Crm business analyst jobs

The Talent Set are pleased to have partnered with a fantastic charity organisation who are looking for a CRM Project Analyst to join their team for an initial six-month contract.

The CRM Project Analyst is responsible for working with various business units, including fundraising and communications, service delivery, and finance, to ensure that Microsoft Dynamics 365 meets the organisation’s operational and strategic needs. This role focuses on translating business requirements into clear technical specifications, improving data quality and processes, and helping drive supporter engagement, income growth, and impact reporting. Working alongside stakeholders, the successful candidate will help define a tailored Data Model and the processes to ensure ongoing compliance.

Key Responsibilities

• Engage with teams across Fundraising, Communications, Help Advice & Services, Data Quality & Compliance, and Finance to understand business processes and CRM needs.

• Facilitate workshops and interviews to capture and document functional and non-functional requirements.

• Translate requirements into user stories, process maps, and acceptance criteria to act as a bridge between technical teams, developers, and end users.

• Support the configuration of entities, workflows, forms, business rules, reports, dashboards, and integrations.

• Ensure developments follow sector best practice and align with UK charity needs, such as Gift Aid, donor journeys, and case management.

• Develop and implement the Data Model, data standards, data quality processes, and validation rules.

• Support GDPR compliance, including lawful basis tracking, data retention, consent management, and data audits.

• Develop and deliver training materials, guides, and workshops while offering mentoring and development for the existing CRM team.

• Contribute to project planning and risk management while acting as a key advocate for CRM business practices.

Person Specifications

• Proven experience as a Business Analyst, CRM Analyst, or similar role within a charity, not-for-profit, or membership organisation.

• Hands-on experience with Microsoft Dynamics 365.

• Understanding of charity-sector processes such as fundraising, donor management, Gift Aid, volunteer management, and service delivery.

• Strong analytical and problem-solving skills with excellent attention to detail, including experience documenting requirements, process maps, user stories, and test scripts.

• Understanding of GDPR, PECR, and data privacy obligations in the UK charity sector.

• Excellent communication skills, able to engage with both technical and non-technical audiences.

• Knowledge of the Microsoft Nonprofit Common Data Model, fundraising regulations, Power BI, Power Automate, or system integrations is desirable.

What’s on Offer:

• A salary of £45,000 

• Full-time opportunity,

• Hybrid working, South West London / Surrey Borders ( 2-3 day a week on-site)

• 6 month contract 

How to Apply: To apply, please submit your CV demonstrating your suitability for this role by clicking the “apply now” button.

The process: If your experience aligns with what we're looking for, a member of our team will be in contact to discuss the role with you in more detail before presenting your profile to the client. We will also ensure that all applicants receive an email to inform them of the outcome of their application. To avoid any potential delays or your application being missed, please apply solely via the 'Apply Now' button.

Commitment to Diversity: The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

We have an exciting opportunity for a Product Owner to join our fantastic Digital, Data and Technology (DDaT) team, with an initial and immediate focus on delivering a new enterprise Dynamics 365 (D365) CRM implementation.

The successful candidate will play a pivotal role in the implementation phase, ensuring the new CRM platform is delivered successfully and realises value from the outset. Beyond implementation, this is a permanent product role, with ongoing responsibility for the evolution, optimisation and long-term value of the CRM as a core enterprise platform for the charity.

Working closely with business system owners, delivery teams, stakeholders across the organisation, and third-party partners, you will define the product vision, shape and prioritise the backlog, and ensure CRM capabilities are delivered in line with organisational strategy and user needs.

You will be a key member of project and programme teams during the CRM delivery phase, before transitioning the platform into business as usual, value driven product ownership, continuously improving capabilities to meet changing organisational and user needs.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

Reporting to our Head of Business Applications, key responsibilities will include:

- Define, refine, and continuously communicate the CRM product vision, roadmap, and value proposition
- Translate organisational strategy and business needs into clear product direction, prioritising improvements that drive adoption, efficiency, and supporter experience
- Own and manage the CRM product backlog, ensuring items are clear, deliverable, and aligned with business priorities
- Work closely with cross-functional teams including programme and project managers, engineers, solution architects, business analysts, testers, and business system owners to ensure the successful delivery of CRM enhancements
- Build strong relationships across fundraising, membership, welfare, operations, digital, data, and technology teams to ensure CRM capabilities meet real-world needs
- Act as a CRM and D365 platform ambassador, championing best practice, training, and innovation across the charity

You will have demonstrable experience as a Product Owner, or similar role in digital, technology or CRM product environments. You will have hands on experience of a leadership role in agile teams and have a good working knowledge of Microsoft dynamics 365, including Agile Product Owner certifications and completion of 365 Fundamentals Learning Pathway.
This is a full time, permanent position. You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. Our shortlisting is performed on the evidence provided in your application against the Essential and Desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.

If you require the job advert or job description in an alternative format, please contact 0808 802 8080.

About the role

Are you a systems or data professional who can combine business analysis and project management skills with excellent communication skills. We are looking for a talented, enthusiastic and highly organised individual with exceptional attention to detail and strong experience of working with large customer or membership databases.

You will be a part of the Advancement Operations Data and Insight Team. The team works collaboratively to provide system management, business analysis, project management, reporting and management information for the University’s fundraising, alumni engagement and broader advancement activities.

What you would be doing

You will be responsible for improving existing processes, monitoring and analysing system use and developing new data solutions so that the University’s business practices are enhanced, building strong collaborative relationships across the University to achieve this. You will also contribute the design and delivery of training programmes, producing accessible documentation and monitoring database use across the University to ensure it is consistent and accurate.

What we are looking for:

• Extensive experience of using all aspects of BBCRM or a similar fundraising CRM
• An understanding of the theory of large, complex relational databases, and experience of designing and implementing new data structures and system processes
• High level competence with MS Excel
• Experience of developing and delivering training programs, and designing systems for ongoing guidance and training, ideally related to databases
• Experience of gathering, interpreting and documenting business requirements

What we can offer you:

• The opportunity to play a key role in embedding the new CRM system 
• The opportunity to participate in the next phase of alumni engagement and philanthropy at Imperial, as we embark on our ambitious fundraising campaign 
• Benefit from a sector-leading salary and remuneration package (including 41 days’ annual leave and generous pension schemes)
• Be part of a diverse, inclusive and collaborative work culture with various staff networks and resources to support your personal and professional wellbeing

Further Information

This is a full-time post (35 hours per week).

This role is for a fixed-term contract for 12 months.

Please note that job descriptions are not exhaustive, and you may be asked to take on additional duties that align with the key responsibilities mentioned above.

Closing date: 3 March 2026

About Imperial

Welcome to Imperial, a global top ten university where scientific imagination leads to world-changing impact.

Join us and be part of something bigger. From global health to climate change, AI to business leadership, we navigate some of the world’s toughest challenges. Whatever your role, your contribution will have a lasting impact.

As a member of our vibrant community of 22,000 students and 8,000 staff, you’ll collaborate with passionate minds across nine London campuses and a global network.

This is your chance to help shape the future. We hope you’ll join us at Imperial.

Our culture

We work towards equality of opportunity, eliminating discrimination and creating an inclusive working environment. We encourage applications from all backgrounds, communities and industries, and are committed to employing a team that has diverse skills, experiences and abilities. You can read more about our commitment on our webpages.

Our values are at the heart of everything we do and everyone in our community is expected to demonstrate respect, collaboration, excellence, integrity and innovation.

About Us

Philanthropy & Alumni Engagement (P&A) provides a fundraising and alumni engagement function in support of King’s College London. We are proud to work with colleagues across the university and its health partners to help them serve society through world-leading education, research and healthcare.  Our work also includes a partnership with the Maudsley Charity in support of children’s mental health initiatives between the university’s Institute of Psychiatry, Psychology and Neuroscience and the South London & Maudsley NHS Trust.

We are a committed team that brings together fundraisers working across different channels, alongside colleagues who promote King’s College London’s engagement with its worldwide alumni community. Our work is underpinned and enhanced by a range of dedicated professionals in supporting areas covering proposition development, supporter engagement, supporter operations and business operations.

We have an impressive, well-established track record of success in securing support that allows the university and partners to deliver on their missions. This includes our global, award-winning World Questions: King’s Answers campaign, which set the standard in the sector and enabled us to raise substantial funds to help tackle some of the world’s biggest challenges. Ambitious and innovative, the team has won awards such as a CASE Platinum Award for Fundraising and a CASE Gold Award for Donor Relations and Stewardship. We are strongly values-driven with a focus on sustaining an excellent and supportive culture, which we see as key to creating a successful team that can support the university and its partners in making a real and positive difference to the world we live in.

More on King’s College London

King’s College London is an internationally renowned university delivering exceptional education and world-leading research. The university is dedicated to driving positive and sustainable change in society and realising our vision of making the world a better place.  Through its commitment to exceptional education, impactful research and genuine service to society, King’s College London is creating positive change in its communities, both in London and on the world stage. The Strategic Vision 2029 looks forward to King’s College London’s 200th anniversary in 2029 and sets out ambitious plans in five key areas: 

· Educating the next generation of change-makers;

· Challenging ideas and driving change through research;

· Giving back to society through meaningful service;

· Working with our local communities in London;

· Fostering global citizens with an international perspective.

About the role

The Data Analyst works within the Data Team, using and transforming data from multiple sources to produce high quality, digestible reports, dashboards, and bespoke pieces of analysis for our fundraising and alumni colleagues.  You will also lead on any benchmarking projects, both the submission of data and the interpretation and presentation of their findings.  Being a clear communicator of often complex information, you will deliver insight into the performance of our various fundraising and engagement programmes, giving colleagues the information they need to continually innovate and improve.

In addition, you will have a raft of technical skills and approaches that will enable you to efficiently transform source data from multiple data sources ready for import into our Dynamics CRM system.

You will be keen to learn and develop, embracing new technologies and ways of working, and will work with the Data Team and others across the department to improve the quality of the underlying data we all rely on.  You will also work closely with others in the team, IT colleagues and other users across the organisation to shape future CRM features.

You will be required to liaise and work collaboratively with other teams on new fundraising projects and initiatives, thereby ensuring a joined-up approach, that future reporting requirements can be met, with learning shared and insight retained.  You will often need to manage multiple requests and prioritise your workload, albeit we have adopted an Agile approach to development.

This is a full time post (35 hours per week), and you will be offered an indefinite contract.

P&A has a hybrid working approach, with a minimum of 40% of time in the office. Typically, this equates to two days per week, but we’re very happy for colleagues to be in more frequently if they so wish.

About You

To be successful in this role, we are looking for candidates to have the following skills and experience:

Essential criteria

1. Knowledge of data insight, analysis and reporting techniques.

2. Significant experience of working with a fundraising or marketing CRM in a technical, database management or report writing capacity.

3. Strong SQL skills.

4. Experience of building reports and dashboards using Power BI or other data visualisation tools.

5. Ability to create data transformations using tools such as Power Query, Power Automate and/ or VBA macros.

6. Experience of manipulating large or complex datasets.

7. Ability to communicate often complex and technical information in a clear and digestible way to a wide range of stakeholders, both internal and external.

8. Experience of managing conflicting deadlines and multiple priorities.

Desirable criteria

1. Knowledge of data modelling/ analysis techniques.

2. Experience of using Microsoft Dynamics and its associated applications such as Customer Insights.

3. Experience of building dashboards within Microsoft Dynamics.

4. Knowledge of other programming languages, such as DAX and M.

5. Restless enthusiasm for learning new technologies and improving processes.

Downloading a copy of our Job Description

Full details of the role and the skills, knowledge and experience required can be found in the Job Description document, provided at the bottom of the next page after you click “Apply Now”. This document will provide information of what criteria will be assessed at each stage of the recruitment process.

Further Information

At King’s, we believe that the diversity of our community and a culture that is welcoming, open, inclusive and collaborative, are great strengths of the university.

The Equality Act of 2010 protects the rights of our students and staff and provides a framework to fulfil our duties to eliminate unlawful discrimination, harassment and victimisation and in addition, to advance equality of opportunity and foster good relations between those who share a protected characteristic and those who do not. At times, this will include balancing rights and beliefs that can feel in tension.

We are committed to free speech and to academic freedom, believing that our foundational purpose as a university, is to create spaces where a wide range of ideas, including ideas that are controversial, can be discussed and debated, and where members of our community can express lawful views without fear of intimidation, harassment or discrimination.

When engaging in the robust exchange of ideas, we ask that our community is mindful of our Dignity at King’s guidance.

We ask all candidates to submit a copy of their CV, and a supporting statement, detailing how they meet the essential criteria listed in the person specification section of the job description. If we receive a strong field of candidates, we may use the desirable criteria to choose our final shortlist, so please include your evidence against these where possible.

To find out how our managers will review your application, please take a look at our ‘How we Recruit’ pages.

 Close Date: 08-Mar-2026

This roles with have two interview stages, a standard skills-based interview followed (for up to two appointable candidates) by a Core Values interview.

First stage interviews are week commencing 16th or 23rd March.

Core Values interviews are due to be held week commencing 23rd or 30th March.

We are looking a skilled Insights Analyst to transform our fundraising and supporter data into clear, meaningful insights that guide fundraising strategy. You will lead the development of our reporting suite, collaborate with teams across the charity, and help embed strong evaluation practices.

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You will design dashboards, build KPIs, analyse trends, and support teams to make evidence-based decisions. This role is ideal for someone who enjoys combining technical expertise with partnership working and strategic thinking.

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Contract

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• £40,000 - £45,000 per annum plus benefits
• Full Time (35hrs per week)
• Fixed Term (18 months)
• Hybrid working with link to Ewell office
• In-person working: Meeting in person and working collaboratively are things we value. We work in person around 2 days or more per month.​
• We are passionate about flexible working, talk to us about your preferences 

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What You’ll Do

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• Build and maintain Power BI dashboards and KPIs
• Evaluate the performance and effectiveness of fundraising campaigns
• Analyse income trends and present insights to technical and non‑technical audiences
• Support teams to evaluate activities and embed data‑led decision‑making
• Work with stakeholders to understand insight needs and improve reporting processes

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What You’ll Bring

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• Strong Power BI skills (DAX, data modelling, Power Query)
• Knowledge of data modelling best practice
• Ability to turn complex data into clear, meaningful insights
• Experience with evaluation methods and KPIs, ideally in fundraising
• Excellent communication skills and attention to detail
• Ability to manage multiple priorities and document reporting processes
• Experience with fundraising CRMs (desirable)
• Strong SQL skills (desirable)
• Financial modelling or online performance evaluation experience (desirable)

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Full Job Description and Person Specification below​​

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Why Samaritans?

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At Samaritans, you’ll be part of a people-first organisation deeply committed to inclusion, compassion and learning. You’ll contribute to a team where your voice matters, your expertise makes a difference, and your work helps save lives.

We welcome applications from individuals with lived experience and encourage those from underrepresented communities to apply. We are committed to creating an environment where all our people feel seen, heard and supported.

You’ll join a values-led organisation with a powerful mission and a collaborative culture. We offer flexible hybrid working, excellent benefits, and the chance to make a tangible difference in suicide prevention across the UK and Ireland.

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For further information about Samaritans, including our charity structure, values, employee benefits, and application process, please read our recruitment brochure available below. You can also visit our careers website to access this.

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We recognise the enormous benefits and the social justice imperatives of ensuring diversity at every level of our organisation. Samaritans is wholly committed to inclusion and diversity and to building a culture and environment where everyone is appreciated for the unique person they are. To ensure Samaritans is representative of those we support and who support us, we particularly welcome applications from disabled, racialised minority and LGBTQ+ candidates, as these people are under-represented at Samaritans.

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Apply now

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If this sounds like the opportunity for you, please apply. You will be asked to some answer short application questions and to upload your CV.

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We kindly ask that you don’t rely on AI tools for your application answers, or to generate interview answers. We want to see your own unique ideas and writing skills. We want your application to stand out from the rest and showcase your own strengths.

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​Applications close: Monday 16 March 2026 at 09:00am

Interviews: w/c 23 March onwards