Crm data planning executive jobs

Internal Job ID: 010
Reporting to: Director of Development
Salary: £53,000 - £57,500
Hours: Full Time (35 hours per week)
Key Relationships: Director of Development, CEO, COO, Trustees, External Partners
Location: Hybrid
 
Overall Purpose
 
The Fundraising Lead will both raise money to support the sustainability of NHS Charities Together and contribute to supporting NHS Charities to increase their income.
 
The role oversees the day to day operations of both our fundraising activity and our practical support to members.
 
Overall Objectives

• Lead the strategic development of a simplified individual giving programme focused on donor retention, stewardship, and legacy conversion.
• Oversee the creation and rollout of scalable, white-label fundraising products or campaigns that enable member charities to increase income and deepen supporter engagement.
• Oversee and support the development and stewardship of corporate relationships to deliver partnerships in support of our mission.
• Guide and empower a skilled team to deliver donor-centric fundraising with excellence and empathy.
• Ensure all fundraising activity is compliant, data-informed, and aligned with NHS Charities Together’s values and strategic priorities, ensuring it complements and doesn’t compete with our members.
• Support a culture of innovation, collaboration, and strategic philanthropy across NHS Charities Together and its member network.

 
Key Responsibilities
 
The main duties and responsibilities of the role holder are as outlined below:
 
NHS Charities Together Fundraising Strategy

• Oversee the shaping of and support the Stewardship Manager on the delivery of a simplified, effective individual giving programme aligned with NHS Charities Together’s strategic priorities, with a focus on the retention and upgrade of existing donors and avoiding competing with our members.
• Ensure individual donors are regularly engaged and asked for appropriate cash gifts through a light-touch programme.
• Ensure that legacy messaging is prominent in the donor engagement cycle, to inspire existing donors to consider long-term support, aligned with their gratitude to the NHS, with appropriate pathways offered.
• Oversee prompt, accurate, and heartfelt thanking processes for all donations.
• Manage the welcome journey for unsolicited donations, and oversee the cost-effective management of existing commitments for community or events-based activity to ensure a return
• Lead stewardship for donors giving up to £25,000.
• Oversee and support the Partnerships & Philanthropy Manager to manage the relationships with selected key corporate relationships, identifying opportunities for partnerships and liaising closely with NHS Charities Together colleagues to support the development of fundable propositions which benefit our sector and our own organisation.

 
Sector Fundraising Support

• Champion sector-wide change by equipping member charities with scalable, plug-and-play fundraising products and strategic guidance that enhances their income generation capacity through individual giving, working closely with the engagement team.
• Oversee the development of support the Products Manager on the rollout of replicable or white-label fundraising products, starting with the roll-out of a lottery and legacy product, and on the development of campaigns (e.g. focused on grateful patients).
• Oversee and drive the thinking on future fundraising products that will appeal to and benefit our diverse group of member charities.
• Work closely with the engagement team and other NHS Charites together staff to tailor activity in line with segmentation and engagement strategies.
• Build trusted relationships with member charities, positioning yourself as a knowledgeable and empathetic fundraising expert.
• Contribute to supporting NHS Charities to raise their income, providing advice and guidance 1:1 and through supporting the delivery of member events. Where required support the delivery of paid for consulting support to NHS charities on fundraising.

 
Team Leadership & Compliance

• Lead and motivate the team, providing effective direction in their activities to ensure individual and team objectives are achieved.
• Deliver the new NHS Charities Together fundraising programme on budget and on target, and ensure appropriate reporting is delivered to support our governance.
• Directly line manage the Stewardship Manager, Products Manager and Philanthropy & Partnerships Manager
• Ensure excellent use of the CRM for donor engagement, reporting, and data management, and ensure the development of efficient systems and process that maximise donor income and satisfaction.
• Ensure all fundraising activity complies with relevant legislation, including GDPR and the Data Protection Act.
• Contribute to a culture of strategic philanthropy across the organisation.

 
Other duties

• Visibly live NHS Charities Togethers values, including our commitment to diversity and inclusion.
• Carrying out the duties of post in accordance with NHS Charities Togethers policies and procedures on Health and Safety and take responsibility for ensuring personal health and safety.
• Working flexibly, prioritising workload, and working effectively as part of a team. Demonstrating an ability to work calmly and effectively when under pressure of tight deadlines, to deliver work on time and to a high standard.
• Adhere to relevant legislation, best practice, policies, and processes including, but not limited to charity law, the fundraising regulator, GDPR and professional codes and standards.

 
This is not meant to be an exhaustive list of duties. The need for flexibility is required, and the post holder is expected to carry out any other related duties that are within the employee’s skills and abilities whenever reasonably instructed.
 
Competencies
 
Teamwork – ‘One charity’, working within and across teams

• Collaborates across teams, ensuring our approach is aligned with our support of members and the segmentation strategies we are pursuing.
• Builds strong relationships internally, and models a ‘one charity’ approach.
• Identifies and creates opportunities to support members, and works with colleagues to identify how to best to deliver support

 
Building trust and respect – listen, feedback and learn

• Provides clear leadership, fostering a strong team and supporting individuals to perform.
• Models our values through their work, seeking to support colleagues and understand their perspectives.
• Proactive and adaptable to support the wider work of the organisation as required

 
Responsibility – owning your part in our success

• Takes responsibility for maximising our fundraising return, keeping costs to a minimum.
• Proactively adjusts our approach to deliver maximum success, and keeps the organisation updated on likely returns.

 
Professionalism – creating an environment to achieve success

• Maintains virtual and face to face presence across NHSCT and with key supporters and third-party agencies.
• Takes a learning approach to ensure we continually improve our fundraising
• Upholds the highest standards of integrity, ethics, and transparency, ensuring we always work within the Fundraising Code

 
Stakeholder focus – understanding the needs of our key stakeholders and audiences

• Passionate about supporting NHS charities and helping them to increase their income.
• Seeks to understand the needs of NHS charities, shaping our support to maximise our impact in supporting them to raise income
• Ensures our stewardship and fundraising work does not compete with members.

 
Acumen – Sound decision-making

• Adapts and shapes appeals and campaigns based on learning to deliver success.
• Identifies and shapes member support around what is most effective.

 
PERSON SPECIFICATION
 
Qualifications/Education:
 
Desirable

• Fundraising Qualification, Chartered Institute of Fundraising, or equivalent

 
Knowledge, Skills and Experience:
 
Essential

• Demonstrable success in developing and delivering fundraising strategies across a range of disciplines/mediums (e.g. individual giving, legacy, products, corporates) to meet or exceed financial targets.
• Ability to identify and act on opportunities for innovation in donor engagement and fundraising product development.
• Entrepreneurial with a high level of motivation and initiative, and a demonstrable desire to succeed and achieve results.
• A passion for thoughtful, accurate and timely donor stewardship
• Experience in building credibility with senior external stakeholders and managing relationships with diplomacy
• Experience managing external relationships with suppliers
• Strong interpersonal and communication skills.
• Experience of leading and managing successful teams, providing clear direction and creating a values-based culture

 
Desirable

• Experience in individual giving or retention programmes
• Experience in developing corporate partnerships.
• Experience working within an NHS charity or large health-related fundraising environment.
• Consulting or advisory experience, or of providing specialist advice

 
Benefits: 10% employers pension contribution (NEST) HSF Health cash Plan-covering employee partners and dependants under 18 28 days Annual Leave plus bank holidays and increases with length of service 2 hours weekly wellbeing time out Employee assistance program , offering GP advice lines, virtual doctors, prescription services, emotional wellbeing support, a legal help line and counselling. Funded eye site test (Specsavers) Pay it forward days- 2 days volunteering Mindful Employer Perkbox and Reward Gateway – discount platforms
 
REF-226 887

Are you someone who...

• ...wakes up motivated to use your fundraising expertise to solve some of the world's most pressing issues: climate change, food security, and public health?

• ...is energised by the challenge of building a high-value donor pipeline from the ground up?

• ...is a strategic connector, adept at building genuine relationships with donors?

If this sounds like you, we’d love you to apply for our Philanthropy Manager role at ProVeg UK. 
 

Role Summary

Our fast-growing team at ProVeg UK has ambitious targets for the coming years, and we need innovative, entrepreneurial thinkers to help us reach them for 2026 and beyond. 

The primary focus of this role is to establish and lead our UK mid-major level (HNWI) donor function alongside our Co-Executive Director. We have a successful track record with Trusts and Foundations (T&F) and are now looking to cultivate a diverse portfolio of funders who are accelerating the transition to a sustainable food system, tackling climate change, and ensuring the food we eat is good for all. You will be the architect of this new HNWI income stream - researching, qualifying, and securing transformational gifts from scratch.

While philanthropy experience is essential for this role, you will also collaborate with our Development Manager to oversee our established T&F portfolio. We are predominantly seeking strong philanthropy specialists and are happy to provide training on grant applications where needed.

This is a pivotal role for someone looking to lead on a high-impact fundraising strategy and help secure the vital resources needed for our continued success. 

You will be a champion for our mission, able to think creatively about how to attract interest across sectors and translate the impact of our work to speak to a range of audiences. 
 

Job details

• Working hours: Part-time (28 hours per week over 4 days, i.e. 0.8 FTE)

• Contract duration: 2 year fixed contract, with possibility to extend

• Location: Remote within the UK

• Salary: £40,000 – £42,000 per year for 1.0 FTE (pro-rata’d to working hours) 

• Reports to: Co-Executive Director UK

• Start date: ASAP

• Application deadline: March 2nd
   

Responsibilities

• Establish the HNWI Pipeline by leading the proactive research and identification of new UK-based major donors. You will manage the full prospect lifecycle, from cold outreach and initial "discovery" meetings to the final ask and bespoke stewardship.

• Conceptualise, launch, and manage a new donor circle (e.g., an 'Impact Club') to create a structured engagement programme for mid to high-level supporters alongside the Co-Executive Director.

• Co-develop a creative 3-year fundraising strategy and set actionable annual and quarterly objectives.

• Plan, facilitate, and manage events, including the coordination and delivery of roundtable discussions or multi-participant meetings, ensuring effective engagement, smooth logistics, and clear outcomes.

• Create compelling, tailored cases for support and impact reports that translate ProVeg’s data into visionary narratives that resonate with wealthy philanthropists.

• Brief and support the Co-Executive Directors and Trustees for high-level meetings, ensuring they are positioned effectively to close significant gifts.

• Maintain accurate and timely records of all donor interactions, communications, and commitments within our HubSpot system, which we use to manage and track our relationship pipelines and fundraising progress.

• Collaborate with the Development Manager to maintain our existing T&F relationships, ensuring high-quality grant applications, reporting, and compliance are met. 

• Travel in and around London and other major cities in the UK to network with potential donors and represent the organisation
   

Qualifications

Essential:

• You bring 3+ years of philanthropy/fundraising experience, ideally within an NGO or a related field.

• You possess demonstrable experience in identifying and opening doors to new HNWI prospects rather than just managing an inherited portfolio.

• You are a skilled verbal communicator with the ability to lead virtual and in-person meetings with gravitas, communicating ProVeg UKs work with donors and partners in inspiring, creative, and persuasive ways.

• You possess excellent written communication skills to write inspiring, persuasive content.

• You bring an entrepreneurial mindset, and can think creatively to find new solutions to challenges. 

• You are a competent project manager, able to meet deadlines and manage a varied and fast-paced workload. 

• You display the ability to network effectively and represent ProVeg with a wide range of stakeholders, nurturing and cultivating relationships into long-term, mutually-beneficial partnerships. 

• You have a genuine passion for ProVeg’s mission and the ability to travel within the UK for donor engagement.

• You are able and willing to travel within the UK and represent the organisation at donor meetings and other related events

Preferred:

• You possess knowledge of the plant-based food sector or environmental philanthropy.

• You have acquired solid experience using HubSpot (or a similar CRM) for pipeline management.

• You demonstrate experience in (or a strong aptitude for) writing successful funding proposals for T&Fs.
   

Benefits of working with ProVeg

• A strong organisational focus on personal development, with a designated training budget.

• Provision of a work laptop.

• Flexible, trust-based working arrangements and home-office arrangements.

• Career development support.

• Mental health & wellbeing support via access to the OpenUp platform and a free Headspace subscription

• We are a workplace that encourages everyone to bring their whole selves to work. We are an inclusive workplace for our diverse employees around the world.

• Generous annual leave entitlement - 25 days increasing by one day a year to a maximum of 30 days (plus bank holidays)

• Enhanced maternity, paternity, shared parental, and adoption pay.

• Employee Assistance Programme including counselling

• Access to 24/7 virtual GP Service

• Access to the Wisdom app with exclusive perks and discounts

• Compassionate animal companion leave

• And, last but not least, become part of a great team and work with us towards a world where everyone chooses delicious and healthy food that is good for all humans, animals, and our planet!

​About ProVeg International

ProVeg International works to accelerate the transition to a sustainable global food system by making plant-rich foods and alternative proteins more accessible and appealing.

ProVeg engages with all relevant stakeholders to create a world where the food we eat is good for all people, animals, and our planet.

ProVeg has received the United Nations’ Momentum for Change Award and works closely with key UN food and environment agencies.

ProVeg creates global impact, with offices in 14 countries across five continents and more than 250 employees.

Diversity Statement

ProVeg is committed to equal opportunity in employment for all, regardless of migration history and nationality, religion, skin colour, gender, age, genetic information, disability, marital status, parental status, pregnancy, sexual orientation, HIV status, gender identity, or gender expression. People from the Global Majority, women, people with disabilities, members of LGBTQIA+ communities, older adults, neurodivergent people, refugees, and people living with HIV are explicitly encouraged to apply.

In 2020, ProVeg signed the Diversity Charter, a self-commitment and association dedicated to promoting a prejudice-free work environment.

In 2022, ProVeg achieved a score of 88.1% on the PRIDE Index, the LGBTIQ+ Diversity Performance Index, which is over 20 percentage points higher than the overall average of 67.9%.

First Give

First Give is a national charity that partners with secondary schools to inspire and equip young people with the knowledge, confidence, and skills to drive change. Through our structured programmes, students explore social issues, connect with charities, and take tangible steps to improve their community.

Empowering and equipping young people to meaningfully contribute to their community is a first step to addressing many of the challenges we face at this time of social disconnection and division. Our vision is of a more generous society where everyone is willing and able to give their time, money and skills to the causes they care about.

Corporate Parnterships Manager

We are seeking a self-motivated and driven Corporate Partnerships Manager to lead on growing and stewarding First Give’s portfolio of high-value funders. This role will focus on developing corporate partnerships and will also support our Campaign Board and major donor activity.

First Give is a small charity, with a growing fundraising team and big ambitions. You will therefore be someone who thrives in a start-up environment, brings new ideas to the table and is comfortable setting up new systems and processes. You will play a pivotal role in shaping First Give’s income growth, working closely with our Head of Philanthropy and the Director. This role will also support key engagement activities, including hosting donors at student-led Final events and facilitating employee volunteering at schools.

This is an exciting opportunity for a confident fundraiser and communicator looking for the next step in their career. Someone who thrives on strategy, storytelling, and social impact.

Contract: Full-time, 35 hours per week. Permanent.

Salary: £40K (+£2K London weighting if applicable)

Location: The successful candidate will be expected to work from our London office or attend in-person meetings and host donors at school Final events for two days per week on average. The remainder of the week can typically be worked remotely, with flexibility as required.

Reporting to: Head of Philanthropy and Partnerships

The students we work with come from a diverse range of backgrounds, and so do we.  We want to foster a diverse and inclusive culture, to empower our teams to achieve our vision drawing on the broadest possible range of experiences. We therefore particularly encourage applications from candidates from minoritised groups currently underrepresented on our executive team, particularly black and minority ethnic and disabled candidates.

Please download the candidate pack for more details, and don't hesitate to get in touch if you'd like a chat about the role or any reasonable adjustments we can make before applying: contact details provided in the candidate pack.