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Overview of Role:
The CRM and Systems Lead plays a key role in supporting Church Army’s adoption and effective use of Microsoft Dynamics 365. The postholder will take day-to-day ownership of the CRM, acting as the ‘go-to’ expert for users, maintaining high-quality supporter data, and ensuring data is managed in line with best practice and data protection principles. They will support and train colleagues, building engagement and buy-in to the system, and embedding effective, consistent use across teams. They will also maximise the potential of Dynamics 365 and the accompanying digital marketing platform, Customer Insights, to create accurate supporter segments for effective mail and email campaigns.
Salary: £37,924 per annum (FTE, pro-rata for a part-time role)
Hours: 30-37.5 hours per week (0.8-1 FTE)
Pension: Church Army is an auto enrolment pension employer. You will be assessed under pension auto enrolment criteria.
Annual Leave: 25 days plus bank holidays (pro-rated for part time.) Some days are compulsory leave over Christmas when the office is closed.
Contract: Open-Ended, Permanent
Application Deadline: Friday 29th May 2026
Interview Date: Wednesday 10th June 2026
Next Steps:
For more information on the role, you can find the job description and application form on our website.
PLEASE NOTE, WE DO NOT ACCEPT CVs
We want everyone everywhere to encounter God’s love and be empowered to transform their communities through faith shared in words and action.

The client requests no contact from agencies or media sales.
At Book Aid International we share the power of books and help build a more equal future.
Every year we work with our partners worldwide to provide over one million brand-new books which support or establish libraries in communities where people would otherwise have few opportunities to read.
We are now seeking a temporary experienced CRM Project Manager to play a pivotal role in strengthening our operations.
This is an exciting opportunity to lead a focused, high-impact project that will shape the way we capture, manage and utilise information across multiple teams. Working closely with colleagues across the organisation, you will lead a full discovery and selection process for a new Customer Relationship Management system, ensuring it meets both our operational needs and long-term strategic ambitions.
Reporting to the Head of Programmes & Partnerships, you will take ownership of the project from the outset - defining scope and success criteria, mapping current processes, identifying opportunities for improvement and translating organisational needs into clear functional and technical requirements. You will research and evaluate CRM solutions suitable for the charity sector, coordinate supplier demonstrations and guide internal stakeholders through a robust and informed decision-making process.
This role is ideal for someone who combines strong project management expertise with a deep understanding of CRM systems and the not-for-profit environment. You’ll bring a sharp analytical mindset, excellent communication and stakeholder engagement skills (including with colleagues who do not have a technical background), and the confidence to lead workshops, challenge assumptions and drive clarity from complexity.
If you are a detail-oriented, inquisitive project manager with experience delivering a range of CRM or systems discovery projects, particularly within the charity sector, we’d love to hear from you.
The client requests no contact from agencies or media sales.
In-Form is the UK’s leading client relationship and service management solution. Developed by Homeless Link on the Salesforce platform, In-Form gives our customers access to the information they need to support the people they work with. Currently we have over 350+ customers, each with their own bespoke In-Form system. Many of these are in the housing and homelessness sector in England, but an increasing number are in other sectors across the UK.
The post of In-Form Customer Success Manager is a key role in the growing customer success team which represents an investment in how we engage and support In-Form customers. We are looking for a CSM to further improve our high levels of customer adoption, satisfaction and retention.
This exciting role is a chance to help the homelessness sector make the most effective use of their In-Form systems to achieve our shared vision to end homelessness in this country. The successful candidate will typically have a minimum of 2 years working in a dedicated customer success or account management role, with a track record of driving product adoption, increasing customer satisfaction and managing commercial renewals. A genuine interest in making a tangible difference through use of technology in the nonprofit and homelessness sectors is also essential. For full details of the role and how to apply please click Redirect to Recruiter to visit our website.
We are actively seeking to increase diversity within our organisation and would greatly welcome applications from people with lived experience of homelessness, from a black or minority ethnic background and/or with a disability.
To develop, inspire, support and sustain a movement of organisations working together to achieve positive futures for people who are homeless.
The client requests no contact from agencies or media sales.
The Centre for Emotional Health is recruiting for a Training Administrator to work with our friendly and nurturing team, administering The Centre for Emotional Health’s trainings and assisting with customer relationship administration.
The Centre for Emotional Health is a national charity dedicated to everyone living an emotionally healthy life. We provide training for local authorities, family hubs, prisons, schools, workplaces and communities. We advocate nationally for the importance of good emotional health. All our work, including all the training we deliver, is underpinned by The Nurturing Programme.
We are looking for an organised individual with strong communication skills, attention to detail, and experience of a variety of IT systems. The successful applicant will be responsible for managing the administration of The Centre for Emotional Health’s trainings pre- and post-training delivery, working as part of a busy Operations and Finance Team, and assisting our Business Development and Programmes Teams with customer relation tasks. You will enjoy working collaboratively and will feel secure in managing a fast-changing, busy workload as part of a wider team.
Key responsibilities:
- Coordinate and administer all The Centre for Emotional Health trainings, overseeing bookings, venues, online training delivery, trainer, customer, and colleague liaison, and pre- and post-training documentation.
- Manage training communications and trainee feedback systems, maintaining accurate records and sharing information with customers and colleagues
- Nurture customer relationships in line with our organisational values, responding to queries by email and phone, and maintaining our website and CRM database.
The closing date for applications is 9am, Tuesday 19th May.
Interviews will take place Friday 22nd May at The Centre for Emotional Health’s office.
The client requests no contact from agencies or media sales.
Key responsibilities:
1. Main Purpose of the Job
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To ensure the panel reflects AvMA’s values and that where possible the panel is managed in line with our strategic plan.
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To manage and oversee the operation of the specialist AvMA clinical negligence panel to include ensuring the qualifying requirements for panel applicants are relevant and up to date and reflect any important medical and legal developments.
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The assessment of panel applications and interviewing of Applicants. Convening meetings of the panel committee, drafting agendas for those meetings and identifying issues to be discussed.
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Identify ways for the AvMA panel application process to become more streamlined, efficient and supportive of lawyers making panel applications. To develop the process to ensure it is fit for purpose, relevant and continues to meet the needs of the public.
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Ensuring the AvMA database of panel membership and special interests is kept up to date. Giving informal advice to solicitors enquiring about panel membership requirements, liaising and meeting with firms as required.
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Travelling and attending key networking events, including AvMA’s three-day (2 overnight stays) annual conference and AvMA annual panel meeting (usually held end Nov, beginning December), engaging with potential AvMA panel applicants, promoting the benefits of accreditation and the junior scheme (Certificates Competence Scheme (CCS)), keeping up to date with medical and legal developments. Speaking at panel meetings and generally to promote the panel.
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Working with the conference department to identify relevant topics for panel meetings and conference events.
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To improve on the current re-accreditation process to make it more streamlined and user friendly for applicants.
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To ensure relevant data from panel applications is captured on the CRM. Regular analysis of panel data, findings shared with AvMA senior leadership team and more widely where appropriate.
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To pursue AvMA’s EDI strategy by considering ways in which the panel can be developed to ensure panel members are as ethnically diverse as possible.
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To liaise with AvMA’s conference department to advise on any training which may be required to strengthen AvMA panel members knowledge and information base.
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To work with the Director Medico Legal services in assessing applications for Certificate of Competence Scheme (CCS) for juniors. To update and work on the Certificates Competence Scheme including organising applicant feedback to ensure this scheme continues to be fit for purpose. To inform and work with panel applicant mentors in strengthening the scheme.
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To deliver on administrative requirements such as quarterly reports for trustees, working with AvMA’s Service Delivery Quality and Outreach Committee (SDQOC) as required to update on continued improvement of AvMA Panel Accreditation Scheme.
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Dealing with queries raised by AvMA Panel applicants and/or juniors who may have had their applications rejected.
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Ensuring AvMA panel template letters and documents are updated
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From time to time speaking publicly about requirements for AvMA panel membership, common pitfalls and how to overcome them as well as other matters relating to panel.
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To consider client complaints about panel members to determine whether the threshold for disciplinary action under AvMA’s Panel procedures is met.
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To manage disciplinary procedure for AvMA Panel members, identify and liaise with adjudicators, prepare documentation, set up the hearing.
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To manage appeals against rejection of an application for accreditation/reaccreditation, liaise with adjudicators.
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To keep on top of any government, regulatory or other policy changes which may affect the way in which patients can access justice, recover damages and seek redress for adverse clinical outcomes, as well as any improvements or impediments to lawyers undertaking this work.
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To develop and grow the AvMA panel accreditation and Certificates Competence scheme membership; to identify cost efficiencies and maximum engagement with AvMA accredited panel solicitors.
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Any other duties associated with the role.
2. Skills and Experience
Administration of the AvMA Panel
The bulk of the administration and management tasks do not require specialist skills; however, assistance is provided by the PA to the CEO when required.
AvMA has a Customer Relationship Management (CRM) driven computer system throughout the organisation, the introduction has been phased and the applicant should be confident enough with sufficient IT skills to onboard the new system. The CRM works with Microsoft Dynamics 365 a data driven software solution which is intended to manage, track and store information. AvMA considers IT to be an ongoing commitment and the new panel accreditation manager should be willing to consider ways in which AvMA can maximise the impact of the CRM to improve services and data collection on key issues identified from panel related activities.
Tasks such as updating and preparing new panel application documents and report forms will require medical and legal input, the panel application interview process will involve discussions about topical medico legal issues and for this reason the post would suit someone who has a legal background, ideally qualified as a solicitor or barrister, preferably with clinical negligence accreditation. A a medical background would be helpful.
Assessment of new applications, interviews and dealing with correspondence
The Panel Accreditation Manager is primarily responsible for the assessment of new panel accreditation applications.
The role of Panel Accreditation Manager would suit someone who has practised as a claimant clinical negligence lawyer who is looking to draw on their expertise and experience in a new role.The successful applicant should be confident in assessing former peers and colleagues in a fair and impartial way.
The nature of this work is such that the Panel Accreditation Manager can come into possession of sensitive information, discretion and respecting confidentiality are key qualities for this role.
Reaccreditations
Reaccreditation assessments are done internally by the Panel Accreditation Manager, occasionally assistance can be provided by members of the internal panel assessment team.
AvMA aims to make reaccreditations more straightforward for practitioners and the new appointee will be expected to liaise with the profession to understand where they consider the biggest hurdles to reaccreditation lie and to consider how these can be overcome without compromising standards.
AvMA receives a minimum of 15 applications for reaccreditation per annum, however numbers are usually considerably higher, up to 30 per annum.It is thought that the reaccreditation process could be designed to be more streamlined and user friendly for both the applicant and in house.
Other AvMA Panel assessments
In addition to assessing AvMA panel applications and reaccreditations the Panel Accreditation Manager will need to assess applications from accredited panel members who have changed firms.
Change of firm applications tend to be straightforward if the applicant has been on the panel for some time and is going to a firm where there is another AvMA panel member but the process is more in depth for those going to a firm which does not have another AvMA panel member. The Panel Application Manager needs to be confident that the new firm can meet the minimum standards and supervision requirements required of a first time panel application.
There are about 5 applications for changes of firm rising to a maximum of 10 per annum.
Interim Reviews
From time to time first time applicants may demonstrate that they largely meet the core criteria for AvMA Panel membership but there may be some areas that require improvement.In those cases, AvMA can award the applicant AvMA panel status subject to a review sometime later.The Panel Accreditation Manager is responsible for following up that review and examining progress made.The review is an opportunity to identify if the applicant has succeeded in strengthening the areas of weakness identified.If they have not, they risk losing their AvMA panel status entirely.
There are about 3 interim reviews per annum, currently not exceeding 6.
3. Other
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To support the Events Department’s quality initiatives and to suggest continuing improvements where needs arise.
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To undertake other duties commensurate with the post as may be required.
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Deputise for the Head of Events when necessary
The client requests no contact from agencies or media sales.
Fundraising & Communications Coordinator
Home-Start South Warwickshire
Location: South Warwickshire (hybrid)
Hours: Part-time, 3 days (22.5 hours per week)
Salary: £25,948 – £27,851 FTE (£15,568.80 – £16,710.60 pro rata)
Contract: Permanent
About the role
Home-Start South Warwickshire is looking for a Fundraising & Communications Coordinator to help grow income and raise awareness of the charity’s work supporting local families with young children.
This is an exciting opportunity to join a small, friendly team and play a key role in developing community, corporate and individual fundraising, while leading on communications activity.
Key responsibilities
Fundraising
- Develop and deliver community fundraising initiatives and events
- Build relationships with local businesses, community groups and individual supporters
- Research and progress new fundraising opportunities
- Represent the charity at events and networking opportunities
- Support volunteers and community fundraisers
- Maintain accurate records using a CRM system
- Ensure compliance with GDPR and fundraising regulations
Communications
- Manage and create content for social media
- Keep the website updated
- Produce newsletters and stakeholder communications
- Gather case studies and impact stories
- Maintain a consistent and engaging brand voice
About you
We’re looking for someone who:
- Has experience in fundraising or relationship-building roles
- Is confident engaging with a range of stakeholders, from community groups to businesses
- Has strong written and verbal communication skills
- Can create engaging content for digital channels
- Is organised, proactive and able to manage multiple priorities
You’ll also be:
- Warm, approachable and professional
- Passionate about supporting families and communities
- A strong team player with a positive, can-do attitude
Why join us?
- Flexible, part-time working
- Opportunity to make a real impact in your local community
- Supportive and collaborative team environment
Home-Start South Warwickshire is committed to promoting the welfare of families with young children.



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!
We're the UK's specialist blood cancer charity and our vision is clear: we’re here to beat blood cancer. We fund world-class research; provide information and support to patients and their loved ones; and raise awareness of blood cancer.
We’re looking for a CRM Product Owner to take ownership of our Microsoft Dynamics CRM, ensuring it runs effectively day to day while continuously improving how it supports the organisation. You’ll oversee integrations and data flows across systems, maintain high standards of data quality, and make sure teams across fundraising, digital and finance can rely on accurate, accessible data to deliver campaigns, track income and engage supporters.
We’re also looking for someone who can lead the ongoing development and prioritisation of CRM improvements, working closely with internal teams and external partners to streamline processes and solve problems. You’ll support and guide CRM team members, ensuring work is delivered against priorities and that the system continues to evolve to meet the needs of a fast-paced, insight-driven organisation.
This role requires regular travel to our London office, typically once per month or as the role demands.
We are committed to actively promoting equality, diversity, and inclusivity. In line with our strategy we welcome approaches from individuals from underrepresented groups, including minority communities, and applicants with a disability, to better reflect the community we serve and help broaden our perspectives.
We research, we support, we care. Because it’s time to beat leukaemia, lymphoma, myeloma and all types of blood cancer.



The client requests no contact from agencies or media sales.
Dataro are looking for a Customer Success Manager to help grow their presence across the UK charity sector. This is a role focussed on providing excellent client satisfaction to the post holders UK and Europe based charity and not for profit portfolio. You will spend your time meeting clients, following up on queries and IT tickets, and supporting them in a consultative way to get the best impact from Dataro. This role is ideal for someone who enjoys building relationships, spotting opportunities to deliver great customer service and maintaining great channels of communications.
Dataro is a growing company that has retained a start up midset and ethos, so colleagues work with high levels of agency, are solutions focussed and happy delivering at pace.
You’ll work closely with other Customer Success Managers in the UK, as well as colleagues across the USA and Australia. To be considered for this role it is vital the candidate experience of customer service and relationship management within a charity setting, who understands fundraising and what tools such as Dataro can do to help support income generation. Candidates don’t need to know Dataro’s product inside out, training will be provided, but an understanding of charity CRMs would be useful.
This is a great opportunity to join a growing organisation that still retains the energy and ownership of a startup environment, while working with charities across the UK to help them strengthen their fundraising and supporter engagement.
Application notes
Please download the Candidate Info Pack provided for further information about the role, timelines and next steps.
To progress your application, please contact THINK Recruitment to organise an informal screening call. Please note, we cannot shortlist candidates who have not had a screening call so please allow enough time to speak to us before the closing date.
Location - Please note: this role is a remote based role but has been listed as hybrid due to the expectation of in person meetings and regular travel into London (expenses not paid). The team meet up at WeWork spaces reguarly and this post holder would aim to hold a minimum of 6 in person client meetings per quarter, all usually in London.
Timeframes
Closing date for applications: Midday Thursday 19th May
Candidates will be notified of outcomes by EOD Friday 22nd May
Interviews will be two stages, see dates within the Candidate Pack
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!
This role is an expansion of a current Finance Administrator's role, to allow additional support for our ecumenical charity's growth. This role will be responsible for all aspects of finance administrative and CRM database support and the successful candidate will want to be part of a faith-based organisation, committed to the mission of the charity both in the UK and the Holy Land.
The primary responsibility and focus of the role will be to support the Finance Manager with finance handling and working with our CRM database to improve data quality; additionally you will support the administrative function, particularly in engaging with the CRM database as needed and available for the operational success of the charity. You will need to be comfortable working in a faith-based organisation, talking to supporters and clergy across the UK and with our partners in the Holy Land.
You will be working under the day-to-day management of the Finance Manager as a direct report but collaborating closely with the Office Manager for administrative work as required.
Typical tasks will include:
- Record financial donations from all income streams into the charity (cash, cheque, CAF, BACS, online, by phone, in-person)
- Monitor bank account payments, online donations, and standing orders/direct debits
- Produce reports from payment processing companies
- Produce Gift Aid claims in conjunction with Finance Manager
- Logging and recording of accounts payable
- Become an expert user of our CRM (Access ThankQ) to ensure high-quality, accurate and compliant supporter data
- Use the CRM to produce segmentation, reporting and data analysis - creating queries, dashboards and reports to track performance
- To support the delivery and distribution of shop products purchased either through the website shop, over the phone or by mail order
- Assist with product stock and ordering
- Assist with the website shop and maintaining/adding product listings
- Basic office duties, including answering phone calls, logging and responding to letters and emails, franking letters, taking donations by phone
- Assist with other project deliverables identified by management
- Help maintain the cleanliness and Health and Safety of the office environment including cleaning and tidying as needed
Suitable training will be given as needed.
You will need to have previous experience in a finance role and will ideally have previous experience working in a charity.
This is a full-time, office-based role in Kenilworth.
Please click on 'Apply Now' to download the full job specification and description.
Candidates are encouraged to contact the Office Manage, Jen Hill, to discuss the role and their fit in advance of applying.
Our mission is to secure a resilient and enduring community for Christians in the West Bank, Gaza, Israel and Jordan
The client requests no contact from agencies or media sales.
About Toynbee Hall
Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.
We have recently launched a new strategic plan which reinforces that our purpose is to build a fairer future with an end to poverty, injustice and inequality.
We work towards this by:
• Addressing poverty and injustice through advice and support and influencing systemic change.
• Shifting power to people and communities affected by injustice and inequality.
• Collaborating to end poverty and build fairer systems and institutions. What we want to see in the world starts with our community and our organisation.
This means:
• Working together to build a thriving local community where people have the resources they need, feel their voices are heard and are optimistic about the future.
• Being a good employer, where people are treated fairly, feel engaged and empowered, and work together to achieve our shared vision.
• Acknowledging the role Toynbee Hall has historically played in civic society while recognising that our role now is to shift power, to be an effective partner, and to amplify voices that are less likely to be heard.
What we learn from our work in east London we use to inform and influence wider policy – working to influence change in structures, systems and policies.
Department background
The Advice Services directorate at Toynbee Hall is central to our commitment to address and alleviate poverty in London and beyond. Specialising in debt, welfare benefits, legal support, and generalist advice, our directorate has proven instrumental in significantly enhancing the financial wellbeing of those we serve. Last year alone, our efforts helped individuals and families to be over £23 million better off, showcasing the direct impact of our work.
tional model combines direct service provision with a collaborative approach. We directly employ a number of advisors who deliver expert, impartial advice. Simultaneously, we lead a coalition of 15 partner charities—including local Citizens Advice Bureaus and law centres—where additional advisors are employed. This structure allows us to amplify our reach and effectiveness, ensuring that a comprehensive network of support is available to those in need.
By integrating direct support with strategic partnerships, the Advice Services directorate not only tackles immediate financial and legal challenges but also contributes to the broader goal of systemic change, enhancing economic security and community resilience across one of the most challenged demographics in the nation.
How we work
Our values are Inclusive, Courageous and Empowering and we expect everyone who works with us to work in a way that aligns with these values and to do their utmost to deliver our strategic objectives according to their role.
Job purpose
As a Customer Care Representative, you’ll be the first friendly face (or voice) people meet when they reach out for help with challenges like debt, housing, benefits, employment or consumer issues. You’ll play a key role in helping each person feel listened to, supported, and confident about their next steps.
You’ll handle a mix of face-to-face, phone, and digital enquiries, working with empathy, patience, and clear communication. With full training provided, you’ll gain the skills to manage sensitive conversations, complete initial assessments, book appointments, and connect people to the right support services quickly and smoothly.
Scope of role
· Provide friendly, professional, and high-quality customer service as the first point of contact for people seeking advice.
· Manage a range of enquiries via phone, email, web chat, WhatsApp, and in-person at our Triage Hub
· Conduct initial assessments and book appointments with our advice specialists.
· Maintain accurate and confidential client information using our CRM system, always following GDPR and data protection requirements.
· Identify when to signpost or refer people to other organisations to ensure they receive the right support.
· Handle feedback or complaints with empathy, professionalism, and a focus on finding solutions.
· Approach sensitive or challenging conversations calmly, using good communication and de-escalation skills.
· Apply safeguarding principles in everyday work - training and guidance will be provided.
· Collaborate with colleagues and project partners to improve how people access and experience our service.
· Contribute to team meetings, training sessions, and occasional events at our East London hub and other venues as required.
Key working relationships
· Internal: CCR Managers, frontline advisors, Communications and Marketing colleagues, Project Leads, Data and Insights teams, and wider Toynbee Hall staff.
· External: Advisors and Clients
What Success Looks Like in Your First Year
- You’ll complete your CMA Level 3 qualification and gain confidence in supporting people with financial and wellbeing issues.
- You’ll build strong communication and assessment skills, managing a variety of enquiries confidently.
- You’ll contribute ideas that help improve our service and client experience.
- You’ll be part of a team that trusts and supports one another and learns together.
Person Specification
The successful candidate will demonstrate:
Essential
· Experience in providing customer service in person, over the phone or online
· Clear and confident communicator with good spoken and written English
· Strong active listening and questioning skills
· Able to build trust with people from diverse backgrounds
· Calm and empathetic approach when supporting people in distress or dealing with sensitive or challenging situations
· Good emotional resilience and self-awareness, including recognising when to seek support
· Strong organisational skills, with the ability to manage time, prioritise tasks and maintain attention to detail in a busy environment
· Strong attention to detail
· Ability to manage time in a busy service environment.
· Collaborative, solutions focused approach.
· Confident using Apple MacBook, including Microsoft Office 365, Microsoft Teams, and CRM systems
· Understanding of safeguarding principles and a willingness to apply these confidently after training
Desirable
· Knowledge of community services in a London context.
· Experience working or volunteering in advice, support, housing, debt, benefits, or other community-facing services
Since 1884 Toynbee Hall is a charity working alongside people facing poverty, injustice and inequality to build a fairer East London
The client requests no contact from agencies or media sales.
This is an exciting role in a team dedicated to raising the bar of operational excellence at Stewardship. You will play a crucial role in bringing exceptional operational efficiency across various Stewardship platforms, enhancing customer satisfaction by providing Stewardship givers and partners with seamless, impactful services that bring our mission to life.
Through vital processes, checks and administration, you will be serving generous Christian givers and the highly impactful churches, mission workers and charities which they support. Your work will equip, encourage and support our givers and ministry partners to become faithful, active stewards – transforming hearts and helping hands to steward responsibly and faithfully all that they give and receive.
This is a fixed term role for 12 months to cover maternity leave.
Occupational Requirement (OR)
As a result of our Christian ethos, this post is covered by an Occupational Requirement (OR) under Part 1 of Schedule 9 to the Equality Act 2010. The successful applicant will be expected to be a practising Christian and to clearly demonstrate a personal commitment to the mission, principles, values and practices contained in our Ethos Statement, by:
• Active membership of local church congregation.
• An understanding of the faith aspects of the work of Christian charities,
including the preparedness to pray with colleagues, where appropriate.
We help Christians be the best stewards of the resources God gives them



The client requests no contact from agencies or media sales.
Grade: 7
Hours: Full time - fixed term contract - 6 months (flexible working hours considered)
Responsible to: CRM Manager
Direct reports: None
Location: ShelterBox HQ, Truro, Cornwall or Remote (UK only)
Role purpose:
ShelterBox is striving to provide outstanding information systems and technology that will maximise our fundraising and operational capability through the implementation of new software and analysis solutions that support both our fundraising objectives and the efficient delivery of aid to our beneficiaries. Having recently gone-live with a new Dynamics CRM platform earlier this year, it is an exciting time to be involved with further developing and refining the solution to meet ShelterBox needs. As part of this process, we require a CRM Administrator to help with data health checks, data management and to work with the wider CRM team supporting Service requests.
Reporting to the CRM Manager, the successful candidate will operate within the CRM Team and will contribute effectively to help us develop and improve the CRM during this key phase.
Who are we looking for?
We are looking for an enthusiastic individual with good CRM experience in an administrative role, who wants to play an important part in optimising and supporting Dynamics CRM.
This is a fixed term role at ShelterBox, and we are seeking a detailed oriented person who has experience of dealing with data health and data cleansing in a CRM. The successful candidate will work closely with the CRM Manager and the CRM Officer to improve the data health monitoring and data management of Dynamics CRM.
Main role and responsibilities
Duties will include but not be limited to:
· Working closely with CRM Officer & CRM Manager, executing data cleansing and general Master Data management tasks within Dynamics CRM
· Work with wider fundraising teams to offer assistance with their data cleansing tasks, structures and stewardship
· Maintaining a log of changes made/tracking progress
· Understand, investigate, report and seek to rectify data quality issues
· Developing data import templates (or changes to existing ones) to onboard data sources successfully - in collaboration with CRM Officer
· Champion data quality, highlighting issues when identified and proactively working to resolve them - in collaboration with CRM Officer
· Ensure the CRM fulfils all data collection requirements, ensuring regulatory compliance and adhering to Charity GDPR policy and processes at every stage, and contribute to making necessary changes.
· Support reporting development, ensuring data quality and reporting standards are adhered to
· Provide work cover for CRM Officer as and when required
· Keep within the charity's aims and objectives
· Support users, dealing with requests coming through via the Halo service portal
Any other duties as required which are deemed appropriate to the level and grade of the post.
Please note: We reserve the right to close this vacancy early if we receive a high volume of applications. We therefore encourage you to submit your application as soon as possible
About the role
An exciting opportunity has arisen for a motivated and detail-oriented Senior CRM Support Officer to join our dedicated CRM team, supporting our internal database system (CHIP).
Working within a small but influential team, you will act as the main point of contact for system users across the organisation, providing high-quality first and second-line support via multiple channels. You will troubleshoot issues, guide users, and work closely with IT, CRM and operational colleagues to resolve more complex system problems.
A key part of the role is helping users feel confident and capable when using CHIP effectively and in line with compliance requirements. This includes supporting onboarding and induction for new users, creating clear and accessible learning resources (such as user guides, knowledge base articles and video tutorials), and delivering briefings or drop-in sessions.
You will also contribute to continuous improvement by gathering user feedback, identifying trends, supporting system testing, and helping embed best practice across services to ensure accurate and reliable data use.
About you
We are looking for someone who can demonstrate:
- Good technical understanding of Microsoft Dynamics 365 and/or relational database systems
- Experience in a user support or customer-facing role
- Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, Teams)
- Ability to analyse information, troubleshoot issues, and propose solutions
- Excellent communication skills with the ability to explain technical information clearly
- Strong organisational skills and the ability to manage competing priorities
- Good understanding of data protection and GDPR
- High attention to detail and accuracy
What we offer (benefits)
We offer a supportive working environment with a strong focus on wellbeing, development, and work-life balance:
- 26 days annual leave, increasing to 30 days (plus bank holidays)
- Occupational sick pay (subject to qualifying period)
- Enhanced family-friendly leave pay
- Employee Assistance Programme
- Group stakeholder pension scheme
- Access to BHSF health cash plan
- Cycle to Work scheme
- Free parking at some office locations
- Learning and development opportunities
- Support and supervision from your line manager
Recruitment process
As part of shortlisting, candidates will complete a short online skills assessment aligned to the essential requirements of the role. This helps ensure a fair and consistent selection process. Full details will be provided to shortlisted candidates.
Safeguarding & recruitment
NYAS is committed to safeguarding children, young people, and adults at risk. All successful applicants will be subject to:
- Enhanced DBS check
- Reference checks
- Digital risk assessment
In accordance with UK immigration law, candidates must have the legal right to work in the UK.
About NYAS
NYAS (National Youth Advocacy Service) is a leading rights-based charity ensuring that children, young people, and adults are fully respected, represented, and supported in expressing their views and having their rights upheld.
We work with care-experienced individuals who often rely on statutory services and may be impacted by gaps in provision. Our advocacy and legal services help ensure their voices are heard and acted upon.
We are an inclusive employer committed to equality and diversity. We welcome applications from all individuals regardless of background. We are also a Disability Confident Employer, guaranteeing interviews to disabled applicants who meet the minimum criteria.
How to apply
To apply for this role, please visit our website and complete the online application form.
Please ensure you refer to the person specification within the job description and clearly demonstrate how you meet the required criteria in your application.
The job description and person specification are available on the vacancy page of our website.
We reserve the right to close this vacancy early if we receive a high volume of applications.
At NYAS, we listen to what children, young people and vulnerable adults want. We empower them to have their voices heard.
We’re recruiting a CRM Officer to join a respected membership organisation on a 12-month fixed-term contract. This is a hands-on role focused on CRM management, data integrity, user support and process improvement.
Key Responsibilities
- Manage and triage a CRM ticketing system
- Maintain data quality through cleansing and de-duplication
- Liaise with external technical suppliers
- Deliver CRM training to staff
- Create reports, dashboards and insights
- Identify workflow inefficiencies and implement automation
- Support GDPR-aligned CRM governance
About You
- Experience with Dynamics 365 CRM
- Advanced Excel
- Understanding of GDPR
- Confident communicator with strong problem-solving skills
Why Apply?
- Varied CRM role with real organisational impact
- Hybrid working with central London base
- Supportive, values-led environment
We will be reviewing CV’s as they come through. Don’t delay get in touch! We would be happy to share a more detailed job description and discuss the opportunity further.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
Job Title: Senior Customer Services Advisor
Hours: 37.5 hours per week
Contract: Permanent
Salary: £38,022 per annum
Area of operation: Resident Services
Responsible to: Assistant Director of Customer Services
Pension entitlement: Company Stakeholder Scheme
Annual leave entitlement: 30 days per annum
Place of work: Based at English Rural’s Surrey office in Lower Eashing, GU7
About English Rural:
English Rural Housing Association is a leading national rural specialist working to provide affordable homes in small villages for local people. We own and manage around 1,600 affordable properties, spread amongst 160 villages, and have a development programme of around 200 more homes.
About the role:
Are you looking for an exciting opportunity to join our customer services team and deliver exceptional services to residents? We are currently seeking a Senior Customer Services Advisor to join the team and help us embed a culture of customer excellence through our dedicated customer contact hub.
As part of this role, you will work alongside technical and housing specialists to offer first-line responses to resident enquiries.
In addition, you will support the Customer Services Manager in supervising and advising a team of Customer Services Advisors. This is an excellent opportunity to make a real impact in the lives of our residents while developing your career.
About you:
Are you an experienced customer services professional, ideally with a background in housing associations or property-related environments? We are looking for someone with excellent communication and interpersonal skills, who can work collaboratively and effectively in a fast-paced environment.
As the Senior Customer Services Advisor, you will need to have strong administrative and organisational skills to deliver day-to-day operational activities, with supervisory experience being desirable. An understanding of property maintenance and tenancy management, along with knowledge of rural communities, is essential to succeed in this role.
We are seeking a candidate who is driven to achieve excellent customer service standards and is passionate about making a positive impact on our residents’ lives. If this sounds like you, we would love to hear from you!
Closing date for applications: 12pm on Friday 5th June 2026
Interviews: Thursday 11th June (in Lower Eashing)
Interested?
If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.
Please advise if there are any restrictions to your residency in the UK that might affect your right to take up employment in the UK.
English Rural Housing Association is committed to equal opportunities and values diversity in its workforce.
No agencies please.