Customer insight manager jobs
Are you a Microsoft Dynamics 365 CRM expert looking for a role where your skills make a real difference? We’re on an exciting journey to implement a brand-new Dynamics 365 CRM system and are seeking an experienced CRM Manager to support and maintain the system which will transform how we connect with our supporters and deliver impactful fundraising campaigns.
About the role:
This is a pivotal role in shaping the future of our supporter engagement. You’ll take ownership of our CRM strategy and management, ensuring data quality and seamless processes that empower our fundraising and communications teams. Through your proven Dynamics 365 CRM skills and experience, you will also lead the charity’s CRM business processes and data quality, collaborating with the key stakeholders across the charity.
This position is based remotely, but there is also an option to work on a hybrid basis at our head office in Norfolk. Where working remotely, you will be required to attend the charity’s head office located in Norfolk a minimum of 6 times per year and this will be at your own expense for travel and accommodation.
About you:
You’ll have advanced knowledge of Microsoft Dynamics 365 and experience configuring and optimising CRM systems. Skilled in the Power Platform (Power Automate, Power Apps, Power BI), you combine strong technical ability with excellent communication skills, making complex information clear for non-technical colleagues. Highly organised and detail-oriented, you manage workloads effectively under pressure and build positive relationships across teams. A good understanding of data protection and compliance is essential, and experience in a fundraising or charity environment is desirable.
What we offer:
Benefits include a generous pension scheme and cash health plan, paid employee sickness absence scheme, a minimum of 31 days’ holiday (including bank/public holidays and mandatory shutdown between Christmas and New Year) and death in service.
World Horse Welfare is committed to championing equality and diversity in all aspects of employment and in the services that it provides. We encourage applications for all of our vacancies from under-represented groups, particularly ethnically diverse communities, LGBTQ+, and people with disabilities.
World Horse Welfare takes great pride in being realistic, compassionate and forward-thinking and the successful applicant for any of our vacancies will be expected to share these values.
Closing date: Friday 30th of January
Interview date: Tuesday 10th of February
World Horse Welfare’s vision is a world where every horse is treated with respect, compassion and understanding.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
The role
We are seeking an experienced and proactive Database and Insights Officer to take ownership of myaware’s CRM system (Raiser’s Edge) and ensure our database is accurate, compliant, and fully utilised across the organisation.
This is a pivotal role, acting as the main point of contact for all internal CRM users and our external CRM system provider. As a database super user, you will manage system settings, user access, data integrity and development, while providing expert support, guidance and training to colleagues.
Working closely with the CEO, the myaware management team and colleagues across the organisation, you will ensure the CRM system supports fundraising, communications, campaigns and wider organisational insight. You will also play a key role in identifying opportunities for system improvement, upgrades and best practice. The role will require occasional working at Derby HQ and travel for meetings.
Who We Are Looking For
We are looking for a confident and detail-oriented CRM professional with strong technical expertise and the ability to communicate clearly with non-technical users.
You will be highly organised, solutions-focused and comfortable taking ownership of a complex database system. You enjoy supporting others, improving processes and using data to make a meaningful impact.
You will ideally have:
- Proven experience managing a CRM system, ideally Raiser’s Edge or a similar database.
- Strong understanding of database administration, data quality and compliance.
- Experience acting as a system super user, including managing users and system settings.
- The ability to train and support colleagues with varying levels of technical confidence.
- Excellent analytical skills and experience producing data selections and insights.
- Strong communication and relationship-building skills.
- A proactive approach to continuous improvement and best practice.
This is an exciting opportunity to play a central role in enabling myaware’s work through high-quality data, effective systems and collaborative support across the organisation.
If this sounds like you, we would love to hear from you.
Who are we?
Myaware is the only charity in the UK dedicated solely to the care and support of people affected by myasthenia.
We are working hard to raise awareness of myasthenia, as it is a little-known condition. We provide support for people with myasthenia and their families, whilst offering advice and tips for living with the condition.
We also fund the research that brings us closer to finding a cure as well as funding specialists nurses and advisors.
Members of myaware have full access to a wide range of support services and events including our specialist benefits and welfare advisor.
Myaware supports people with myasthenia and their families. We campaign for better medical services for people with myasthenia and work to inform medical professionals.
The myasthenias are a group of neuromuscular conditions. They are rare but also manageable and can affect anyone, regardless of age, gender or nationality. Myasthenia gravis, ocular myasthenia and Lambert-Eaton myasthenic syndrome are autoimmune conditions whereas congenital myasthenic syndrome is caused by an inherited genetic fault. It is thought that there are approximately 20,000 people currently living with myasthenia in the UK.
Benefits
- Generous holiday allowance
- Perkbox account (global benefits and rewards platform)
- Group Life Assurance after 6 months of service
- NEST workplace pension scheme
- Free inhouse staff benefits and welfare advice
- Investment in your personal and professional development
- Annual salary review
Candidates should submit their CV and tailored covering letter by: 23:30 on Sunday 1st February 2026
Provisional interview date will be week commencing: 09.02.2026.
Interviews will be held over Microsoft Teams.
Applications submitted without a tailored cover letter will not be considered.
This post, due to its nature, duties and responsibilities, will be subject to an enhanced check by the DBS. This is funded by Myaware.
This organisation supports anonymous recruitment. That means hiding your personal identifying information, removing bias from the hiring process.
Candidates should submit their CV and tailored covering letter by: 11:59pm on Sunday 1st February 2026
Provisional interview date will be week commencing: 09.02.2026.
Interviews will be held over Microsoft Teams.
Applications submitted without a tailored cover letter will not be considered.
This post, due to its nature, duties and responsibilities, will be subject to an enhanced check by the DBS. This is funded by Myaware.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
At CharityJob, we’re motivated by the belief that great people power great causes. We’re a mission-led, commercially sustainable business that balances social impact with innovation, collaboration, and high standards of service. Our team cares deeply about the sector we serve and the experience of everyone who uses our platform. Working here means contributing to a product that helps charities thrive, while being part of a supportive, inclusive workplace where ideas are valued and personal development is encouraged.
Key Responsibilities
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Manage large-scale sector research surveys and insights projects (e.g., CharityJob’s Annual Salary Report, Benefits Survey, AI in recruitment surveys.) including scoping, survey design, analysis, reporting and webinar delivery, in close collaboration with the Senior Research Executive (SRE)
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Be aware of sector needs and requirements to devise innovative new research projects that will drive thought leadership, revenue or internal development
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Contribute to CharityJob’s thought leadership by sharing research findings through reports, presentations, webinars and external speaking opportunities
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Line-manage the Senior Research Executive, providing guidance, coaching and mentoring to support develop their skills and career progression
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Work closely with the product team to plan and deliver impactful user research across the product lifecycle, including:
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Exploratory research to understand user needs, behaviours and pain points, and to inform early product direction or concept development
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Evaluative research to refine designs and provide clear, actionable recommendations for Product and design
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Lead reporting and monitoring of customer satisfaction, including NPS and other feedback channels, and share insights to inform improvements across the business.
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Collaborate with the Senior Content Manager to produce research-backed blogs, guides and sector insights
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Deliver ad-hoc research projects to support priorities across the business
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Maintain the research roadmap, support research operations and manage the research budget
Skills & Experience
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Proven experience in research management, ideally within recruitment, HR, or the charity sector but not essential.
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Strong leadership skills with experience managing and developing team members.
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Excellent analytical skills with the ability to interpret complex data and present clear, actionable insights.
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Exceptional written and verbal communication skills, including experience producing reports and thought leadership content.
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Familiarity with research methodologies (qualitative and quantitative) and data analysis tools.
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Ability to manage multiple projects and deliver to deadlines
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Experience in stakeholder engagement and presenting research findings to diverse audiences.
We help charities find people who share their purpose, faster, easier and fairly.



The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Location: The Baytree Centre, London
Hours: 28 hours per week (4 days, to be agreed between Monday–Friday, 9AM–6PM)
Salary: £35,000–£39,000 per annum (FTE, pro‑rated according to hours worked)
Application Process: Please see the full job description; application form and instructions for applying on our website. Applications are reviewed on a rolling basis, so early applications are encouraged.
Eligibility: This role is open to women only under Schedule 9, Paragraph 1 of the Equality Act 2010. Applicants must already have the right to work in the UK; visa sponsorship is not available.
Contract: Permanent
About the Role
As Corporate Partnerships Manager, you will drive Baytree’s corporate fundraising by developing innovative partnership opportunities, nurturing strong relationships, and securing income and strategic support. You will work closely with the Fundraising & Communications Director to shape and deliver the organisation’s corporate partnerships strategy. This is a hands‑on and impact‑driven role for someone who enjoys relationship‑building, strategic thinking, and contributing to a mission supporting women and girls.
Key Responsibilities
Partnership Acquisition & Stewardship
- Identify, secure, and grow new corporate partnerships delivering income, pro bono support, gifts‑in‑kind, and strategic value.
- Create compelling pitches, proposals, and case studies.
- Steward existing partners and produce high‑quality impact reports.
Fundraising Campaigns & Events
- Lead the planning and delivery of major fundraising campaigns (e.g., The Big Give, Baytree anniversaries).
Cross‑Team Collaboration
- Work closely with internal teams to align partnerships with organisational priorities.
- Coordinate with service delivery to offer opportunities such as career insight days and work experience.
- Partner with the Volunteer Manager to deliver purposeful corporate volunteering.
Other Responsibilities
- Ensure GDPR compliance and accurate reporting on Views and Beacon CRM.
What we're looking for
Essential
- Proven experience in securing and growing corporate partnerships.
- Strong communication, influencing, and relationship‑building skills.
- Ability to meet funder requirements, including monitoring and evaluation.
- Highly organised, detail‑oriented, and committed to confidentiality.
- Strong commitment to Baytree’s mission and openness to its Christian ethos.
Desirable
- Experience working with women and girls in disadvantaged communities.
- Experience managing or coordinating projects or volunteers.
- Familiarity with CRM and data platforms such as Beacon, QuickBooks, or Views.
A Social Inclusion Charity Supporting Women & Girls in London



The client requests no contact from agencies or media sales.
SNG (Sovereign Network Group) provide over 85,000 homes and invest in communities across the South, West and East of England, including London, as well as aiming to create thousands of new affordable homes every year.
We're now looking for a Housing Officer to join the team in our Newbury and Reading locality, based from the Greenham Office.
You'll manage your own diary with a mix of working from home, office and out with our customers.
The Role:
As a Housing Officer, you'll be the visible and proactive within your community. Working directly with residents, colleagues, and partners to deliver customer-focused services.
You'll play a key role in tenancy, lease, and neighbourhood management, ensuring that our services are safe, compliant, and responsive.
What you'll be doing:
- Delivering excellent tenancy, leasehold, and neighbourhood management services across your locality
- Acting as a trusted point of contact for customers.
- Building relationships with local authorities, community groups, and partner agencies.
- Using data insights to improve services and ensure compliance with legislation and regulations.
- Supporting neighbourhood improvements and shaping services based on the voice of our customers.
- Maintaining accurate customer records and ensuring data is used responsibly.
- Promoting SNG's values and culture of collaboration, safety, and inclusion.
What we're looking for:
- Experience delivering tenancy, lease, or neighbourhood management services.
- Strong communication and relationship-building skills, with the ability to influence and resolve complex issues.
- A collaborative approach, working across teams and with external stakeholders.
- Good knowledge of landlord services and the ability to apply this in practice.
- A customer-first mindset, with a track record of achieving positive outcomes.
- Confidence using digital tools to support service delivery.
Desirable:
- Professional membership (e.g. CIH) or willingness to work towards it.
- Experience managing data securely and effectively.
Your Benefits:
We have some great benefits at SNG, including:
- 25 Days Holiday + Bank Holidays (with an extra day every year up to 30 days)
- Chance to buy or sell holiday as part of our flexible benefits package
- 3 additional paid Wellbeing days and 2 paid volunteering days
- Generous matched pension scheme up to 12% and Life cover at 4x salary
- Enhanced maternity/adoption pay
- Enhanced paternity pay - 6 weeks full pay (after 26 weeks' service)
- Options for private medical insurance, dental insurance and critical illness cover
- Wellbeing discounts, including Gym Memberships and access to a 24/7 virtual GP service
We offer flexible working, professional development opportunities, and a chance to be part of something meaningful. We're passionate about inclusion for all and creating a workplace where everyone can thrive
We will be interviewing in our Newbury Office on the 3rd February 2026.
Interested? Apply today and help us shape stronger, more vibrant communities.
The client requests no contact from agencies or media sales.
St Nicholas Hospice Care is a successful charity serving the local area of West Suffolk and Thetford. Every year we support nearly 2,000 local people, delivering care across multiple settings. Our services are not just for patients, but for their family and friends too, and include everything from specialist medical care to bereavement support and practical help.
Are you passionate about using data to make a positive impact and want to work for a charity that values compassion, accountability, respect, and equity? We’d love to hear from you. We’re looking for a CRM and Insights Manager to lead our supporter care strategy and maximise income through data-driven insights. In this pivotal role, you’ll manage our CRM system (Donorflex), optimise donor journeys, and ensure compliance with fundraising best practice and data protection regulations.
What you’ll do:
- Use data analysis to shape fundraising strategies and improve supporter experience.
- Manage and develop the Supporter Care team.
- Oversee donation processing, Gift Aid claims, and reporting.
- Drive efficiency and innovation in supporter engagement.
What we’re looking for:
- Strong experience in CRM management and data analytics.
- Excellent communication and leadership skills.
- Advanced Excel and data visualisation expertise.
- Knowledge of fundraising compliance and GDPR.
Working for us
As an employee you will receive the following benefits:
- Opportunity for some home working
- Health Cash Plan & Wellbeing programme (dentistry, optical, emotional wellbeing support)
- 25 days annual leave increasing to 29 with service (pro rata for part time employees)
- Enhanced Occupational sick pay scheme
- Home-made meals available in our onsite bistro
- Access to a group pension plan or continuation of NHS Pension (subject to criteria)
- Life assurance
- Free onsite parking
- Access to Blue Light Card scheme discounts
- Social events (such as photography group, quiz nights, picnics and more)
The client requests no contact from agencies or media sales.
About Scotland's Charity Air Ambulance
Scotland’s Charity Air Ambulance (SCAA) exists so nobody in Scotland suffers or dies because medical help cannot get there in time. People can get sick or have accidents anywhere and anytime. But in Scotland there are places where urgent medical help cannot reach people. Or help gets there too late. And when lives are at risk every minute matters. As a charity we rely on donations from the Scottish public, companies and communities to ensure that urgent medical help gets to the patient when it is needed, wherever they are and at whatever time of day.
The Role
As part of our strategy for growth and national impact, SCAA is seeking a motivated individual to manage our newly formed Data function, as Data and Insights Manager. This is a hands-on managerial role, which will contribute to both the immediate data management requirements and lead on the development of the longer-term Data and Insights Strategy for SCAA.
The successful candidate will be instrumental in embedding a culture of data-driven decision making, using insights and analysis to support future growth, with a particular focus on fundraising, marketing and supporter engagement. They will ensure the right frameworks and infrastructure are in place to allow for effective data management and data-driven decision-making across the charity.
This role can be fully remote, with the option to work from Perth Airport, where SCAA headquarters are located or our Aberdeen base at Aberdeen Airport, if preferred. Occasional travel to our Perth base will be required for the successful candidate. SCAA supports flexible and hybrid working arrangements—our current approach typically includes two office days per week for those working on a hybrid basis. The usual hours and days of work will be Monday to Friday, 9am—5pm.
About You
Essential
- Significant experience leading data strategy, governance or CRM development in a fundraising, marketing or customer insight environment.
- Strong knowledge of data protection and GDPR compliance, with understanding of DPO responsibilities.
- Demonstrable experience in designing and interpreting data analysis and insights to inform strategic decisions.
- Experience overseeing CRM systems from a strategic perspective, including planning for improvements or new systems.
- Working knowledge of Power BI or other data visualisation tools from a user or strategic oversight perspective.
- Excellent leadership and line management skills, with experience developing staff and building data capability within the wider team.
- Strong communication and influencing skills, with the ability to engage senior stakeholders with complex data insights.
- Project management skills.
Desirable
- Experience within the charity sector, especially in fundraising or supporter engagement.
- Experience working with finance teams on reconciliation and Gift Aid processes.
- Qualification in data protection, data analysis, or a related discipline.
Our Benefits
- Pension: 12% employer’s & 5% employee’s contribution (after 3 months’ service)
- Annual Leave: 36 days (incl. public holidays) + an extra day for your birthday (and additional days with long service)
- Death in Service benefit: 3 times annual salary
- Optional Private Medical Insurance plan and Cashplan
- Employee Assistance Programme
- Enhanced Maternity/Adoption/Paternity Pay
- Access to Blue Light Card
- Learning and Development Opportunities
- Hybrid Working (minimum 2 days per week in the office)
Selection Process
Interviews will take place at our base at Perth Airport in Scone. First interviews will take place during the week commencing the 9th February 2026 and second stage interviews will take place during the week commencing 16th February 2026.
How to apply
Please refer to the full job pack on our website.
Application deadline is 5pm on Thursday 29th January 2026. Please note that we may close this vacancy early if we receive a sufficient number of applications, so we encourage you to apply as soon as possible.
To ensure no one in Scotland dies because help cannot get there in time.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Membership & CRM Officer
Bristol (Hybrid)
£32,000
Permanent, Full-time (Part-time may be considered)
If you are a whizz with Excel and adept at getting the most from complex databases, but also a great communicator and administrator (confident responding to many varied queries, super organised and passionate about process improvement), we’d love to hear from you.
Are you passionate about combining data expertise with exceptional customer service? Our client is looking for a Membership and CRM Officer who loves data as much as people—combining advanced Excel skills and database expertise with outstanding communication and administrative skills.
You will independently manage membership subscription processes and grants administration, respond to member queries and ensure the CRM systems run smoothly. This is an exciting opportunity to make a real impact in a mission-driven organisation.
What You’ll Do
· Administer membership applications, renewals, and payments
· Provide excellent support to members and delegates and respond to enquiries
· Maintain, optimise and troubleshoot multiple CRM systems, ensuring data accuracy and compliance
· Develop and generate reports and insights to inform decision-making
· Support grants administration and committee processes
· Collaborate across teams to improve systems and member engagement
What They’re Looking For
· Customer service skills and professional written and verbal communication
· Proficiency with Microsoft suite
· Advanced Excel skills (Power BI experience is a bonus)
· Proven experience managing and developing CRM systems and complex databases
· Strong organisational skills and attention to detail
· Customer-focused mindset with the ability to build positive relationships
· Experience in membership/subscription administration or similar is desirable
Why Join Them?
· Hybrid working - Tuesdays and Wednesdays in the North Bristol office (with flexibility where needed)
· Flexitime system
· 26 days annual leave minimum, plus bank holidays
· Health and Wellbeing Cash Plan – private GP, cash back for dentist, opticians, physio and more
· Salary Extras scheme
· Refer a friend scheme
· Employee Assistance Programme
· Be part of a charity that makes a difference in healthcare
· Collaborative and supportive team environment
Our client is a UK charity and membership organisation that brings together scientists, clinicians, and nurses who work with hormones, to improve lives. Hormones matter; they control almost every function in the body, and when things go wrong, they cause some of the most common - and some of the rarest - health conditions.
CRM Manager
We are looking for a CRM Manager to join the team in this full-time, fixed-term role.
This is an exciting time to join the charity as we complete the final phase of our Microsoft Dynamics implementation and embed a new, organisation-wide CRM system that will transform how we engage with and support our community.
This is a hybrid role for the charity which is based in Luton.
Position: CRM Manager
Location: Hybrid working to include a minimum of two days per week in the office in Luton
Salary: £43,003 per annum
Hours: Full Time (37.5 hours per week)
Contract: Fixed term contract for 12 months
Closing Date: Sunday 25th January 2026 at 23.59pm
The Role
As CRM Manager, you will lead the successful completion and optimisation of Microsoft Dynamics 365 across the organisation, ensuring it is fully embedded, well-governed and widely adopted.
You will act as product owner for the CRM, overseeing configuration, integrations, upgrades, reporting and data governance, while supporting colleagues to use the system confidently and effectively. Your work will directly support fundraising, clinical and operational teams, helping to maximise supporter insight, improve engagement and enable better decision-making.
You will:
- Complete the implementation and organisation-wide rollout of Microsoft Dynamics CRM and closure of legacy CRM.
- Own CRM configuration, workflows, integrations and ongoing development.
- Develop and enforce a CRM data governance framework, including data ownership, access controls and retention policies.
- Ensure compliance with UK GDPR and organisational data protection standards.
- Maintain audit trails, oversee data quality, and manage regular cleansing and validation activities.
- Design and deliver training and support for staff across the organisation.
- Co-design complex queries and produce reports and dashboards to support fundraising and strategic planning.
- Manage relationships with CRM suppliers and oversee CRM-related budgets and contracts.
If you are passionate about using technology and data to make a meaningful difference and enjoy helping people embrace new systems and ways of working, we would love to hear from you.
About You
We are seeking an organised, proactive and collaborative CRM Manager who combines strong technical expertise with excellent communication skills.
You will have:
- Degree-level education or equivalent professional experience.
- Proven experience managing a CRM system, ideally within a charity or similar organisation.
- Experience delivering system implementations and optimisations.
- Strong understanding of data governance, UK GDPR and regulatory compliance.
- Advanced skills in data analysis, reporting and complex query building.
- Experience developing workflows, configurations and system integrations.
- The ability to train and support colleagues with varying levels of technical confidence.
- Excellent organisational, problem-solving and stakeholder-management skills.
Desirable:
- Hands-on experience with Microsoft Dynamics 365
- Experience within the charity or healthcare sector.
- Experience using dashboarding tools such as Power BI.
- Project management experience.
- Knowledge of APIs and data integration tools.
About the organisation
This Hospice provides free specialist palliative and end of life care for people of all ages. We support adults in Bedfordshire, and children and their families in Bedfordshire, Hertfordshire and Milton Keynes – at home, in the hospice, or wherever we are needed.
As a teaching hospice, our exceptional people, training and facilities are helping local communities to live and die well. We are an equal opportunities and disability confident employer and welcomes applications from all sections of the community.
The successful applicant will be required to undertake a basic Disclosure and Barring Service (DBS) check.
PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Salary: up to £45,000 dependent on experience
Location: Bray Lake, Maidenhead (flexible hours with some home working)
Hours: 37.5 hrs per week (part time hours will be considered)
It is a really exciting time to join Thames Hospice as we embark on a transformational new Major Gifts strategy to significantly grow our fundraising income. This role offers you the chance to play a central part in shaping our future while developing your career in a supportive and ambitious environment.
We are seeking an experienced Philanthropy Manager to lead the strategic and operational direction of our Major Gifts programme, securing significant one‑off and multi‑year gifts to support Thames Hospice. The ideal candidate will have demonstrable experience in philanthropy fundraising, exceptional relationship‑building skills, and proven ability to identify and leverage opportunities to grow income.
You will use your expertise in cultivating and stewarding high‑net‑worth individuals to expand our donor portfolio, while managing and developing the Philanthropy Executive and driving the team’s strategy. Working closely with the Head of Major Gifts, you will lead the delivery of our philanthropy strategy, ensuring ambitious income targets are met. With outstanding communication and stewardship, you will deepen donor engagement and secure transformational, long‑term support that sustains our mission of delivering exceptional palliative care to the community.
Closing date: 26th January 2026
Interviews: week commening 2nd February 2026
The client requests no contact from agencies or media sales.
The Partnerships and Business Development Manager is responsible for securing and sustaining business and property support for The Fitzrovia Partnership, with a primary focus on ballot delivery and long-term levy payer engagement.
The role leads the practical management of the Camden and Westminster occupier ballots, voluntary membership, property forum and targeted engagement activity. It is delivery-focused and process-driven, ensuring that engagement activity is well planned, well recorded, and directly supports successful ballot outcomes.
Working closely with the Marketing and Communications team, the postholder ensures engagement activity is aligned with wider messaging and campaigns, while retaining clear ownership of relationships, follow-up, and conversion.
Key Duties and Responsibilities
Business and Property Engagement
· Lead direct engagement with levy-paying businesses and property owners through meetings, visits, calls, and structured follow-up.
· Build and maintain strong working relationships with key decision-makers, ensuring consistent and informed dialogue.
· Develop, lead and manage engagement plans for priority occupiers and property interests, with clear objectives and outcomes.
· Act as a first point of contact for ballot-related queries and engagement issues.
Ballot Management and Delivery
· Manage the end-to-end occupier ballot process, working with the billing authority to ensure compliance with statutory requirements and deadlines for the 2027 Camden and 2028 Westminster ballots.
· Maintain detailed ballot timetables, engagement trackers, and risk logs to support back-to-back ballots.
· Coordinate internal inputs to ballot materials, ensuring engagement intelligence informs content and targeting.
Voluntary Membership
· Manage the development and delivery of a voluntary membership offer alongside statutory levy arrangements.
· Identify, engage, and convert voluntary members, tracking participation and renewals.
· Ensure voluntary members receive clear value through engagement, access, and communication.
Project Management
· Plan and deliver targeted engagement campaigns in support of ballots and priority projects.
· Manage engagement activity as structured projects, with defined milestones, actions, and reporting.
· Work closely with Marketing and Communications to align engagement activity with campaigns, while retaining ownership of delivery, follow-up, and outcomes.
· Support delivery of engagement-led projects such as property forums, briefings, and issue-based meetings.
CRM, Data and Insight
· Take ownership of CRM use for engagement, ensuring all interactions, outcomes, and next steps are accurately recorded.
· Maintain high data quality to support ballot readiness, reporting, and audit requirements.
· Produce regular engagement reports showing coverage, risks, gaps, and progress towards ballot thresholds.
· Use CRM insight to prioritise effort and guide engagement strategy.
Governance and Reporting
· Prepare clear written updates, briefings, and summaries for senior leadership, the Board, and relevant sub-groups.
· Ensure engagement activity complies with data protection and internal governance requirements.
· Support audit trails and evidence requirements associated with ballot delivery.
This role works closely with the Marketing and Communications team to ensure consistency of messaging, timing, and audience targeting. However, it remains distinct in its focus on relationship management, ballot mechanics, CRM discipline, and delivery of outcomes, rather than content creation or communications strategy.
Person Specification
Skills and Experience
· Strong and proven experience in business engagement, membership, stakeholder management, or business development in a place-based or membership organisation.
· Demonstrable experience in a commercial development role, or strong evidence of meeting conversion targets in a B2B environment (for example, membership, sponsorship, account growth, renewals, or service sales).
· Proven experience managing complex processes or campaigns with fixed deadlines.
· Strong project management skills and attention to detail.
· Experience using CRM systems to manage relationships, track activity, and produce reports.
· Ability to work closely with communications colleagues while retaining ownership of delivery and follow-up.
· Strong written and verbal communication skills, particularly for briefings and engagement reporting.
Knowledge and Understanding
· Understanding of BIDs or similar partnership organisations and the importance of ballot legitimacy.
· Awareness of how businesses and property owners engage with place-based organisations.
· Understanding of data protection and responsible handling of stakeholder information.
Personal Attributes
· Organised, persistent, and comfortable working to targets and deadlines.
· Confident and professional when dealing with senior stakeholders.
· Practical, delivery-focused, and outcomes-driven.
· Willing to learn, reflect, and continuously improve.
To apply for this role, please send a max 2-page cover letter and CV. Shortlisted candidates will be invited to interview (w/c 9 February 2026)
The client requests no contact from agencies or media sales.
The Salesforce and Systems Manager will play a key role in the Programmes team ensuring that our systems and processes run smoothly, that data is accurate and well maintained, and that we continue to innovate through our use of data systems to improve delivery and working across the wider Trust.
You will lead the usage and development of our Customer Relationship Management (CRM) platform, Salesforce, for the delivery and evaluation of our programmes. You will be responsible for overseeing the building and management of application and evaluation forms ensuring that internal and external colleagues views have been considered. Whilst this role sits within the programmes directorate, you will lead on Salesforce for the Trust as a whole and collaborate with other teams to ensure optimal running of the platform.
You will manage a number of external relationships, including our external Salesforce partners, application site partners and other digital and data partners to ensure that work is well managed, delivered on time and on budget. You will work closely with the Senior Impact and Evaluation Manager to ensure data on applications, evaluations, and long-term destinations is of high quality and securely held.
The role will report to the Senior Impact and Evaluation Manager, and work alongside, and with support from, the Data and Evaluation Officer.
Main duties
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Act as the Trust’s in-house Salesforce lead, keeping up to date with sector updates (including Artificial Intelligence), training staff members in how best to use Salesforce
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Lead on the management and integration between Salesforce and the Trust’s other data collection platforms including Form Assembly, Sutton Trust Online, Campaign Monitor, and Zoom
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Work cross-Trust to identify potential Salesforce process improvements or system changes that will deliver efficiencies, prioritising these and overseeing their build and deployment
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Manage relationships with external stakeholders including web developers and Salesforce/Form Assembly representatives
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Manage the build and development of programme application sites with input from programme leads
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Responsibility for quality of data coming into and held in Salesforce, complying with GDPR requirements
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Manage the design, building, and dissemination of evaluation forms and ensure high rates of completion
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Manage the two-way sharing of application and engagement data with universities and delivery partners
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Support the communication of data and insights in Salesforce through the creation of dashboards and reports
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Prepare data for annual HEAT submissions
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Support the Senior Impact and Evaluation Manager with data and analysis when required
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Other duties as necessary from time to time
Person Specification
We welcome applications from individuals who the following:
Skills:
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High degree of initiative and the ability to take responsibility and prioritise own workload
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Strong problem solving and analytical abilities
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Organised, independent and able to work to deadlines
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Ability to think strategically
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Excellent attention to detail
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Demonstrates a willingness to learn
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Excellent verbal and written communication
Experience
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Experience as a Salesforce administrator, particularly in the non-profit sector
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Understanding of UK GDPR principles and compliance
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Proficiency in Microsoft Excel and the Office suite
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Knowledge of project management, including experience leading projects with both internal and external stakeholders, and analysing user needs
Experience in/knowledge of the following areas will help you to stand out, but is not required, and training will be provided for the right candidate:
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Knowledge and experience of the higher education, education, and/or non-profit sectors
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Familiarity with platforms such as Form Assembly, and the Higher Education Access Tracker
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Holding a Salesforce Administrator Certificate
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Project management training
We are also looking for an individual who:
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Is sympathetic to the aims of the Trust and its mission to address educational disadvantage;
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Has first-class interpersonal skills - a natural ambassador able to represent the Sutton Trust in a range of settings
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Is eligible to work in the UK (see here for information about right to work)
Terms of Appointment
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Contract: Full-time, Permanent
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Salary: £42,025-£45,000 per annum
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Working location: Minimum of 2 office days per week
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Office location: The Sutton Trust, 9th Floor, Millbank Tower, 21-24 Millbank, London, SW1P 4QP. Our home working policy gives staff the option to work from home for up to 60% of the time, with approval from their line managers
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Hours: The standard working hours are 9am to 5pm, Monday to Friday and may also be required to attend events / meetings outside of their normal working hours during weekday evenings and occasionally at weekends
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DBS check will be required
Interviews
Applications should reach us by 23:59, Wednesday 28th January, with first round interviews held over Zoom on Wednesday, 11th February, and second round interviews held at our London offices on Wednesday, 18th February.
Safeguarding statement
The Sutton Trust believes that a child, young person or vulnerable adult should never experience abuse of any kind. We all have a responsibility to promote the welfare of all children and young people and to keep them safe. Therefore all posts undergo a safer recruitment process, including but not limited to, disclosure of criminal records where necessary and eligibility to work in the UK. We have procedures in place to promote safeguarding and a safe culture at the Trust.
Contextual recruitment
The Trust is committed to ensuring equality of opportunity and that all applicants receive equal consideration for employment. We strongly encourage individuals from all backgrounds, including those underrepresented at present at the Trust, to apply for this role. As such we particularly welcome applications from people with disabilities, Black, Asian or Minority Ethnic backgrounds, LGBTQ+ and from different socio-economic and educational backgrounds. We are committed to being an inclusive and welcoming place to work and know that greater diversity will lead to even greater results for the young people we support.
We are committed to providing reasonable adjustments for disabled candidates throughout our recruitment process and during employment.
We also operate contextual recruitment at the Sutton Trust. Our application process gives you the option to include information about your background, such as whether you were eligible for free school meals, whether your parents went to university, or whether you attended a state school. For more examples and information on contextual recruitment, please see our website.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
If you are a whizz with Excel and adept at getting the most from complex databases, but also a great communicator and administrator (confident responding to many varied queries, super organised and passionate about process improvement), we’d love to hear from you.
About Us
The Society for Endocrinology is a UK charity and membership organisation that brings together scientists, clinicians, and nurses who work with hormones, to improve lives. Hormones matter; they control almost every function in the body, and when things go wrong, they cause some of the most common - and some of the rarest - health conditions.
We empower healthcare professionals and researchers to stay at the cutting edge of science and patient care. We also support other national and international endocrine organisations (our clients) to deliver their own impactful work.
As a medium-sized charity with a friendly, supportive and flexible culture, we work collaboratively to make a big difference and build a strong global endocrine community. We are committed to fostering a diverse and inclusive workplace where all team members feel valued, respected and empowered to bring their authentic selves to work.
The role is full-time, but please let us know if you would like us to consider part-time.
The Role
Are you passionate about combining data expertise with exceptional customer service? We’re looking for a Membership and CRM Officer who loves data as much as people—combining advanced Excel skills and database expertise with outstanding communication and administrative skills.
You will independently manage membership subscription processes and grants administration, respond to member queries and ensure our CRM systems run smoothly. This is an exciting opportunity to make a real impact in a mission-driven organisation.
What You’ll Do
· Administer membership applications, renewals, and payments
· Provide excellent support to members and delegates and respond to enquiries
· Maintain, troubleshoot and optimise multiple CRM systems, ensuring data accuracy and compliance
· Develop and generate reports and insights to inform decision-making
· Support grants administration and committee processes
· Collaborate across teams to improve systems and member engagement
Please see full job description for more details.
What We’re Looking For
· Customer service skills and professional written and verbal communication
· Proficiency with Microsoft suite
· Advanced Excel skills (Power BI experience is a bonus)
· Proven experience managing CRM systems and complex databases
· Strong organisational skills and attention to detail
· Customer- and solutions-focused mindset with the ability to build positive relationships
· Experience in membership/subscription administration or similar is desirable
Why Join Us?
· Hybrid working - Tuesdays and Wednesdays in the North Bristol office (with flexibility where needed)
· Flexitime system
· 26 days annual leave minimum, plus bank holidays
· Health and Wellbeing Cash Plan – private GP, cash back for dentist, opticians, physio and more
· Salary Extras scheme
· Refer a friend scheme
· Employee Assistance Programme
· Be part of a charity that makes a difference in healthcare
· Collaborative and supportive team environment
We aim to conduct first-round interviews via Teams call week commencing 2 February. In-person interviews will follow before the successful candidate is selected.
We are happy to answer your questions prior to application.
We bring together the global endocrine community to share ideas and advance hormone science and practice
The client requests no contact from agencies or media sales.
Working alongside colleagues in Fundraising & Communications and the Data team, you will focus on turning data into meaningful insight. This includes developing and embedding evaluation frameworks, supporting our organisation-wide Theory of Change and outcomes framework, and ensuring learning from data is actively used to improve services, strengthen funding bids, and demonstrate No Limits’ impact, learning and expertise to external audiences, including funders, commissioners and partners.
You will work closely with our Data team to ensure that what we collect, analyse and report through our CRM and reporting tools reflects impact, outcomes and social value. The role plays a key part in supporting No Limits to shift from compliance-based reporting towards an insight-led culture that supports learning, improvement and influence.
The client requests no contact from agencies or media sales.
We are recruiting a Senior Member Network Account Manager to join our busy Member Networks team at the British Psychological Society for a fixed period of 12 months starting in March 2026.
The team supports over 60 psychology‑focused member networks, each with its own specialist interests and passions. This is a fantastic opportunity for someone who loves working with people and wants to make an impact. You will be right at the centre of supporting our Member Networks, helping passionate volunteers bring ideas to life - no two days will be the same.
About the Role
As Senior Member Network Account Manager, you will be the main contact for several Member Networks, including Divisions. You’ll support and guide volunteers across multiple committees, helping them deliver activity for their members confidently and effectively. This includes advising on governance, finance, volunteer recruitment, events and wider activity planning. You will also build strong relationships, lead projects, and work closely with teams across the organisation to strengthen collaboration and network growth.
A day in the life may include:
- Advising volunteers on governance, finance, awards, planning and compliance matters
- Ensuring Networks deliver their activity plans, managing timelines and aligning work to strategic goals and budgets
- Supporting events and projects that drive member engagement, including budgeting, venue liaison and travel bookings
- Managing inboxes and responding to enquiries with clear advice and signposting
- Attending meetings, collating actions and following up to ensure progress
- Sharing best practice and improving processes, tools and systems as needed
- Maintaining documents in Google Workspace, including budgets, reports and committee lists.
- Delivering volunteer training on new processes or systems
- Coordinating awards and grants, updating web content and communicating with applicants
- Managing committee recruitment, posting roles and handling applications
- Working with internal teams such as Membership, and Marketing to provide seamless support.
What We’re Looking For
To be successful, you will have strong communication and interpersonal skills. You will excel in negotiation, problem solving and managing multiple tasks and projects with foresight and strategic thinking. You will be expected to act autonomously, managing your networks and working independently using your own initiative. Highly organised, you will lead and coordinate delivery of activities, managing timelines and working with key stakeholders.
Why Join Us?
We offer a supportive environment, opportunities for professional development, and the chance to make a real difference. We offer a friendly, values led working culture with an excellent benefits package that includes:
- Agile & flexible working
- Generous leave entitlement
- Occupational pension scheme
- Cycle to work scheme / free eye care vouchers / Winter flu vaccinations
- Tailored learning & development
- Employee Assistance Programme counselling
- Life Assurance Scheme
- Discounts scheme with national organisations
How to apply
The closing date for applications is 31st January 2026, with interviews held on-line w/c 9th February. To apply, please submit your CV and a covering letter detailing how you meet the specification. Please note that applications without a covering letter will not be considered.
The British Psychological Society is committed to a culture of equality, diversity and inclusion. We welcome applications from all sections of the community, irrespective of your background or circumstances. We are only able to accept applications that can demonstrate a right to work in the UK as we are unable to sponsor people requiring a work visa.
Due to the large number of applications we receive, it is not possible to update you on the progress of the application until after the closing date. If you have not heard from us within three weeks of the closing date, please assume that your application has not been successful on this occasion.
Building a world where psychology transforms lives
The client requests no contact from agencies or media sales.