CRM Project Analyst

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.