Customer relationship manager jobs

We have an exciting opportunity to join our Commercial Fundraising Team as the Corporate (New Business) Development Manager. As an integral member of Street League’s Fundraising team, you will play a key role in bringing in new corporate partners, working closely with the Head of Corporate Partnerships.

The Role:

You will be responsible for leading on the development and delivery of a targeted corporate new business strategy for Street League, the country’s leading sport for employment charity. You will research, cultivate, and secure a range of high value new business partnerships to support the on–going work and expansion of the charity.

Your passion, determination and talent will give young people living in some of the UK’s most disadvantaged communities a brighter future through secure employment. This role sits within the Commercial Fundraising Team that currently manages an impressive portfolio of corporate partnerships including many household brands and FTSE 100 companies supporting Street League with funding, volunteering, awareness, and pro–bono advice.

Street League values diversity and is committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures, including those who have lived experience.

You don’t need any formal qualifications to do this role; what’s important are the skills and experiences you bring.

Key Details:

Salary: £40,016 - £42,178 depending on experience

Location: Hybrid with 1-2 days per week in our London office.

Work pattern: 36.25 hours per week, Monday – Friday.

Contract: Permanent

Don't miss this chance to be a part of our mission and help change the game for young people in the UK.

To apply for this role, please submit your application via our online application site by clicking the link below where you will also find the Job Description and Person Specification.

Please note that all Street League roles are subject to enhanced DBS checks.

Closing date for applications is Friday 25th September 2026. We reserve the right to close the application process earlier if necessary.

Senior Events Manager (Maternity Cover) | Immediate Start Available

Central London | Hybrid | Part-Time (21 Hours) | 9-Month Fixed-Term Contract

Lead fundraising events that make a real difference.

We're recruiting on behalf of a leading national charity for an experienced Senior Events Manager to join its fundraising team on a 9-month maternity cover.

This is an exciting opportunity to lead a portfolio of high-profile fundraising events, manage an Events Executive, and help develop new fundraising initiatives that deliver an exceptional supporter experience.

The Role

You'll take responsibility for planning and delivering fundraising events from concept to completion, ensuring projects are delivered on time, within budget, and achieve participation and fundraising targets.

Key Responsibilities

• Lead the planning, delivery and evaluation of fundraising events.

• Manage budgets, timelines, suppliers and event logistics.

• Drive participant recruitment and maximise fundraising income.

• Build strong relationships with supporters, volunteers and stakeholders.

• Deliver engaging supporter communications across multiple channels.

• Line manage and support the Events Executive.

• Identify opportunities to improve event performance and processes.

About You

You'll have:

• Experience managing fundraising or large-scale events.

• A proven track record of delivering projects on time and within budget.

• Excellent communication and stakeholder management skills.

• Strong organisational skills and attention to detail.

• Experience using Microsoft Office and event management or CRM systems.

• A proactive, solutions-focused approach.

What's on Offer?

• £28,005 per annum (pro rata)

• Hybrid working in Central London

• Part-time, 21 hours per week

• 9-month fixed-term contract

• Immediate start available

• Employer pension contribution

• Income protection scheme

• TOIL for additional hours worked

• A rewarding opportunity to support a nationally recognised charitable organisation

Key Dates

Application deadline: 12 August 2026

Interviews: 18 August 2026

Early applications are encouraged.

Apply Now

If you're an experienced Events Manager looking for your next challenge, we'd love to hear from you.

Submit your CV today to be considered.

FitzRoy is looking for a proactive and driven Oliver McGowan Programme & Training Coordination Manager to develop, coordinate and grow our external Oliver McGowan Mandatory Training offer.

Using your excellent relationship-building skills, you will develop partnerships with commissioners and other organisations and identify strategies to help more customers access our training. You'll build strong relationships with new and existing customers, ensuring they receive an excellent experience from initial enquiry through to training delivery.

This is an exciting opportunity to shape a newly created role, identify new opportunities, improve the way we work and lead our Training Support Team in coordinating all of FitzRoy's training, while helping us reach more organisations and increase the impact of our Oliver McGowan programme.

Please note this is a remote role with occasional travel to Petersfield and other locations in the UK, so a Full Driving Licence and access to a vehicle is essential. 

Unfortunately we are unable to offer sponsorship for this role. 

This role is being offered on a Full Time basis or 30 hours per week (across 4 days) on a 12 month fixed term contract.

What you'll do

• Lead our dedicated Training Support Team, ensuring the smooth coordination of all internal and external training across FitzRoy - Not just our Oliver McGowan programme.
• Work closely with our inspirational Lived Experience Trainers and Administration team to support the successful delivery of the Oliver McGowan programme and our internal training courses in a timely and efficient way.
• Develop new business opportunities and build lasting relationships with commissioners, customers and partner organisations.
• Deliver an excellent customer experience from initial enquiry through to course completion.
• Monitor performance, income, customer feedback and quality standards to support continuous improvement.
• Ensure compliance with Oliver McGowan licensing requirements and contractual obligations.

About you

You’ll have

• Experience of building strong relationships with customers, commissioners or partner organisations.
• Passion for delivering an outstanding customer experience.
• Excellent communication skills, which can flex for the different needs of our team and customers
• Confident leadership skills, to support a small team, helping people to do their best work.
• Great IT skills to use Microsoft Office, our LMS and other digital systems to monitor performance and keep things running smoothly.
• Information analysis skills, to solve problems and identify opportunities for improvement and growth
• FitzRoy aligned values, committed to improving the lives of autistic people and people with a learning disability.
• Experience of working within the health and social care sector and the Oliver McGowan Training Programme.
• Transferable experience in programme or training coordination and scheduling

Why join us?

You'll be joining a well-established, high-performing Learning & Development team with an excellent reputation for high-quality training. Our trainers and Training Support Team receive fantastic feedback from colleagues and external customers, and you'll have the opportunity to build on that success by shaping a newly created role and grow our external Oliver McGowan training offer.

About Us

FitzRoy is a national charity, set up 60 years ago by brave parents as a pioneering alternative to institutional care. Their values remain the values of FitzRoy today – we see the person, we are brave and we are creative – and they thread through everything we do.

We support hundreds of people with a range of needs. You could be supporting someone with learning disabilities, autism, acquired brain injuries or mental health support needs. Many of the people we support also have physical impairments or other health issues. Working for us will give you an opportunity to learn, to grow and to transform lives. Join us today.

Benefits

• 25 days holiday rising with service
• Staff recognition scheme
• Leadership development programme
• Healthcare cashback plan and employee assistance programme
• Team bonus scheme (service based roles)
• Pension and life assurance

The Digital Engagement Officer will lead on writing copy for our digital comms, focusing on our member and supporter mailings, website and social media, and manage our mailing list and inboxes. We’re looking for someone with experience of managing mailing lists and writing copy for a variety of audiences and actions.

You should have experience crafting digital communications that motivate people to take action, and be excited about creating journeys over time that integrate the threads of our fundraising, national campaigns, local organising and ideas output together into the story of Compass. You should have a background in digital engagement, specifically in direct marketing through mailings or copywriting for fundraising and campaigning, ideally with a familiarity with CRM software and GDPR regulations. You should be a self-starter, with a proven ability to self-organise and comfortable working in a small, dynamic team. You should have a keen understanding of the political landscape in which Compass operates and be interested in progressive political ideas and working in a pluralist way to make change happen.

This role involves:

• Writing copy for mailings, blogs, website content and social media that is compelling, accessible, imaginative and aligned with Compass’s tone of voice and core script.
• Writing and editing with various actions in mind, including event invitations, fundraising asks and campaigns.
• Proofreading mailings, publications, funding bids.
• Developing our voice and core scripts, particularly around specific campaigns or fundraising drives.
• Digital content creation (e.g. graphics, podcast clips).
• Maintaining and updating our CRM records including donor information.
• Managing our inboxes to connect to supporters and steward our members.

Join Our Team!

This is an exciting opportunity for an experienced community fundraiser to play a key role in developing and delivering inspiring fundraising products and campaigns that build strong supporter relationships and generate sustainable income for the Hospice.

St Luke’s Hospice – Caring for Harrow and Brent St Luke’s Hospice cares for people approaching the end of their life in Harrow and Brent. We aim to give the people we care for the best possible quality of life, each and every day. Supporting local people and their families is at the heart of what we do – focusing on what matters the most to them is at the centre of our care.

The care we give is free of charge, available to all, and respects the cultures, religions and beliefs in our richly diverse community. Our care is given with compassion and dignity and involves not just looking after the patient, but also includes supporting the people closest to them. 

Our local community is a vital partner in our care, kindly supporting us through their donations and fundraising alongside the dedication of over 800 incredible volunteers who freely give us their time to support the best possible end of life care for local people.

The Role:

Reporting to the Community and Events Manager, you will lead on a portfolio of community fundraising activity, including ownership of the Hospice’s In Memory fundraising programme. You’ll create thoughtful, supporter focused journeys for people with a close personal connection to St Luke’s, ensuring every interaction is sensitive, engaging and impactful.

Working collaboratively across fundraising, communications and supporter care teams, you’ll help shape innovative campaigns, analyse performance and deliver exceptional supporter experiences that strengthen long-term engagement.

Key responsibilities include:

• Leading the planning, delivery and evaluation of community fundraising campaigns and products
• Managing and developing the In Memory fundraising programme
• Creating engaging supporter stewardship journeys
• Monitoring income, activity and performance data to inform future planning
• Working collaboratively across teams to deliver integrated fundraising activity
• Ensuring all fundraising activity complies with relevant regulations and best practice

To be successful, you will have:

• Experience delivering community fundraising campaigns or products
• Strong supporter stewardship experience, ideally including In Memory fundraising
• Excellent project management and communication skills
• Experience using CRM systems and analysing supporter data
• A collaborative approach and passion for delivering excellent supporter experiences

If you are a relationship-focused fundraiser looking to join a compassionate and values-led organisation making a real difference in the community, we’d love to hear from you.

Finance Manager
Permanent | 0.6 FTE (3 days/week ) | Hybrid – 1 day/week in office in central London | £33,000pa (0.6 FTE) — pro-rata equivalent £55,000 + 8% pension contribution.

Benefits include: 25 days annual leave (FTE, pro rata), rising after two years' service, plus bank holidays and additional leave between Christmas and New Year.

Following a significant increase in funding across our national programmes, the Architectural Heritage Fund is seeking a hands-on, fully qualified Finance Manager (ACA, ACCA or CIMA) to help us scale sustainably and to provide support to the organisation in delivering its mission of helping create sustainable futures for historic buildings throughout the UK

Reporting to the Director of Finance & Operations and line managing our Finance Officer, you'll take ownership of day-to-day operational finance, produce high-quality monthly management accounts, and support the annual audit process. You'll also help embed AI-powered tools into our finance systems and processes, supporting a period of exciting organisational growth.

We're looking for someone who can:

· Deliver accurate management accounts and financial analysis to tight deadlines

·  Assist with cash flow forecasting, budgeting and reforecasting

· Maintain robust internal controls and audit trails

· Translate complex financial data for non-finance colleagues and Trustees

· Bring a proactive, adaptable approach as our programmes grow

Charity sector experience is a plus, as is confidence using AI tools for reporting and workflow automation.

If you're a qualified accountant looking for a role where you can shape systems, support meaningful heritage and community-led projects, and grow with a scaling organisation, we'd love to hear from you.

In accordance with our commitment to promote equality of opportunity and diversity across all of our areas of work, we particularly welcome applications from people from black, Asian and minority ethnic communities, disabled people and younger people, who are currently under-represented within AHF.

Closing date: Monday 7th September at 9am.

Please submit your updated CV and a cover letter to apply.

Job titlePhilanthropy Manager

Hours21 hours per week, worked over three days, preferably, Tuesday, Wednesday, Thursday, but there can be some flexibility on this.

Salary£37,000 FTE. per annum. Actual pro rata salary per annum; £20,720.

ContractPermanent

Location Wildwood Drive, Worcester WR5 2QT

Apply now

The role

Are you an experienced relationship fundraiser with a passion for building meaningful connections and inspiring major gifts? Do you have the confidence to engage high-net-worth individuals and the strategic mindset to grow a new philanthropy programme? If so, we’d love to hear from you.

At St Richard’s Hospice, we’re launching an exciting new high-value donor programme and are looking for an ambitious Philanthropy Manager to lead its development. This newly created role offers the opportunity to make a lasting impact by cultivating and stewarding relationships with major donors, helping to secure the funding that enables us to provide outstanding hospice care to our community.

Working closely with the Director of Business and Income Generation, you will develop and deliver a new major donor strategy, building long-term relationships with high-net-worth individuals and key influencers. You’ll work collaboratively with departmental colleagues to achieve income targets and to identify potential new partners and innovative ways to integrate high value donor involvement within the organisation.

This is a fantastic opportunity for someone who enjoys networking, relationship building and securing significant donations while helping to establish a new and exciting income stream.

What you’ll be doing;

• Developing and implementing a high-value donor fundraising programme.
• Identifying, researching and cultivating prospective major donors.
• Building strong, long-term relationships with supporters capable of making significant gifts.
• Creating bespoke proposals and stewardship plans that inspire transformational giving.
• Working with trustees and senior staff and to open doors and strengthen donor engagement.
• Planning and hosting exclusive cultivation and stewardship events.
• Using insight and data to manage donor pipelines, monitor performance and maximise fundraising opportunities.

About you

We’re looking for someone who can demonstrate:

• Excellent account management experience who is skilled in building rapport and developing relationships with a variety of different individuals, organisations, and groups simultaneously.
• Proven success in major donor or relationship fundraising, with experience securing gifts of £2,000 and above.
• Outstanding relationship management and networking skills.
• Experience developing and managing donor pipelines.
• Excellent communication, influencing and presentation skills.
• A strategic, proactive and results-focused approach.
• Significant knowledge of budget setting and management.
• Strong organisational skills and the ability to manage multiple priorities.
• A genuine passion for delivering exceptional supporter experiences.

What we offer

We offer a competitive salary and a wide range of benefits including;  

• Fantastic team where everyone is welcomed and empowered to give their best
• Supportive management – keen to develop you
• Generous annual leave (seven weeks including bank holidays)
• Benenden Healthcare offering diagnosis, treatment, 24/7 GP and mental health advice lines, discounts etc. or Cash plan giving cash back for day to day healthcare such as optical or dental costs
• Opportunities for flexible working
• Family friendly policies
• Fabulous subsidised on-site café
• Company enhanced sick pay (increased entitlement with length of service)
• Pension scheme and opportunity to continue NHS pension for clinical staff
• Free Will writing service

Interview date Week commencing 24th August 2026

Job Reference 4071

Experienced in complaint resolution in contact centre environment? Thrive in a fast-paced contact centre environment? 

Join us as a Customer Feedback Ambassador and help turn challenging customer experiences into positive outcomes. 

As part of our Customer Service contact centre team, you'll investigate and resolve complaints, feedback and complex enquiries across phone, email, live chat and written correspondence. Combining empathy with sound judgement, you'll deliver fair, timely resolutions while helping us improve the experience we provide to our customers and supporters. 

About the role 

 
You'll be the main point of contact for customer complaints and feedback, managing cases from initial contact through to resolution. From service concerns to more complex issues involving safeguarding, compliance or risk, you'll ensure every customer feels heard, supported and treated fairly. 

You'll: 

About you 

 
We're looking for someone who combines excellent customer service skills with a passion for resolving problems and improving experiences. 

You'll have: 

About the team 

We're about being brave, compassionate, informed and making a genuine impact. Join a vibrant team where innovation flourishes, and each day offers a chance to revolutionise customer experiences. Our team champions inclusivity, fosters new ideas, and cultivates a collaborative environment.Join a purpose-driven team where every conversation counts. By supporting our customers with empathy and expertise, you'll help deliver exceptional experiences while contributing to BHF's vision of a world free from the fear of heart and circulatory diseases.

Working arrangements 
 
This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our Birmingham Office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause. 

The induction training will last for four weeks, during which you will be required to come into the office for additional days. After completing the training, this will reduce to once a week. 
 
Belonging at BHF 
 
We are committed to fostering a workplace where everyone feels valued and supported.Embracing different perspectives and backgrounds strengthens our organisation and empowers us to make a real differencetogether. 
 
To hear from our people, check outBelonging at BHF.

Our people are at the heart of everything we do. By funding research across six decades,we’vehelped keep millions of hearts beating and millions of families together.We’reinvesting in ground-breaking research that will get us closer than ever to a worldwhere everyone has a healthier heart for longer. 
 
Benefits anddevelopment 

 

At BHF, we offer a comprehensive range of benefits designed to support our colleagues’ wellbeing and professional growth. 
To find out moreabout our benefitsyou can download the Benefits documentat the bottom of this pageorcheck outourBenefitsandDevelopmentpages.

Need more help balancing your work and home life? Talk to us about what flexibility is available at the application or interview stage. 

Interview process 

 
The interview process will consist oftwostages.Firststageinterviewswill beheld at Birmingham Office (B37 7YE) 

How to apply 

 

It’squick and easy to apply for a role at the BHF. Just click on the apply button below. Allyou’llneed is an up-to-date CV and to answer three application questions.

Our recruitment processes are fair, accessible, andinclusive.BHFuse anonymous CV software as part of the application journey. 

We support responsible use of AI to help shape your application. By applying for a role at BHF, you confirm that your application is authentic and reflects your own skills and experience, to ensure everyone is assessed fairly. 

Should you need any adjustments to the recruitment process, at either application or interview, pleasecontact the Recruitment Team. 

Our recruitment process requires successful candidates to consent to a Basic DBScheckand any offer of employment will be subject to a satisfactory check being completed. 

Please note that we are unlikely to be able to sponsor applicants for this role, as it does not meet the minimum salary criteria for sponsorship eligibility. 

• Investigate customer complaints and feedback, identifying root causes and appropriate solutions. 
• Assess when specialist input is needed, working with teams across BHF to resolve complex cases. 
• Provide accurate, clear information and guidance to customers. 
• Communicate professionally and empathetically across phone, email, live chat and written channels. 
• Manage a varied workload, meeting service level agreements and complaint handling standards. 
• Identify trends and opportunities to improve customer experience and service delivery. 
• Maintain accurate records using CRM and complaint management systems. 
• Experience managing complaints within a contact centre or customer service environment. 
• Strong conflict resolution and customer communication skills. 
• Excellent written and verbal communication, with the ability to adapt your approach to different situations. 
• The ability to investigate issues, analyse information and identify practical solutions. 
• A calm, resilient and empathetic approach when handling challenging conversations. 
• Experience using CRM systems and maintaining accurate customer records. 
• Strong organisational skills, with the ability to manage multiple priorities and meet deadlines. 
• Excellent attention to detail. 
• A positive, collaborative and adaptable approach. 

Supporter Care Assistant

Fixed Term Contract | 3 days per week

Are you highly organised, people-focused and confident providing excellent customer service? Do you enjoy helping people feel welcomed, supported and connected?

Scripture Union is looking for a Supporter Care Assistant to join our Mobilisation Team on a fixed term basis. This role plays an important part in helping us care well for our supporters, customers and wider community, ensuring they receive a positive, efficient and engaging experience whenever they connect with us.

About the role

As Supporter Care Assistant, you will act as one of the first points of contact for enquiries and help support the smooth running of our supporter and customer care processes.

You will be involved in:

• Responding to enquiries by phone, email, website and post
• Processing orders, subscriptions, donations and Direct Debits
• Supporting fundraising activity and mobilisation campaigns
• Maintaining accurate records on our CRM system
• Working closely with colleagues and external partners to fulfil orders and communications
• Encouraging engagement with Scripture Union’s ministry and wider work

About you

We are looking for someone who enjoys working with people and takes pride in providing excellent service. You may already have experience in a customer-facing, administrative or supporter care role, or you may be looking to develop your skills further in this area.

You will be someone who:

• Communicates warmly and professionally
• Is organised and able to manage a varied workload
• Has good attention to detail
• Is confident using systems and handling data accurately
• Can work to deadlines and follow processes carefully
• Is supportive of Scripture Union’s mission and values

Invest in our mission, as we invest in you:

Our Benefits:

• 23 days holiday (pro rata) + bank holidays + 5 volunteering days 

• Up to 12% pension contribution 

• Life insurance 

• Free Bible Reading Guides 

• Enhanced family leave 

• Asupportive, faith-filled environment where your work has eternal impact 

Occupational Requirement

Scripture Union is a Christian charity committed to sharing the good news of Jesus with children and young people. Therefore, this role carries an occupational requirement for the successful applicant to be a practising Christian, in accordance with the Equality Act 2010. The successful candidate will be expected to actively support and work in accordance with Scripture Union's Christian ethos, mission and values.

Safeguarding

Scripture Union is committed to safeguarding and promoting the welfare of children, young people and adults at risk. The successful candidate will be required to undergo a satisfactory Basic Disclosure and Barring Service (DBS) check as part of our safer recruitment process.

About the National Garden Scheme

The National Garden Scheme is the most significant charitable funder of nursing charities in the country, donating £3.9 million in 2025 and over £77 million since 1927.  Our beneficiary charities include Macmillan Cancer Support, Marie Curie, Carers Trust, Hospice UK, The Queen’s Institute of Community Nursing and Parkinson’s UK. 

We help our garden owners open their beautiful gardens to the public, sharing their passion and raising impressive amounts of money through admission fees, refreshments and plant sales. Over 3,300 gardens open each year for the National Garden Scheme and further details about the gardens, our donations and more about the charity can be found on our website.

About the Website and Digital Marketing Manager

The ethos of the National Garden Scheme is rooted in generosity and kindness, from: our 3,300 garden owners, to our 600 county volunteers and our small team of 14 staff. Our central office in East Clandon, Surrey is a warm and welcoming place to work.

The right candidate for the role of Website and Digital Marketing Manager will be a proactive and technically confident digital professional who can combine hands-on website management with creative digital marketing expertise. The ideal candidate will have experience managing and developing WordPress websites, delivering successful digital campaigns, and using data and insights to improve online performance and audience engagement.

They will be comfortable working across multiple digital platforms, including email marketing systems, CRM databases and analytics tools, with a strong understanding of SEO, website optimisation, accessibility and GDPR requirements. Strong organisational skills are essential, as you'll be managing a varied workload, coordinating projects and working with both internal teams and external suppliers.

As a self-starter with excellent communication skills and keen attention to detail, you'll be equally at home troubleshooting website issues, testing new digital developments, creating engaging content and identifying opportunities to enhance the user experience. Experience in the charity sector, marketing automation and digital development projects would be highly advantageous.

Most importantly, you'll be enthusiastic, collaborative and adaptable, with a passion for using digital channels to engage audiences, support fundraising and help the charity achieve its goals

A fantastic opportunity to join the Cure Parkinson’s Finance team – a medical research charity supporting research to slow, stop or reverse Parkinson’s. Working closely with the Finance Manager, this role will support the day-to-day financial operations of the charity, helping to ensure supporter donations and charitable funds are managed effectively and efficiently. The Finance team plays a crucial role across the organisation, working collaboratively with fundraising, research and operational colleagues to provide accurate financial information, safeguard charity funds and maximise the amount available to invest in pioneering Parkinson’s research. This is an exciting opportunity to join a purpose-driven organisation and make a meaningful contribution to the search for a cure.

As our Accounts Officer, you will have previous experience in a finance role and be part-qualified or qualified AAT (or equivalent). You will have a good working knowledge of accounts payable and receivable, bank reconciliations, financial reporting and journals, along with strong Excel and organisational skills. A proactive and detail-oriented finance professional, you will be looking to develop your career in the charity sector while applying your skills to a cause that changes lives. You will require excellent communication and relationship-building skills as you will work with colleagues across the organisation and be the first point of contact for finance queries. Working as an effective member of our Finance team, you will be comfortable managing multiple priorities, handling confidential information with discretion and supporting the production of management information that helps drive informed decision-making across the charity.

Finance Officer (Income)
Salary: £36,000 per annum
Hours: 33.75 hours per week (Monday–Friday, 9.15am–5.00pm)
Location: Central London
Working Pattern: Hybrid – 3 days per week in the office initially, reducing to 1 day per week once established in the role
Contract: 12-Month Fixed-Term Contract (Maternity Cover)

Are you an experienced Finance Officer with strong income reconciliation skills and experience working with CRM or membership systems?

We're recruiting on behalf of a well-established professional membership organisation for a Finance Officer to join their collaborative finance team during an exciting period of systems transformation. This is an excellent opportunity for someone who enjoys working with financial data, investigating discrepancies, improving processes and taking ownership of reconciliations.
The organisation supports a large membership base and manages significant volumes of subscription and fee income, making this an ideal opportunity for someone with experience in membership, subscription or recurring income environments.

The Role

This position is predominantly focused on income accounting (70%), with a smaller purchase ledger/accounts payable element (30%).
Working closely with the Finance Leadership team, you will be responsible for managing high-volume income transactions, reconciling data across finance and CRM systems, investigating anomalies and supporting the organisation through a major CRM migration project. This is a hands-on role that would suit someone who is confident working independently, interrogating data, investigating discrepancies and identifying practical solutions.

Key Responsibilities

• Reconcile income across bank accounts, CRM and finance systems.
• Investigate and resolve reconciliation discrepancies.
• Process membership and subscription income.
• Manage direct debit collections, refunds and income allocations.
• Extract, analyse and interrogate CRM data and financial reports.
• Support the migration to a new CRM system.
• Process supplier invoices and support purchase ledger activities.
• Reconcile company credit card expenditure.
• Assist with month-end processes and finance administration.
• Maintain accurate financial and CRM records.
• Support wider finance projects and process improvements.

About You


You will be someone who enjoys working with large volumes of data and can confidently investigate issues, identify trends and propose improvements.
Experience dealing with membership fees, subscriptions, deferred income or similar recurring income streams would be highly advantageous.

Essential Skills & Experience

• Strong experience within an income-focused finance role.
• Significant experience of high-volume bank reconciliations and income reconciliations.
• Experience working with CRM, membership or customer database systems.
• Experience extracting, analysing and interrogating financial data.
• Experience reconciling transactions across multiple systems.
• Sage experience is essential.
• Strong Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP.
• Purchase Ledger / Accounts Payable experience.
• Excellent attention to detail and problem-solving abilities.
• Ability to work independently and manage competing priorities.

Benefits Include

• Hybrid working with office attendance reducing to one day per week once established.
• 25 days annual leave plus bank holidays.
• Generous employer pension contribution.
• Private medical insurance.
• Employee discounts and wellbeing benefits.
• Professional development opportunities.
• Paid volunteering days.
• Supportive and collaborative team environment.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

Job Summary

This varied role supports ReMind UK’s multi-functional Engagement Team, providing administrative and co-ordination support across Fundraising, Communications and Volunteering as well as our expanding post diagnosis support programme.  The role will support stewardship of supporters and beneficiaries through managing enquiries, liaising with people affected by dementia, inputting and monitoring data capture for the team and supporting the Post Diagnosis Programme through co-ordinating our regular events and courses out in the community. The post holder will work with Head of Engagement and the Post Diagnosis Support Programme Manager providing high level administration and customer service, ensuring the team deliver efficient communications and an excellent supporter and beneficiary experience.

ReMind UK overview

ReMind UK is an independent charity and internationally renowned centre for research, diagnosis and treatment of neurodegenerative diseases. Our research aims to improve life for people with dementia and their families and carers, and to find drug and non-drug treatments for people with conditions such as Alzheimer's disease and other diseases predominantly affecting older people. Our contracted NHS Memory Clinic service, private memory assessments and allied activities provide support to people affected. We are currently in an ambitious phase of development looking to increase our clinical and academic research programme. We work closely with the Universities of Bath, Bristol and other research Institutions, both nationally and internationally and with the Royal United Hospital, Bath.

KEY RESPONSIBILITIES 

1. Support the Engagement Team through undertaking regular and ad hoc administrative tasks for colleagues as requested and as agreed by Head of Engagement and Post Diagnosis Support Programme Manager.

2. Support the setup of post diagnosis support interventions as required through confirming room bookings, supporting development of weekly session scheduling, including liaising with external and internal Facilitators, monitoring and purchasing refreshments, creative materials and session sundries.

3. Ensure that registers taken to events and course sessions are confirmed and communicated to the team on time and include the information required to safeguard attendees and maintain accurate reporting.

4. Ensure the effective collection, management and reporting of supporter and beneficiary data, including enquiries and expressions of interest in events and courses. Maintain accurate, secure and well-structured records to support reporting, analysis and engagement activities.

5. Liaise with Post Diagnosis Support Facilitators to collate beneficiary feedback and project evaluation data, ensuring accurate and up-to-date information is maintained for regular monitoring and reporting.

6. Maintain supporter and payment data on CRM, sending thank you and retention communications as required.

7. Work with Communications colleagues to ensure that data preferences are accurately captured across digital platforms and maintained on CRM.

8. Support the team through co-ordinating the processing of any actionable feedback or complaints received from supporters or beneficiaries in accordance with ReMind UK’s complaints procedure.

9. Speak to beneficiaries expressing an interest or being referred to the Post Diagnosis Support programme, ensuring they are signposted or appropriately allocated a suitable event or course and that any modifications necessary are communicated to the team to ensure participant safety.

10. Gather stories, testimonials and images from Facilitators and beneficiaries maintaining accurate records of permissions for use.

This job description is intended to provide a broad outline of the main responsibilities only. 

Interviews: W/C 7th September 2026

Upshot is looking for an Account and Support Manager to play a central role in helping organisations get the most from their use of Upshot. This is an exciting opportunity to work with a wide range of charities, sports organisations, funders, local authorities and education providers, supporting them to collect better data, measure their impact and make more informed decisions. You'll lead new client implementations, deliver training, provide expert support and build lasting relationships that help organisations succeed.

In this varied and rewarding role, you'll become a trusted partner to clients, guiding them from onboarding through to renewal and growth. You'll work closely with organisations to understand their needs, configure the system, resolve challenges and ensure they are getting real value from Upshot. 
Alongside account management and support, you'll have opportunities to deliver workshops, develop resources and contribute to wider areas of the business including product development, marketing and monitoring, evaluation and learning (MEL) services.

We're looking for someone who is people-focused, organised and enjoys solving problems. You might come from a SaaS, technology, charity or customer success background, and you'll be confident communicating with a wide range of stakeholders. This role would suit someone who enjoys combining relationship management with practical delivery and is motivated by helping organisations achieve greater social impact. In return, you'll join a supportive, flexible and purpose-driven team where you'll have the opportunity to develop a broad range of skills and make a visible contribution to a growing social enterprise.

The role offers a flexible working pattern, with two days per week at the House of Sport in London, the remainder worked remotely, and occasional travel to client locations to build relationships and deliver training.

Find out more via the attached job description and Upshot brochure.

Candidates are encouraged to apply by following the instructions at the bottom of the article on our website.