CRM Administrator

Grade: 7

Hours: Full time - fixed term contract - 6 months (flexible working hours considered)

Responsible to: CRM Manager

Direct reports: None

Location: ShelterBox HQ, Truro, Cornwall or Remote (UK only)

Role purpose:

ShelterBox is striving to provide outstanding information systems and technology that will maximise our fundraising and operational capability through the implementation of new software and analysis solutions that support both our fundraising objectives and the efficient delivery of aid to our beneficiaries. Having recently gone-live with a new Dynamics CRM platform earlier this year, it is an exciting time to be involved with further developing and refining the solution to meet ShelterBox needs. As part of this process, we require a CRM Administrator to help with data health checks, data management and to work with the wider CRM team supporting Service requests.

Reporting to the CRM Manager, the successful candidate will operate within the CRM Team and will contribute effectively to help us develop and improve the CRM during this key phase.

Who are we looking for?

We are looking for an enthusiastic individual with good CRM experience in an administrative role, who wants to play an important part in optimising and supporting Dynamics CRM.

This is a fixed term role at ShelterBox, and we are seeking a detailed oriented person who has experience of dealing with data health and data cleansing in a CRM. The successful candidate will work closely with the CRM Manager and the CRM Officer to improve the data health monitoring and data management of Dynamics CRM.

Main role and responsibilities

Duties will include but not be limited to:

· Working closely with CRM Officer & CRM Manager, executing data cleansing and general Master Data management tasks within Dynamics CRM

· Work with wider fundraising teams to offer assistance with their data cleansing tasks, structures and stewardship

· Maintaining a log of changes made/tracking progress

· Understand, investigate, report and seek to rectify data quality issues

· Developing data import templates (or changes to existing ones) to onboard data sources successfully - in collaboration with CRM Officer

· Champion data quality, highlighting issues when identified and proactively working to resolve them - in collaboration with CRM Officer

· Ensure the CRM fulfils all data collection requirements, ensuring regulatory compliance and adhering to Charity GDPR policy and processes at every stage, and contribute to making necessary changes.

· Support reporting development, ensuring data quality and reporting standards are adhered to

· Provide work cover for CRM Officer as and when required

· Keep within the charity's aims and objectives

· Support users, dealing with requests coming through via the Halo service portal

Any other duties as required which are deemed appropriate to the level and grade of the post.

Please note: We reserve the right to close this vacancy early if we receive a high volume of applications. We therefore encourage you to submit your application as soon as possible