Relationship Executive

We’re looking for an inspiring Relationship Executive to work within the regional team to manage individual, group and corporate supporter relationships.

This role will provide an exceptional level of service, predominantly over the phone and by mail and email, to help maximise in year and lifetime value, and transition relevant supporters to Relationship or Legacy Managers to extend their journey.

What will I be doing?

• Manage initial and ongoing contact for low, mid value and light touch relationships including and not limited to; individuals, fundraising groups, legators, corporate organisations, and new legacy enquirers follow up and acquisition

• Provide excellent customer service to support fundraisers via phone, mail and e-mail, enhancing their fundraising experience and driving increased income and lifetime value

• Provide timely contact to supporters at various stages of their fundraising journey, providing reward, recognition, and fundraising materials as required to increase long term loyalty and increase propensity to leave a gift in their Will

• Support the development of a robust prospect pipeline of opportunities, identifying and cultivating leads with a strong focus on lifetime value to CRUK, re-engaging lapsed supporters and generating potential leads in collaboration with the Acquisition team

• Identify supporters with high value potential or specific stewardship requirements across income streams and pass relationships to the Relationship Manager to maximise income and build long term relationships, including legacy journeys

• Responsible for achieving agreed income target and support regional budgets by reporting on and setting monthly targets

• Work with wider divisional team and drive supporter recruitment and re-engagement

• Ensure supporter records are entered and maintained on systems and associated pipelines Ensure you are compliant with Fundraising Regulator and Charity Commission regulations, up to date with CRUK policies and procedures, and operating in line with Institute of Fundraising best practice

What are we looking for?

• Experience of providing excellent customer service

• Strong communication skills, in both verbal and written form with an ability to influence others using clear, candid communication - predominantly over the phone

• Good listening skills to build effective and valuable relationships with supporters

• Excellent organisation and time management skills

• Ability and confidence to solve straightforward problems with the direction, guidance and support of colleagues

• Build internal networks for collaboration and knowledge sharing across the region and department, with experience of working with colleagues to find new or better ways to do things and to make changes appropriately

• Excellent attention to detail and experience of entering and managing data in a database system

• Ability to understand the fundraising or charity/voluntary sector

• Applicants must be willing to work flexibly with the ability to travel for internal meetings across the division as necessary. Home office space with secure storage required.