Customer service management jobs

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. 

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.

Our Data and Insight Manager plays an important part in Cure Parkinson’s ambitious growth plans. Joining us at a pivotal time, we can offer a self-motivated and enthusiastic data specialist the opportunity to develop and make their mark as part of this innovative and dynamic charity.

We are looking for an experienced, proactive and collaborative colleague, a data detective who can seek out insights that will directly drive improved performance. We’re looking for an expert in analysing campaign results, and someone with the curiosity to seek out segments of our supporters who behave differently, and suggest ways to adjust and improve as a result, optimising our supporter journeys and engagement.

If you like the sound of this get in touch, we look forward to meeting you.

The Digital and Data Lead plays a key role in ensuring the Charity’s digital systems and data are effective, reliable and used to their full potential across the organisation. Working closely with the Digital and Data Manager, the post holder will lead on the day to day development, optimisation and use of the Charity’s CRM (Salesforce) and wider digital systems. The role also provides high quality support, insight and training to colleagues.

The role combines strong technical capability with the ability to translate data into meaningful insight, practical improvements and robust governance. This supports informed decision making across the Charity.

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. 

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.

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

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 

For more than 140 years, the Forces Employment Charity has proudly supported Service leavers, veterans, and their families in building successful civilian careers.​

We provide veterans with life-long, life-changing support, jobs, and training opportunities, regardless of circumstances, rank, length of service, or reason for leaving.

​Brief role description:

​The CST Client Advisor will play a pivotal role in assisting clients transitioning from military to civilian life by providing tracking, referral, and job matching services.​

​Working closely with the Central Support Team (CST), the CST Client Advisor will offer advice and guidance to both clients and employers, utilising the Meganexus CRM and the CTP internet platform.

Who we are looking for: ​

​We are looking for a proactive individual with experience in advising and supporting individuals in need and empathy and understanding of the challenges ex-forces personnel face when transitioning into civilian employment.​

​You will be confident and outgoing, able to work independently, but also communicate effectively and collaborate with both internal and external stakeholders and will have strong interpersonal and influencing skills, enabling you to interact effectively with others and contribute to a diverse and dedicated team.​

​You will also need to be highly organised and proficient with IT systems, such as the Microsoft Suite and CRM platforms.

​Interested? Want to know more about the Charity? Check out our Website

​Eager to know more the role? Have a look at the Job Description attached below.

What’s in it for you? Check out our Benefits attached below.

Have we convinced you to apply? If so, submit your CV and Covering Letter by closing date, ​Friday, 22 May 2026.

​Got questions about the role? Get in touch with the People Team.

​Please note: Applications will be reviewed and interviews conducted throughout the duration of this advert; therefore, we may at any time bring the closing date forward. We encourage all interested applicants to apply as soon as possible. ​If you are an internal applicant, please ensure you have made The People Team aware before applying.

We are committed to equal opportunities and improving the working lives of our staff by fostering an inclusive, supportive environment where everyone, including those with disabilities, can thrive, develop, and achieve their full potential. We actively encourage applications from individuals with diverse backgrounds and ensure reasonable adjustments are made to support candidates with disabilities throughout the recruitment process.​

​We actively recruit citizens of all backgrounds, but the nature of our work in specific departments means that residency and security requirements can be more tightly defined than others. You will be asked about this throughout the recruitment process.

​

#LI-DNI

Age UK has an exciting opportunity to join their fantastic team in Alresford!

We are recruiting for a Shop Manager to manage the day to day running of our shop located in the picturesque town of Alresford in the Winchester area.

As Shop Manager, you will manage our brilliant team of staff and volunteers, providing effective leadership, training, and development.

Utilising your previous experience and excellent managerial skills, you will help maximise store sales and profits while ensuring our customers and donors receive an excellent shop experience.

This opportunity offers an excellent benefits package as well as the chance to work within a valued team, all working to raise funds for a charity that provides vital services and support to older people across the UK.

If you have a passion for retail and would like to use your skills within a charity that supports thousands of older people across the UK, then this may be the role for you!

Due to the nature of this role, you will be required to handle/lift bags of stock (up to 10kgs.)

Please note this opportunity will require the successful candidate to work 35 hours across a 7-day working week, including Saturdays and Sundays on a rota basis.

To ensure the smooth running of our stores, we will be conducting interviews throughout the advertising process. Early applications are advised.

You will have:

• Experience in a performance driven retail/customer centric environment
• Experience of managing people
• Ability to lift and carry bags of stock up to 10kg's
• Ability to build, retain and develop a team
• Strong drive to achieve results through others
• Ability to delegate, coach and listen
• Ability to manage time under conflicting priorities
• Ability to motivate self and others
• An open and adaptable approach to change and be able to support others through it
• Experience of communicating with a diverse workforce and customer base
• Ability to establish and maintain successful retail processes and merchandising
• IT literacy and numeracy skills

What we offer in return:

• Competitive salary, 25 days annual leave (pro rata for our part-time colleagues) + bank holidays + annual leave purchase scheme
• Wellbeing days - 2 paid days per year (pro rata for our part-time colleagues)
• Excellent pension scheme, life assurance, Bupa health cashback plan and EAP
• Car Benefit scheme, Cycle to Work scheme
• Home & Tech - apply to buy any Home & Tech items from 'Currys' & 'IKEA', up to £1000, and spread the cost over 12 months, interest free.
• Blue Light Card scheme
• You Did It Awards - recognition awards from £100-250.

Additional Information

To comply with UK legislation, we cannot accept applications from candidates under the age of 18 as the successful candidate will be required to work on their own in the shop without the aid of other staff.

Supporting statements and anonymisation

Please submit a Word version of your CV as it will be anonymised by our recruitment system when you apply for a role. Our system is unable to anonymise supporting statements and heavily formatted CVs. Please could you remove any personal information including your name before you upload to support our inclusive recruitment process. All equalities monitoring information is also anonymised and not shared with the hiring panel. Your name and address will only be known to us if invited for interview.

Equal opportunities & Disability Confident Scheme

Age UK is an Equal Opportunities employer and positively encourages applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. We guarantee an interview to disabled candidates who meet the minimum criteria under the Disability Confident Scheme. Please note that on occasion, due to high numbers of applications, Age UK reserves the right to limit the overall number of interviews offered, and therefore, it may not always be practicable or appropriate to interview all disabled people that meet the minimum criteria for the job.

Is this the job for you? We know that men, of all backgrounds, and men and women from Black, Asian and minority ethnic backgrounds are currently under-represented in our workforce, and we want to change this! So, we are particularly keen to hear from applicants from these groups.

Reasonable adjustments

Disabled job seekers can access reasonable adjustments at any stage of the recruitment process. All requests for reasonable adjustments are considered on a case-by-case basis, in collaboration with the disabled job seeker to best meet their needs, by contacting the Recruitment Team. Disability disclosures will be kept confidential and only shared on a need-to-know basis to support the implementation of adjustments. Disclosures will not be used to inform hiring decisions.

Age UK is committed to safeguarding adults at risk, and children, from abuse and neglect. We expect everyone who works with us to share this commitment.

Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert at any time.

Location: NSC, London SE1

Contract: Full time, 1-year Fixed Term One Year (initially)

Salary: £35k + PRP (Performance Related Pay)

Closing Date: 1st May 2026

Marine Society have an exciting new role! Help us to grow our rapidly expanding apprenticeships and adult skills programmes to meet growing industry demand. We’re looking for a confident, self-starter individual who can engage key stakeholders and employers in the maritime industry and increase our reach and reputation.

You’ll be expected to have a good understanding of the maritime sector training needs and have a demonstrable track record in sales and recruitment. A working knowledge of government funded training programmes is helpful but not essential.

This role could support a secondment for the right individual. Subject to success in the role, we hope to make this permanent after one year.

The Marine Society & Sea Cadets (MSSC) is the leading maritime charity for youth development and lifelong learning. We are a vibrant and growing charity inspiring young people to achieve their potential through challenge and nautical adventure and also enabling seafarers and maritime professionals to realise their potential through learning and career development. Working with our employees, cadets, and volunteers, we have built a strong vision and five-year Future Ready strategy to meet the growing demand for what we provide, both for young people, seafarers and maritime professionals – and the thousands who aspire to be the sea cadets and marine professionals of the future. It is also about equipping them to achieve their potential and thrive in a rapidly changing world, while growing our charity to benefit even more people – including those from under-represented or marginalised groups.

About the role

This new role is to support the growth of Marine Society apprenticeship and adult skills provision. This is a strategic, outward-facing role requiring a confident astute individual who can engage key stakeholders and employers in the maritime industry to recruit new entrants and existing employees onto Marine Society programmes.

Responsibilities

· To grow the apprenticeship and adult skills provision in line with agreed annual recruitment and financial targets

· To develop and maintain a strong pipeline of prospective employers and learners, proactively identifying new apprenticeship and learning opportunities within the maritime industry. To secure repeat business with apprenticeship employers through cultivating long-term relationships.

· To work with the Director of Maritime Training and Development to devise a sales and marketing strategy to grow the apprenticeship and adult skills provision. To support the tendering process to ASF devolved areas and work with subcontractor partners.

· To collaborate with the Apprenticeship Operations Manager and Maritime Lead Trainer to convert identified leads and share industry intelligence.

· To assist the Digital Marketing Coordinator to write targeted social media posts and marketing campaigns, ensuring market visibility and lead generation. To build a library of promotional literature and good news stories.

· To maintain accurate records of business development leads and pipeline activity within the CRM system and to routinely report on these

· Attend relevant external boards, fora and industry bodies, as directed in order to promote maritime apprenticeships and training including; Maritime Skills Alliance, Workboat Association, MNTB apprenticeship committee and Port Skills and Safety

· To attend industry trade fairs and careers events to represent Marine Society. These include; National Apprenticeship Week, Seawork, International Boat Show

· To research and monitor market trends, employer needs and competitor activity to inform business development strategy

Requirements

• Minimum 2 years’ experience working in a recruitment, sales or commercial role with a proven track record of achieving financial targets
• Knowledge of the maritime sector including roles, ranks and certifications in the near coastal sector
• Excellent customer service skills with the ability to build trust and credibility with clients and stakeholders
• Strong commercial acumen and ability to identify, grow and convert new business opportunities
• Experience using CRM systems to monitor and report on business leads
• Knowledge of CPD training or workforce development

Benefits

• 25 days annual leave per annum increasing with length of service
• Hybrid working for many roles
• Life assurance (4x salary)
• Private medical insurance
• Generous pension (employer contribution up to 10%)
• Cycle to work scheme
• Wellbeing portal and EAP with 121 counselling
• Employee development: We are investing in our employees' development and have an annual calendar of learning and development opportunities, designed to support employees to develop into their roles and stretch them to achieve their full potential.

Additional Information

MSSC positively encourages applications from suitably qualified and eligible candidates from all backgrounds. Equity, diversity, and inclusion really matters to us, so we can best serve our beneficiaries from every community. We work to ensure a fair and consistent recruitment process and aim to be a charity where diversity of experience, identity and skills are valued and welcomed. MSSC is an equal opportunities employer.

We recognise our responsibilities to safeguard and protect the young people and vulnerable adults with whom we work. We do all we can to promote their health, safety and wellbeing, and we expect our staff to share this commitment and work in line with safeguarding policy, the MSSC’s values and ethos of inclusivity. We adhere to safer recruitment practices and therefore employment is subject to detailed pre-employment checks for successful candidates, including references and criminal disclosure checks and the completion of a disclosure questionnaire. 

All successful applicants are required to attend safeguarding training and undergo pre-employment checks including a criminal record check.

About the role

Our exciting three year strategy sets out our ambitious goals to drive impact at scale for victim-survivors. We are now looking for an exceptional candidate to lead some of our financial services relationships and consultancy work and support SEA in its mission to raise awareness of economic abuse and transform responses to it within the financial services sector.

Working closely with colleagues across SEA, you will foster and maintain relationships across the financial services sector, seeking opportunities to generate income for the charity and supporting our Head of Financial Services to deliver lasting change and impact.

Together we can transform frontline financial services, in practice, product and process, and save lives.

About you

At SEA we put the lived experience of victim-survivors at the heart of all that we do, including our work with financial services firms. You will be a subject matter expert on customer vulnerability and financial services firms’ regulatory requirements, as well as having a thorough understanding of industry rules and good practice. You will combine this with experience of working with vulnerable customers, including victim-survivors and bring expertise on economic abuse to ensure this is embedded within financial services’ firms’ responses.

About SEA

We are the only UK charity dedicated to raising awareness of economic abuse and  transforming responses to it. We work to save lives and stop economic abuse forever.

Our vision is a world in which all women and girls achieve economic equality and can live their lives free of abuse and exploitation. Not only surviving but thriving.

Our mission is to raise awareness of economic abuse and transform responses to it.

To achieve this, we must ensure that the policies and practices of financial services firms, domestic abuse support services, public services and government reflect the needs of all victim-survivors of economic abuse.

We are  committed to centring victim-survivors in all that we do and broadening our understanding of the needs of survivors, particularly those who are marginalised within society. We work alongside the Experts by Experience - a group of victim-survivors whose voices and experiences shape our work.

Our primary focus is on influencing the women’s, public and financial services sectors, to create a model for improved support for victim-survivors of economic abuse, calling on government to facilitate these changes and work with them to improve their systems and practice.

What we offer

• 25 days annual leave plus Statutory Bank Holidays
• Home working (UK based)
• Flexible working 
• 5% Employer Pension Contribution 
• 5 Wellbeing Days
• Reflective practice
• Employee Assistance Programme 
• Enhanced sick pay, family leave and carer’s leave 
• The chance to be part of our highly professional, supportive team

To apply

Please apply via our website

Applications open from 9 April and close at 11.59pm on 20 May 2026. Interviews will take place virtually, week beginning 1 June.

Direct applications only – no agencies please.

Surviving Economic Abuse (SEA) is committed to developing an inclusive team which reflects the diversity of the communities we support. Our culture celebrates diverse voices, and we particularly encourage applications from Black and minoritised applicants and disabled applicants who are under-represented at SEA.

SEA is a Disability Confident Committed, and Kinship Friendly Employer.

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

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.