It support analyst jobs in Cardiff, wales
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Job Title: CRM Operations Analyst
Team: Digital Transformation & Technology (Supporter Engagement & Experience)
Location: Hybrid (split between home-working and either London, Cardiff or Edinburgh)
*This role sits within a pay grade with a pay range of £33,367 to £50,051. The salary on appointment will be set at the lower end of the pay range, to a maximum of £36,704 depending on the candidate's skills and experience. This approach aims to ensure fair compensation for new hires while maintaining alignment with the structured pay scale for the role.
Context and purpose of role
At the Ramblers, our ability to connect with supporters, manage members, and empower volunteers depends on the smooth running of our CRM (Salesforce). The CRM Operations Analyst plays a vital role in making this possible.
By managing day-to-day CRM operations, handling imports, selections, and user support, you ensure that colleagues across the organisation can trust the data they use and work efficiently. Your contribution means communications are targeted and accurate, volunteer and supporter records are reliable, and teams can focus on their mission rather than system issues.
Your work ensures that colleagues can rely on accurate data and smooth processes, so supporters receive timely communications, members feel well served, and volunteers have the information they need to play their part.
Key Responsibilities
User Support & Administration
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Provide first-line technical support for Salesforce, resolving user issues related to access, new fields, layouts, and general functionality, escalating complex configuration or system-wide issues to the Senior Database Administrator where required.
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Provide second-line support for record-level data issues (e.g. duplicates, permissions, missing fields, or data discrepancies), escalating where necessary for complex data or automation errors.
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Provide guidance to staff on how best to use Salesforce for their day-to-day needs.
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Maintain and update user accounts, roles, and permissions.
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Deliver basic in-house training sessions and user guides to support adoption.
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Day-to-day responsibility for co-ordinating routine GDPR-related deletion requests.
Data Management & Imports
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Manage regular data imports
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Run reconciliations with Finance to ensure CRM records align with income systems.
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Support data quality initiatives, including deduplication and validation.
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Maintain GDPR consents, preferences, and data hygiene standards.
Reporting & Dashboards
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Build and update simple CRM reports and dashboards.
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Help staff use reports effectively, and create custom reports where needed
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Collaborate with the Analyst Engineer and Data Analyst to ensure consistency between CRM and business insights dashboards.
Configuration & Changes
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Make declarative (no-code) changes to Salesforce (e.g. page layouts, fields, validation rules, workflows).
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Support the Senior Salesforce DBA in testing and deploying small changes.
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Help enforce configuration standards and document processes.
Integrations & Pipelines (Support Role)
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Monitor automated data flows between Salesforce and other systems (e.g. Azure Data Factory pipelines, Mailchimp).
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Escalate complex pipeline or automation issues to the Senior Database Administrator or Analytics Engineer.
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Support basic configuration tasks to ensure reliable system-to-system connections.
The person
Skills & Experience
Essential
· Hands-on experience using Salesforce (ideally beyond “super-user” level, but full Admin certification not required).
· Familiarity with data imports and reconciliation processes.
· Ability to write and run SOQL or SQL queries at a basic level.
· Experience building reports and dashboards in Salesforce.
· Strong attention to detail and accuracy in handling supporter data.
· Good communication skills, with the ability to support non-technical colleagues.
· Understanding of GDPR and the importance of data protection.
Desirable
· Salesforce Administrator certification (or willingness to work towards it).
· Experience in a not-for-profit, membership, or fundraising environment.
· Familiarity with Gift Aid, Direct Debits, or other fundraising processes.
· Exposure to Azure Data Factory or other data pipeline tools.
· Experience supporting email/marketing integrations (e.g. Mailchimp, Marketing Cloud).
Personal Attributes
· Collaborative – thrives working across teams, supporting both technical colleagues and non-technical end users.
· Proactive – anticipates problems, identifies opportunities for improvement, and takes initiative.
· Detail-focused – delivers reliable, accurate data and documents processes thoroughly.
· Adaptable – able to shift between operational fixes and long-term improvements.
· Curious – motivated to learn and grow in data engineering, BI, and analytics.
Values and Behaviours
Our values are the core principles that guide us daily in our work and our membership of the Ramblers. We all share the passion that walking is for everyone and by living our shared values we can ensure the Ramblers is an organisation to be proud of. Our values will earn trust for the Ramblers brand which will allow us to open up a world of walking opportunities for even more people.
Inclusive
We make everyone feel welcome and part of the Ramblers community. We make sure we all feel respected and accepted and know our contributions make a difference in achieving our mission.
Inspiring
We strive to inspire people through the way we act and the things we say. We channel our passion and ambition so others are moved to help us achieve our mission.
Empowering
We empower and encourage each other to make a positive contribution to our teams and the Ramblers. We do all we can to make sure everyone has the ability, and feels confident, to take action.
Responsible
We take responsibility for ourselves and those around us seriously, by always acting in a safe and supportive way. We care about the environment and make sure we do what we say we will do.
[NF1]Is this needed as essential or is it desirable?
[GA2]A basic level is essential in my view. It’s a prerequisite for supporting things like selections etc.
The client requests no contact from agencies or media sales.
We are looking for a collaborative, analytical, and organised Assistant FP&A Analyst to join us. In this role, you will be a key member of our Financial Partnering, Planning & Analysis team that sits within the wider Finance department.
This is a permanent, fully home-based role working 35 hours per week, offering excellent flexibility while keeping you connected to a passionate nationwide directorate.
The Assistant FP&A Analyst plays an important supporting role in contributing to budgeting, forecasting, financial modelling and reporting across the Society. You will help ensure we always have a reliable, accurate and well-presented single source of financial truth from which colleagues can make informed decisions.
Your days will be varied and meaningful. Working from home, you will support budgeting and forecasting cycles, maintain templates, and produce regular management account packs and dashboards for our Finance Business Partners and budget holders. You will also help develop intuitive financial tools, contribute to multi-year financial models, and gather operational feedback to drive continuous improvement across our processes. You will be part of a caring and dynamic team that values partnership, accountability, professionalism, and a restless desire to constantly improve.
About you
We recognise that candidates may not meet all the criteria listed. If you meet most of the essential requirements and are passionate about a career in FP&A, we strongly encourage you to apply. Please don’t be put off from applying if you don’t meet every single requirement listed; we recognise the value of transferable skills and are keen to hear from candidates who can demonstrate potential, capability, and a willingness to learn.
You will have:
- Some prior work experience within a Finance team environment.
- Ideally, be a part-qualified accountant (or actively working towards a qualification).
- A strong interest in data, analysis, and upskilling on financial tools on the job.
- Confidence using IT systems to streamline processes and reduce manual inputs.
- Strong organisational skills to manage your own workload and meet regular deadlines.
- A collaborative approach to building relationships with remote colleagues.
- The willingness to travel occasionally for team meetings and away days (a few times a year).
Key Responsibilities:
- Budgeting & Forecasting: Support end-to-end delivery of cycles, maintaining templates, timetables, and data collection from budget holders.
- Management Reporting: Produce and maintain regular account packs, dashboards, and reporting tools for Finance Business Partners and budget holders.
- Financial Modelling: Assist the FP&A Manager with multi-year financial models, scenario planning, and trend analysis to inform key assumptions.
- Process Improvement: Gather operational feedback on financial products to streamline workflows and improve data productivity
- Team Collaboration: Partner across the Finance and Assurance Directorate to ensure a consistent, joined-up "single point of truth."
- Compliance & Values: Maintain accurate, confidential records in line with data protection guidelines and role-model the Society’s core values.
Interviews for this role have been provisionally scheduled to take place on Teams, in the w/c 27th July and w/c 3rd August.
About Alzheimer's Society
Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we're working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
INDAZ