Customer Relationship Manager Jobs in Home Based

We are seeking an experienced fundraiser with a passion for our mission to equip our organisation with the financial resources needed to meet our objectives as we work to scale our fundraising by growing our charitable income across all funding streams, maximising supporter engagement and fulfilling fundraising operational duties such as ensuring that we have a database that is organised, up to date and fit for purpose.

This is a new role, joining a small but growing Fundraising Team, and having a real input into our plans and strategies for the future. Reporting to the CEO, the successful candidate will oversee most fundraising income generation activity.

The Fundraising Manager will build positive relationships to secure significant income and develop new relationships specifically with churches and individuals, bringing in regular and targeted income through regular donations, fundraising campaigns and events. The ideal candidate will have fundraising experience covering several areas including Individual Giving; Churches, Fundraising Appeals/Campaigns as well as experience in managing the operational aspects of fundraising (database, compliance with codes of practice and fundraising regulations, creating fundraising campaigns and ‘asks’). Through this, you will assist the whole organisation in our commitment to showing kindness, raising self-belief, and inspiring hope for the future in the individuals we serve. 

Main duties and responsibilities

Fundraising Overview

1. Develop, deliver, and monitor a fundraising strategy for Pecan.

2. Maximise the contributions and connections with local churches and individuals.

3. Coordinate all Appeals including the Pecan and Foodbank Christmas fundraising campaigns and Big Give Campaigns across all income and media streams.

4. Research and utilise new fundraising streams and opportunities across Pecan such as Payroll Giving, Legacies, in Memory Giving and Online Giving.

Supporter Engagement and Stewardship

1. Establish systems, procedures, proactive stewardship, and an engagement programme to provide the highest levels of service to Pecan’s supporters.

2. To be responsible for thanking all supporters and managing a supporter engagement journey – ensuring that effective processes are in place and driving levels of satisfaction and loyalty.

3. Act as the ‘first point of call’ for all supporters and managing complaints and issues, ensuring they are reported centrally within agreed procedures, that they are resolved or escalated as necessary and maintaining excellent communication with supporters throughout these processes.

4. Develop and implement stewardship programmes including reactivation of lapsed donors.

Database Management

1. Assist with setting up our CRM database with responsibility of developing and maintaining the database, ensuring efficient, appropriate data capture and analysis for the purpose of effective stewardship, fundraising and communications.

2. Maintain data management standards, assisting with the implementation of processes and policies ensuring best practice is followed.

3. Train other staff members to be able to use the database sufficiently.

4. Ensure all records, fundraising data and fundraising administration is kept up to date and all information is GDPR-compliant.

5. Reconcile fundraising income with the Finance Manager, including Gift Aid claims, missed, failed payments and Direct Debit cancellations.

 

Individual Giving

1. Develop an Individual Giving and Acquisition strategy that drives growth for individual giving across multi-channel campaigns and initiatives.

2. Lead all individual giving streams such as direct mail appeals, online donations, regular campaigns and appeals to maximise income generation.

3. Work with the Marketing Manager on fundraising communication and to ensure donors are kept up to date on the difference their support makes.

4. Develop campaigns and messaging that engages new segments and audiences.

Church Giving

1. Inspire churches to journey with us as we transform lives in Peckham.

2. Pioneer and develop a broad range of relationships with churches, organisations, and denominations across Southwark.

3. Work strategically with denominations to inspire partnership and engagement with Pecan across their networks and congregations.

4. Build a team of speakers who will host and speak at meetings with churches and Christian networks in Southwark.

5. Be willing to represent Pecan at external events, including Christian exhibitions and festivals, church talks etc…

6. Increase income from churches.

Fundraising Appeals and Campaigns

1. Work alongside teams and Partnerships Manager to project manage fundraising appeals and campaigns including Pecan at 35yrs; Christmas Campaigns etc.

2. Overall responsibility for Big Give Campaigns.

3. Oversight of Enthuse campaign pages.

4. Establish a corporate fundraising strategy with an accompanying narrative, alongside the Partnerships Manager, to explain the work of Pecan to potential company supporters.

5. Tailor campaigns and appeals for different audiences and supporters alongside Partnerships Manager to target corporates; smaller local businesses; individuals and churches.

Staff and Volunteers

1. Support with recruiting fundraising volunteers as appropiate.

2. Management of a part time Partnerships Manager with responsibility.

3. Work closely with Head of Services and Head of Food Services to ensure all fundraising is coordinated.

Wider organisational responsibilities

· Attend Pecan team meetings as and when required, including meetings where there may be a time of prayer and reflection.

· Read and adhere to all policies and procedures.

· Lead on applications to charitable trusts or statutory bodies with support from the Head of Services.

· Undertake responsibilities associated with being a member of the Pecan team.

· Perform all the duties required by the post in line with Pecan’s ethos and values statement, its commitment to a policy of equal opportunity and its aim of serving the community in a caring and practical manner.

· Carry out other duties as agreed by the Chief Executive Officer.

· In agreement with your line manager, pursue a personal programme of learning and development to enhance your skills and performance. 

South West Advocacy Network supports and empowers people to have a voice, by ensuring access to quality, independent advocacy. We believe that everyone has the right to be heard & respected, the right to choice in decisions about themselves and the right to be safe.

To help us with our shortlisting, please send a supporting statement/cover letter with your application telling us why you are right for this role.  The successful applicant will work from our Poole or Dorchester office

Service Managers are responsible for their services meeting targets and delivering on contract requirements, including providing the data required for contract and organisational monitoring.

The Service Manager role assumes responsibility for all aspects of SWAN’s Dorset statutory advocacy services. This includes a wide range of advocacy including IMCA, Care Act, IMHA, CHC, Carers and Generic advocacy, and advocacy for parents during child protection proceedings.  Our Service Manager is also responsible for the mobilisation and delivery of SWAN’s social value projects in Dorset.

The role requires a positive approach and a high degree of personal responsibility.  The Service Manager is responsible for the Dorset team’s performance.  Service Managers are experienced and inspirational leaders. They have, or are willing to work towards, a level 5 management qualification.

The post is subject to 2 references including previous employer, evidence of right to work in the UK and an enhanced DBS check.

Direct reports:

Team Supervisors & Supervising Advocates

Duties and responsibilities: General

• To work collaboratively with other mangers and assist, when necessary, with providing cover during periods of absence and play an active part in SWAN’s Leadership Team
• Act as the safeguarding lead for the service
• Stay up to date with relevant legislation, changes to practice and wider activities relating to advocacy; to input to policies / procedures (COVID-19, LPS etc).
• Act as a role model for exemplary behaviour, attitude and mindset, embedding a culture of trust and accountability and challenging non-congruency and negativity
• To undertake all training as necessary and stay up to date with Continuing Professional Development
• Support SWAN to ensure that Advocacy Quality Performance Mark practices are business as usual
• Take responsibility for embedding good Health and Safety Practices and adhering to the Health and Safety Policy

Supervision and Development of Direct Reports

• Responsible for the recruitment of their service team
• Responsible for the effective induction of new staff members and support through their induction period
• Undertake regular supervisions and Personal Development Reviews in line with the Company requirements for all direct reports
• Organise and lead regular team meetings, to provide minutes, actions and documentation for each meeting. Team meetings will include professional development and guest speakers
• Deliver training workshops to the team, including lone working, safeguarding refreshers and the Purpose and Principles of Independent Advocacy (Unit 301) in line with Company requirements and maintain records of attendance
• Ensure all team members’ training is up to date and work with the Training Manager to create new opportunities to upskill the workforce
• Undertake all other people management responsibilities for the team in relation to absence and performance management
• Manage disciplinary and grievance issues if and when they arise

Management of Services

• Lead and manage the service in the delivery of outcome focused, issue based, person directed advocacy, in line with the relevant legislation for the advocacy discipline, regulations, codes of practice and internal policy and procedures
• Mobilise and manage local social value projects
• Responsible for the effective triaging of referrals and allocations of casework after considering prioritisation of cases, current caseloads and team members’ skill set
• Provide temporary cover for own team’s case work during periods of absence
• Complete accurate recording and reporting of all service data
• Ensure the timely completion of high quality commissioning report narratives and case studies
• Work proactively with the statutory services to promote the service, problem solve and uphold the agreed engagement protocols
• Communicate and negotiate effectively with a wide range of people, including commissioners, health and social care professionals and voluntary sector staff
• Identify risks in delivering the service and ensure compliance with risk management procedures
• Ensure the effective management of de-escalating client issues and handling of complaints
• Attend stakeholder meetings, forums and networks
• Ensure that good relationships are developed and maintained with other service providers
• Raise the profile of SWAN in the local area by any means identified as necessary

Qualifications Required:

• Diploma in Independent Advocacy Qualification (City & Guilds level 3 or 4) or willing to work towards.
• Level 5 Management qualification, or willing to work towards

Experience and Knowledge Needed

Experience and knowledge crucial for the role:

• A record of delivering advocacy or health and social care services
• Experience of managing people and resources;
• Knowledge of contracted services in the voluntary sector
• Understanding of the principles and role of advocacy

Other:

The post is subject to 2 references including one previous employer, evidence of right to work in the UK and an enhanced DBS check.

If you would like to join us, SWAN will offer you;

• A supportive working environment
• Flexible working to fit around your personal circumstances
• Regular person-centred Supervision
• Training and development opportunities
• Minimum 25 days annual leave plus bank holidays
• 6% Employer pension and 2% employee contribution
• Employee Assistance Scheme, offering a free and confidential helpline for you
• A Wellbeing Day – a paid day from work to allow you time to focus on your own wellbeing
• A day off on your Birthday
• In-house Mental Health First Aider
• Access to an Employee Reward Scheme offering online and instore discounts at a wide range of high street retailers, 

Equality, diversity, and inclusion are core to our values. In the selection of our staff, we are committed to equality with regards to protected characteristics: age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex. and sexual orientation. We welcome applications from disabled people. The Employee must ensure a positive commitment towards equality by treating others fairly and not committing any form of direct or indirect discrimination, victimisation, or harassment of any description and to promote positive working relations amongst employees, suppliers and customers.

Rays of Sunshine exits to brighten the lives of seriously ill children aged three to 18 across the UK by granting magical wishes and providing ongoing support within the community. Our work creates a positive distraction, reduces isolation, improves self-esteem and creates precious memories and smiles.

You will be joining a small but passionate team, full of positivity, energy and drive to succeed and we need someone who will be a part of our success, helping to achieve our new vision for the charity to ensure we can creating lasting memories for all children and young people with a life limiting illness.

In this role you will be responsible for working across corporate partnerships, major donors, trusts and foundations, with a prominent focus on supporting with account management of existing partnerships and developing our pipeline of prospects. The charity has a history of success in these areas and we would love to have someone join the team to build upon this success.

Ideally the candidate would have existing experience in corporate partnerships, but we are open to candidates with experience in one or more of the fundraising disciplines mentioned above, with a willingness to develop their skills and experience, through a supportive, coaching and a mentoring leadership style.

Key Responsibilities

Partnerships

• Support with creating proposals and pitches to secure Brand, Corporate and Commercial Partnerships, with a strong focus on shared purpose and mutual benefit, to create successful long term strategic partnerships.
• Support with relationship management of current partners of Rays of Sunshine, ensuring they have materials to aid their fundraising.
• To manage the input of corporate partnership data on the CRM system (currently Donorfy).
• Manage the updates to the corporate pipeline master document, ensuring appropriate actions are met within deadline.
• Supporting the Corporate Volunteer Researcher to undertake the necessary research to support our pipeline of approaches.

Philanthropy

• Creating supporter updates and reports to demonstrate the impact of funding received from our Patrons and Major Donors, providing excellent stewardship to existing donors.
• Provide support with the event planning of major donor events, and attend in person to provide support of events on the day. 

Trusts and Foundations

•  Support with research and the successful completion applications to secure donations from a pipeline of identified Trusts and Foundations

Stewardship

•  Identifying new opportunities to create wow moments for donors and provide excellent stewardship of all major donors and partnerships.

General

• General administrative duties, including record meeting notes and actions, following up with partners, sending out of promotional materials, monitoring and responding to email enquiries, and taking telephones calls.
• Any other duties to support the success of the fundraising team.

Benefits

• Flexible working hours and hybrid working

• 30 days annual leave plus bank holidays (pro-rata for part-time)

• Pension scheme with a contribution of 4% from Rays of Sunshine

• Occupational sick pay

• BHN extras employee benefits platform

• Free eye tests

• Free 24-hour confidential advice via our Employee Assistance Programme (EAP)

• Staff forums and staff surveys

• Opportunities for training and further development

• Access to online learning

How to Apply

Please click on the apply button to submit a cover letter (no more than two sides on A4) explaining your suitability for the role, along with a CV by 9am on Tuesday 28th May.

If you wish to discuss the role before applying, please do not hesitate to contact Amy for an informal discussion. 

Interviews will be held in person on Thursday 6th June at our offices in Finchley, London

Senior CRM Database Officer

Mencap have a fantastic opportunity in the CRM Database team.  We are looking for a Senior CRM Database Officer to work on BAU data process improvements, complex SQL selections, data imports and CRM training.  Mencap are seeking a highly skilled database professional who wants to join a vibrant and dynamic team that is passionate about making the UK the best place to live for people with a learning disability. This is an exciting time to join the team, as Mencap are currently in the early stages of a CRM Migration project, to transition from alms NET to Salesforce. 

As the Senior CRM Database Officer, you will combine your strong CRM technical and analytical skills with excellent communication skills to ensure that all our internal & external stakeholders are presented with accurate, accessible data.  You will work within the Fundraising Operations team (FrOps) providing quality CRM data related support and advice to Fundraising CRM users in line with team service levels and performance targets.  In this role, you will identify, implement and write up process improvements; develop & deliver complex data campaign mailing selections & analytics to Fundraising CRM system users for direct marketing purposes; provide support and cover for data import processes and deliver training and procedure guides.  You will also maintain and develop our CRM data systems, ensuring our data accuracy & integrity meets all Fundraising compliance standards. 

This is a permanent full-time role. We offer flexible working with at least one day per week (Tuesday) based in our London office near Aldgate East, Aldgate and Liverpool Street stations. 

At Mencap, we value a diverse and inclusive workplace and we intentionally plan for the success of our colleagues in everything we do. We welcome applications from everyone, so come as you are and join us. Together we are Mencap! 

Does the following sound like you? 

· Experience in working on data projects, including re-designing and making improvements to complex data processes.

· Strong experience in writing and updating procedure guides.

· Experience in delivering CRM training.

· Ability to interrogate data using SQL and Excel Power Queries.

· Ability to set up and run complex data selections and reporting.

· Clear understanding of various data import processes.

· Proactive, problem solver with a can-do attitude.

· Analytical mindset, with strong attention to detail.

· Excellent communication and interpersonal skills, with ability to support multiple Fundraising teams and manage conflicting priorities and deadlines.

· Strong numeracy and data manipulation skills.

· Experience administering Charity based CRM Systems, such as alms NET and Salesforce Sales & Marketing Cloud.

· Proficiency in MS Office applications.

· Good understanding of GDPR.

We are proud to be a Disability Confident Leader and welcome applicants with disabilities to apply for all roles with us. To find out more about the scheme please visit the direct gov website

Benefits

As well as knowing that what we do is making a positive difference to people’s lives, you will receive fair pay and have access to a wide range of rewards and benefits as one of our employees.

· 32 days holiday (including bank holidays) increasing to 35 days with long service plus the ability to buy up to another 10 days via our HolidayPlus scheme

· Service related sick pay when 6 month probation is completed

· Eligibility to join Mencap Pension Plan where Mencap matches contributions up to 5% on a salary sacrifice basis meaning NI savings. If you don’t join the Plan you start, you will be auto-enrolled after three months with us.

· Membership of Mencap Pension Plan to include up to 3 times salary death in service live cover AND Income Protection of 50% salary to be triggered at 26 weeks of long term sickness

· Loans for debt consolidation, bikes, computers and phones when you have been with us for 6 months

· Interest free season ticket loans

· Discounts and cashback from 3% to 30% at high street shops including major super markets, cinemas, gyms, leisure/theme parks, holidays and much more via Mencap Extras.

· Opportunity to purchase a health cash plan to claim towards dental, glasses, therapy etc.

· Free access to round the clock employee assistance program for advice and support

· Quarterly award scheme and recognition at every 5 years through our YouRock program

· Access to award winning training and development

T&C's apply based on contract

About Mencap

We work in partnership with people with a learning disability, and all our services support people to live life as they choose. Everyone wants a purposeful job - to do something meaningful. At Mencap, we can give you that. You will have opportunities to develop as a person, colleague, leader and activist. We want to make you feel inspired to reach your potential.

Our work includes;

· providing high-quality, flexible services that allow people to live as independently as possible in a place they choose

· providing advice through our help lines and web sites

· campaigning for the changes that people with a learning disability want

CRM Consultant
Charity Supplier
£32-36K (dependent on experience)
Permanent
Blended working between remote and north London office

Charity People are thrilled to be working with Productle, an exciting company that's delivering headache-solving data solutions to their clients who are mainly charities.

We are looking for a positive thinking Junior CRM Consultant who will help to deliver continuous improvement projects alongside business-as-usual processes to their customers. The role will be varied and offer the opportunity to work across a wide array of CRM technologies.

The successful candidate will have a blend of technical, analytical and relationship abilities. Training and ongoing support is provided to help the role holder achieve as well as possible for their clients.

There are career growth opportunities into leading operational projects, to delivering strategic projects or to developing new Continuous Improvement project types.

We'll need the role holder to have a love of data, good process, customer service and working in a supportive team. Successful post holders will enjoy:

• 5 per cent employer pension contribution adding up to a minimum 10 per cent overall.
• 25 days per year holiday plus bank holidays.
• Working in a supportive, small business environment.
• Options for flexible working.
• Employee Assistance Programme
• Opportunity to learn new skills and get to involved with a variety of projects or aspects of the business.
• Training opportunities, team days and socials.

We are looking for applicants who understand the role of technology in fundraising operations and have experience working within the Not-for-Profit Sector. You must be well organised and comfortable working independently. Experience working with CRM, and Raiser's Edge in particular is desirable.

If you would like to apply, please send your CV to Neil at Charity People today.

At Charity People, we match charity needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we know greater diversity will lead to even greater results for the charities we work with.

About The Role
Closing Date: 16th May
Contract: This is a fixed term contract for 18 months. 

We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.

The Alzheimer’s Society are embarking on a major CRM migration to Dynamics 365 which as a complex project requires close attention on several technical workstreams. These include migration, integration, reporting and our marketing selections solution amongst others.

This role will provide technical leadership around integrations to help us deliver a successful CRM that will take provide our Income and Engagement activities a step change and provide us with a solid CRM foundation for the future. A firm technical understanding is a must.

Alzheimer's Society have recently been named on the Sunday Times Best Places to Work 2023! We have achieved excellent scores for workplace happiness, pride, and job satisfaction. This is a fantastic achievement and we're incredibly proud as this is fantastic indication of how far we’ve travelled over the past few years.

We would love to welcome more outstanding people to join our exciting journey to make the greatest difference for people affected by dementia.

About you

- Experiences of working on integrations with Dynamics365.
- Ability to both build integrations and help manage third parties and other teams building them.
- Be great collaborator, working with trusted experts in both technical and non-technical teams to achieve our project goals as a team.
- Ability to healthily inspect the work done by others to ensure quality and provide supportive feedback where needed.
- Able to build strong relationships with our external suppliers to keep the deliver harmonious.

Person Specification

- Verbal and written communication skills to liaise with a diverse range of stakeholders.
- IT skills and extensive experience/knowledge on using Microsoft packages.
- Work collaboratively and be able to prioritise your workload effectively.
- Strong analytical and interpretation skills.
- Excellent organisational skills and great attention to detail.
- Advocate for Alzheimer’s Society, demonstrating passion and resilience to make a difference.
- Be a self-starter and incredibly motivated.

About Alzheimer's Society
At Alzheimer's Society, we believe passionately that life doesn't end when dementia begins. We are here for anyone affected by dementia, and we do everything we can to keep people with dementia connected to their lives and the people who matter most.
 
Everything we do is shaped by people affected by dementia. Their knowledge and experience are critical to bringing about real-world solutions. From choosing the most promising research through to telling their stories to raise awareness; they are the heart of this organisation.

Education for Health are a leading healthcare charity providing clinically rigorous training and education to healthcare professionals across both NHS and non NHS settings. We are recruiting a Marketing Manager to help develop our market positioning to maintain existing relationships and unlock new ones.

The Marketing Manager will use their experience, ideas, and knowledge of marketing to lead Education for Health’s Marketing and Communications function to fulfil our business plan, supporting healthcare professionals to improve health outcomes. 

Job overview

To support the Director of Customer Solutions and the sales team to sustainably grow income in line with the organisation’s strategy. Brings focus and energy to marketing, promoting the charities brand identity, ambitions, products and services.

Our hybrid model would require you to be in our Wellesbourne - Warwickshire office on Wednesday and Thursday each week. We offer 25 days holiday per year (pro rata'd) plus bank holidays.

If you don't tick all the boxes above but still feel you would be great in this role, please still apply.

To apply, please send your up to date CV and a cover letter explaining how your background and experience would fit with our requirements via the apply button. For further information, please see the information pack attached.

Closing date: 31st May 2024.

We reserve the right to withdraw the vacancy earlier if we receive a high number of applicants. Initial conversations w/c 3rd June. 

Interviews will take place on in our offices in Wellesbourne, Warwickshire on 19th June 2024.

The International Federation of Gynecology and Obstetrics (FIGO) is the world’s largest alliance of national societies of obstetrics and gynaecology, bringing together professionals from more than 130 countries and territories. For over 65 years, FIGO has collaborated with the world’s top health, rights and donor bodies. We are in official relations with the World Health Organization and consultative status with the United Nations.

FIGO is dedicated to the improvement of the health and rights of women and girls and to the reduction of disparities in health care, as well as to advancing the science and practice of obstetrics and gynaecology. We pursue our mission through education, research implementation, advocacy and capacity building with our member societies.

We are looking to recruit an Event Manager as part of the Events team, supporting the organisation and delivery of FIGO events – including the biennial FIGO World Congress, online and regional events, webinars and internal FIGO events – providing world-class programming and an excellent experience to our growing network of stakeholders.

(For further detail about this role, please review the attached Job Description and Person Specification).

We are an equal opportunities employer and are proud to employ a workforce that reflects the diverse communities we serve. We welcome applications from all suitably qualified persons from all backgrounds. We are an equal pay champion and we don't ask salary history. 

Location: The role is based from FIGO House, Waterloo, London SE1 with 'blended / hybrid working' i.e. with combined office and remote working.

Role: CRM & Systems Administrator
Reporting to: Project Manager, Director’s Office
Purpose of job: To work with the Partnerships and Philanthropy/Fundraising, Finance and across all Foundling Museum teams by providing excellent CRM & systems administration. This will support income generation, research, data capture and information security throughout the Museum. Responsibilities include managing and maintaining a CRM database of contacts, digital systems, records management, general administrative duties, HR and IT support.
Working pattern: 35 hours per week, usually worked from 10 – 6pm. Flexible/hybrid working offered for up 40% of hours to be worked from home.
Contract: Permanent
Salary: c£26,000-£28,000pa depending on experience

Who we are looking for:
Are you fascinated by data with an excellent grasp on IT and digital systems? 
Are you interested in the role digital systems play in how arts organisations and cultural projects are managed? 
Are you looking to take the next step in your arts administration or fundraising career?
The Foundling Museum is transforming how digital systems underpin the foundations of this small but mighty Museum and charity. The position of CRM & Systems Administrator sits at the heart of this continued transition, following the successful implementation and migration to Shopify, Xero & Beacon CRM in 2023.
This new role is essential to the success of Philanthropy and Partnerships, Director’s Office and the whole team, in providing effective research and administration support. The CRM & Systems Administrator will provide support across all fundraising areas including individual giving, corporate sponsorship and trusts and foundations as well as playing a vital role in keeping all Museum systems working effectively.
This includes processing donations and gift aid and maintaining records on the CRM. You will work as a key part of the Philanthropy and Partnerships team to help implement the Philanthropy and Partnerships strategy and streamline all CRM and supporter processes.
This is an exciting opportunity for a highly organised individual with a flair for collaborative working and information management who is looking to expand their administration skillset and make a tangible impact on our work, in particular supporter relationship management.
Critical to this role and the ongoing project of managing information, income generation and communications, will be the collection, management and sharing of data within our data and digital eco-systems.

Key objectives in first 6 months:

• Completed the migration of supporter data to Beacon CRM, working closely with the Project Manager: Director’s Office to ensure that data is managed in the most effective way to aid relationship management and income generation going forward
• Planned a phased migration of day-to-day organisational information into SharePoint over 12months to ensure effective working practices across the organisation
• Supported all staff with records management and general administration
• Supported the HR Manager with timely and efficient HR administration including inductions, off-boarding, staff training & events
   

Key responsibilities:
CRM Administration & Finance Processes

• Maintain and regularly update the CRM system by logging all applications made and pending, prospects, funding received, reporting deadlines, reports, thank you letters and all other supporter correspondence
• Process donations, pledges and ticket payments from individuals, organisations and trusts and foundations, ensuring gift acknowledgements on CRM are up-to-date and any information related to gifts, grants and donations received is captured accurately and consistently
• Day-to-day administration of the Museum’s Friends, patrons and corporate sponsorship schemes and 1700 Clubs, as directed by the Philanthropy and Partnerships team
• Support the maintenance of accurate financial records of funded projects
• Support the Finance team with Gift Aid administration as required

Data & Insights

• Assist in data capture and gathering, including statistics or insight to support reporting, business cases, reports and funding bids
• Research trusts, businesses, and individuals with a view to identifying potential supporters and maintaining an up-to-date and accurate records of such contacts, updating the team, CRM and prospect pipelines on changes to information
• Ensure that strict confidentiality and GDPR legislation and guidance is adhered to in all aspects of recording data and sharing information in research profiles
• Work with internal teams to appropriately segment and steward new contacts through the CRM, including making data selections for email marketing campaigns.
• Monitor data quality by regularly creating and executing processes to cleanse and standardise data in the CRM
• Help to ensure income from visitors is maximised via Goodbox, Beacon, on-site signage and communications etc, and, with support from the Visitor Engagement, Commercial & Operations & Communications teams, move every customer on to their next step of supporter journey, evaluating touch points and messaging both onsite and online

Organisational Infrastructure

• Schedule priority internal meetings, including all-staff meetings, diary meetings and training sessions
• Support Project Manager: Director’s Office with Leadership & Governance, including setting up and scheduling of Trustee meetings, ensuring hybrid options are delivered, catering etc
• Arrange staff away-days, outings and celebrations
• Deliver general administrative support to SMT and colleagues as required, including basic IT support and HR admin, as directed by the HR Manager
• Manage the ordering of office items, including stationary and support users with IT inductions, including DSE requirements and checklists
• Work the Project Manager: Director’s Office, and with all departments to understand and map requirements for an integrated digital infrastructure framework
• Work with all departments to ensure that digital assets are stored according to data retention and records management best practice guidelines
• Work with the Director of Commercial & Operations, the IT Working Group and IT Support contract via Cara Networks to support the smooth migration of data currently stored on shared physical drives, to SharePoint and other digital platforms, through a phased transition process
• Facilitate the use, internal awareness and confidence with digital systems, creating and managing logins and taking responsibility for suspending user accounts when staff leave

Other

• To perform any other tasks as reasonably requested by the Directors, Project Manager: Director’s Office and Philanthropy and Partnerships team.

Person specification
Essential:

• Excellent administration and analytical skills
• Excellent interpersonal skills and the ability to communicate effectively in writing, over the phone, and face-to-face with the Museum’s different stakeholders
• Experience working with not-for-profit databases, such as Beacon CRM
• The ability to also work independently and take initiative within a small team and support colleagues, even under pressure
• Proven, excellent organisational skills, with close attention to detail, the ability to multi-task and prioritise responsibilities
• Excellent IT skills including in depth knowledge of CRM, Microsoft 365, SharePoint, and other cloud based digital systems
• An enjoyment of and willingness to engage with a wide variety of people and organisations
• Able to act with discretion and maintain professional confidentiality at all times
• A commitment to excellence and professionalism
• · Appreciation of and support for the aims, values and ethos of The Foundling Museum
• A right to work in the UK

Desirable:

•  An interest in and engagement with the work and ethos of the Museum
•  An interest in and engagement with the arts, heritage and/or music
•  Experience of working in a fundraising environment
   

Interview timetable & how to apply
Closing date: Thursday 23 May at 10am
First interview date: Thursday 6 June 2024
Second interview date for shortlisted candidates: Thursday 13 June TBC
 

To apply please click on the apply button at the bottom of the screen, you will be taken to our website and then on to our application portal where you will be asked to upload:
· A comprehensive CV* giving details of relevant achievements in recent posts, as well as any relevant education and professional qualifications that are appropriate to the post
· A covering letter* that clearly states why you are interested in this post. Please also tell us what makes you a good fit for the role, for example, giving evidence of your ability to match the criteria outlined in the Person Specification
· Details of your notice period and names of 2 referees, together with a brief statement of the capacity in which they have known you, and an indication of when in the process they can be contacted (please note we will not contact your referees without your express permission)
· Telephone numbers (preferably daytime and evening/mobile), which will be used with discretion
*Please get in touch with us directly if you would prefer to send your CV and cover letter via video application.

Location: Flexible
Contract Type: Permanent
Hours per week: 28 - 35 hrs
Salary: £46,597 (outside London) to £47,995 (inside London) FTE

Closing Date:4 June 2024

When a child is diagnosed with cancer life becomes full of fear, for them and their family. Fear of treatment, but also of families being torn apart, overwhelming money worries, of having nowhere to turn, no one to talk to.

At Young Lives vs Cancer, we help children and young people (0-25) and their families find the strength to face whatever cancer throws at them. Join us and your skills will make a real difference to the lives of young cancer patients.

About the role

This is an exciting time to join the Technology Team at Young Lives vs Cancer. We are in the process of launching our new organisation strategy this year and a Technology and Data Transformation programme to underpin this. This role plays a key part in ensuring that our Case Management system, data and supporting applications, are well managed and continuously improved and developed to meet the ongoing needs of our crucial service and impact delivery teams and support the delivery of our organisational strategy.

Focus areas for this role are:

• Managing the vision and ongoing development of the system from requirements identification, product backlog management and delivering the development roadmap
• Keeping up to date with technology developments so that we maximise the business value from Case Manager, and interfacing applications, now and in the future
• Ensuring appropriate governance processes are in place to prioritise, agree and manage developments in line with strategic and operational needs
• Engaging with internal and external stakeholders and suppliers to deliver requirements and functionality
• Driving the ongoing adoption and use of the system, including development and delivery of guidance, training and best practice use of the system
• Ensuring that our Case Management and supporting systems architecture is designed to maximise opportunities to deliver our organisational vision and strategy

We would love to hear from you if you have:

• Experience of product ownership / management within a case management or CRM environment.
• Solid experience of business analysis approaches, prioritising requirements, developing a product roadmap and product backlog management
• A customer focused approach and strong stakeholder management skills, with experience of project management and delivery with cross-functional teams
• Excellent communication and influencing skills, with ability to negotiate successful outcomes with project team, internal and external stakeholders
• Ability to identify training needs for systems and work to develop and deliver training approaches, materials and guidance to suit different learning styles
• Curiosity and love to get to the root of the problem, with the ability to innovate, work under own initiative and be comfortable with continual change
• This role is subject to a Basic level Criminal Record Check. In the event of a successful application a Disclosure report will be sought.
• Flexibility

Young Lives vs Cancer is open to and in support of flexible working. Your flexibility requirements and that of the role will be discussed at interview stage with you.

This role is available on a hybrid office / remote working basis (if you are close to one of our offices – Bristol or London) or home-based from anywhere in the UK with some visits to Young Lives vs Cancer workplaces as required to meet the needs of projects. The salary shown is based on a 35 hour full-time equivalent.

Diversity declaration

At Young Lives vs Cancer, we recognise that opportunities for too many people remain a condition of their race, class, gender identity, disability, sexual orientation – or a combination. This has never been acceptable to us as an organisation.

We are committed to taking anti-oppressive action and removing barriers in our recruitment practices. We particularly welcome applications from members of minoritised communities and creating equitable opportunities for all. We are passionately committed to taking actions and making changes to be a truly diverse, inclusive and equitable organisation, as well as reflective of the diverse children and young people we support. Click here to find out more about our Diversity, Inclusion, Equity and Belonging strategy.
Accessibility

We are committed to providing reasonable adjustments throughout our recruitment process and we’ll always endeavour to be as accommodating as possible.  Please get in touch with us if you would like to discuss any specific requirements.

We will be conducting interviews throughout the duration of the campaign and may opt to close the vacancy earlier than the current closing date listed.

What we offer

In return for your commitment, we offer a great reward package, which includes generous annual and family/ caring leave entitlements, enhanced pension and employee savings scheme. To find out more about our benefits package, have a look on our website.

If you join us, you will be part of a community that is committed make a difference to the lives of children and young people with cancer. Young Lives vs Cancer is committed to safeguarding and promoting the welfare of children and young people and expects all staff to share this commitment.

Apply Now

You may also have experience in the following: Product Owner SharePoint & Microsoft 365, CRM product owner, Case Manager, Product ownership, System Development, System Architecture, Case manager, CRM Management, System Support etc

REF-214 059

About Somerset Community Foundation

We’re a grant-making charity that helps build strong communities where everyone can thrive. We do this by funding local charities and facilitating local giving.

We provide simple, rewarding and impactful ways for donors to give locally, guided by research and our unrivalled local knowledge.

For small, local charities, community groups and social enterprises, we provide vital funding and support to help their organisations flourish. We provide around £4 million of funding to local groups every year. Our turnover in 2024 was nearly £6 million, and we’re building an endowment for long-term investment into our communities, which is currently valued at about £8 million.

By inspiring local giving and funding social action, we support local communities to drive change and realise their dreams.

The role 

You’ll bring energy and enthusiasm to the team, ensuring financial functions are carried out efficiently, effectively, accurately and in a timely way to enable us to focus on achieving our charitable mission.

The focus of the role will be on managing and improving financial processes, ensuring that the Senior Leadership Team have up-to-date and accurate records for reporting to the Board, supporting the programmes and philanthropy teams with accurate fund reports and preparing the accounts for audit each year.  You will work closely with the whole team of staff and volunteers, but you will work most closely with the Operations Director and the Finance Manager.

You’ll be provided with training on our CRM and IT systems. The successful applicant will always be expected to observe our values and policies and to actively engage with continuous professional development.

Key Areas of Responsibility 

 

1. Treasury and Investment Management

· Monitor endowment investments and provide calculations and support in relation to total return

· Prepare quarterly investment management report

· Treasury management to maximise our investment returns

 

2. Bookkeeping and Management Accounts

· Work with the Finance Manager to ensure donations are properly recorded on our CRM and in Sage

· Work with the Finance Manager to reconcile bank accounts monthly

· Preparing monthly management reports, noting significant variances with forecasts

· Monitor outstanding debtors, and with line manager approval, chase overdue debtors

· Prepare fund balances when required by the programmes team to support grant-making

· Presentation of management accounts to board and engagement with board members as required

3. Annual Accounts

· Prepare statutory accounts, working with the Operations Director and CEO to ensure income and costs are allocated accurately across SORP categories

· Participate in the Audit process, engaging with auditors and prepare information for audit and liaise with auditors in the conduct of the annual audit process

· Prepare annual fundholder statements

· Support the Senior Leadership Team in the preparation of the annual budget and cash flow forecast

4. Other Work Required

· Support the Finance Manager and provide cross cover when required

· Attend SCF events as requested, including very occasionally, evenings

· Any other reasonable duties as requested

 

Person Specification - Skills, Knowledge and Experience

Required

· Ideally at least five years’ experience in a similar role

· Minimum of AAT Level 4, preferably ACA/ACCA or equivalent

· Experience of accounting software, especially Sage Line 50

· Experience of working with databases and Microsoft Office, including Office 365

· Knowledge of charity finance

· Excellent interpersonal and communication skills

· Able to work under own initiative but also able to request support when necessary

· Confident managing a busy and varied workload and able to prioritise effectively

· Good problem-solving competencies

· Please note that our office is in a rural location and that access to a car and a clean UK driving licence are required.

Desirable

· Supervision or line management of other team members

· Understanding of the role of local charities, voluntary organisations and social enterprises, and the people they help

· Experience presenting at board level

More about working for us

 

Our values: We’re a values-driven team and organisation, and they underpin our culture, identity and everything we do.

Diversity, equity and inclusion: Together we’re creating a culture where everyone, from any background, can do their best work and bring their whole self to work. We’re also working to ensure the voices of those we support inform everything we do. We would especially welcome applications from minority ethnic people, people with disabilities, younger people, LGBTQ+ people and people with ‘lived experience’ relevant to our work. 

Flexible working: Our work is really important to us, but so is the rest of your life. We offer flexible working that means you can choose hours that work for you and choose a blend of working in the office, at home, or out and about.

Pension: We’ll match your pension contributions up to 5% to help you save for your future.

Enhanced Family Leave policies: We offer an enhanced family leave policy for all employees, including Enhanced Maternity, Paternity, Shared Parental and Adoption Leave.

Who we are:

The National Autistic Society is here to transform lives, change attitudes and create a society that works for autistic people.

We transform lives by providing support, information and practical advice for the 700,000 autistic adults and children in the UK, as well as their three million family members and carers. Since 1962, autistic people have turned to us at key moments or challenging times in their lives, be it getting a diagnosis, going to school or finding work.

The Autism Know How department, which this role sits within, supports organisations across sectors to improve both understanding and practice for professionals and employees in order to help to transform the lives of autistic people and families. We do this through diagnostic services, training, accreditation, consultancy and conferences.

What we can offer you:

• Auto-enrolled Pension Scheme
• 25 days annual leave plus bank holidays
• Excellent induction, training and development programme including training about autism and opportunities to attend our conferences
• Online staff discount scheme for a range of benefits such as cycle to work scheme, season ticket loan & shopping discounts for places such as Asda, Tesco, Sainsburys, Halfords, Nike, Apple and loads more!
• Healthcare Cash Plan
• Life Assurance at 2 x base salary
• A portfolio of fantastic new salary sacrifices benefits and other flexible benefits private health, dental insurance, car salary sacrifice scheme, activity pass, holiday trading, enhanced pension & salary deduct loans (eligibility criteria may apply)
• Access to a 24-hour Employee Assistance Programme & counselling programme
• Free access to the Headspace App – a global leader in mindfulness and you can enrol up to three friends or family members for free!

Who we are looking for:

A Permanent Customer Relations and Sales Officer to work as part of a centralised sales team, which leads all Autism Know How sales, logistic and customer support enquiries.

Managing all aspects of the customer sales journey, this role will lead and deliver an effective, timely and professional customer journey and experience, maximising income potential and repeat business to ensure performance against team sales targets and to enable the society to continue to improve its offering for autistic people.

This role will work closely with colleagues across Autism Know How, Marketing, CRM and Business Development departments, and other relevant NAS teams where required. 

This role will also deliver general administration and data processing as required. 

To view the job description, please click here.

Where you will be working:

Home based, with occasional travel when required.

How to apply:

• To apply for this role please click the Apply button below
• When providing a supporting statement, please refer to the job description and person specification and include any information that shows your suitability for the role.

We do reserve the right to close this advertisement early if we receive a high volume of suitable applications.

For some roles, successful applicants will be required to complete the relevant safeguarding checks which will include additional references and criminal background checks.

Applications for this job are sought from anyone who is suitably qualified and experienced for the role but particularly welcome from those with a diagnosis of autism.

The National Autistic Society is committed to safeguarding and promoting the welfare of all children and adults who use our services and as such expects all staff and volunteers to share this commitment. Successful applicants will be required to complete the relevant safeguarding checks.

We are an equal opportunities employer.

Job Purpose - Project Delivery Manager 

Responsible for the overall management of a defined project(s); establishing the membership of a cross functional project team; ensuring that the work is done within agreed time, cost, and quality tolerances; ensuring execution; ensuring post project evaluation.

Dimensions

• The post holder will have a high degree of autonomy to deliver project(s) benefits.
• The post holder will have matrix management responsibility for project team members.
• The post holder will have responsibility for the effective management of allocated project(s) and associated budget (Budget will vary depending upon the size / scale of the project implementation).

Key Result Areas

• Deliver the definition, planning, development, and operational implementation of a new system(s) across the organisation.
• Developing the Project Initiation Document for Sponsor sign off that ensures effective estimation of cost, timescales, and resource requirements, including a detailed Quality Plan.
• Active management of project progress, scope, budget, risks, issues, resources, dependencies, stakeholders, vendors, and requirements throughout the project lifecycle, escalating to the Project Sponsor, as appropriate.
• Ensuring that Delivery Partners produce robust and realistic detailed project plans which enable critical path analysis, ensuring action is taken where these deviate from agreed tolerances.
• Manage supplier relationships – Using strong negotiation and influencing skills, you will ensure that suppliers / vendors keep to project delivery plans, that SLAs / KPIs are met, and that performance / delivery remains at a high standard. You will lead in the resolution of any blockages / challenges.
• Assuring and overseeing the effective management of all project workstreams to agreed quality criteria throughout the project lifecycle.
• Assuring and overseeing the development and execution of a stakeholder engagement plan to manage relationships, ensuring buy-in, timely involvement and commitment of key stakeholders.
• Put in place governance and control structures for the design, implementation and management of business process, infrastructure, data/data quality design.
• Ensure that robust frameworks are in place for User Acceptance Testing by systems users, project members and maintain oversight/approve resolution plans and changes.
• Support the Head of IT / Director of IT in contract management.
• Assuring the project(s) are managed according to best practice principles and appropriate governance is in place.
• Assuring and overseeing the provision of accurate and timely reporting to the Project Board, PMO and Digital Steering Group

Person Specification Essential Requirements: 

Skills and Knowledge: 

• Excellent Knowledge of project management methodologies – Prince 2, Agile.
• Excellent knowledge of business process re-engineering methodologies, approaches and tools.
• Highly organised; ability to work with minimal. supervision to tight deadlines and manage others within a project environment.
• Excellent leadership skills, knowing how to take charge.
• An effective communicator with the ability to adjust style depending upon the audience.
• Effective negotiation skills; experience of working with multiple stakeholders at all levels.
• High level of commercial awareness with the ability to confidently manage a substantial budget.
• Ability to solve problems quickly.
• Proficient in a range of project management software tools including MS project, Excel and PowerPoint

Values and Attitudes: 

• Takes personal responsibility and holds others to account.
• Is solution focused and has a “can do attitude”.
• Is able to inspire others with their passion and enthusiasm.
• Demonstrates honesty and integrity and demonstrates through their behaviors the organisational values.
• Embraces change, viewing it as an opportunity to learn and develop.
• Accurate and methodical in approach to work

Experience: 

• At least 5 years’ experience project managing large scale system/CRM implementation projects.(MS Dynamics)
• Proven track record of re-engineering existing business processes.
• Proven ability to drive change whilst maintaining strong stakeholder relationships.
• Proven ability to deliver large scale implementations on time and to budget.
• Experience of managing cross functional teams.
• Experience of working with external suppliers.

Qualifications & Training: 

• Educated to degree level or equivalent.
• Project Management qualification e.g. Prince2/Agile

Other: 

• Must be a driver with own method of transport and a clean, valid driving licence, willing to travel to other sites, when required.

Additional Project Information:

You will be leading on the implementation of a real-time care management system built on a Microsoft Dynamics platform. This will be a major opportunity for the organisation to completely reengineer our front-end processes, enabling our support staff to capture data at the point of activity and eliminating paper. Also provide robust management information to effectively monitor the quality and compliance of the services we provide to the people we support. This will assist us in our ambition to be the sector leader in quality, value and personal outcomes.

If you feel you have the relevant skills and experience and are interested in managing this groundbreaking project for a fixed term 18-month contract, we want to hear from you now!

The Partnership Manager role will report to the CEO and sit within the Business Development Team.

The Partnership Manager will be responsible for identifying new business opportunities in order to generate revenue, improve profitability and help the business grow. You will have a clear ability to tailor the way we sell our services to potential clients.

You will lead and support others across the company to communicate our service offering to external stakeholders that will directly contribute to the company’s growth strategy and impact.

The Partnership Manager will also be a key member of the department and contribute to, departmental strategies, systems and maximising efficiency, and communicating our brand values and services that attracts a wide range of clients.

In this role, you will work closely with the Digital Communications and Marketing, Monitoring and Evaluation, Programme and Finance teams.

Essential Experience

• Have a minimum 5 years sales and client relationship experience

• Proven success in a similar role, with a track record of securing income through multi-year partnerships

• Strong relationship management skills, particularly within the education and/or corporate sector.

• Ability to manage a heavy and varied workload effectively and maintain high levels of both accuracy and output

• Ability to think strategically and identify new opportunities and initiatives to grow the business

• Excellent verbal and written communication skills, with experience of producing high quality written materials that are tailored to the needs of specific internal or external audiences.

• Experience managing a CRM system, sales systems flow and executing sales campaigns/funnels

• Experience working in a fast-paced environment and working independently to find solutions to problems