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Business Analyst
We’re looking for a collaborative and motivated individual to join our Digital, Technology & Data Services team as a Microsoft Dynamics 365 CRM Business Analyst.
Applications from individuals who are seeking flexible working options, including reduced hours or job shares are welcomed.
Position: 000027 Business Analyst - Microsoft Dynamics 365 CRM
Location: Home-based, Nationwide UK. However, occasional travel will be required as part of this role (may include team meetings or other work-related meetings)
Hours: Full-time, 35 hours per week
Salary: Circa £45,000 per annum (inner London weighting £3,950 per annum/pro rata or outer London weighting £2,457 per annum/pro rata may be applied in accordance with where you live)
Contract: Permanent
Benefits: 25 days’ annual leave plus bank holidays (this will increase with service up to 30 days, full time equivalent) cashback and discount scheme, employee assistance programme, learning and development, pension scheme, Life Assurance, Eye Care vouchers, Long Service Award, Health Cash Plan, flexible working opportunities available.
Closing Date: 2 August 2026
Interview Date: TBC
The Role
Initially reporting to the Associate Director for Knowledge and Insight, the Business Analyst will support the development and ongoing improvement of the organisation’s Microsoft Dynamics 365 CRM platform. The role will analyse and translate business needs into clear, well-structured technical requirements, helping to deliver Microsoft Dynamics 365 CRM improvements that enhance customer services, strengthen engagement and improve operational efficiency.
The role acts as a key bridge between operational teams and technical delivery colleagues, ensuring changes are driven by genuine organisational needs, aligned with strategic priorities, and designed to deliver sustainable long term value.
Key responsibilities will include:
· Working with stakeholders across the organisation to understand business processes, user needs and priorities
· Analysing, documenting and translating business requirements into clear functional specifications for Microsoft Dynamics 365 CRM development
· Collaborating closely with Digital, Technology & Data Services colleagues to support the delivery of Microsoft Dynamics 365 CRM enhancements
· Ensuring Microsoft Dynamics 365 CRM developments align with organisational strategy and deliver measurable business benefits
· Supporting continuous improvement of the Microsoft Dynamics 365 CRM platform, championing usability, efficiency and best practice
About You
You will:
· Have experience or a proven track record of working as a Business Analyst on CRM systems, ideally Microsoft Dynamics 365.
· Have strong skills in requirements gathering, analysis and documentation
· Be confident working collaboratively with both technical and non technical stakeholders
· Have experience translating operational needs into effective technical solutions
· Be organised, analytical and focused on delivering long term value for the organisation
To fulfil the role, you must be a resident of the UK and have the right to work in the UK.
Applications
You will be asked to submit your CV, (including details of your current address), and a supporting statement of no more than two pages, demonstrating how you meet the person specification and what you bring to the role in terms of your skills and experience. Please state any preferences for flexible options in your covering letter. Applications from individuals who are seeking flexible working options, including reduced hours or job shares are welcomed.
If you are applying under the Disability Confident scheme, please indicate this in your supporting statement, and in the main body of your email when applying for the role.
You will be able to view the role profile when you apply.
Stroke Association
Finding strength through support
The Stroke Association is the only charity in the UK providing lifelong support for all stroke survivors and their families. We provide tailored support to tens of thousands of stroke survivors each year. This support includes one-to-one and group support, funding vital scientific research into stroke prevention, acute treatment, recovery and long-term care, and campaigning to secure the best care for everyone affected by stroke.
We’re here for stroke survivors and their loved ones, from the moment they enter the new and frightening post-stroke world, supporting them every step of the way as they find their strength and their way back to life.
It’s only thanks to the generosity of our supporters and donors that we can provide vital support.
Stroke Association is driven by our ambition to improve the lives of everyone affected by stroke. This means we’re determined to create an equitable and inclusive workplace that benefits from the difference, and thrives on the diversity, of our people. Guided by Our approach to solving inequity in stroke, we are prioritising listening to, and learning from, lived experience across our charity.
We are working to improve the representation of this lived experience at all levels within the Stroke Association and we are eager to recruit applicants from a variety of communities and backgrounds. We are keen to receive applications from people affected by stroke, people of colour, members of LGBT+ communities, and disabled people because these identities and experiences are underrepresented and would add enormous value to how we work.
We are a Disability Confident employer, and we are making great progress focusing on flexible working, reasonable adjustments and access to work. Our charity has a variety of staff network groups and we're committed to continuously improving our diversity and inclusion efforts. If you have questions, or access needs, we’re happy to discuss any support and adjustments we can make throughout the recruitment process so that you’re able to contribute your best in a way that meets your needs.
You may also have experience in areas such as Analyst, Business Analyst, Data Analyst, Microsoft Dynamics, Microsoft Analyst.
Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People. #INDNFP
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.
The client requests no contact from agencies or media sales.