Information lead jobs in edgware, greater london

The Account and Support Manager will be responsible for working with the Upshot team to deliver high quality customer service to all clients. They will manage the implementation of the Upshot system for new clients, deal with customer support queries and manage contract renewals for existing clients. The role enables the candidate to work closely with a range of audiences, stakeholders and different charities, sport and non-sport, to help and support them to collect good data and better measure the impact of their community work. 

Remote working from home; The expectation would be that the successful candidate would spend 2 days per week at the House of Sport with Upshot and the remainder working remotely. At times depending on business needs there may be a requirement for more days to be worked in the office. This role also includes periodic travel to client locations to build relationships and deliver training. 

The successful candidate will be managing high-level and detailed relationships with clients and this role will see the successful candidate as a primary point of contact for both new and existing clients of which they are responsible for. 

Beyond their core responsibilities, the Account and Support Manager will also have the opportunity to develop the business more broadly, through identifying potential business development opportunities, partaking in ongoing marketing exercises, discussions around the development of the system and engaging with our wider Monitoring, Evaluation and Learning Services. 

The role is varied, providing the unique opportunity to learn the many different skills needed to run a tech start up, under the umbrella of a social enterprise. They will help develop Upshot’s online help guides/resources, deliver online and face to-face training, host workshops and assist with improving efficiency within the team. 

Account and Support 

Client Onboarding and Training: 

1. Manage the implementation of Upshot for new clients, including analysing clients’ needs and adapting the system to meet    their requirements. 

2. Deliver training to groups of new and existing Upshot users in-person and online. 

Support: 

3. Provide a high-quality customer experience, supporting on designing and producing support materials, such as online           tutorials, guides and documents. 

4. Provide high-quality user support, resolving complex queries and ensuring high client satisfaction. 

5. Proactively troubleshooting and offering tailored solutions to clients’ needs online, by telephone or in person. 

Renewals: 

6. Conduct regular check-ins with clients during the license period to ensure they are satisfied and utilising the product fully. 7. Manage the renewal process, ensuring clients renew their contracts annually and identifying opportunities for upselling or  upgrades. 

General Account Management: 

8. Build relationships with and take full ownership of allocated & identified new and existing clients. 

9. Monitor client accounts to ensure they are active and engaged, taking proactive steps to address any potential issues. 

Collaboration and Coordination: 

10. Work closely with the Head of Account Management and the wider Account Management team to maintain excellent relationships with all clients. 

11. Work with internal teams, such as Product, to highlight client issues and improve the overall client experience.

12. Collaborate with other team members to ensure accurate and complete information is captured in CRM (Customer Relationship Management) and Finance systems. 

13. Provide support to the Upshot team for client-related tasks. 

14. Lead or support on projects to improve internal processes and implement them successfully within the wider team.

Additional Responsibilities 

Business Development and Marketing 

15. Take a proactive role in identifying and securing new business opportunities to expand our client base. This could include upselling services to existing clients, generating referrals and identifying new clients. 

16. Support the Upshot team in the delivery of marketing material, organising events and campaigns to maximise sales opportunities. 

Monitoring, Evaluation and Learning Services 

17. Support on the creation of sophisticated external reporting mechanisms, enabling clients to visualise and communicate their impact effectively.

18. Advise clients on best practices in data collection and impact measurement, and support internal efforts to continually enhance client’s MEL needs.

19. Support on the delivery of MEL workshops both in-person and online 

Software development:

20. Support the Upshot Product team to carry out user testing and make recommendations for enhancements to the system’s features and functionality. 

21. Advise the Upshot team regarding improvements to the system to assist with sales and existing customer satisfaction

Other:

22. Provide support to the rest of the Upshot team where needed. 

23. Undertake duties as can be reasonably expected to ensure the smooth running and efficiency of the Upshot team. 

24. Always carry out duties and responsibilities in compliance with Upshot policies. 

Person Specification

Ideally, we’re looking for someone with the following characteristics. However, it is not essential to possess all. 

Knowledge of: 

1. Web-based software applications and data management. 

2. The not-for-profit sector, including Local authorities, Housing Associations, Universities and Colleges. 

3. Sports development and/or sport for development including National Governing Bodies, County sports partnerships and sport clubs. 

4. MEL (Monitoring, Evaluation & Learning) impact measurement, data collection. 

5. Microsoft products, particularly Excel to an advanced level. 

Experience of: 

6.  Account management and customer service in a tech, SaaS or charity environment. 

7. Leading on external projects with a wide range of stakeholders from planning to execution 

8. Delivering group training to a range of audiences – in person and online. 

9. Providing client and user support, especially on digital tools. 

10. Handling, analysing and visualising data to produce actional insights. 

11. Building and maintaining strong relationships with clients and partners. 

12. Communicating clearly and succinctly to a range of audiences through various channels. 

13. Managing workload independently to balance the competing pressures of customer service, implementation and training.

Other qualities might include: 

14.  A huge desire to learn, develop quickly and provide collegial support to other members of the Upshot team. 

15. Creative ability, problem solving skills, energy and enthusiasm. 

16. Familiarity with data visualisation tools (e.g PowerBI, Google Looker Studio and Tableau). 

17. Fluency in English required and additional languages desirable but not essential. 

**PLEASE NOTE: To apply for this vacancy, please ensure you firstly download a copy of our application form from the documents section on our portal. Click the 'apply' button and fill out your personal details in the relevant sections. Once you have submitted these you will be asked if you would like to attach any documents. At this stage please submit the completed version of the application form.**

JOB PURPOSE
UK for UNHCR (UK4U), the UN Refugee Agency's national charity partner, is looking for a Prospect Research Manager to join its Partnerships and Philanthropy Team (PPH). This role will play a key part in continuing to build our UHNWI, HNWI, Trust and Foundation and Corporate pipelines, by working closely with fundraising colleagues as well as UNHCR internationally.  
 

This role reports to the Head of Philanthropy and manages the Prospect Research Officer. The post holder will identify research, organise and evaluate a prospect’s financial capacity, ability to give, willingness to give, charitable interests, and connection to the organisation, operating within the organisation’s due diligence process. The post holder will work closely with senior stakeholders within PPH to help drive each area’s strategy and the overall team objectives.
 

The role manages UK for UNHCR’s due diligence process from renewing due diligence on existing pipelines, to completing new due diligence profiles utilising key due diligence tools and platforms, working with the PPH team, SMT and UNHCR’s global due diligence team.
 

Passionate about the refugee cause and UNHCR’s contribution, you will have demonstrable experience of successfully identifying prospects as well as preparing and presenting in depth prospect briefs for across the high value fundraising pipeline from UHNW and HNW individuals, Trusts & Foundations and corporates.  You will be familiar with using a variety of information sources, of complying with GDPR and other regulations and working with a CRM database.  Donor focussed and a problem solver, you will with have excellent written and verbal communication skills and be someone who enjoys working as part of a team.   
 

We are interested in hearing from candidates with a range of professional experience: charity or private sector. If you think you have the relevant skills and crucially, the passion to support the refugee cause, please apply.
 

 WHO WE ARE AND WHAT WE DO  

United Kingdom for UNHCR is the United Nations Refugee Agency’s national charity partner for the United Kingdom. We generate public awareness of the plight of refugees and raise funds to help protect them through UNHCR’s humanitarian operations across the world.

Our supporters include UK private individuals, communities, corporate partners, trusts and foundations. The funds we raise help UNHCR deliver emergency relief such as shelter, medical care and basic supplies to people fleeing conflict and persecution, as well as healthcare, education and livelihoods opportunities for those who remain displaced over the long term.

Nobody chooses to be a refugee, but we can all play a part in their protection, and we want those who work with us to share our values and passion for the cause.

DIVERSITY, EQUITY, INCLUSION AND BELONGING 

We strongly value diversity and recognise that it is critical to our success and the cause that we serve. We are committed to providing an inclusive environment for all who work with us and strongly welcome applications from diverse backgrounds, particularly those with lived experience of being a refugee, asylum seeker, internally displaced person, or a stateless person.  
 

UK for UNHCR is proud to have Diversity & Inclusion Working Group. The Diversity & Inclusion Working Group is a group of colleagues focusing on tasks that drive action in the implementation of our D&I Approach.  The group also works to create safe spaces that brings colleagues together for events, discussions and learning experiences that celebrate and support diversity and tackle barriers to inclusion. 

We are also open to flexibility in many ways, including an element of working from home and flexible hours. Please don’t be afraid to speak to us about this at the interview stage, so we can explore what’s possible.

Role Responsibilities 

• Collaborate with the Head of Philanthropy and Senior Stakeholders within PPH, to build upon the overarching strategy for the prospect research function, to deliver a strong and sustainable prospect pipeline
• Using a broad spectrum of sources, identify, research, organise and evaluate a prospect’s financial capacity, ability to give, willingness to give, charitable interests, and connection to the organisation. Support fundraising staff in prioritising prospects and building pipelines.
• Lead meetings with senior stakeholders (CEO and Fundraising Heads) to discuss new prospects and the current HNWI portfolio and Corporate pipeline.
• Keep up to date on research and due diligence trends including identifying ways to improve risk research, due diligence and market insight.
• Work within UK4U’s due diligence policy and processes, maintaining a system to enable the organisation to track due diligence carried out, ensuring compliance with all regulatory best practice standards.
• Track and manage prospect research KPIS using power BI.
• Produce in-depth, well-written reports on prospects based on a combination of data from the donor database, open access records and other markers of high-quality donors.
• Managing and coaching an officer level prospect research role, overseeing their work on key projects and developing their skills.
• Embed best practice use of the database within the team, developing tools to analyse and review our prospect pool and how prospects are moved through the pipeline.
• Implement new research techniques as they arise, striving to design a high quality and efficient prospect research methodology.
• Carry regular pipeline reviews to ensure pipelines remain dynamic and fit for purpose.

The above list is not exhaustive, and the post holder may be required to perform duties that are not detailed above.
 

Personal Attributes and Experience

Essential Experience

• Experience of providing strategically aligned research to help identify and prioritise prospects capable of offering significant financial and/or other support. 
• Experience of profiling, network mapping, prospect qualification and other intelligence gathering activities.
• Experience of working with colleagues in Individual Giving as well as with major donor and corporate fundraisers to optimise use of a CRM database to identify potential prospects.
• Experience managing, coaching, motivating and supporting more junior members of the team.
• Experience carrying out due diligence.
• Strong understanding of GDPR and working within GDPR policies.
• Experience of working with senior stakeholders (CEO and Trustees and fundraising board members) to identify key prospects within their networks and offering recommendations on next steps and areas of UNHCR’s work that may be of interest to prospects.
• Experience of working on fundraising databases.

 Essential Skills/Knowledge

• Ability to investigate, analyse, and synthesize large quantities of data into a user-friendly and concise format for the use by fundraisers and key volunteers (e.g., Trustees). 
• Ability to act proactively to identify new prospects.
• Knowledge of due diligence platforms and how to carry out due diligence effectively.
• Ability to lead meetings with senior stakeholders.
• Ability to juggle and prioritise multiple tasks and meet deadlines.  
• Able to demonstrate flexibility, with a willingness to respond quickly, particularly at times of humanitarian crisis.
• Ability to learn quickly and adapt to new situations well.
• Demonstrable strong oral and written communication skills.
• Ability to be discreet with valuable and personal donor details that are often confidential.
• Ability to problem-solve effectively.
• Ability to take a tactful and ethical approach to fundraising tasks/projects.
• Demonstrable understanding of GDPR and other regulatory compliance issues. 
• Ability to work proficiently with CRM databases (knowledge of Salesforce helpful). 
• Ability to work proficiently in Microsoft Office Suite.
• Strong understanding of the UK philanthropic environment across UHNWs/ Major donors/ Trusts and Foundations and Corporates.

Desirable Skills/Experience (not compulsory)
·  Demonstrable interest in or higher education on/or similar study on international development/humanitarian issues.
·  Line management experience.
 

WHY JOIN UNITED KINGDOM FOR UNHCR? 

You will be part of a high performing agile team of talented people, all committed to build solidarity and raise funds for refugees and displaced people worldwide. You will be working in a flexible, supportive, and inclusive environment, where your work will be recognised and appraised. 
 

What else?
Wellbeing
28 days’ leave per annum plus bank holidays.

• Employee Assistance programme providing 24/7 access to online GP, mental health support and virtual wellbeing. 
• Access to 100s of perks with discounts on everyday purchases.
• Office wellness perks.
• Discount on gym memberships. 
• Hybrid and Flexible Working.
• Staff socials.

Financial 

• Pension scheme with an employer contribution of 8%.
• Non-contributory group life assurance scheme
• Non-contributory Income protection scheme.
• One-off contribution towards homeworking set up.
• Enhanced maternity, paternity, shared parental, and adoption pay.
• Enhanced sick pay scheme. 

Development

• Comprehensive training and continuing development opportunities.
• Individual training budget.

HOW TO APPLY
If you have the relevant skills and the passion to use them to support refugees, please apply by completing our application form which is available in the documents section.   

We are actively reviewing applications for this positions and interviews will be held on a rolling basis. To avoid disappointment, submit your application now.

If you would like to discuss any reasonable adjustments to the application or hiring process that may better facilitate your participation, please contact us using the email address provided when you click through to our online portal. We will make every effort to respond to your request for assistance as soon as possible.

United Kingdom for the UN Refugee Agency (UNHCR) is registered with the Charity Commission (England & Wales), charity no. 1183415. It is the UK national partner of the United Nations High Commissioner for Refugees (UNHCR), the UN Refugee Agency.

World Jewish Relief created the Specialist Training and Employment Programme (STEP) for refugees in 2016 and today we are the largest provider of specialist employment support to people who have experienced forced migration in the UK.STEP aims to support and empower people through a tailored employment programme that addresses the complex barriers that they face when preparing for and ultimately finding work in the UK.   

We support all people who have experienced forced migration, regardless of their proximity to the labour market, to develop the skills and access the opportunities they need to secure sustainable and meaningful employment. We run STEP online and in person programmes across the UK.  Our work now includes specific programming for women refugees, Afghan nationals, Ukrainians and those who have come through the asylum system

We are now expanding our work to deliver (in partnership with the British Council) an English Language and Employment Support Programme for up to 4,000 Ukrainians and Hong Kong BNO status/visa (50% of each community) over the next 12 months.

We have an exciting opportunity for an Operations and Partnerships Manager to oversee the operational and partnership work of STEP which includes infrastructure and process, data and reporting as well as partnerships. Your responsibilities will include:

• Operational responsibility for UK Programmes ensuring processes are in place for a smooth running and high-quality programme. 
• Overseeing allocation of clients to the programme and their Employment Advisor 
• Managing the CRM data cleaning and reporting process and producing monthly and quarterly reporting data from the CRM
• Using advanced Excel skills to analyse results, identify trends and learnings to use data to drive changes and improve the quality of programmes.
• Managing the administration of the programme, including tech and client accessibility and excellent customer service 
• Managing external relationships with the support of UK Programmes team to deliver the programme.

About you

We are looking for candidates who have:

• Demonstrable experience of managing direct delivery Programme operations.
• Knowledge of refugee and/or livelihoods programme is desirable
• Demonstrable experience of line managing a team of people
• A high level of financial literacy to manage and report against programme budgets.
• Strong interpersonal and communication skills
• Experience in Monitoring and Evaluation processes, including using Excel to capture and analyse data
• Advanced knowledge of Excel and budget preparation/management using Excel
• Ability to produce high quality written work under pressure and to deadlines
• Ability to work in agile and fast paced environment
• Ability to network proactively and build relationships with employers and external agencies

Candidates must be UK based and have the right to work in the UK for the duration of the contract

​Benefits

We offer a range of benefits including:

• 23 days holiday pro rata plus bank holidays and Jewish holidays.
• Pension scheme – we contribute 5% to the World Jewish Relief pension scheme.
• Life Insurance – up to 3 times salary to nominated beneficiaries.
• Health Cash Plan – cash back to cover the costs of dental treatment, optical care, specialist consultations and a range of complementary therapies.
• Employee Assistance Programme – free, confidential advice or support with any personal or work. related concerns or free counselling if needed.
• On Friday the office closes at 3pm.

Equality, Diversity and Inclusion

World Jewish Relief promotes equality, diversity and inclusion in our workplace. We invite and welcome applicants from diverse backgrounds. We encourage applications from candidates of different ethnicities, socio-economic backgrounds, race, gender, age, disability, sexual orientation and of faith or none that meet the criteria set out for this role.

You don’t need to be Jewish to work for us, but you must but you must be committed to our faith-based values of Justice, Kindness, Repairing the World and Welcoming the Stranger. We are inspired by these values to work beyond our community, recognising the dignity and potential of all people.

We are striving to build a team reflective of the communities we work with. People with refugee or asylum-seeking backgrounds are experts by experience and are particularly encouraged to apply for this position. If you have first-hand experience of forced migration, please let us know in your application. Additionally, we encourage you to apply even if you do not meet all the requirements that are listed within the person specification. 

We respect that people’s identity is not defined by their past experiences and do not expect candidates to describe their lived experience during the interview process unless they wish to do so. 

To apply

Please upload your CV and a cover letter explaining how you meet the criteria in the person specification. Please refer to the person specification which shows which criteria will be assessed in your CV and cover letter.

Interviews will be held remotely on 22nd August 2025.

Expected start date will be 9th October 2025.