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At the core of RABI’s mission is the commitment to address the individual needs of farming people. We offer one-to-one, expert support, advice and guidance, tailored to the individual circumstances of the farming person.
You will be part of a wider Finance and Operations team responsible for the planning, implementation, and execution of Microsoft Dynamics and related projects within our charity, to support the long-term delivery of services across the farming community within England, Wales & Northern Ireland.
You will possess strong leadership skills, extensive knowledge of Microsoft Dynamics along with integration into 3rd party software solutions, our social and wider digital platforms for delivery of access to our farming community and partner organisations. You will understand integration of reporting tools, ideally based on social impact reporting, along with delivery via data warehouses and Microsoft reporting technology such as Power BI.
In addition, you will be responsible for the scoping and integration of our Microsoft Dynamics solution into digital platforms, such as the RABI website and associated portals for our service users, volunteers and partner organisations.
Key responsibilities:
- Project Leadership: Drive planning, execution, and delivery of Microsoft Dynamics CRM projects within set timelines and budgets, employing Agile methodologies and delivery sprints.
- Project Management: Develop comprehensive project plans, schedules, and budgets to track progress, ensuring adherence to milestones.
- Resource Allocation: Efficiently allocate resources, including personnel, equipment, and materials, to support project activities and meet requirements.
- Risk Management: Monitor project progress, identify risks and issues, and implement strategies to minimize disruptions and delays.
- Cross-functional Collaboration: Coordinate with cross-functional teams and third-party partners to ensure alignment and collaboration throughout the project lifecycle.
- Stakeholder Communication: Regularly communicate project status, updates, and issues to stakeholders and executive leadership through meetings, reports, and presentations.
- Post-project Evaluation: Conduct post-project reviews to evaluate outcomes, identify lessons learned, and implement process improvements.
- Project Management Framework: Provide guidance and leadership in developing and implementing a project management framework to support the charity’s strategic objectives.
- Social Impact Reporting Integration: Collaborate with the RABI Service Delivery team and third-party consultants to project manage the integration of social impact reporting into Microsoft Dynamics. Support will be given to Project Manager to develop knowledge in this area.
- Digital Platform Integration: Lead the relationship with stakeholders and digital delivery partners for scoping, planning, and delivering integrated portals and digital platforms into Microsoft Dynamics.
Person Specification:
Essential:
- Experience in Microsoft Dynamics CRM.
- Proven track record of at least three full lifecycles of CRM implementations.
- Integration experience with third-party applications and digital platforms.
- Proficiency in integrating reporting platforms, particularly with Microsoft Power BI.
- Successful track record in delivering large-scale projects on time and within budget.
- Strong leadership skills to motivate cross-functional teams.
- Excellent communication skills to convey technical concepts to non-technical stakeholders.
- Exceptional problem-solving abilities with a focus on driving results.
- Familiarity with Agile or other iterative project management methodologies.
- Experience in managing organizational change during large-scale IT projects.
Desirable:
- Experience in the UK charity sector.
- Familiarity with Microsoft Dynamics Fundraising & Engagement and Microsoft Cloud for Non-Profit.
- Industry-recognized project management qualifications (e.g., AgilePM or PRINCE2 Agile).
- Full UK driving license.
The client requests no contact from agencies or media sales.
Position: CRM Process Analyst and Implementation Lead
Location: Stepps, Glasgow / Edinburgh Head Office / Part Remote working
Contract: Temporary for 18 months, Full-time, 35 hours per week
Salary: £37,870 - £40,501 per annum (pro rata)
Are you someone who genuinely wants to make a difference? Are you motivated by transformational change? Have you experience in improving processes and creating successful business systems? If so, we want to hear from you!
This is a vital and exciting role that will allow the award winning fundraising team at Children’s Hospices Across Scotland (CHAS) to rethink and change how we use the CRM and the associated processes as we look ahead to the next decade of fundraising.
This multi-disciplinary role will work as part of a small team providing specialist technical expertise to manage the CRM development. You will be responsible for reviewing all existing CRM process to ensure they are appropriate for the new system as well as managing the implementation of integrations with the CRM and third party applications.
Key responsibilities
- Lead the analysis and development of existing processes to support the growth ambitions of CHAS and align with the move to an updated version of our current CRM.
- Research, propose and develop changes to policies, services and processes
- Train and support colleagues in the move to our updated CRM
- As a process improvement expert you have freedom to act to address issues identified without reference to line manager working within change control and risk management mechanisms
About you
You will have knowledge of fundraising CRMs and experience in process analysis and change. You will be an excellent project manager and communicator with a proven track record in managing system integration projects.
- Experience in implementation as a functional lead, CRM and fundraising systems or equivalent
- Demonstrable experience of process analysis, process improvement and resolving complex issues
- Highly effective team working skills, with an ability to collaborate with others and develop strong and effective working relationships across an organisation
- Excellent communicator with a friendly manner
- Meticulous approach to planning and excellent attention to detail
- Accountable for self, actions and decisions
Further Information and How to Apply
At CHAS, staff and volunteers work together as one team, focused on the common goal of reaching every family in Scotland who needs our support. We have a 3:1 ratio of volunteers to staff members in CHAS. All CHAS staff will at some point work with or alongside volunteers and will be expected to support volunteers.
Our ambition is to reach every family in Scotland who is living with the heart-breaking prognosis that their child is dying, and offer them our care and support to empower them to make the most of the short time they have together because no-one should face the death of their child alone. As CRM Process Analyst and Implementation Lead, you will be instrumental in achieving this vision.
This post is subject to a Disclosure Scotland Protection of Vulnerable Groups (PVG) check.
To be part of the future of CHAS, please click the Apply button and you will be taken to the relevant job details on our website. Here you will find further information including full job description, benefits list and contact details should you have any questions or wish to set up an informal chat.When you are ready to apply you will be asked to submit a CV and answer a few short screening questions about your relevant skills and motivation.
The client requests no contact from agencies or media sales.