CRM Officer

The Mental Health Foundation is recruiting for a CRM Officer to support the CRM team in our London office.

Deadline: ongoing (carrying out interviews on a rolling basis)
Location: London
Salary: Starting salary £36,604 rising to £40,796, including London weighting of £4,000
Hours: Full-time (32 hours per week)
Contract type: This is a fixed term role for 6 months

This exciting CRM Officer role will support the data team with data imports, data selections and processing of income.

The Foundation has just started using a new CRM after undergoing a CRM migration from Raiser’s Edge, a very exciting time to be joining the Foundation! This role, alongside with other members of the CRM team, will liaise with the CRM Project Teams to support and ensure the successful outcome of the project and get us up to BAU.

What does the role involve?

• Manage data processes, imports and exports of all fundraising data including direct debits, new donors, email signups etc. in accordance with agreed protocols and in agreement with CRM Manager.
• Ensure that the use of the Fundraising database and the capture of all data from supporters or prospects conforms to data protection guidelines including GDPR relating to supporter preferences and consent.
• Support training for colleagues using the new CRM (Beacon) and help ensure all members are trained and kept up to date on new features and enhancements as they require to do their job effectively.
• Support the reconciliation of the bank statement with Beacon and ensure the Finance team know where to find information to enable accurate coding for management accounts.

What skills, knowledge and experience are we looking for?​

• Demonstrable relevant experience working in Fundraising, or a Charity database team role using Raiser’s Edge or any database similar, with experience of CRMs in general.
• Evidenced experience of managing high volumes of personal data using a large and complex supporter/CRM database.
• Evidenced ability to think analytically and deliver the most effective and accurate solutions for data capture, manipulation and reporting.

Safeguarding is Everyone’s business – Mental Health Foundation is committed to safeguarding and promoting the wellbeing of all its beneficiaries, those who surround them, its staff, volunteers, and anyone else who comes into contact with its services and expects all trustees, staff, and volunteers to share this commitment. The successful applicant will be subject to appropriate vetting procedures (proof of eligibility to work in the UK, proof of residency and satisfactory employment screening, including a Disclosure check and two most recent references) along with 3-year renewals of Disclosure checks. We are unable to provide sponsorship for this post, you must be able to demonstrate your eligibility to work in the UK.

How to apply

If you think your skills match and you’d like to be part of a dynamic and growing organisation, please complete and submit your application via our website. Please ensure you attach an up-to-date CV and statement of suitability answering all points of the person specification. We will be carrying out interviews on a rolling basis for suitably strong candidates, so we encourage you to submit your application as early as possible.

We believe our people should represent the communities, organisations and individuals we work with. Diversity and inclusion is a strategic priority for us as an employer and mental health charity, and we are proud to be signatories of the Business in the Community Race at Work Charter and the Disability Confident Committed Scheme. Applications from under-represented sections of the community are actively encouraged.

If you have a disability, require any additional support or have any questions regarding the role, please contact us. We make reasonable adjustments throughout the recruitment process and during employment. Disabled candidates who meet all the essential person specification criteria will be offered an interview. Therefore, please do ensure you tick the relevant box on the application form and clearly indicate in your application/covering letter if you consider yourself to meet the requirements of the Equality Act 2010 / Disability Discrimination Act 1995.

We are currently operating mostly digital recruitment (including interviews via video conferencing). We have moved to a hybrid working model of a minimum of 2 days per week in the office and the rest working from home.

We look forward to hearing from you!