law, including upcoming changes to soft opt-ins and how this would impact our approach to data management.

There are many great reasons to join our team!

• Access to our Rewards Platform, which includes an Employee Assistance Programme and Health Cash Plan
• 27 days annual leave, including an extra day off for your birthday, plus bank holidays - increasing up to 30 days after 4 years of continuous employment (pro rata for part-time staff)
• 30% staff discount at Julian House charity shop
• A generous and competitive pension scheme
• A supportive culture where staff feedback is highly valued and regular supervisions with line managers are conducted
• Great opportunities for career development and free monthly training sessions from experienced facilitators
• For all the fantastic and valuable work you’ll be doing, you’ll be eligible for the Blue Light Card which offers amazing discounts on thousands of brands

Our Ethos

As an Equal Opportunities employer, we have an Equality and Diversity Action plan in place showing our commitment in ensuring continuous improvement in creating an inclusive culture. We also have a committed group of Inclusion & Diversity champions who meet monthly to ensure progress is being made. We invite applications from people from all backgrounds and cultures, especially minority groups that are underrepresented in the workplace. We also welcome applications from those with lived experience. We embrace flexibility and are proud to be a Disability Confident and Mindful employer, as well as an Armed Forces Covenant Supporter.

If you have any special access requirements or other support needs throughout the application process (including interview), please contact us so that we can let you know how we can support you. We accept CVs and applications in all formats.

DBS Checks

We welcome applications from people with lived experience. All applicants working with our clients will be expected to undertake an enhanced Disclosure and Barring Service check. A criminal conviction will not necessarily prevent you from becoming an employee, the decision will depend on the type of offence and its relevance to the role. If you would like to discuss any convictions you may have, please contact the person named in the advert. All information will be dealt with according to our Data Protection Policy.

Please note: We reserve the right to close our vacancies once the perfect candidate has been found. We recommend submitting your application as soon as possible so that you don’t miss out!

Digital Transformation Lead 

Reporting to: Chief Operating Officer 

Employment Status: Permanent, full-time/part-time (flexible) 

Location: Home-based 

Salary: £45k-£55k, plus excellent benefits 

Role purpose 

Adoption UK is undertaking a major digital transformation, initially focused on CRM and website development. We’re looking for a talented digital and data enthusiast to lead this transformation programme and subsequently oversee our ongoing digital development. This will be aligned to our strategy and preferred technology stack, and will include managing key relationships with our digital partners. 

You’ll refine and implement Adoption UK’s digital strategy, leading our digital transformation project to successful completion. You will work with internal and external stakeholders to ensure that the project’s vision and scope meet the business and operational needs of the charity. The role includes direct line management of a Digital Manager and matrix project management of existing roles in data management and website content management. An important part of your role will be proactively identifying opportunities to integrate digital approaches into all current and upcoming projects. 

Digital is key to Adoption UK’s future, and this is a high profile role within the organisation. We’re looking for someone with experience of delivering change, who is an excellent communicator and a passionate digital advocate profile role within the organisation. We’re looking for someone with experience of delivering change, who is an excellent communicator and a passionate digital advocate. 

Background – our digital transformation 

Like many charities, we’ve historically developed our digital framework and footprint organically, with insufficient web and CRM integration and functionality, duplication, and data silos. This has resulted in data management and website capabilities that don’t fully meet our users’ needs. We’re addressing this by: 

• Investing in our customer facing platforms and data management systems, connecting all our divisions and services, and delivering integrated systems that provide a positive customer and stakeholder journey.facing platforms and data management systems, connecting all our divisions and services, and delivering integrated systems that provide a positive customer and stakeholder journey. 
• Developing the next generation of digitally accessible services. 
• Extending our inhouse digital capability to support continuous delivery. 

Key accountabilities 

• Lead the refinement and implementation of the charity’s digital strategy. 
• Lead a project team to successfully deliver change in line with the agreed project timeline. 
• Manage the governance and assurance framework for delivering our website and CRM digital transformation programme. 
• Build and manage relationships with key stakeholders across the organisation and with current and future digital partners. Use these networks to: 

1. Promote digitalfirst principles and best practice, and raise awareness of our work. 
2. Increase internal stakeholders’ understanding of the benefits and opportunities that digital approaches bring. 
3. Proactively identify opportunities to increase our digital capability and integrate digital into current and upcoming work. 

• Revise and deploy a performance assessment framework to track individual digital projects and ensure services comply with digital and data bestpractice standards. 
• Assess and report on Adoption UK’s digital and data maturity, ensuring compliance with data security standards. 
• Manage our external digital and IT partners, including contracts and performance monitoring. 

Essential criteria 

• A strong understanding of digital and technology trends, with experience implementing a Microsoft based technology stack based technology stack. 
• Experience in successfully delivering digital change projects. 
• Excellent verbal and written communication skills, with the ability to convey complex or technical information clearly and simply. 
• Experience of building relationships with, engaging, and influencing internal and external stakeholders at all levels. Able to engage effectively with both technical and nontechnical audiences. 
• Experience working at a senior level to deliver change or implement strategy. 
• Ability to work under pressure and respond quickly to changing circumstances and tight timelines. 

Desirable criteria 

• Experience of working in an organisation that uses agile development methodologies. 
• A strong understanding of the National Cyber Security Centre (NCSC) principles and approach, and of General Data Protection Regulation (GDPR) principles, audit, and compliance. 

We are seeking an experienced Fundraiser to take ownership of a strategic role with real influence.  You’ll design and deliver a bold plan to grow individual and community income, leading donor acquisition, retention and stewardship while overseeing the programme to build meaningful local relationships that strengthen our funding and deepen community support.

This role presents an opportunity to make a tangible difference to the people and communities that our Hospice serves. As the lead for this income stream, you’ll see the direct impact of your work in improved services and patient care, shape how we engage supporters for years to come, and leave a lasting legacy by growing an essential, sustainable source of funding.

This role is for you if:

• You’re energised by building strategy and owning a fundraising income stream end-to-end.
• You’re a relationship-builder who can cultivate donors, volunteers and local partners.
• You’re motivated by seeing the direct impact of your fundraising on patient care and services.
• You want a hands-on role where you can shape systems, processes and long-term plans.

What you’ll be doing:

• Developing and owning the individual giving and community fundraising strategy and annual plan.
• Designing and delivering donor acquisition and retention programmes (welcome journeys, regular giving, renewal campaigns).
• Creating and managing a high-quality stewardship programme: personalised communications, events and impact reporting.
• Working with the Community Fundraising Lead to recruit, support and mobilise volunteers and community fundraisers; coordinating local events and activities.
• Working with Communications to produce campaign materials, stories and digital content.
• Managing donor records, segmentation and reporting in the CRM; monitoring performance against targets.

What we’re looking for:

• Proven experience in individual giving or equivalent (3+ years).
• Strong interpersonal skills and confidence engaging donors, volunteers and local businesses.
• Track record of developing and delivering acquisition, retention and stewardship activity.
• Good project management, organisation and ability to work independently across competing priorities.
• Experience with CRM systems and data-led decision-making.
• A values-led approach, excellent written communication and attention to detail.

Why join us?

• A meaningful role where your work directly improves care and support for local people and families in rural Northumberland.
• Opportunity to lead a strategic post and make a tangible, long-term impact.
• Opportunities for professional development and to shape fundraising practice.
• Local travel to connect with supporters and community partners.

Location: Hexham, hybrid working will be considered.

Hours: Full-time, with some weekend and out of hours working

Reports to: Head of Income Generation

Closing date: 9 March

Interviews: w/c 16 March

Job Purpose

This role sits at the heart of Operation Smile UK’s five-year strategy to deliver transformational growth across all income streams. As Retention Fundraising Lead, you will be instrumental in delivering on three of the four core strategic priorities:

1. Build Regular Giving – retain and maximise value from the regular giving base

2. Drive All Donors to Legacy – ensure donors experience best-in-class stewardship, increasing their loyalty to the charity with an objective of feeding into legacy and long-term giving goals.

3. Maximise Growth Through Digital Fundraising Integration – leading the expansion and optimisation of digital growth for all existing supporters.

The Retention Lead is responsible for delivering Operation Smile UK’s strategic individual giving retention and legacy marketing programme. This role is key to driving income growth from our existing donors from the point of recruitment, maximising value and minimising attrition from the regular giving pool and generating and retaining legacy actions and prospects.

You will lead on the strategy, planning, delivery and evaluation of retention campaigns, with full accountability for managing significant budgets, agency partnerships and performance metrics.

You will support the development of the Legacy strategy, be instrumental in planning legacy activity and delivering legacy marketing for the existing supporter base across all income streams and methods of support, from Partnerships, Volunteers and public fundraisers.

This is a senior, hands-on role suited to an experienced Individual giving fundraiser with strong commercial acumen and a data-driven mindset.

Key Responsibilities

Strategic Campaign Leadership

• Develop and implement the retention strategy, aligned with income targets and supporter growth objectives.
• Lead on the planning and delivery of campaigns across cash, donor stewardship, legacy prospecting and stewardship, welcome, conversion, reactivation and upgrade appeals.
• Lead on strategic development of the cultivation journey to ensure Operation Smile maximise growth through digital channels.
• Monitor and report on campaign performance, providing insight-driven recommendations to optimise results.
• Drive testing and innovation to expand existing approaches and introduce new ones within acceptable risk and return parameters.

Budget Ownership & Performance Monitoring

• Take full responsibility for retention and legacy budget management, income forecasting and cost control.
• Set, monitor, and evaluate key performance indicators (KPIs), reporting against ROI, value and response, retention and conversion metrics and long-term value across all supporter groups channels.
• Collaborate with the Senior Database Manager and the Director of Data and Technology to develop and maintain performance dashboards (e.g., Power BI) and support strategic data analysis, including both short term and long-term channel performance evaluation.

Line Management

• Provide day-to-day leadership and support to the Retention team, ensuring clarity of objectives, effective workload management, and professional development opportunities.
• Conduct regular 1:1s, annual appraisals, and performance reviews for direct reports, supporting their growth and accountability.
• Foster a collaborative and inclusive team culture, encouraging innovation, learning, and high standards of delivery.
• Provide strategic and operational direction to external agencies or freelancers working on retention projects.

Agency & Partner Management

• Manage day-to-day relationships with external fundraising and creative partners.
• Lead on the relationship with the external fulfilment agency working with multiple internal stakeholders to ensure an effective partnership is in place.
• Lead briefings, content sourcing, agent training, stakeholder approvals, and quality assurance processes.
• Negotiate contracts and hold suppliers accountable for delivery and performance.

Cross-Team and Market Integration

• Represent the retention and legacy programme in cross-functional planning meetings and contribute to a unified team culture focused on strategic delivery.
• Work closely with the Acquisition and Digital lead to deliver a seamless supporter journey from point of recruitment to donor communications.
• Work closely with the Philanthropy Manager to develop and manage the pipeline of HV/Major donors.
• Work closely with the Legacy administrator, Philanthropy Manager and Volunteer Manager to develop the legacy pipeline.
• Work closely to ensure all digital communications are aligned and support the retention strategy
• Act as a key liaison with colleagues across Operation Smile global markets, sharing insights and exploring opportunities to align strategy, co-develop creative, or pilot cross-market initiatives.

Compliance, Risk & Best Practice

• Ensure all campaigns meet legal, ethical and data protection requirements (e.g., GDPR, Fundraising Regulator).
• Act as a key contributor to organisational risk assessments relating to income performance and supplier performance.
• Keep up to date with sector trends, innovations and benchmarks to maintain best practice.

 

Person specification

Essential Experience

• Extensive experience (ideally 5+ years) in Individual Giving, Legacy or fundraising acquisition roles.
• Proven success delivering multi-channel (including digital) retention campaigns for both cash, legacy and regular giving donors with strong ROI.
• Experience managing external agencies and suppliers to high performance standards.
• Strong background in regular giving retention.
• Demonstrable experience managing and reporting on retention budgets.

Skills & Attributes

• Strategic thinker with excellent campaign planning and execution skills.
• Highly numerate and confident using data for decision-making and optimisation.
• Strong project and stakeholder management abilities.
• Proactive, self-starting approach with high levels of ownership and accountability.
• Excellent communication and interpersonal skills, able to represent the organisation externally.

Desirable

• Understanding of retention and supporter journey optimisation.
• Familiarity with CRM, Dot digital and data system Donorfy.
• Experience with Power BI or other reporting tools.

First-round interviews are set for the week of 9th March 2026. We strongly encourage early applications.

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process. 

We are looking for a fundraising manager whose core strengths are trusts and foundations fundraising, major donor cultivation, and excellent proposal writing.

The NCTJ is the guardian of the gold standard in journalism training. Through charitable initiatives including the Community Reporting Fund and Journalism Diversity Fund, we widen access to journalism careers, strengthen community reporting, and champion trusted journalism at a time when misinformation and public scepticism make high professional standards more important than ever.

Diversifying and growing charitable income is a strategic priority for NCTJ. Following the development of our fundraising strategy, this role will focus on building and growing income from UK trusts, foundations and high net worth supporters. You will have the autonomy to shape the grants and major donor pipeline.

Corporate partnerships are led primarily by our Head of Business Development. This role focuses on grants, major donors and stewardship.

About the role

You will:

• Research and manage a strong pipeline of trusts and foundation prospects
• Write and submit high-quality, tailored grant applications and expressions of interest
• Develop compelling cases for support, budgets, outcomes and proposal templates
• Build and manage major donor/high net worth pipeline through warm networks
• Lead on donor cultivation and follow-up
• Strengthen stewardship and reporting so funders feel valued and close to the impact
• Use HubSpot CRM to track pipeline, deadlines, reporting and performance

About you

You will have:

• A strong track record in trusts and foundations fundraising
• Experience securing substantial grants (five-figure and above)
• Excellent proposal and case for support writing skills
• Experience working with major donors/high net worth supporters (or strong transferable relationship-led fundraising experience)
• Strong organisation and CRM discipline
• Confidence working with senior leaders

Experience in journalism, media, education, social mobility or EDI is welcome but not essential. It is vital that you support the critical role professional journalists play in our democracy.

Benefits

• Salary c £40,000 (£37,000-£43,000) depending on experience
• Pension: 5% employer and 5% employee contribution
• Annual leave of 25 days plus bank holidays
• Discretionary bonus based on company performance
• Life cover
• Training and career development

 

How to apply

Please apply with your CV and a supporting statement (maximum 1,000 words total) addressing the following:

1. Trusts and foundations track record (300 words)
   Describe one trust or foundation grant of £30,000+ that you personally led. Include who the funder was, what the project was, how you shaped the proposal to meet their criteria, and the outcome.
2. Proposal writing approach (250 words)
   When starting a new funding application, what are the first five things you do before you begin writing? Please be specific.
3. Working with senior stakeholders and impact information (250 words)
   Give an example of how you worked with colleagues, senior leaders or contacts to gather the information needed for a funding proposal or donor meeting. What did you do and what was the result?
4. Interest in journalism and the NCTJ mission (200 words) What is it about the NCTJ’s work, values and mission that interests you, and why do you think it is important at this point in time for journalism and society?

Your supporting statement is an important part of the assessment for this role. We are looking for evidence of your own proposal-writing style, experience and judgement. Generic or highly templated responses are unlikely to score well.

Shortlisted candidates may be asked to complete a short writing exercise as part of the interview process.

About the NCTJ

The National Council for the Training of Journalists (NCTJ) is the charity at the heart of journalism education and training in the UK. We are the guardian of the gold standard in journalism training and qualifications, and we champion equality, diversity and inclusion so that journalism is accessible to people from all backgrounds.

Through charitable initiatives including the Journalism Diversity Fund and the Community Reporting Fund, we widen participation in journalism, support community reporting, and strengthen trusted journalism at a time when misinformation and public scepticism make high professional standards more important than ever.

NCTJ is financially stable and widely respected within the industry. However, diversifying and growing charitable income is a strategic priority for 2026–27. We have developed our first fundraising strategy to support sustainable growth and impact, and this role is central to delivering it.

Purpose of the role

This is a specialist role focused on securing and stewarding funding from trusts and foundations and developing a pipeline of major donors and high net worth supporters, underpinned by exceptional proposal writing and strong relationship management.

Corporate partnerships are led primarily by the head of business development. This role will support corporate fundraising through proposal/case development and stewardship where needed, but the primary focus is securing charitable grants and major donors.

Key responsibilities

1) Trusts and foundations fundraising

• Build and manage a strong pipeline of UK trust and foundation prospects that advance NCTJ’s charitable priorities (including diversity, community reporting, and training for a fast-changing media industry).
• Develop and maintain a grants calendar and tracking system, including deadlines, funder preferences, decision timelines, and reporting requirements.
• Write and submit high-quality, tailored grant applications and expressions of interest, working to agreed targets and timescales.
• Develop a suite of core fundraising materials (case for support, programme proposals, budgets, outcomes and evaluation narrative, boilerplate and templates) to increase quality and consistency across submissions.
• Confidently communicate the NCTJ’s purpose and impact through presentations, reports, and digital content and represent the NCTJ at meetings and events, both virtually and in person.
• Build and maintain strong funder relationships, ensuring excellent stewardship, timely reporting and opportunities for renewal and uplift.

2) Major donor / high net worth giving

• Work with the senior team to identify major donor prospects through networks and sector connections.
• Undertake proportionate prospect research and build a high-quality cultivation pipeline.
• Create tailored donor proposals and impact statements that support donor interests while advancing NCTJ priorities.
• Support cultivation meetings with briefs, materials, follow-up and stewardship plans, tracking all activity in CRM.

3) Impact, storytelling and stewardship

• Work closely with programme and communications colleagues to gather impact data, case studies and beneficiary stories to strengthen proposals and reporting.
• Develop and deliver a clear plan for thanking trusts and major donors, keeping them updated on impact, and staying in regular contact.
• Use NCTJ events and industry milestones as stewardship and cultivation opportunities, coordinating targeted follow-up and relationship management.

4) Systems, reporting and evaluation

• Maintain excellent data quality and discipline in HubSpot CRM, including prospect stage, relationship owner, next actions, submissions, reporting deadlines and contact history.
• Produce clear pipeline and performance reports for the HoBD/chief executive (eg, submissions, conversion rates, forecast, learning and next steps).
• Contribute to quarterly review sessions to evaluate progress and refine approach.

5) Collaborative working

• Build strong working relationships across the charity and its stakeholders to translate NCTJ’s work into fundable propositions and well managed projects ensuring effective delivery of programmes through cross functional collaboration.
• Bring innovative and creative concepts to the team, and develop valuable programmes and initiatives which add to the NCTJ’s new income stream.
• Contribute to shared messaging that reflects NCTJ’s mission: high standards, quality, trusted journalism, accessibility and measurable EDI impact.

Person specification

Essential

• Significant experience in trusts and foundations fundraising, including writing successful applications.
• Proven track record of securing substantial grants (five-figure and above, including multi-year where possible).
• Outstanding proposal and case for support writing skills (clear structure, persuasive narrative, strong budgets/outcomes, and tailoring to criteria).
• Strong pipeline management skills and ability to deliver multiple submissions to deadlines.
• Experience cultivating and stewarding major donors/high net worth individuals (or strong transferable relationship-led fundraising experience).
• Strong CRM capability and reporting discipline.
• Confidence working with senior stakeholders.

Desirable

• Experience strengthening fundraising systems, templates and stewardship processes.
• Experience in education, media/journalism, social mobility, EDI or local/community development.

Personal attributes

• A high-quality writer who takes pride in precision, tone and evidence.
• Proactive, organised and accountable.
• Warm, credible and professional with funders and senior stakeholders.
• Motivated by widening access, high standards, and trusted journalism.

Prostate Cancer Research exists to honour the men and families who have been through things no family should have to go through, and to work for a future where no one needs to fear a prostate cancer diagnosis. 

We are always working to provide resources to help, support and empower patients. Giving them the information they need to make better choices about their treatment, while working to identify and target specific unmet needs in the prostate cancer ecosystem, such as racial inequality and bone metastasis. 

Our dedicated staff team is the key to our success, expanding the amount of research that we fund five times over in four years. PCR has won the Communiqué Award 2025 for Excellence in Healthcare Partnerships, the PEMA 2025 winner for Excellence in in Collaboration Educating Patients and has been shortlisted for both Third Sector Awards and Charitytimes Awards 2025.

Ready to drive real-world change with your fundraising expertise?

At Prostate Cancer Research, we're making huge strides. Our supporter base has tripled in the last year, our campaigns are making national headlines, and we're investing heavily in growth.

We now need a passionate Individual Giving Manager to help us seize this momentum.

This is a chance to build something new with us. Working as a key strategic partner to the Head of Individual Giving, you will be the operational powerhouse behind our fundraising programme. You will take ownership of translating our high-level strategy into action, acting as the primary lead for campaign implementation and tactical delivery. We’re not just looking for someone to run campaigns; we're looking for an innovator who will test, learn, and lead us into new territories.

Your Mission:

• Take ownership of the delivery strategic individual giving activity across paid social, email, offline appeals, and new channels.

• Holistic Stewardship: Design and execute engaging supporter journeys—both bespoke and automated— that maximise conversion and long-term value.

• Performance Culture: Analyse performance, share insights, and drive a results-focused fundraising culture across the team.

Why Join Us?

• Impact: This is a new role with the potential to shape the future of our individual giving.

• Growth: We are committed to your professional development within a supportive team.

• Benefits: We value our people. Enjoy flexible working, private BUPA healthcare, a competitive pension, and more.

If you're an ambitious fundraiser who thrives in a dynamic environment and wants to fight prostate cancer, we encourage you to apply.

Key Responsibilities

Strategic Implementation (Online & Offline)

• Key operational lead, deputising for the Head of Individual Giving and Legacies, taking responsibility for the planning and delivery of campaigns and activity across channels and supporter journeys.

• Develop and implement activity to attract new supporters through an integrated mix of channels, including social platforms (paid and unpaid), search engine advertising, email marketing, and offline appeals.

• Manage relationships with external partners, including creative, fundraising, and digital marketing agencies, ensuring high-quality delivery and ROI.

• Develop and execute integrated campaigns where ultimate conversion may occur via traditional channels such as telephone or mail, taking a holistic approach to acquire and convert new supporters.

• Analyse metrics and data, reporting on KPIs, budget, and spend. Work to constantly test and optimise campaigns to exceed targets and improve return on investment.

• Support forecasting and budget planning on marketing activities within the IG budget.

• Stay abreast of emerging trends and technologies, ensuring our fundraising efforts remain innovative and effective.

Stewardship, Content & Operations

• Develop and deliver personalised relationship-building communications and initiatives that recognise supporter loyalty and deepen their connection to the impact of their support.

• Oversee the operational delivery of supporter communications, including the development of processes for bespoke and workflow-delivered thanking and nurturing.

• Create and optimise content, sometimes cross team and directly with our incredible patients and supporters.

• Build journeys that maximise conversions and build loyalty. This includes high-quality creative fundraising writing, concepting, and messaging development.

• Ensure all supporters are thanked and updated in an appropriate and timely manner, working with the team to ensure coverage and that all interactions are in line with our supporter promise.

• Cultivate deeper engagement with supporters beyond transactional interactions, explore opportunities for meaningful dialogue and a sense of community. 

Collaboration & Cross-Selling

• Work with the wider PCR team to maximise opportunities for fundraising and patient impact, specifically leading on cross-selling meaningful cash and support propositions to other audiences (e.g., events participants, community fundraisers, and campaigners).

• Work with Agile principles in mind, collaborating with colleagues across the organisation to plan and deliver high-quality work.

• Build key relationships across teams within and outside Public Fundraising to achieve successful fundraising outcomes.

• As required, represent PCR externally, promoting our work and building long-term relationships with stakeholders. 

Database and Compliance

• Develop your existing experience and affinity for supporter data to improve outcomes for supporters.

• Hold a very good working knowledge of key aspects of data protection law including GDPR and PECR, as well as the Fundraising Code of Practice.

• Work with our tools and seek to improve knowledge and use of these, including Access CRM, Fundraise Up, Google Analytics 4 (GA4), Wordpress and MailChimp.

Skills and Competencies

Our ideal candidate would have the following:

• Fundraising Expertise: Proven experience in an Individual Giving role(s) with a track record of managing both digital acquisition and offline appeals (direct mail/telemarketing) for a charity or social cause, as well as significant experience in retention, marketing communications, supporter services.

• Agency Management: Experience managing creative, fundraising and digital marketing agencies, to deliver a variety of campaigns or activities across multiple channels.

• Digital Proficiency: Demonstrable expertise setting up and managing campaigns in Meta Business Suite, Google paid advertising, and email marketing platforms like Mailchimp.

• Strategic Thinking: Evidence of leading successful integrated campaigns resulting in significant income or lead generation.

• Audience development: Led development of successful new propositions for cross-selling across existing audiences.

• Creative Skills: The ability to motivate and inspire audiences through content and creative writing and storytelling for various channels.

• Financial Acumen: The ability to monitor and manage income and expenditure against targets as well as forecast and report on campaigns across all channels.

• Supporter Experience: A strong desire to provide excellent supporter experience and customer journeys to everyone who encounters PCR.

• Collaborative Mindset: A collaborative and innovative mindset with a desire to test, learn, and work with stakeholders cross-functionally.

• Agile Working: Experience working within Agile project management frameworks would be beneficial.

• Technical Knowledge: Good knowledge of WordPress website optimisation and plugins, or a strong desire to learn.

• Passion: A strong belief in the work we do at PCR, and a demonstrable desire to improve outcomes for patients through our work in fundraising.

How to apply?

Please apply by submitting your CV and a short supporting statement (maximum 600 words) outlining why you would like the role and why you think you’d be a good fit, giving examples of previous experience.

There will be a two-stage interview process. The first interview will be online via Teams, and the second will be an in-person interview at our offices in London. There may be a test and a question to prepare for in advance of either interview stage should your application be taken forward. 

For more information about the role, please contact our Head of Individual Giving, Tom Treasure for an informal chat (contact details can be found in the full job description).

For more information about our orindganisation and what we do, visit the Prostate Cancer Research website, The Prostate Progress webpage and the PCR online patient resource, The Infopool.

PCR is an equal opportunity employer committed to diversity and inclusion. We welcome applications from all qualified individuals regardless of their race, gender, disability, religion/belief, sexual orientation, or age.