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Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Location: Westminster, London
Contract: Permanent, Part-time
Salary: £33,376 per annum for 32 hours per week over 4 days, based on an FTE salary of £41,720 per annum (NJC Scale Range 27–29) inclusive of London Weighting, pension and other benefits.
Hours of work: This is a flexible role of 32 hours per week, over 4 days (8hrs per day)
Annual leave: 35 days including bank holidays / Statutory Holidays (pro-rata for part time)
Closing Date: Monday 10th August 2026
JOB PURPOSE
This is a pivotal role within The Passage’s Fundraising Team, created to help support the transformation of our supporter data systems and ensure we become a more data informed, insight driven organisation and fundraising team. You will be the main contact for the fundraising CRM working with the fundraising team and other teams within The Passage such as finance and IT to ensure the smooth running of all systems and processes.
As the dedicated data and CRM Manager for Fundraising and Communications, you will support colleagues with reporting, analysis, campaign set-up and selections, and data strategy. Your work will ensure our data is accurate, accessible, and GDPR-compliant, enabling smarter decision-making, improved supporter journeys, and to help grow income. You will also be working with the Marketing and Communications team to implement email soft opt-in for our supporters. This is a unique opportunity to shape how we use data to engage, retain, and grow our supporter base at a time of exciting change.
MAIN DUTIES
1. Fundraising CRM Project Leadership
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Manage and maintain the current Salesforce system, ensuring it remains functional, accurate, and fit for the purposes of stewarding donors and maintaining accurate records of donations
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Act as the day-to-day lead for the CRM system within the Fundraising and Communications team, ensuring it meets team needs and supports strategic goals.
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Document workflows, integrations and processes to ensure the long-term sustainability and usability of the system for vital processes such as donation processing and gift aid
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Work with IT and the fundraising team to evaluate onboard 3rd party platforms to support fundraising initiatives. Ensure any changes are approved with senior stakeholders and documented.
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Be a custodian of GDPR within the Fundraising team and be the main point of contact with The Passage’s Data protection lead and ensure all policies and procedures are up to date and in line with current fundraising regulations.
2.CRM and Data Management
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Work collaboratively with the IT team and procurement team as the fundraising representative to recommend improvements to the current CRM and any other related projects.
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Maintain and improve the quality of supporter data through regular cleansing, deduplication, and tagging to ensure accuracy and GDPR compliance.
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Ensure ongoing system performance and data integrity by embedding data hygiene routines and best practices.
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Work with the Finance team to support integration between the CRM and finance systems for seamless donation and income reporting.
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Working with data flows and setting up integrations, ensuring the system runs smoothly on an ongoing basis, making updates, troubleshooting issues whilst maintaining data consistency.
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Work on system migrations and leading on maintaining proper process structures and documentation during those transitions. Keep track of installed packages, security keys, and their passwords and related administrative processes.
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Be responsible for all data imports from our 3rd party platforms, ensure that data is uploaded in line with regular upload schedule in an accurate manner.
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Work with the Marketing and Communications team to help implement soft opt-in
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Manage one database volunteer to complete database tasks.
3. Data Selections, Segmentation and Campaign Support
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Collaborate with the Fundraising team to perform targeted data selections for appeals, newsletters, stewardship journeys, and events.
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Develop and maintain segmentation structures and logic to support personalised supporter journeys and strategic targeting.
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Work closely with the Marketing and Communications team to provide campaign-ready data for fundraising, advocacy, and engagement activities.
4. Reporting and Insight
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Design, build, and maintain dashboards and reports that provide real time insight into fundraising performance, donor behaviour and campaign results.
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Create and deliver regular and ad hoc fundraising analysis to inform strategic decisions and performance tracking.
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Proactively identify opportunities to improve donor retention, upgrade journeys and lifetime value through data driven insight.
5. Cyber Security
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Work closely with the IT team to manage security/GDPR of the Fundraising crm
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Develop knowledge in this area and undertake training as required.
6. Other Duties:
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Provide ad-hoc administrative support to the Fundraising and Communications team.
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Support and attend fundraising events as required.
GENERAL RESPONSIBILITIES
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Stay up to date on policies/news/regulations relating to the role
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Work with the Supporter Engagement Officer on shared tasks and provide reports as required and troubleshoot any issues
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Proactively flag any data integrity issues with Line Manager and help develop action plans as required.
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Participate in internal/external meetings as required, and attend training events, conferences and other functions as necessary.
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Participate in regular supervision and annual appraisal and help in identifying your own job-related development and training needs.
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Ensure that all The Passage’s policies and procedures are adhered to and contribute to the effective implementation of The Passage’s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults.
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At all times, undertake your role in a professional manner maintaining a high-quality standard of work, and to always work in accordance with the aims, values and ethos of The Passage and uphold standards expected by The Fundraising Regulator
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Undertake any other duties that may be required which are commensurate with the role.
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In conjunction with your Line Manager, continuously develop the role to ensure that all tasks are being undertaken in an effective and appropriate manner which meets the strategic aims and objectives of The Passage.
Note: This Job Description summarises the main responsibilities of the role at the time of writing. As the organisation and digital activity continue to develop, the role may evolve in consultation with the postholder.
Person Specification:
This person specification sets out the essential abilities and qualities which are used in the selection criteria for the post. When completing your supporting statement please address criteria E1 to E10 and K1 to K9, giving evidence of your experience and abilities and demonstrating your understanding and knowledge.
EXPERIENCE
E1 Experience of using a database to accurately enter and manage data
E2 High level skills related to data management and handling
E3 Working extensively with Fundraising CRM system
E4 Implementing policies and procedures
E5 Running reports and analysing data.
E6 Understanding of data protection and GDPR principles
E7 Working with Salesforce, ideally with Administrator certification. (Desirable)
E8 Experience supporting or leading database/system improvement projects, including implementation or migration (Desirable)
E9 Experience of onboarding 3rd party platforms with GDPR compliance and collaboration with IT
E10 Experience of working in the charity sector (Desirable)
KNOWLEDGE
K1 Ability to prioritise and organisational skills, remaining calm under pressure
K2 Team working skills with a positive and collaborative approach.
K3 Interpersonal and communication skills, both verbal and written.
K4 Standards and procedures for payment card processing, electronic payments (e.g. BACS, bank transfers), banking and handling cash securely.
K5 Individual giving and/or other types of fundraising.
K6 Up to date knowledge of GDPR compliance and soft opt-in
K7 Relevant regulations, legislation and professional codes of practice.
K8 IT proficiency, especially Excel, Word and Outlook.
The client requests no contact from agencies or media sales.
Thank you!
KEY RESPONSIBILITIES:
•Managing the continued development of the YAA’s CRM system, working with the Fundraising, Marketing, Admin and Finance teams to ensure the system serves their requirements.
•Managing all aspects of the database and associated data systems and processes as part of YAA’s fundraising activities and the Charity’s web systems.
•Responsible for ensuring the Charity can demonstrate compliance with new and existing Fundraising and Data Protection Regulations including the General Data Protection Regulations. Keeping up to date with any changes in policy that may affect the management of supporter data.
•Liaison with the YAA Fundraising, Marketing, Administration and Finance Team on data/data selection and reporting requirements.
•Promote and support data audit, cleansing and effectiveness within YAA, deploying and providing day to day management of the CRM system and providing reports and analysis of the data as required.
KEY DUTIES:
Provide the expertise and insight to support an integrated data strategy across fundraising and marketing, advising on and sharing best practice:
1. Work with CRM users to ensure best practice is adhered to across the department and maximise fundraising performance.
2. Identify opportunities and apply insight and data analysis within the database to improve our income generation performance and opportunity.
3. Communicate and build relationships with external suppliers to inform the data strategy and database development and secure the smooth delivery of database services through the database.
4. Keep up to date with current database and legislative developments and consider how they should be applied at YAA.
5. Work collaboratively across Fundraising, Marketing, Admin and Finance to bring systems and data expertise to the launch of new fundraising or communications products, projects, systems or new ways of working.
Work with fundraising teams to develop reporting, analysis and data selections to support improved retention, income generation and ROI and put the supporter at the heart of data planning:
1. Be responsible for data profiling, segmentation and selections for fundraising and marketing activity to support increased income generation and supporter retention, ensuring data selections are planned and organised effectively across fundraising. Advise teams on selecting data, exclusions and undertake data selections.
2. Work with fundraising teams and external agencies to support the development of long term sustainable supporter journey planning.
3. Lead on fundraising data analysis and data quality in developing and implementing reporting tools, producing regular management information for performance management and campaign evaluation.
4. Create a library of reports and dashboards colleagues can self-serve in real time.
5. Provide relevant data to SMT and Trustee Board.
Maintenance of the database and ensuring data integrity:
1. Be responsible for technical maintenance of the database and liaising with suppliers to ensure integration with digital fundraising platforms as required and the automation, where possible, of importing high quality data.
2. Ensure data and income are reconciled between database and finance functions.
3. Ensuring data is secure, there are adequate back-ups and that data can be retrieved in the event of a system failure.
4. Oversee the import and export of data to and from external suppliers (in conjunction with Digital Marketing Manager as appropriate). Investigate and resolve anomalies, liaising with suppliers, third-party agencies, or colleagues
5. Manage the set-up, documentation and maintenance of coding structures on the database to ensure effective data selection, analysis and reporting across all fundraising.
Ensuring compliant use of data and the database:
1. Be an expert on relevant Data Protection legislation and Fundraising regulations and lead on this for Fundraising. Ensure the compliance with legislation and best practice. Raise the profile of data protection and data quality issues.
2. Audit the database regularly to ensure data is clean, accurate, archived in line with data retention policies and that users are following procedures for data entry and management.
Develop and implement a programme of training to support all database users to maximise the benefits the CRM brings:
1. Develop and deliver comprehensive induction and ongoing training and associated ‘How to’ documentation for users.
2. Develop, implement, communicate and regularly review database protocols and procedures ensuring they are up to date and being followed by staff.
3. Work closely with users to identify opportunities to improve processes and ways of working across YAA, including updating and maintaining internal user guides and process maps.
4. Provide technical support for users.
Staffing and Budget Management
1. Train staff and volunteers in the use of the data management systems.
2. To work closely with the finance team in ensuring fundraising income data is robust and meets all relevant financial management and reporting requirements.
3. To propose and monitor the CRM budget and manage the relationships with key suppliers to ensure value for money for YAA.
Knowledge & Skills Required;
Essential:
❖ Previous or current experience in a Database Management role
❖ Demonstrable record of success in working with CRM’s (YAA’s CRM is Beacon)
❖ Experience of data import protocols – extracting data and transforming it ready for import
❖ Experience of relationship building and management with various stakeholders internally and externally
❖ Proficient in MS Office, particularly Word, Excel, PowerQuery and Outlook
❖ Highly organised, meticulous with a thorough approach to work
❖ Ability to see projects through from start to finish, managing time and tasks effectively with a varied workload, including following up with colleagues and stakeholders
❖ Ability to multi-task and manage conflicting priorities
❖ Excellent interpersonal skills with the ability to communicate effectively both orally and in writing to a wide range of people
❖ Numerate and literate
Desirable:
❖ Experience of managing a CRM in a charity/fundraising role
❖ SQL skills
❖ Strong analytical skills and ability to consider the wider picture including future scenario planning
❖ Training skills
For further details on how to apply and for the full job pack, please visit our website.
Registered Charity
21 - 50
Our mission is to provide state-of-the-art emergency response air ambulances for the protection of human life across Yorkshire and its environs.
The client requests no contact from agencies or media sales.
Thank you!
Harris Hill is delighted to be partnering with a leading healthcare charity to recruit a Database Manager.
This is a key role responsible for overseeing and developing the organisation's CRM and wider data infrastructure, ensuring data is accurate, accessible and used effectively to support fundraising, grant-making, engagement and organisational decision-making.
Working across multiple teams, you will manage the charity's CRM, oversee integrations with other systems, improve processes and workflows, and produce insightful reporting and dashboards that help drive performance and impact.
We're looking for someone with:
- Strong experience managing CRM or database systems
- Experience with Beacon CRM or similar platforms such as Donorfy, Raiser's Edge or Salesforce
- Excellent data analysis and reporting skills
- Experience improving processes, automations and system integrations
- A strong understanding of data quality, governance and compliance
- The ability to build effective relationships with both technical and non-technical stakeholders
This is an excellent opportunity for a data professional who enjoys combining hands-on systems management with strategic insight, and who wants to make a tangible impact within a purpose-driven organisation.
For more information, please submit your CV.
Please note, CVs are being reviewed on a rolling basis, and only successful applicants will be contacted with more information.
As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
