Crm jobs

We're hiring:

Finance Assistant

Salary: £31,022 per year (pro rata)

Hours: Part-time - 24 hours per week

Contract: Permanent, with a six-month probationary period

Location: Remote working or hybrid (as preferred)

Closing date: Tuesday 21 July 2026, 5.00pm

Interview date: Thursday 30 July 2026

About the role

Church Action on Poverty is a small, national charity working alongside people in poverty to build dignity, agency and power, and to end poverty in the UK. We're looking for a Finance Assistant to join our friendly finance team and help keep our organisation running smoothly.

You'll maintain accurate financial records, support colleagues across the country with day-to-day finance queries, and help our Finance Manager keep our systems and processes in good shape. It's a varied, hands-on role at the heart of a movement working to end poverty.

What you'll be doing

● Keeping our financial systems accurate and up to date through careful record-keeping.

● Providing day-to-day financial support to colleagues across the organisation.

● Supporting the Finance Manager to develop and maintain financial systems and processes.

● Processing invoices, reconciling accounts and bank statements, and recording income using Quickbooks and Salesforce.

● Supporting expense tracking, reporting and grant administration for our programmes.

What we're looking for

Someone organised, methodical and comfortable working with numbers, who wants to use their finance skills for a cause that matters. Experience with Quickbooks or similar accounting software and databases is a real advantage, as is a genuine interest in our mission to end poverty.

Why join us

● 25 days' annual leave pro rata, plus statutory holidays.

● 10% employer pension contribution (with a 5% employee contribution).

● Fully funded cash-plan health insurance for you and your dependants.

● Flexible, remote working or hybrid working between home and our Manchester office.

How to apply

Please apply by completing our application form. Full details of how to apply are included in the pack.

Closing date: Tuesday 21 July 2026, 5.00pm

Interviews: Thursday 30 July 2026

Successful candidates will already have the right to live and work in the UK without restrictions.

Church Action on Poverty is committed to equality, diversity and inclusion, and welcomes applications from all sections of the community, particularly from people with lived experience of poverty.

Communications & Community Coordinator

Reports to: Community Engagement Manager
Hours: Full-time, 36.5 hours per week

Purpose of the Role

The Communications & Community Coordinator is responsible for supporting the delivery of member communications, community engagement activities and administrative processes across the organisation.

The role combines content creation, digital communications, CRM administration and community engagement support, helping to ensure members are informed, engaged and connected with the life of the synagogue.

This is a hands-on coordination role focused on delivery and administration rather than communications or marketing strategy.

Key Responsibilities

Communications and Content

• Create and schedule content across WLS social media channels.
• Design and produce newsletters, flyers, posters, brochures and other communication materials using Canva or similar software.
• Draft and distribute member communications, announcements and updates.
• Gather information from departments across WLS and coordinate regular e-bulletins and communications.
• Support the production of service booklets, information sheets and event materials.
• Ensure all communications are accurate, well-presented and consistent with WLS branding and tone of voice.
• Proofread communications and marketing materials.

Website and Digital Channels

• Maintain and update website content.
• Ensure website information remains accurate and current.
• Upload content, images and event information as required.
• Support the monitoring of social media and website engagement, providing basic reports where required.

Membership and Community Engagement Support

• Maintain accurate records within the CRM system.
• Produce reports from the CRM database as required.
• Support membership engagement initiatives and communications.
• Assist with membership administration and monthly membership updates.
• Respond to routine member enquiries and direct enquiries appropriately.
• Provide administrative support to community engagement activities, projects and programmes.

Events and Community Activities

• Support the promotion and administration of community events and programmes.
• Assist with event communications, registrations and attendee information.
• Maintain the communications and events calendar.
• Support photography and content gathering at events where required.
• Assist with the production and distribution of event publicity and promotional materials.

Administration

• Provide administrative support to the Community Engagement Manager and wider Community Engagement Team.
• Answer telephone calls, respond to enquiries and take messages as required.
• Maintain organised records, templates and communication assets.

General Responsibilities

• Positively and professionally represent WLS to members, visitors and the wider community.
• Work collaboratively with colleagues across all departments.
• Build and maintain positive working relationships with stakeholders, suppliers and partners.
• Adhere to all WLS policies and procedures.
• Observe and promote WLS's Health & Safety policies.
• Observe and promote WLS's Equality, Diversity and Inclusion commitments.
• Undertake any other duties reasonably required by the Community Engagement Manager or senior leadership team.

Person Specification

Essential

• Excellent written and spoken English.
• Strong proofreading and attention to detail.
• Experience creating content for social media and digital communications.
• Experience producing newsletters and communication materials.
• Good design skills using Canva or similar software.
• Strong administrative and organisational skills.
• Experience using databases or CRM systems.
• Excellent IT skills, including Microsoft Office.
• Ability to manage multiple priorities and meet deadlines.
• Strong interpersonal and customer service skills.

Desirable

• Experience working in a charity, community, faith or membership organisation.
• Experience updating website content using a CMS.
• Experience supporting events and community programmes.
• Basic photography or video editing skills.
• Knowledge of Jewish community life and organisations.

How to Apply

Please send your CV along with a cover letter outlining your relevant experience and what attracts you to this opportunity. We'd love to hear how your skills and interests align with the role and how you could contribute to our community.

About the Role

As we scale, we are looking for a Head of Operations to provide operational leadership to ensure the charity operates effectively, compliantly and sustainably in line with its mission and ethos. Working closely with the CEO, you will support the translation of the vision into reality by building strong foundations, enabling effective delivery, and supporting the scaling of the organisational from a regional base to a nationally impactful charity.

This is a pivotal role shaping how BeSpace grows. You will lead on strengthening systems, people, governance and operational delivery embedding accountability, and continuous improvement.

In this role, you will:

Strengthen governance, risk and compliance

· Develop and maintain robust governance frameworks and ensure legal and regulatory compliance

· Embed effective risk management processes

· Oversee key compliance areas including safeguarding, GDPR and reporting

Build operational systems and infrastructure

· Develop and implement scalable systems, processes and internal controls

· Improve data management (including CRM) and strengthen reporting

· Contribute to ensuring operational readiness to support national growth

· Work with external providers on IT and financial system integration

Lead people, culture and organisational development

· Oversee recruitment, onboarding and retention of a high-performing team

· Strengthen performance management and accountability frameworks

· Support and foster a values-led, healthy team culture aligned with BeSpace’s mission

Enable delivery, impact and growth

· Strengthen operational support for programme delivery and expansion

· Support the translation of strategic ambitions into practical systems and ways of working

· Improve data insight to inform decision-making

· Support development of fundraising infrastructure.

Contribute to wider organisational life

· Work collaboratively across the team to support evolving priorities

· Act as an ambassador for BeSpace’s values and Christian ethos

About You

We are looking for someone who:

· Has experience in operations, programme or an organisational role with increasing responsibility or has had operational leadership, ideally within a growing or changing organisation

· Has good experience in developing systems, processes and organisational infrastructure

· Can work closely with a CEO to translate vision into operational delivery

· Has excellent organisational and project management skills

· Is proactive, collaborative and relational leader who builds strong teams and culture

 It would be a bonus if you:

 · Are an experienced operational leader motivated by impact, flexibility, and supporting the growth of a mission-led organisation

· Have significantly enabled the scaling of a regional organisation to national growth operationally.

· Have experience in fundraising systems or donor management

The Difference is seeking a Director of Engagement and School Partnerships to grow our traded relationships with schools and sector partners, and build the systems and team to deepen impact at scale.

This senior role ensures partnerships, delivery and learning work as one coherent cycle from first contact to long-term partnership.

Key Responsibilities

• Grow traded relationships : build and convert a pipeline of trusts and LAs into our programmes
• Build a sequenced pipeline :turn engagements from press and events into a journey towards deeper work
• Design the partner journey :map and improve from first contact through onboarding and renewal
• Develop CRM and systems :track relationships and income with discipline
• Org-wide leadership :senior ambassador and leadership team member

About The Difference Every day, 5,500 children are suspended from England's schools, doubling their NEET likelihood by 24. The Difference tackles this through whole school inclusion  training leaders, researching what works and turning insights into policy. Our vision: lost learning falling nationally by 2030.

About You: Essential

• Shared values and commitment to the children most affected by lost learning
• Credibility with schools, trusts and local authorities
• Experience designing end-to-end partner journeys
• Hitting income targets while staying honest about quality
• Knowledge of school improvement or inclusion to work with programme experts
• Building routines that help a team deliver consistently
• CRM or pipeline experience to drive decisions
• Managing relationships :expectations, risks and progression
• Strategic judgement :balancing delivery against long-term value
• Managing people and building a culture of clarity, care and accountability
• Critical friend in a senior team

Desired

• Background in partnerships, engagement, account management or business development
• Experience scaling a programme while protecting quality
• Experience building business cases for school-sector audiences
• Experience designing renewal or progression models
• Experience with schools, trusts, LAs or education charities
• Insight into children affected by exclusion, poverty or SEN

Please see the attached Job Description for full details. We are committed to building a diverse team and encourage applications from under-represented groups. All applications assessed with names and protected characteristics redacted.

South East London Mind has been delivering a young person’s counselling service to students at Southwark College for several years.

As a College Counsellor, you’ll provide an age-appropriate counselling service that allows the students to explore their mental health and wellbeing, along with the socioeconomic factors that impact this. You’ll manage a caseload of students, triaging new clients to the service, coordinating the waiting list and capturing data and outcome measures on a CRM database.

We are looking for someone with a professionally recognised diploma in Counselling or Psychotherapy who has experience of providing counselling to young people aged 14 upwards. As you’ll be working closely with pastoral staff on-site, an ability to work independently but collaboratively, to be proactive and show initiative is essential for this role.

The role will require you to:

• Offer age-appropriate counselling sessions, including assessments and risk assessments. Where appropriate, provide clients with information about, and signposting to, other services
• Work with teachers and pastoral staff to ensure that the students are triaged and the relevant level of care and support is offered
• Work closely with the school to raise & report any safeguarding concerns in accordance with the schools and SEL Minds Safeguarding Policies
• Liaise where appropriate with other SEL Mind staff, school/college staff or agencies including local statutory and voluntary sector professionals and organisations
• Regularly communicate with other SEL Mind college counsellors and college safeguarding team to keep abreast of key themes, issues and needs across the service and collaborate to address these
• Attend regular clinical supervision, group clinical supervision, and line management to ensure effective therapeutic interventions

Successful applicants will be expected to undergo an Enhanced Level Disclosure and Barring Service check.

Closing date: Wednesday 8th July

Likely interview date: Monday 20th July

We encourage early applications as we reserve the right to close the vacancy early if we receive a high number of applications.

About Us

SEL Mind supports people with mental health problems and dementia in the boroughs of Bromley, Greenwich, Lambeth, Lewisham and Southwark. We are proud of our diverse workforce and know that our organisation is made stronger by the variety of backgrounds, experience, and ideas within it. We promote a culture of inclusion and representation, and are working hard to build a workforce that even better reflects the communities we support.

SEL Mind is somewhere that you can be your authentic self without fear of discrimination on the grounds of ethnicity, sexual orientation, disability, neurodivergence, gender, age, lived experience of mental health problems or anything else that’s part of who you are.

Read more about staff benefits and why staff love working here on our website.

As a CRM Product Lead, you will lead the direction and development of our Microsoft Dynamics 365 platform, ensuring it supports our work across the MND Association effectively and efficiently.

You will use your skills in stakeholder engagement, agile delivery, and data-led decision making to lead a critical platform.

This CRM Product Lead role calls for someone who can shape product direction, balance priorities, and deliver continuous improvement while keeping user experience at the centre. This is an exciting and transformative time to join the MND Association. If you thrive on ownership, collaboration and measurable impact, this role offers a meaningful next step.

Key Responsibilities

• Lead the CRM roadmap, aligning platform development with organisational priorities
• Manage the product backlog, balancing stakeholder needs and technical feasibility
• Act as the link between business and technology teams
• Oversee delivery of CRM enhancements, integrations and new functionality
• Guide system configuration, ensuring best practice and consistency
• Use data, reporting and user feedback to improve performance and usability
• Support adoption and continuous improvement across teams
• Manage supplier relationships and ensure value for money
• Ensure compliance with data protection and security standards

About You

• Strong experience as a CRM Product Lead or similar role
• Expertise in Microsoft Dynamics 365 and Power Platform
• Proven delivery of CRM improvements and system optimisation
• Strong stakeholder management and communication skills
• Experience working in agile environments
• Knowledge of integrations, data migrations and system configuration
• Strategic thinking with strong problem-solving ability

Further information about MND Association and full job description is available in the attached Candidate Pack.

Hybrid Working Expectations: One day per week office attendance in Northampton.

We are committed to equality, diversity, and inclusivity. We work to remove barriers for everyone affected by MND, employees, volunteers, and stakeholders.

As part of the Disability Confident Scheme, we guarantee interviews for disabled applicants who meet the role's requirements.

What We Offer

• 28 days holiday, increasing to 33 days after 5 years, plus Bank Holidays
• Access to UK Healthcare, including dental, eyecare, health screenings, and therapies
• 24/7 GP access via phone and video
• Life assurance and confidential counselling helplines
• Salary sacrifice schemes (Cycle to Work, Buy/Sell Annual Leave)
• Access to Benefit Hub for discounts on everyday shopping
• Enhanced pension scheme
• Opportunities for training and personal development
• Hybrid working

About Us

Motor Neurone Disease moves fast. It takes away time, it takes away independence and it has no cure. Every day we support people affected by MND. We fund ground-breaking research. We campaign for better care. We’re here for everyone who needs us. Because with MND, every day matters.

The Philharmonia is seeking to appoint a Box Office and CRM Manager to lead the management, development and optimisation of the Orchestra’s CRM strategy, systems and audience experience. The roles focuses on ensuring a seamless customer journey while overseeing the effective operation of the Box Office and the ongoing development of Tessitura.

This is a key role overseeing both the day-to-day operation and strategic development of the Philharmonia’s Box Office and CRM function. The successful candidate will play an important role in developing ticketing and customer strategies that maximise sales income, improve conversion and enhance the audience experience.

As a public facing member of staff, the Box Office and CRM Manager will be a key representative of the Orchestra, ensuring customers receive a welcoming, efficient and accessible service whether booking online, by phone or in person. A proven track record of delivering excellent customer service is therefore essential.

The role will also lead on the effective management and ongoing development of Tessitura, supporting audience insight, segmentation, reporting and customer journeys across the organisation. Working closely with colleagues across Marketing, Development, Finance and Concerts, the successful candidate will help ensure that customer data is used effectively to support audience growth, income generation and informed decision-making.

Previous experience of using Tessitura is essential. From hall dressing and campaign set-up to system optimisation, reporting and user support, this role will be one of the Orchestra’s lead Tessitura users. Experience of working within a Tessitura consortium would be advantageous.

Key Responsibilities

Strategic planning and implementation:

• Work closely with Marketing and Development colleagues to develop and implement CRM strategies that support audience growth, income generation, membership retention/acquisition and fundraising objectives

• Develop customer journeys, audience segmentation and data-led approaches that improve conversion, retention and engagement across the customer lifecycle

• Support the development of sales forecasts, benchmarks and performance analysis, providing insight to inform campaign planning, pricing and decision-making

• Work with Marketing colleagues to develop and implement promotions, campaigns and tracking mechanisms

• Identify opportunities to improve efficiency, increase conversion and enhance the customer experience through CRM optimisation, automation and process improvements

• Ensure CRM processes, reporting and audience data support the Orchestra's strategic priorities and audience engagement goals

• Work with the Friends team to ensure membership schemes are effectively structured, maintained and optimised to support recruitment, retention and income growth

Project Management:

• Oversee the day-to-day operation of the Philharmonia's Box Office across all performances and events

• Lead ticket sales activity across all channels, ensuring a smooth and efficient booking experience for customers

• Act as a senior point of contact for customer enquiries, complaints and complex ticketing issues

• Lead on set up and implementation of new seasons, events and sales activity

• Ensure events, pricing structures, memberships and ticketing offers are accurately implemented and maintained within Tessitura

• Maintain high standards of data accuracy and integrity across Box Office and customer records

• Review and improve Box Office procedures and customer-facing processes to support operational efficiency and customer satisfaction

• Champion accessibility across all ticketing and customer service activity

Leadership & Management:

• Work with the Senior Data & Audience Insight Manager as Tessitura co-lead for the organisation, helping to shape CRM best practice and development

• Develop and deliver training for staff across departments to ensure confident and effective use of Tessitura and Box Office activities

• Create and maintain clear documentation, processes and guidance to support the consistent use of CRM systems across the organisation

• Ensure organisational compliance with relevant legislation and industry standards, including GDPR, PCI and data protection requirements

• Keep abreast of developments in Tessitura, CRM, ticketing and audience engagement through professional networks, training and sector events, sharing knowledge and recommendations across the organisation

• Champion best practice in customer service and audience experience, promoting a culture that prioritises welcome, accessibility and continuous improvement

Skills and Qualifications

Essential

• Minimum three years' experience in a CRM, ticketing, audience data or related role

• Advanced knowledge and practical experience of Tessitura

• Experience managing and maintaining CRM systems and customer databases

• Experience producing audience analysis, reporting and business insight

• Strong understanding of customer relationship management principles

• Excellent attention to detail and commitment to data accuracy

• Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills

• Ability to explain technical concepts to non-technical colleagues

• Ability to manage multiple priorities and meet deadlines

• Commitment to delivering outstanding customer experiences

• Interest in music, culture and the arts

• Willingness to work evenings and weekends

Desirable

• Experience of implementing CRM upgrades or major systems projects

• Experience working within a Tessitura consortium

• Experience of customer journey mapping and audience segmentation

• Experience of marketing automation and CRM-driven campaign delivery

• Experience working within an arts, cultural or performing arts organisation

• Knowledge of accessibility best practice within ticketing and audience services

At Mayor's Fund for London, we believe every young Londoner should have the opportunity to thrive. To help us achieve that, we're looking for an experienced CRM, Data & Impact Manager to lead the development of our Salesforce CRM, strengthen how we use data across the organisation and help us demonstrate the impact of our work.

This is an exciting opportunity for someone who enjoys improving systems, solving problems and turning data into meaningful insight. As the organisation's lead for Salesforce, you'll play a central role in ensuring our CRM supports colleagues across delivery, partnerships, and engagement.

You'll take ownership of the day-to-day administration, development and continuous improvement of Salesforce, helping colleagues get the very best from the system while identifying opportunities to improve processes, reduce manual administration and strengthen organisational reporting. Whilst specialist external support is available for larger developments, you'll be confident leading routine system improvements, troubleshooting issues and implementing practical CRM solutions independently.

Alongside leading our CRM, you'll champion high-quality data and reporting. You'll work with colleagues across the organisation to improve data quality, develop meaningful dashboards and reports, and ensure information is used to support better decisions, stronger programmes and greater organisational learning.

We're looking for someone who enjoys working collaboratively, building relationships and helping others embrace better ways of working. You'll be equally comfortable discussing system improvements with colleagues, analysing data to identify trends and opportunities, and translating technical information into practical solutions that make a real difference.

This is a role for someone who wants to combine technical expertise with social purpose. If you enjoy making systems work better and want your work to contribute to improving outcomes for young Londoners, we'd love to hear from you.

What you'll bring

You'll have experience leading and improving a CRM system (Salesforce), fixing bugs and issues, developing reporting and dashboards, improving data quality and supporting colleagues to make better use of systems and information. Most importantly, you'll enjoy solving problems, working collaboratively and continuously improving how an organisation uses CRM and data to achieve its mission.

We recognise that no candidate is likely to meet every criterion. If your experience aligns closely with the role and you believe you have the skills and potential to succeed, we'd encourage you to apply.

SELECTION PROCESS

Deadline for applications: Monday, 27 July 2026 (midday)

Shortlisting: Tuesday 28th July 2026 onwards (we will contact candidates by latest Thursday 30th July if they are successful to next stage)

Interview: Wednesday 05th August (in-person is our preference)

We recognise that people have different working styles, strengths and ways of communicating, including neurodivergent candidates. We welcome applications from anyone who can demonstrate the skills, knowledge and experience needed for the role. If you require any reasonable adjustments during the recruitment process, please let us know and we will be happy to discuss how we can support you. Getting in touch about this will not affect how your application is considered.

Right to Work
To be considered for this role, you must have the right to work in the UK at the time of application. Unfortunately, Mayor’s Fund for London does not hold a Home Office sponsor licence and cannot offer visa sponsorship for this position. 

THINK is expanding our Data function and looking for find a Data Consultant who can help achieve that growth.

THINK Data is the specialist data function of THINK, working exclusively in the charity and not-for-profit sector. We combine deep sector knowledge with hands-on technical expertise across three core areas: data health, analytics and insight, and CRM system challenges. 

Led by the Director of THINK Data, the team covers key elements of data strategy with charity clients to help them get more from their data and make better decisions. Discovering the challenges around the infrastructure of systems, processes and insight capability charities need to make data work harder for their mission. The Director leads on new business generation, team development, innovation in data products and thought leadership across the sector. Part of that innovation is exploring the best ways to use AI in how we work and how we advise clients, taking a considered and human approach. 

The Data Consultant role centres on data discovery and consultancy - working with charity clients to understand their data challenges and shape practical roadmaps for change. Alongside this you will contribute to client delivery, own key internal systems, and help develop new products and services. 

This is an opportunity to grow. We are looking for a driven, ambitious individual with a background in charity fundraising and experience in data analysis and management, who is ready to take a step up into consultancy. The role offers a clear path to develop from Data Consultant to Senior Data Consultant, with the potential over time to progress towards Data Director. The right person will help shape the future of THINK Data and grow as the function grows. 

To apply please follow the guidance in the Candidate Pack. Informal calls with Steve White, Director of THINK Data or Matt Smith, Managing Director of THINK are available upon request. 

KEY RESPONSIBILITIES:
•Managing the continued development of the YAA’s CRM system, working with the Fundraising, Marketing, Admin and Finance teams to ensure the system serves their requirements.
•Managing all aspects of the database and associated data systems and processes as part of YAA’s fundraising activities and the Charity’s web systems.
•Responsible for ensuring the Charity can demonstrate compliance with new and existing Fundraising and Data Protection Regulations including the General Data Protection Regulations. Keeping up to date with any changes in policy that may affect the management of supporter data.
•Liaison with the YAA Fundraising, Marketing, Administration and Finance Team on data/data selection and reporting requirements.
•Promote and support data audit, cleansing and effectiveness within YAA, deploying and providing day to day management of the CRM system and providing reports and analysis of the data as required.

KEY DUTIES:
Provide the expertise and insight to support an integrated data strategy across fundraising and marketing, advising on and sharing best practice:
1. Work with CRM users to ensure best practice is adhered to across the department and maximise fundraising performance.
2. Identify opportunities and apply insight and data analysis within the database to improve our income generation performance and opportunity.
3. Communicate and build relationships with external suppliers to inform the data strategy and database development and secure the smooth delivery of database services through the database.
4. Keep up to date with current database and legislative developments and consider how they should be applied at YAA.
5. Work collaboratively across Fundraising, Marketing, Admin and Finance to bring systems and data expertise to the launch of new fundraising or communications products, projects, systems or new ways of working.

Work with fundraising teams to develop reporting, analysis and data selections to support improved retention, income generation and ROI and put the supporter at the heart of data planning:
1. Be responsible for data profiling, segmentation and selections for fundraising and marketing activity to support increased income generation and supporter retention, ensuring data selections are planned and organised effectively across fundraising. Advise teams on selecting data, exclusions and undertake data selections.
2. Work with fundraising teams and external agencies to support the development of long term sustainable supporter journey planning.
3. Lead on fundraising data analysis and data quality in developing and implementing reporting tools, producing regular management information for performance management and campaign evaluation.
4. Create a library of reports and dashboards colleagues can self-serve in real time.
5. Provide relevant data to SMT and Trustee Board.

Maintenance of the database and ensuring data integrity:
1. Be responsible for technical maintenance of the database and liaising with suppliers to ensure integration with digital fundraising platforms as required and the automation, where possible, of importing high quality data.
2. Ensure data and income are reconciled between database and finance functions.
3. Ensuring data is secure, there are adequate back-ups and that data can be retrieved in the event of a system failure.
4. Oversee the import and export of data to and from external suppliers (in conjunction with Digital Marketing Manager as appropriate). Investigate and resolve anomalies, liaising with suppliers, third-party agencies, or colleagues
5. Manage the set-up, documentation and maintenance of coding structures on the database to ensure effective data selection, analysis and reporting across all fundraising.

Ensuring compliant use of data and the database:
1. Be an expert on relevant Data Protection legislation and Fundraising regulations and lead on this for Fundraising. Ensure the compliance with legislation and best practice. Raise the profile of data protection and data quality issues.
2. Audit the database regularly to ensure data is clean, accurate, archived in line with data retention policies and that users are following procedures for data entry and management.

Develop and implement a programme of training to support all database users to maximise the benefits the CRM brings:
1. Develop and deliver comprehensive induction and ongoing training and associated ‘How to’ documentation for users.
2. Develop, implement, communicate and regularly review database protocols and procedures ensuring they are up to date and being followed by staff.
3. Work closely with users to identify opportunities to improve processes and ways of working across YAA, including updating and maintaining internal user guides and process maps.
4. Provide technical support for users.

Staffing and Budget Management
1. Train staff and volunteers in the use of the data management systems.
2. To work closely with the finance team in ensuring fundraising income data is robust and meets all relevant financial management and reporting requirements.
3. To propose and monitor the CRM budget and manage the relationships with key suppliers to ensure value for money for YAA.

Knowledge & Skills Required;

Essential:
❖ Previous or current experience in a Database Management role
❖ Demonstrable record of success in working with CRM’s (YAA’s CRM is Beacon)
❖ Experience of data import protocols – extracting data and transforming it ready for import
❖ Experience of relationship building and management with various stakeholders internally and externally
❖ Proficient in MS Office, particularly Word, Excel, PowerQuery and Outlook
❖ Highly organised, meticulous with a thorough approach to work
❖ Ability to see projects through from start to finish, managing time and tasks effectively with a varied workload, including following up with colleagues and stakeholders
❖ Ability to multi-task and manage conflicting priorities
❖ Excellent interpersonal skills with the ability to communicate effectively both orally and in writing to a wide range of people
❖ Numerate and literate

Desirable:
❖ Experience of managing a CRM in a charity/fundraising role
❖ SQL skills
❖ Strong analytical skills and ability to consider the wider picture including future scenario planning
❖ Training skills

For further details on how to apply and for the full job pack, please visit our website.

Reporting to the Head of Finance and working alongside the Finance assistant, you will oversee the day-to day bookkeeping processes within the Keswick Ministries office. In addition, you will work closely with the Head of Development to manage supporter relationships in our CRM system. During the annual Convention you will coordinate the ‘Gift processing team’ and throughout the year you will have the support of a small team of regular volunteers who help with processing gifts on a weekly basis.

Data and Systems Officer 

Role Details & Staff Benefits 

Salary: £30,385 gross per annum 

Duration: Permanent 

Hours: Full-time 

Location:Hybrid – NASP have an office space at London's Southbank Centre which can be used by staff at any time. The role will be expected to work up to 2 days per week in the office with the remainder at home, depending on agreed hours. There may also be additional travel required for staff days, site visits and other events. 
 

NASP offer a range of core benefits for staff including:   

• 30 days paid annual leave per annum, plus Bank Holidays   

• An additional day of paid leave per year on your birthday  

• Opportunities for Volunteering & CPD days each year  

• Opportunity to request flexible working arrangements, including compressed hours  

• Contribution to annual eye test, eyeglass purchase, and flu vaccination  

• Access to discounts across the Southbank Centre site; including free/discounted reciprocal access to participating galleries & museums in London & the UK 
   

Applications are welcomed from applicants who wish to apply for a position based on a flexible working arrangement. Should a candidate be successful after the interview stage, any reasonable requests will be reviewed and be sought to be accommodated within the needs of the role. All appointments are subject to proof of right to work in the UK, references and a 3-month probationary period. 

About NASP 

The National Academy for Social Prescribing (NASP) is a registered charity and company limited by guarantee. Our goals are to promote social prescribing and to bring about a social revolution in wellbeing, as set out in the NASP Strategic Plan.

To learn more about our organisation, partners, and social prescribing, please visit our website.

Our working culture values flexibility, wellbeing, and collaboration. We are committed to creating an inclusive workplace and supporting our staff to work in ways that suit both their roles and personal circumstances, fostering an environment where everyone can thrive and contribute to the success of the organisation. 

Inclusion at NASP 

We particularly welcome applicants from global majority and LGBTQIA+ communities, those with lived experience relevant to social prescribing, and those who identify as disabled and/or neurodiverse.

As a Disability Confident Employer we guarantee an interview to candidates who identify as disabled and opt into the ‘Guaranteed Interview Scheme’ on our application portal, provided they meet the minimum essential criteria for the role. 

We are committed to creating a fair, accessible and supportive recruitment process, and to removing barriers wherever possible. We will consider reasonable adjustments at every stage of the recruitment process to support individual needs. Adjustments will depend on your specific circumstances and request, but may include: 

• Flexibility with interview times and formats and locations 

• Providing application materials in alternative formats

• Accepting applications in alternative formats including video or audio 

If you require adjustments, an alternative method of application, or would like to discuss your needs, please contact us and we will be happy to support you. 

How To Apply 

To apply for this role, please follow the link to our application portal. You will be required to upload your CV and covering letter only, outlining how you meet the requirements of the role and person specification. Please note that any additional files (such as reports) will not be considered during shortlisting.

To support us with monitoring our Equal Opportunities Monitoring, we ask also all candidates to complete our Equal Opportunities form. Your responses will not be shared with the panel or used to make any recruitment decision.

The deadline to apply is 9am on Monday the 13th of July. 

First stage interviews will be held on Wednesday the 29th & Thursday the 30th of July 2026. You will be able to indicate on our application portal whether you will be available or unavailable during this period. 

For more information on the role, please email any questions to us via the email on the job description document. We look forward to hearing from you about the role of Data and Systems Officer. 

Job Description & Person Specification 

Purpose of This Role: 

This key support role will work with colleagues across the organisation to ensure NASP’s data and key systems, including our CRM (Microsoft Dynamics 365), dashboards and databases, are effective, accurate, and useful. This includes improving data capture, enabling consistent reporting, and ensuring that quality data can be used to support organisational priorities.

The role will support colleagues to use systems confidently and understand data requirements, providing analytic solutions that meet the needs of the organisation, and identifying where practices and systems can be improved.

The role will sit within the wider Operations team who oversee the core business and operational functions of NASP, including Finance, HR, Governance, Project Support, Administration, and Logistics. As a member of this team, the role will provide general administrative support to NASP programmes, liaising with our CRM support provider (Chorus) and IT provider (Logicata) to act as an essential bridge between internal colleagues and these external technical experts.

As NASP continues to develop its membership and training offers, the Data and Systems Officer will support the growth of this work, ensuring that systems and data flows are aligned, and leading on the technical management of data within these systems. The role will also support teams with reporting and evaluation, making effective use of NASP’s data. 

This is an ideal opportunity for a proactive and highly organised individual with excellent data management, administrative, and technical skills (particularly working with CRMs) to support across the range of NASP’s programmes and projects, as well as development of new systems and processes. 

Person Specification: 

Essential 

• Knowledge of the VCFSE sector and/or Social Prescribing 

• Good working knowledge of CRM systems, preferably Microsoft Dynamics 365 (including technical skills) 

• Experience of administrating/managing membership systems or other databases 

• Knowledge of GDPR and other Data compliance requirements 

• High-level numeracy, logical reasoning, accuracy and attention to detail 

 Desirable   

• Comfortable working with large, complex data sets and identifying trends and data quality issues 

• Strong Microsoft Excel skills, and experience with data visualisation tools 

• Experience in the charity, health, or public sector 

• Ability to work within a busy environment and effectively prioritising and managing own workload 

• Ability to manage working relationships with external partners & providers 

• Experience in training & upskilling colleagues (particularly in data management, systems & processes) 

• Affinity with NASP’s Values as defined in the NASP Strategic Plan 

Responsibilities: 

CRM and Systems Management  

• Ensure colleagues across the organisation are effectively using the CRM (Microsoft Dynamics); as well as other key data systems, supporting with staff training and guidance, providing advice and support where needed to ensure the team feels positive and confident using them in their day-to-day work.

• Undertake regular reviews & audits of data stored on the CRM to amend errors (e.g. duplicate records), and identify gaps or areas of concern, ensuring a smooth user experience. 

• Work closely with our CRM support provider (Chorus) to manage any support requests and technical errors, undertaking any updates, fixes and developments to the system where required. 

• Proactively identify any CRM and wider system processes that can be improved or developed, working with NASP colleagues to ensure the CRM is being effectively integrated into their work. 

• Working with the Strategic Project Manager, undertake regular contract reviews with our CRM provider to ensure value for money and quality of service.

Data Management 
 

• Oversee NASP’s Data inbox, responding to enquiries and escalating concerns or risks. 

• Working with Director of Operations to proactively support NASP to meet data compliance; to identify any data risks and to mitigate these, including gaps in data capture or poor system use. 

• Present data through reports and produce insights to support NASP’s evidence, evaluation and reporting needs (e.g. for grant funders, programme evaluation or trustee board reports). 

• Work with NASP colleagues to improve how data is used in their work, building good data habits across the organisation. 

• Identify and address common issues in how documents and information are managed across the organisation, ensuring standards are maintained consistently across NASP.

 Systems Integration  

• Work with colleagues to support the ongoing development of NASP’s Membership & Training offers, by ensuring the data and systems that support this work are effective. 

• Support colleagues with effective data use to track the engagement, activity and growth of key networks and communities. 

• Provide administrative support to establish and develop any new systems, working with colleagues and external providers as needed, ensuring that data flows between existing systems are aligned. 

• Work closely with the Communications team to ensure the NASP website supports the capture and flow of data effectively. 

• Liaise with our IT provider (Logicata) for anything relating to the Microsoft suite, including technical support.

General 

• Take a proactive approach to support and lead administrative reviews / efficiencies across the organisation, ensuring consistency of approach. 

• Work with teams across the organisation to help ensure we are delivering business objectives. 

• Support the Communications team and other colleagues in managing NASP shared mailboxes, including deputising for colleagues where necessary. 

• Support the Operations team in the ongoing maintenance of business, finance and project management processes & systems. 

Reporting To: Strategic Projects Manager (International, Arts & Grants) 

Role Purpose

The Relationship Fundraiser will support the Philanthropy Manager to secure and increase income through the charity’s Philanthropy strategy.

The post holder will support with developing a robust pipeline of prospects and will be responsible for managing a portfolio of new and existing major donor relationships. You will be creative and analytical and provide first class research, administration, relationship management and database skills and provide excellent donor stewardship.

Main Responsibilities

· Work with the Philanthropy Manager to prepare and implement creative donor cultivation and stewardship plans to secure new donors and develop current relationships, including:

- Creative cases for support with associated budgets.

- Adapting information for specific donors using different approaches for different audiences.

- Developing engaging thank you letters and reports. 

· Manage an agreed portfolio of mid-value major donor relationships and prospects, with the support of the Philanthropy Manager and deliver excellent stewardship and tailored fundraising proposals.

· Provide timely and high-quality updates to donors on the charity’s activities and impact and value of gifts. Work with the Communications team to ensure that major donor supporters receive engaging and relevant marketing materials.

· Research and identify potential donors to build a strong list of prospects, matching against key fundraising priorities, to maximise opportunities and build a healthy prospect pipeline.

· Develop processes and systems to ensure the effective management of all relevant information, including keeping all records up to date on the CRM database (Sales Force) including all actions, communications and proposals in-line with the monthly KPIs and analyse to identify further opportunities.

· Support your line manager with income tracking and processing, contributing to financial targets, re-forecasts, budgeting and reporting.

· Be an active and supportive member of the Fundraising team and wider CBUK team, contributing to the Fundraising team’s development and targets as well as working collaboratively with colleagues.

· Ensure all associated activities are compliant with charity law, regulatory requirements and best practice, including those of the Data Protection Act and GDPR.

· Develop strong working knowledge of these areas of income generation and the wider fundraising and charity sector.

· Identify and complete relevant training, regularly reviewing relevant press and publications and keeping up to date with industry news.

· Represent the charity at meetings and events as required. This will sometimes require travel within the UK and occasionally an overnight stay.

Person Specification

Education/Professional Qualification

Essential

· Fundraising experience, preferably in a charity environment

· Experience of using a CRM database

· Experience of working with High Net Worth Individuals

· Excellent written and verbal communication skills

· Analytical approach to tasks

· Strong interpersonal skills

· Ability to multi-task and prioritise whilst maintaining excellent attention to detail

· Strong planning and organisation skills

· Strong IT skills with good working knowledge of Microsoft Office programme

· Ability to travel to meetings and events within the UK as required

Desirable

· Experience of using Sales Force database

Please don’t be discouraged from applying if you don’t meet every requirement listed in the person specification. We’d still really like to hear from you and learn more about the experience and strengths you can bring.

Benefits

· 28 days’ holiday plus bank holidays (pro rata if applicable) with increase for long service.

· TOIL for our hours work.

· Contributory pension scheme.

· Company sick pay.

· Employee Assistance Programme.

· Life assurance.

· Training loans.

· Enhanced family friendly policies.

Recruitment Timetable

Application deadline: 19th July 2026 at 5pm

We reserve the right to close the vacancy early if we receive a high number of applications for the role before the closing date.

For further details, please see the Recruitment Pack for this role.

Finance Assistant

Hours: Full-Time (34.5 hours per week over 5 days)

Location: Hybrid working (40% working from the office in Leeds)

Salary: £26,073.23 – £29,345.65

Contract: Permanent

DBS: A basic check will be required

About Us

At Epilepsy Action we are inclusive, ambitious, supportive, and committed to creating a world without limits for people with epilepsy.

As we achieve the goals in our 2024 – 2030 strategy, we are excited to welcome you to our passionate, supportive and committed team.

We understand the importance of a work life balance, and that's why we have a number of ways to support our people to achieve this. By operating a flexible and supportive approach, we empower people to work in a way that suits them that also meets the need of the charity.

If you are interested in building a career you can be proud of in an inclusive and ambitious organisation, we might have the role for you!​

About the Role

As Finance Assistant, you will play a key role in supporting the charity’s financial operations, ensuring transactions are processed accurately and efficiently. Working as part of the Corporate Services team, you will help maintain robust financial records and controls while also contributing to the development and integrity of financial and operational data across our systems. This is an excellent opportunity for someone who is detail-oriented, organised and keen to use their finance and data skills to support Epilepsy Action’s commitment of creating a world without limits for people with epilepsy.

At Epilepsy Action, we recognise the power of collaboration and teamwork, so our team members with hybrid contracts are required to work a minimum of 40% of their time at our office in Leeds. On average this is 2 days a week, normally on Mondays and Thursdays, for full-time employees.

Because regular face-to-face collaboration is an important part of this role, applicants should be based within a reasonable commuting distance of our Leeds office and be able to attend the office as required.

The expectation to collaborate in person is driven in part by your role and the activities you need to do, which may vary from time to time, so you will need to work in a flexible way to help us create a world without limits for people with epilepsy.

About You?

We are looking for someone who:

• Has strong attention to detail and a high level of accuracy.
• Has good numerical, administrative and organisational skills.
• Has the ability to follow processes and procedures consistently.
• Is confident using financial systems, CRMs and demonstrates basic Microsoft Excel skills.
• Understands the importance of GDPR, confidentiality and handling sensitive information appropriately.
• Works collaboratively as part of a team while also being able to work independently.

Interested?

If you are interested in what you have read so far, you can submit your application via our online portal. Click apply and you will be redirected there.​

Being an Inclusive Organisation

We want everyone in our community regardless of their backgrounds, identities, abilities, or circumstances, to feel valued and respected to participate fully. We know that inclusivity isn’t about numbers; it’s about embracing diversity and ensuring that everyone's voice is heard, needs are met, and contributions are acknowledged.

We recognise that each person’s experiences shape how they think and having diverse representation across the organisation is fundamental to achieving our ambitions.

Despite this, we are not as diverse as we would like and we actively encourage applications from people from all backgrounds and cultures, particularly those from ethnic minority backgrounds who are currently under-represented.

We are also proud to be a Disability Confident Leader. This means we encourage applications from disabled people, and we are committed to interviewing disabled applicants who demonstrate through their application that they meet the essential criteria in the person specification. We want to support you to perform your best so if you require any reasonable adjustments, please let us know.

Safer Recruitment

Epilepsy Action will ensure that all staff and volunteers who work in roles which are legally entitled to get a DBS or Access NI (Northern Ireland) check are screened appropriate to the role.

If a DBS or Access NI check reveals a conviction for a sexual offence against a child or vulnerable adult, whenever it was committed, that individual is not suitable for that role and will not be recruited. Any other convictions will be considered on an individual basis.

Closing Date: Wednesday, 8th of July 2026 @ 9am

Informal Chat: Week commencing 13th of July 2026

Interviews: Week commencing 27th of July 2026

Recruitment Process: We believe that having the 1st stage interview allows us and you to have an open and honest conversation about the role, our organisation culture and what attracted you to apply. Following this, we will be inviting shortlisted candidates to face-to-face panel interview.