Data & Insight Officer

Winstons Wish

Remote

£30,000 per year

Full-time

Permanent

Save Saved

Job description

Role Purpose

Responsible for documenting and maintaining up-to-date fundraising income processes, ensuring the accurate and efficient integration of donation data from multiple platforms into the organisation’s CRM (Salesforce). Focus on maintaining current and comprehensive supporter records to optimise engagement and maximise fundraising income. Provide strategic insight through audience analysis and data reporting. Collaborate with colleagues in the Corporate Services Team to reconcile income streams monthly. Offer database support, guidance, and training to fundraising staff to improve data quality and enhance the overall effectiveness of Salesforce.

Main Responsibilities

Specific Duties

Conduct a comprehensive audit of existing fundraising income recording processes to identify inefficiencies, gaps, and opportunities for improvement.
Manage income data processes ongoing, imports and exports of all fundraising data.
To manage and execute data imports from the Winston’s Wish website and various online giving platforms, ensuring accuracy of data, monitoring, and reconciliation.
Ensure all donation income paid into the bank account is entered accurately onto Salesforce.
Supporting the setup of events & campaigns in Salesforce to ensure effective tracking and reporting.
To continuously review processes to ensure optimal, and compliant ways of working. Proactively making recommendations to the Director of Corporate Services and Head of Data and IT to ensure accurate, efficient, and timely data management.
Ensure that the capture of all data from supporters conforms to data protection guidelines including GDPR. Optimise processes relating to managing supporter preferences and consent, to enable personalised, targeted, and effective supporter journeys.
Work with relevant colleagues to provide audience insight and analysis for the fundraising team to support income generation.
Undertake any other duties or responsibilities as reasonably required by the Head of Data and IT, in line with the scope and level of the role.

All Staff

Contribute to the vision and mission of Winston's Wish; whilst embedding the values into your daily work activities.
Promote equality of opportunity and diversity in accordance with Winston’s Wish policy.
Contribute to the overall success of the charity’s fundraising needs by providing case studies, attending events and adding value to the experience of our supporters as required.
Contribute to the brand and reach of the charity by working alongside our Marketing & Communications Team when relevant press opportunities arise or when required for social media and online content (including the use of photography).
Work to objectives, targets and work plans agreed with your line manager.
Undertake specific projects and other ad hoc duties agreed with your line manager, fulfilling any deadlines, reviews and reporting procedures required.
Take an active part in the quarterly review process and participate in training agreed with your line manager.
Recognise and champion the lived experience of children and young people with bereavement within your work.
Ensure the health and safety of all colleagues, volunteers and visitors in accordance with Winston’s Wish policy.

Person Specification

Essential

Experience of using a database (Salesforce) to enter, maintain, and import data.
High computer literacy with comprehensive knowledge of Microsoft office applications especially Excel.
Ability to work effectively as part of a team and to take initiative when appropriate.
Strong understanding of data protection guidelines including the General Data Protection Regulation (GDPR).

Desirable