Senior health information officer jobs

Digital Transformation Lead 

Reporting to: Chief Operating Officer 

Employment Status: Permanent, full-time/part-time (flexible) 

Location: Home-based 

Salary: £45k-£55k, plus excellent benefits 

Role purpose 

Adoption UK is undertaking a major digital transformation, initially focused on CRM and website development. We’re looking for a talented digital and data enthusiast to lead this transformation programme and subsequently oversee our ongoing digital development. This will be aligned to our strategy and preferred technology stack, and will include managing key relationships with our digital partners. 

You’ll refine and implement Adoption UK’s digital strategy, leading our digital transformation project to successful completion. You will work with internal and external stakeholders to ensure that the project’s vision and scope meet the business and operational needs of the charity. The role includes direct line management of a Digital Manager and matrix project management of existing roles in data management and website content management. An important part of your role will be proactively identifying opportunities to integrate digital approaches into all current and upcoming projects. 

Digital is key to Adoption UK’s future, and this is a high profile role within the organisation. We’re looking for someone with experience of delivering change, who is an excellent communicator and a passionate digital advocate profile role within the organisation. We’re looking for someone with experience of delivering change, who is an excellent communicator and a passionate digital advocate. 

Background – our digital transformation 

Like many charities, we’ve historically developed our digital framework and footprint organically, with insufficient web and CRM integration and functionality, duplication, and data silos. This has resulted in data management and website capabilities that don’t fully meet our users’ needs. We’re addressing this by: 

• Investing in our customer facing platforms and data management systems, connecting all our divisions and services, and delivering integrated systems that provide a positive customer and stakeholder journey.facing platforms and data management systems, connecting all our divisions and services, and delivering integrated systems that provide a positive customer and stakeholder journey. 
• Developing the next generation of digitally accessible services. 
• Extending our inhouse digital capability to support continuous delivery. 

Key accountabilities 

• Lead the refinement and implementation of the charity’s digital strategy. 
• Lead a project team to successfully deliver change in line with the agreed project timeline. 
• Manage the governance and assurance framework for delivering our website and CRM digital transformation programme. 
• Build and manage relationships with key stakeholders across the organisation and with current and future digital partners. Use these networks to: 

1. Promote digitalfirst principles and best practice, and raise awareness of our work. 
2. Increase internal stakeholders’ understanding of the benefits and opportunities that digital approaches bring. 
3. Proactively identify opportunities to increase our digital capability and integrate digital into current and upcoming work. 

• Revise and deploy a performance assessment framework to track individual digital projects and ensure services comply with digital and data bestpractice standards. 
• Assess and report on Adoption UK’s digital and data maturity, ensuring compliance with data security standards. 
• Manage our external digital and IT partners, including contracts and performance monitoring. 

Essential criteria 

• A strong understanding of digital and technology trends, with experience implementing a Microsoft based technology stack based technology stack. 
• Experience in successfully delivering digital change projects. 
• Excellent verbal and written communication skills, with the ability to convey complex or technical information clearly and simply. 
• Experience of building relationships with, engaging, and influencing internal and external stakeholders at all levels. Able to engage effectively with both technical and nontechnical audiences. 
• Experience working at a senior level to deliver change or implement strategy. 
• Ability to work under pressure and respond quickly to changing circumstances and tight timelines. 

Desirable criteria 

• Experience of working in an organisation that uses agile development methodologies. 
• A strong understanding of the National Cyber Security Centre (NCSC) principles and approach, and of General Data Protection Regulation (GDPR) principles, audit, and compliance. 

Project Manager

Location: Cambridge, (1 day per week in the office)
Hours: Full time/Part time 

Salary: £47,810 to £54,710 per annum
Reporting to: Managing Director
Term: 18-month FTC 

Aquilas is delighted to be partnering with The Royal Papworth Charity to recruit a Project Manager to oversee the successful delivery of a new & ambitious portfolio of charity funded projects which will improve rest, recovery and reflection spaces across the Royal Papworth Hospital.

About Royal Papworth Charity:

Royal Papworth Charity exists to transform the experience of patients, families and staff at one of the world's leading heart and lung hospitals. Through the generosity of our supporters, we fund projects that go above and beyond NHS provision -- creating exceptional environments, advancing innovation, and supporting the wellbeing of those who rely on Royal Papworth Hospital.

About the role:

We are now launching an exciting new programme: Brighter Spaces for Brighter Futures, a major investment in improving rest, recovery and reflection spaces across the hospital. To bring this vision to life, we are recruiting an experienced and motivated Project Manager to lead delivery of this ambitious programme.

As Project Manager, you will take responsibility for the successful delivery of a portfolio of charity funded projects, including: 

• Enhancing staff rest facilities
• Enhancing patient day rooms
• Creating (or enhancing) an outdoor reflection space for patients and staff 
• Developing a new Charity Hub 

This is a rare opportunity to shape a transformational programme that will directly improve the wellbeing of staff, patients and families at a world leading specialist hospital. You'll join a small, passionate and supportive team where your work will have visible, lasting impact.

Main duties:

You will lead the planning, coordination and delivery of projects, ensuring they are completed on time, within budget and to a high standard. Working across the charity, Trust teams, clinicians, estates, digital, volunteers and patient representatives, you will bring people together, build consensus and keep delivery on track. The role requires excellent communication, strong stakeholder management and the confidence to make decisions, manage risks and drive progress. You will have delegated authority to act independently and ensure interdependencies are managed effectively.

Qualifications

Essential

• Educated to degree level or equivalent knowledge, skills and experience.
• Formal project management qualification or equivalent experience in project management across a range of complex projects to post graduate diploma level or equivalent
• Evidence of recent Continuing Professional Development.

Desirable

• Management qualification

Experience

Essential

• Effective use of project management methodologies such as PRINCE2 and techniques, including change, people and stakeholder management
• Excellent interpersonal, communication (written, oral, presentation, facilitation), networking and negotiation skills
• Excellent organisational skills and the ability to prioritise, meet deadlines, delegate effectively and finding innovative ways of solving or pre-empting problems
• Evidence of managing successful projects and / or operational performance and improvement; including the development and monitoring of output and outcome measures.
• Use of analytical and judgement skills including understanding, analysis and application of complex statistical and numerical data.
• IT literate, including competency in MS Office programmes and in
• particular in Excel.

Desirable

• Experience, or knowledge and understanding, of the changing NHS environment, strategy, and policy agendas.
• MS Project

To Apply:

To receive a candidate pack or arrange a confidential conversation, please contact:

Kieran McGorrian, Head of Not for Profit Appointments, Aquilas 

Applications close 5pm Wednesday 11th March 

Background to Role

Age UK Croydon is passionate about achieving our mission to reach, involve, support and connect people so they can age well in Croydon. The Healthier Lifestyle Service at Age UK Croydon offers a range of inclusive and accessible activities and events across the borough of Croydon combining, exercise, health checks, health talks and social engagement in a variety of local settings. 

About the Role

We are looking for an experienced and enthusiastic Service Manager to lead our Healthier Lifestyle team which includes a team of 3 part time Project Officers,  2 x Dementia Project officer 1 x Dementia Carers Group Support Adviser and a great team of volunteers.

Addressing health inequalities and fulfilling our mission means that the Healthier Lifestyles service has opportunity to grow and expand. We want to reach younger older people to encourage “Act Now Age Well” . An important element of this role will be looking for opportunities to develop existing services and introduce a new services including some paid services.  The Healthier Lifestyles Manager is a member of the Integrated Leadership team to support our One Organisation One team ethos for integrated working and holistic support for the older residents of Croydon.

Some duties will include (but are not limited to) –

• Monitor and manage workload, organise schedules, ensuring that services are delivered effectively,
• Ensure quality processes are followed for service delivery against key performance indicators
• Oversee and monitor accurate data recording and monitoring
• Recruit and manage staff in line with Age UK Croydon's policies and guarantee that efficient and effective procedures are in place.
• Oversee recruitment and support for volunteers across the service.
• Carry out regular supervision and appraisals and provide encouragement and support for staff including encouraging skills development and progression
• This list is not exhaustive.

Join Our Team!

We have a new vacancy (18 month fixed term contract) for a full-time Service Development Project Manager to lead the scoping, design, and development of new areas within Crohn’s & Colitis UK’s services portfolio. This role will ensure that emerging services respond to identified needs, reflect best practice, and align with the charity’s strategic objectives to support everyone affected by Crohn’s and Colitis.

About Us

We're the UK's leading charity for Crohn's Disease and Ulcerative Colitis.  Right now, an estimated 500,000 people in the UK are living with a lifelong disease many people have never heard of and for which there is no known cure. Because of the stigma and misunderstanding surrounding these diseases, thousands of people are suffering in silence. But we’re here to support and champion their cause and our ambitious plans will help to make a real difference.

Role Overview

You will lead on the scoping and exploration of new service areas, specifically children and young people, emotional wellbeing, diet, and fatigue. In doing so, you’ll gather and analyse insight from research, stakeholders, and lived experience to inform service design and ensure developments are evidence based and aligned with our strategy. You’ll work closely with teams across the organisation, including policy and research, to ensure feedback is used to inform planning and supports delivery in their areas. Furthermore, you’ll be using your management skills to support and provide effective day to day leadership and coordination within the Services & Support team.

About You

We are looking for someone with strong project management skills, who has experience of stakeholder engagement and an analytical skill set. You’ll have demonstrable experience of scoping, designing, and developing new services, programmes, or projects at a strategic level and experience of leading support services in a health charity

Please see our Recruitment Pack for details of our full Job Description and Person Specification.

Our Location

We are based in Hatfield, Hertfordshire, so we are easily accessible by road and rail. In this role, there is plenty of scope for working from home,  although there will be times when you will need to be at face-to-face meetings. There is a requirement for you to attend a minimum of 12 in person days a year, including two Directorate meetings and the charity’s mandatory ‘All Staff Together’ days which take place four times a year at our offices in Hatfield or a location in London.

Benefits

• 25 days’ annual leave plus bank holidays, increasing one day per year up to 30 days
• Salary Sacrifice Pension scheme
• Flexible working options
• Enhanced maternity, adoption and paternity pay
• 24/7 Employee Assistance Programme
• Wellbeing programme
• Interest free loan for season tickets
• Cycle to work scheme
• Free parking and secure bike locks
• Training and development financial support and/or study leave
• Performance review and development scheme

Please note: no applications will move forward within the recruiting process without a supporting statement.

We are an inclusive employer and offer equal opportunities to all regardless of an individual’s age, disability, gender identity, marriage or civil partnership status, race, religion or belief, sex and sexual orientation.

We are not a licensed sponsor at this time. Any offer of employment will be made subject to the applicant residing in the UK and a valid right to work in the UK being provided.

We will not be accepting any contact from Recruitment Agencies or Media Sales

We are looking for a Database Manager to be responsible for the maintenance and accuracy of the supporter and beneficiary CRM database system, Donorflex, while being the first point of contact, alongside the Senior Database Officer, for day-to-day database queries, providing essential support to ensure the database is effectively managed.

This is a hybrid role with 3 days a week in the London office.

The Charity
You would be joining a welcoming and passionate team at an incredible health charity offering fantastic benefits that include
35 hour working week
25 days annual leave plus your birthday off and a bonus day in December
Time off in lieu policy
Pension
Medicash
Permanent Health Insurance Scheme
Life Assurance
Season Ticket loan
Commitment to development and training including the opportunity to take part in our Aspire Leadership Training Programme
Family friendly policies (flexible working and time off for dependants)
Commitment to your well being including an Employee Assistance Programme, eye care vouchers, and flu jab

The Role
Oversee the processing of all income transactions into the database on a timely basis.
Line manage, coach and support one Senior Database Officer.
Processing service user information into the database on a timely basis.
Responsible for all Gift Aid management.
Producing scheduled and ad-hoc data selections for mailings as requested.
Analyse and produce reports using database data to support other areas of the Charity in their strategic decision-making.

The Candidate
Experience of managing a CRM database, and working in a finance and database team.
Experience of line managing, coaching and supporting more junior staff.
Experience of managing, manipulating and analysing large data sets.
Ideally previous experience and knowledge of using Donorflex.

IMPORTANT NOTE

Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful, but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.

Finance Manager

Age UK Redbridge, Barking and Havering

Salary: £15,291 actual (£38,229 Full time equivalent)

Post: Part-time 14hrs/week

Location: Ilford (hybrid working available)

Closing date: Monday 9th March 2026, by 12pm

Interview date: Friday 13th March 2026

Age UK Redbridge, Barking and Havering is looking for a Finance Manager to take lead responsibility for the effective financial management of the organisation and ensure financial and accounting functions, supported through Quickbooks (or such other future software package), are discharged effectively.

Main responsibilities include entering all transactions in the appropriate ledgers and undertaking bank account reconciliations, preparing monthly and quarterly cost centre management accounts and reports in the required format as well as preparing yearend accounts for the charity and any associated trading companies for the annual audit.

The post holder will be maintain existing Quickbooks reports and write new ones as required, including reports for budgetary control that can be accessed by senior managers. To role also involves the processing of the monthly payroll by liaising with our payroll contractor to ensure timely payment of staff salaries, inland revenue payments and pension contributions and liaison with auditors during the annual audit and any other work required of them by the charity.

We are looking for individuals trained in Quickbooks accounting package who possess an accounting/bookkeeping qualification or equivalent experience. The post also requires demonstrable experience of financial management preferably gained within a charity or social enterprise setting, an understanding of Charity financial management and knowledge of Microsoft office and Quickbooks accounts experience.

In addition we are looking for good financial skills including financial modelling, management accounts and proper application of financial controls, expertise at pricing/unit costing/marginal costing as well as excellent organisational, business planning and budgeting skills. Excellent interpersonal skills including the ability to interpret and communicate complex financial information to service managers are also required.

To apply: Please check our website for further details and a full application pack Look under work for Us

Completed application forms and Equal Opportunities Forms should be returned to admin using the email: admin or alternatively post to Gabby O’Neill Recruitment, Age UK Redbridge, Barking and Havering, 4th Floor, 103 Cranbrook Road, Ilford, Essex, IG1 4PU.

Are you a finance professional looking to use your skills for meaningful, community‑focused work?

About Us

FORCE Cancer Charity is an Exeter-based organisation supporting people affected by cancer across our region. Each year, we work with hundreds of local individuals and families, offering guidance, tailored support, and a trusted place to turn during an incredibly challenging time.
Our team is warm, supportive, and dedicated to ensuring that everyone facing cancer in our community receives the help, compassion and understanding they deserve.

We’re entering an exciting phase of development, and we’re looking for a Finance Department Manager to help strengthen and evolve the systems that underpin our work.

The Role

Reporting to the Chief Finance Officer, you’ll be responsible for the charity’s day-to-day financial and operational management. You’ll lead and develop a dedicated team, oversee robust financial processes, and play a key role in improving systems — including contributing to the implementation of a new fundraising database that will support sustainable income generation.

This is a part-time, primarily office-based role offering a varied and hands-on remit, combining financial leadership with operational oversight and the opportunity to shape how the organisation works as we grow. For the right person, there is scope to take on additional responsibilities and progress within the organisation over time.

We’re looking for someone with strong financial expertise, excellent organisational and IT skills, and the ability to communicate clearly with colleagues across the charity. Previous charity sector experience is welcomed but not essential. Most importantly, you’ll share our commitment to making a difference for people facing cancer.

If you’re motivated by meaningful work and want to use your skills to support a cause that truly matters, we’d love to hear from you.

This role offers the benefits of a permanent NHS contract, and the recruitment process is therefore completed through the NHS Career Gateway. For full details of key responsibilities and person specification, please see the attached job description and follow the recruitment platform link.

Hearing Dogs for Deaf People – High Value Events Manager
Location:Hybrid working with some travel to Hearing Dogs offices in either Buckinghamshire or East Yorkshire.
Salary: £40,000 per annum.
Contract: Permanent, full-time hours. 

Hearing Dogs for Deaf People, whose mission is build confidence, companionship and connection for people with hearing loss, is seeking a High Value Events Manager to help create inclusive, inspiring and impactful high-value event experiences that deepen relationships and generate transformational philanthropic support for the charity.

Hearing Dogs for Deaf People has been creating life-changing partnerships between hearing dogs and deaf recipients since 1982. As well as acting as an ear to their partners and alerting them to sounds, the charity’s clever and expertly trained dogs help deaf people to live life with confidence and independence, whilst providing love and emotional support.

Following on from a strategic review, the charity is now building a new Income Generation Directorate, to enable them to transform many more lives across the UK. This role will be critical to help Hearing Dogs reach their goals to significantly grow and diversify income.

This role will be part of a newly built High Value Events function and will develop, manage and deliver a portfolio of high‑value engagement and fundraising events that advance the charity’s strategic priorities and long‑term sustainability. Working closely with the High Value Event Team Manager and collaborating across Income Generation and wider teams, the postholder will create values‑led, relationship‑driven events that celebrate impact, inspire generosity and deepen connections with major donors, trusts, foundations, corporate partners and senior volunteers. They will ensure each event is thoughtfully planned, mission‑focused, inclusive and delivers strong return on investment, while strengthening long‑term philanthropic commitment to Hearing Dogs for Deaf People’s life‑changing work.

This role requires a proven track record in planning and delivering high‑value fundraising or engagement events generating £100k+, alongside experience working with major donors, high‑net‑worth individuals, committees and senior stakeholders. The ideal candidate will bring strong stewardship‑led fundraising expertise, excellent relationship management skills and a history of meeting income targets while maximising return on investment. Outstanding organisation, project management and communication abilities are essential, as is the confidence to engage and influence high‑profile supporters. Personally, the postholder will be a collaborative, inclusive and proactive team player with strong interpersonal skills, a creative and solutions‑focused mindset, and a genuine passion for Hearing Dogs for Deaf People’s mission, able to communicate impact in a compelling and inspiring way.

This is an exciting opportunity to help an organisation which is changing people’s lives every day, and where you have the flexibility of working remotely or spending time at Hearing Dogs’ stunning bases in Buckinghamshire or Yorkshire, with friendly and passionate staff and their four-legged friends.

If you want to lead the pack and help deaf people live well with hearing loss Please download our Candidate Pack for further information [PDF], which includes details on how to apply.

Closing date: Monday 9th March, 9.00 am. 

Grade: NJC Point 31 - £25,062.60 per annum (FTE £41,771)

Hours: 22.5 hours per week (excluding breaks)

Days: To be worked over 3-4 days; one day must include a full day on a Monday (core hours are worked between 8am - 10am and 4pm - 6pm Monday to Friday)

Contract: Permanent contract, subject to funding and the successful completion of a 6-month probationary period

Responsible to: Director of Finance and Resources

Place of work: In person at Salford CVS’ offices in Eccles, Salford, M30 0FN

Make a difference. Shape our future. Join Salford CVS.

We’re looking for an experienced and motivated Finance Manager to play a key role in strengthening the financial leadership and sustainability of Salford CVS as we continue to grow our programmes and impact across the city.

This newly created role is an exciting opportunity for someone who wants to use their financial expertise to support the voluntary, community and social enterprise (VCSE) sector in Salford - and contribute to an organisation with a long and proud 100‑year history of making a difference.

You’ll join a supportive, collaborative and values‑driven team, working closely with the Director of Finance & Resources to ensure our financial systems, processes and reporting remain robust, accurate and fit for the future.

About you

We’re looking for someone with:

• Strong experience in charity finance, management accounts and financial reporting
• Knowledge of fund accounting and internal financial controls
• Experience of UK payroll processes
• Excellent accuracy, analytical skills and attention to detail
• Confidence using financial systems (Aqilla/Sharperlight desirable)
• A proactive, solution‑focused approach
• Experience supporting others through line management

If you care about your work, enjoy improving systems, and want to support Salford’s vibrant VCSE sector, we’d love to hear from you.

To apply

Please download and complete our application form via the ‘Apply’ button.

Closing date: 12 noon on Friday 13th March 2026
Interviews: In person on Tuesday 24th or Thursday 26th March (PM)

We are looking for a proactive Business Development Co-ordinator to support bids, tenders and funding opportunities. You’ll keep processes running smoothly, coordinate responses, maintain systems, and provide research and insight to help expand our mental health services. This is a great opportunity to grow your skills while making a real impact.

You will:

• Support the identification, preparation and submission of bids, tenders and funding opportunities
• Monitor tender portals, organise documentation and manage deadlines and trackers
• Coordinate internal contributions to tender responses, including policies, evidence and method statements
• Assist with drafting, formatting, proofreading and uploading tender submissions
• Conduct research into commissioning trends, competitor activity and market intelligence
• Maintain CRM systems, tender pipelines, outcome logs and shared document libraries
• Coordinate meetings, timelines and internal communication related to tender activity
• Support reporting and insight gathering to inform future business development activity

You are:

• Highly organised, methodical and able to manage multiple priorities effectively
• Detail-oriented, with a strong commitment to accuracy and quality
• A confident written and verbal communicator
• Proactive, positive and solution-focused, with a willingness to learn and develop
• Comfortable working collaboratively with colleagues across teams and disciplines
• Skilled in using Microsoft Office tools, including Word, Excel and SharePoint
• Curious and analytical, with an interest in research and market intelligence
• Committed to working within organisational values, policies and quality standards

Please find the job description attached and only apply if you meet the requirements of the role. 

Leukaemia UK – Our Charity

We are a ‘small but mighty’ charity with one big ambition: to stop leukaemia devastating lives. Over the next 10 years we want to help save and improve the lives of more people with leukaemia through finding and funding life-changing research and campaigning for change.

Despite progress in recent decades, someone in the UK is diagnosed with a blood cancer every 16 minutes and survival rates are among some of the worst of any cancer.  And the physical and psychological impact can be lifelong. 

Our current 5-year strategy outlines our plan to increase our investment into ground-breaking world class research and policy development focused on improving access to kinder, more effective diagnosis, treatment and care for leukaemia and other blood cancers. To do this, we have embarked on a period of significant growth, investing strategically to grow our income, profile, influence, and engagement and impact.

We are seeking an experienced, driven and passionate Head of Philanthropy to lead on delivering income from our High Value (HV) audiences and income streams. We are looking for someone with energy and ambition, who can demonstrate strategic leadership to maximise fundraising opportunities across Major Giving, Trusts and Foundations, Special Events and Corporate Partnerships. The post holder will be a key part of the Fundraising Leadership Team, helping to grow our supporter networks, optimise supporter experience and contributing to the development of the overall fundraising growth strategy, at this crucial stage as we complete the current cycle and move into our new 5-year strategy period in 2027.

Team

We are a close-knit team, who are all passionate about Leukaemia UK and putting those affected by the disease at the heart of everything we do.  We are all focused on “keeping it real” with pragmatic, practical solutions, as well as ensuring that our charity maximises voluntary income to invest in more life-changing research, so that we can continue to have impact for those with a leukaemia diagnosis.

From us you can expect all the laughter you can handle, as well as great challenge and support. We are all about delivering exceptional supporter experience and making a real difference to people’s lives.

You will be part of an ambitious fundraising team driving growth across the portfolio, so we can fund more leukaemia research and save more lives from this devastating disease. You will report to the Director of Fundraising, working alongside the Head of Public Fundraising, and collaborating across the wider organisation to ensure fundraising aligns with our organisational priorities and values (Bold, Collaborative, Curious) and feels insight-driven, strategic and competitive in a crowded marketplace.

Leukaemia UK and You 

In 2025 we invested in growing our fundraising team so that we could fund more life-changing research, to increase our understanding of leukemia as a disease, and accelerate the development of kinder, more effective treatments. This included investment to grow the Philanthropy fundraising team, develop new fundraising products, increase our supporter networks, and build a stronger pipeline. As a result, we have seen significant year-on-year growth for a charity of our size and are keen to maintain this trajectory with the opportunities in front of us.

We are in the final year of our current 5-year organisational strategy cycle and in the process of developing our new 5-year fundraising strategy, so you will be instrumental in bridging the gap, delivering against agreed income targets for 2026 and driving forward new plans into 2027. 

Reporting to the Director of Fundraising, the post holder will at times be required to work both strategically and operationally, autonomously and collaboratively, as a critical member of the Fundraising Leadership Team.  You will be results-driven with an appetite to innovate and drive continuous improvement, leading to increased conversions, deepened relationships, and long-term high value support to upscale our research programme.

Skills and Experience

• Previous experience of being a Head of Philanthropy, demonstrating strategic leadership with a remit that includes oversight of a broad High Value fundraising portfolio, across multiple income streams.
• Experience of applying the principles of Philanthropy fundraising to develop and nurture a growing pipeline of 5- and 6-figure gift opportunities for supporters able to give at the highest levels.
• Experience of managing engaging Major Giving and Trusts & Foundations fundraising programmes to generate a warm pipeline of 5- and 6-figure gifts.
• Experience of overseeing a Special Events programme, comprising both fundraising and cultivation events.
• Experience of overseeing a Corporate partnerships portfolio and representing the charity at a senior level.
• Demonstrable experience of managing a high-performing team, focussing on creating a culture where people thrive as individuals.
• Strong experience of building effective relationships with internal and external partners, senior stakeholders and suppliers, leading on the key relationships for the charity. 
• Strong written and oral communication skills with a real talent for connecting and influencing people at all levels.
• Strong project-management experience, including managing budgets, schedules, creative development, and supplier relationships for fundraising events and campaigns.
• Proven experience of driving effective High Value stewardship programmes to maximise supporter experience.
• Great listening skills and the ability to interpret the needs of individuals, teams, and organisations.
• Ability to think through complex issues and produce evidenced-based judgements.
• Experience of setting and managing annual budgets, monitoring, and reconciling results and financial performance in income and expenditure. Providing associated narratives and monthly reforecasts.
• Working to a wide range of financial and non-financial KPIs set in annual activity plans. 
• Ability to work well cross-organisationally, recognising different teams’ priorities and workloads.
• Entrepreneurial and results-led, with the ability to lead programmes of fundraising activity, with strategic, well thought through resourcing to deliver growth.

Knowledge

• Excellent specialist knowledge of the principals and methods underpinning successful Philanthropy fundraising and stakeholder management across Major Giving, Trusts and Corporate partnerships.
• Up-to-date knowledge of current fundraising trends.
• High level knowledge of Salesforce CRM and how best to steward supporters.
• High level knowledge and understanding of charity law in relation to legacy fundraising, GDPR, PECR, data protection and other relevant fundraising regulation.

Role specifics

• Hours: 0.8 FTE are 30 hours per week – days and times to be agreed
• 12 months fixed term contract – maternity cover
• Location: We are very flexible! Whilst our hybrid working policy is a minimum of two days per month in our London office, for this role we would typically expect the role holder to be in the office once a week.   
• Salary range £55,000 - £65,000 (FTE)

Applications

If you feel you have the passion for our work and the right mix of experience, skills, energy, and flair to embrace this broad and challenging leadership role and enable our strategy to fly, then we would love you to apply. Please also see the full job description attached to the advert.

• First interviews will be held via Teams Monday 16th and Tuesday 17th March 2026
• Second interviews will be face to face in our London Offices – at 26 Great Queen St, London WC2B 5Bl on either Tuesday 24th or Wednesday 25th March 2026
• We are proud of our benefits – see a summary on our website in the section Work With Us

Application instructions: To minimise unconscious bias, we use anonymous recruitment and are unable to consider direct applications. Please apply via the CharityJob website with your CV and covering letter.

Closing Date: Midnight Sunday 8th March 2026

I look forward to hearing from you! 

Holly Hastings-Payne

Director of Fundraising

Reporting to: Community & Challenge Events Manager

Hours: Full time, Monday to Friday, normal office hours are 9:00 to 5:00, 37.5 hours per week.  Flexibility is available around start and finish times.

Location: Hybrid working – Minimum 40% of working time to be spent in the office based in Welwyn Garden City, Hertfordshire. Includes occasional local, regional and national travel.

We are looking for an enthusiastic and ambitious fundraiser with a track-record in income generation. This role forms an integral part of the Community & Challenge team, a small team that works with supporters including individuals, local businesses, schools, our beneficiaries, and community groups.

Job purpose

• To develop community fundraising activity and campaigns to support Willow’s strategic income goals.
• To work across Community and Challenge Events to deliver agreed financial and non-financial targets.
• To proactively develop relationships within the community including companies, schools, groups and organisations to raise income and awareness.
• Develop innovative fundraising initiatives with the Senior Community Fundraiser informed by sector insights and trends.
• Contribute to the successful delivery of Community, Challenge, and wider Fundraising Team targets.

Main duties/responsibilities

• To support and deliver the Community Fundraising strategy within agreed budgets to achieve financial and non-financial targets.
• To raise awareness of our work and to inspire support through the following activities:
• To steward our network of fundraising supporters to maintain engagement and build loyalty, by providing a highly personalised approach to supporting Willow’s fundraisers ensuring our supporters receive a positive experience throughout their fundraising activity, including sending thank you communications and ongoing stewardship. 25%
• To develop proactive relationships with various organisations within the community setting, including, schools, societies, community groups and companies. 25%
• To deliver presentations to a variety of community audiences. 5%
• To organise and deliver a calendar of fundraising activity that creates opportunities for supporters to help Willow. Ensure participation and income targets are achieved.  10%
• To develop the charity’s social media fundraising activity in collaboration with the wider team.10%
• Collaborate closely with the Communications Team, to help plan and develop multi-channel campaigns including on and offline activity that inspire and engage people. 5%
• To work with the Communications Team to produce campaign materials, share interesting stories and fundraising updates. Prepare content for newsletters, website, and social media. 5%
• To develop a team of volunteers to support fundraising activity. This could include delivering talks, attending events, and promoting Willow at community events. 10%
• To foster relationships with Willow’s network of charity shops and explore collaborative opportunities to mutually support each other's initiatives. 5%
• To ensure accurate recording of supporter information and reporting on activity through:
• Updating the charity’s database, Raisers Edge (RE) recording all donor contact and fundraising activity.
• Using RE as a tool to aid fundraising using data insight and reporting
• To prepare end of campaign reports to improve results for future campaigns and capture learnings.
• To prepare regular income reports and updates as required.
• To keep up- to- date and comply with the rules as set by the Fundraising Regulator, GDPR (General Data Protection Regulation) and other relevant legislation and codes of practice and good practice.
• To keep up to date with changes and trends in the UK fundraising environment
• To undertake any other tasks required

Qualifications, Knowledge and Experience

Essential

• Demonstrable experience in Community Fundraising.
• Proven record of accomplishment in delivering and meeting targets
• Self-motivated and able to work on own initiative
• Well organised with attention to detail
• Ability to inspire and influence others to support Willow
• Ability to develop, motivate and manage individuals and groups of individuals
• Ability to manage several projects and tasks simultaneously and skilled at prioritising
• Excellent verbal, written and presentation skills
• Effective negotiating and influencing skills
• Strong numeracy skills
• Decisive problem solver with the ability to adapt easily to change
• Innovative outlook and a willingness to suggest new ideas.

Desirable

• Experience of producing fundraising reports for activity and outcomes
• Experience in delivering fundraising campaigns and initiatives
• Fundraising database experience – preferably Raiser’s Edge
• Experience of working in the charity / fundraising sector.

Other

• Regular travel across the county (occasional national travel) will be required. Willing to work flexibly, including evenings and weekends as required.
• Full driving license and access to a car

Special Conditions

Essential

• Able to work irregular (unsociable) hours and weekends where necessary.

General

We offer the following competitive benefits package:

• Hybrid working, with a minimum of two days per week in the office in Welwyn Garden City
• 25 days annual leave, increasing with service, plus bank holidays and discretionary Christmas leave
• Holiday purchase scheme
• Stakeholder pension with matching contributions up to 5%
• Occupational sick pay
• Life Assurance cover of 3 x salary
• Flexible working patterns where appropriate for the role
• Employee Assistance Programme
• Access to financial advice and employee discounts

The Finance team provides finance and budgeting support to staff, managers and members of PCS. The department is about to embark on a digital transformation that will modernise how the Finance department operates for the Union. We are looking for a Head of Finance that will drive and lead this project whilst maintaining continuity of service operation to the union, members and staff and, to join a progressive union that values collaboration, integrity, and social impact.

Salary and Location

• Band 5, London Spine points 21-17 or Regional Spine points 23-19
• Starting salary: London £63,279 p.a. rising to £72,098 p.a. or Regional £58,877 p.a. rising to £67,689, in annual increments (pay award pending)
• PCS Clapham or Regional office

Successful candidates for the post of Head of FInance will be able to demonstrate:

You are a qualified accountant (ACA, ACCA, ACMA, CIPFA) and or have an MBA with:

• 5 years proven experience of managing a successful finance team
• Proven experience in strategic financial leadership
• Strong knowledge of financial systems, compliance, and reporting
• Project management and delivery in a financial setting
• Excellent communication and stakeholder engagement skills
• Management of internal and external audit processes
• A commitment to equality, inclusion, and the values of the trade union movement

The main duties of the Head of Finance role include:

• Strong leadership and effective management of the finance team
• Lead and manage the implementation and optimisation of a new finance system to ensure cost-efficiency through service reviews and technology adoption
• Deliver strategic financial advice to senior stakeholders
• Lead the unions financial services, focusing on complex and high-impact areas
• Support medium and long-term financial planning for the Director of Central Services and Senior Management Team
• Oversee management accounts, year-end financial reports, and budget cycles
• Ensure compliance with VAT, Corporation Tax, PAYE, and regulatory reporting (e.g., AR21)
• Provide accurate financial data and strategic insights to decision-makers
• Strengthen audit processes and investment oversight
• Ensure integrity in transaction processing and ledger management
• Maintain compliance with data protection and service level agreements
• Support supplier relationship management

Excellent people and leadership skills combined with strong analytical skills, and problem solving ability, and an understanding of up-to-date finance technology will all be essential requirements for a successful Head of Finance.

Closing date: at 12 midday on Thursday 12 March 2026

Interviews will be held in person at PCS Clapham: Wednesday 25 March 2026

About PCS

PCS is the Public and Commercial Services Union, representing many thousands of members working in the civil service and related areas.

Employer Benefits

You will have access to a generous package of staff benefits including

• flexible working (including hybrid working)
• childcare and family support
• generous maternity/paternity leave
• 32 days leave and Christmas closure
• pension scheme
• employee assistance programme

Learning and Development

The union offers a wide range of learning and development opportunities. We will work with you to support your continued professional development.

PCS Recruiting Process

We use CVMinder to manage all recruitment activities. It helps us to maintain our commitment to equality and diversity by ensuring that we are fair and compliant with our recruiting practices.

Applications must be received by the closing date and time specified.

Candidates invited for interview are required to make themselves available on the date/s specified. Interview dates cannot be changed to accommodate candidates who are unavailable to attend on the specified date.

• CVs will not be accepted. Please see the job description/person specification and follow the application process.
• PCS is working towards equal opportunities and is positive about disabled people.
• All posts can be considered on a full-time, part-time or job share basis.

Please view our guidance for applicants.

JOB DESCRIPTION: HEAD OF FINANCE

Ref: 0326

Grade: Band 5, London or Region

Salary:

London Spine points 21-17

London Starting salary £63,279 p.a. rising to £72,098 p.a.

Regional Spine points 23-19

Regional Starting salary £58,877 p.a. rising to £67,689

Location: PCS Clapham (London) or PCS regional offices

Purpose of the job:

Management and leadership of the PCS Finance Team and the provison of strategic financial advice to the National Executive Committee and other bodies.

Responsible for the management of the compilation and production of all management accounts, PCS annual audit, budgets, cash-flow and financial planning reports and annual reports.

Responsible for the integrity and completeness of the accounting records, ensuring taxation compliance.

To manage the modernisation of PCS finance system and to work with our providers to introduce digital products to support PCS primary financial accounting management system.

To engage stakeholders and drive strategic change to optimise the efficiency of the financial operations and contribute towards PCS overall strategic direction of the PCS Union.

Responsible to: Director of Central Services

Responsible for: Internal Audit & Funding Manager and Finance & Budget Manager

Contacts

External:

PCS members, elected officials and potential members. Employers, Legal, pension and other advisors. TUC, Members of other trade unions and related bodies. Senior Government Officials, Ministers, MPs, pressure groups, campaigning bodies and media, Auditors, financial institutions and Investment Managers.

Internal:

PCS staff and managers across Regions and Departments

Main duties and responsibilities

1.People Management

• Manage work allocation and workflow, future planning and support for Finance Team and Director of Central Services
• Motivate and manage individuals and the team as a whole to provide a high standard of service to develop and improve the skills and efficiency of the Finance team
• Check work standards and maintain consistent quality of delegated tasks
• Seek to continuously improve the effectiveness and efficiency of the team
• Through induction, the appraisal system and one-to-ones, identify staff training and development needs, train or organise formal/informal training for the Finance Team
• Proactively promote diversity and inclusion in line with the wider PCS approach
• Apply the staff conduct policies as and when required e.g. discipline, grievance, capability, dignity at work and IT security policies
• Provide advice and deal with complex issues related to staff management including disciplinary or grievance in consultation with line manager
• Ensure that the health, safety and welfare of staff is maintained and improved, in accordance with PCS and statutory policies
• Work effectively with lay officials. Provide advice to and lead relevant committees including the preparation and presentation of reports
• Deputise for line manager when required

2.Strategy and Advice

• Ensure the provision of strategic financial advice and guidance to a wide range of stakeholders
• Provide leadership in delivering the unions Financial Services, having direct involvement in more complex or strategic areas to support the delivery of the unions objectives
• Prepare and manage delegated budgets in accordance with the Unions overall financial policies and procedures ensuring services are delivered within the agreed budgets
• Provide medium and long term financial planning support to the Director of Central Services and Senior Management team
• Oversee reviews of service prices and providers, making proposals for savings and change, seeking to exploit changing technologies and methods to reduce costs, wherever possible, in line with budgetary and policy constraints
• Oversee statistical systems to produce reports and analyse information within the Finance department
• Monitor and report on issues and initiatives as requested

3. Strategy and Advice

• Ensure the provision of strategic financial advice and guidance to a wide range of stakeholders
• Provide leadership in delivering the unions Financial Services, having direct involvement in more complex or strategic areas to support the delivery of the unions objectives
• Prepare and manage delegated budgets in accordance with the Unions overall financial policies and procedures ensuring services are delivered within the agreed budgets
• Provide medium and long term financial planning support to the Director of Central Services and Senior Management team
• Oversee reviews of service prices and providers, making proposals for savings and change, seeking to exploit changing technologies and methods to reduce costs, wherever possible, in line with budgetary and policy constraints
• Oversee statistical systems to produce reports and analyse information within the Finance department
• Monitor and report on issues and initiatives as requested

4.Finance Systems

• Manage the introduction, implementation and continuous monitoring of a new finance system to provide effective budget management at every level of the union
• Provide detailed financial data and reporting, including management accounts and strategic advice, to the National Executive Committee/Senior Management Team
• Provide straightforward access to budgets for all budget holders to facilitate better planning and cash flow management
• Ensure resources are optimised to enable good decision-making across each command area
• Review and update where necessary current audit processes to ensure compliance with the Trade Union Certification Officer
• Provide investment oversight, forecasting, and asset management to the Director of Central Services, and produce relevant information to support spending and investment decisions
• Ensure controls are in place and adhered to, to manage management override risks
• Maintain professional financial relationships with suppliers and customers

5.Operational Management

• Oversee and ensure the integrity of the unions transaction processing at all times
• Ensure all liabilities are recorded, payments made, receipts banked and ledgers managed in line with best practice
• Ensure all service level agreements are adhered to by the Finance department, and developed where necessary
• Ensure data protection adherence and finance systems are secure
• Assist the Director of Central Services in managing relationships with suppliers

6. Group and Branch Funding

• Oversee PCS work with Special Member Auditors to ensure the completion of union group and branch audit procedures in line with rules and Finance Committee requirements
• Provide assistance to group and branch treasurers, including training courses
• Provide reports as required for the Finance Committee
• Ensure expenses are paid in line with Service Level Agreement requirements

7. Finance Training and good practice

• Participate in the dissemination of financial knowledge across the union. Organise and participate in periodic financial training programmes for budget-holders, treasurers and members

8. Communication

• Draft complex communications including briefs, reports, business cases, for internal and external stakeholders
• Draft papers, policies and regulations in relation to financial management
• Communicate with members by producing circulars and briefings, and by addressing meetings and conferences etc
• Represent PCS where necessary and liaise with outside professional bodies such as auditors
• Provide financial information as required by other areas of the Union, in particular treasurers, or other bodies

9. Team Working

• Proactively promote team working and collaboration
• Initiate, organise, lead and participate in team meetings as appropriate
• Maintain high levels of confidentiality of sensitive issues at all times
• Provide assistance to team members
• Manage and co-ordinate staff on issues arising from new working practises, one off projects, or annual projects such as conference

10.Equality

• Contribute to PCS policies on equal opportunities by developing innovative workplace strategies to tackle inequality and discrimination

11.General

• Contribute to the strategic development of the Unions policy objectives including the PCS planning process
• At all times implement and promote the PCSs equal opportunities policy adhering to the PCS Values
• Take due and reasonable care of self and others in respect of health and safety at work
• Participate in appraisal, training and development systems
• Act in a manner that enhances the work of the PCS and its overall public image
• In all work activities, comply with data protection legislation and PCSs requirements for the protection of personal information and the privacy of individuals
• Such other duties that may reasonably be required and that are within the level of the responsibility of this post
• Willing to work outside normal office hours and location on occasion. (e.g. attendance at Annual Delegate Conference)

Person Specification: HEAD OF FINANCE

Ref: 0326

Date: January 2026

Location: London or Region

ESSENTIAL FACTORS

QUALIFICATION

• Qualification in Finance and/or Business Management (ACA,ACCA,ACMA,CIPFA,) and/or MBA with minimum of 5 years' proven management experience in finance

EXPERIENCE

• People management including induction, work allocation, appraisal and conduct
• Experience of working at strategic management level in finance
• Management accounts production and compilation of year end accounts, external reports and audit processes
• Management of payroll and pensions administration
• Project management and delivery in a financial setting

TRAINING

(including continuous professional development)

• Evidence of ongoing training and continuing professional development
• Commitment to undertake job-related training
• Commitment to participation in appraisal and development review process
• Commitment to staff development

KNOWLEDGE

• Management Accountancy
• Financial management and taxation including VAT, Corporate tax and PAYE compliance
• Contract and regulatory compliance management
• Impact and use of Financial Digital and IT applications
• An understanding of and a commitment to trade unions

SKILLS

• Ability to communicate effectively using written and oral channels, including reports and presentations, with a variety of audiences
• Ability to negotiate and form effective working relationships internally and externally
• Ability to provide strategic and policy implementation advice and guidance
• Proficient with Reporting, Data Analytics tools and performance metrics
• Ability to deliver and adapt financial training to audiences without financial knowledge/expertise

OTHER

• Commitment to the application of Equal Opportunities policies and practices at work
• Understanding of own role in maintaining legal compliances within PCS (e.g. data protection; health and safety)
• Flexible approach to work and willing to work outside of normal office hours and location on occasions

The Opportunity 

The Finance and Operations Manager will provide financial expertise and support the Head of Finance & Operations (HFO) to deliver high quality financial management in budgeting, forecasting, and monthly reporting.

The role will also support the HFO in the organisation's operations functions, ensuring that legal and operational governance is delivered on time and to a high standard, that SMF is is compliant in Health & Safety (H&S), General Data Protection Regulation (GDPR), insurance and other operational matters. The role holder will provide support leadership on the organisation's IT function and deliver training to all teams in matters concerning finance and operations. 

Location: We operate a hybrid model of work i.e. a combination of in-person and remote, with flexible days in the office depending on business need and your preferences. We would typically expect in-office attendance an average of one day per week.

When in the office you will be based in one of our regional offices (either Birmingham, Glasgow, Liverpool, London, Manchester or Newcastle – depending on preference and accessibility). This is where you will usually attend in-person events, training sessions etc. though some travel, to other offices and other locations, will occasionally be expected.

Contract: Full-time, Permanent

Hours: We are looking for the right candidate and while we envisage this being a full-time role (37.5 hours per week) we are open to flexible working arrangements such as part-time, compressed hours, flexitime and job-shares. 

Occasional/frequent evening or weekend work may be required, for which time off in lieu (TOIL) will be given. 

Key Responsibilities:

1. Finance:

• Oversee the day-to-day financial management and cash flow of the Social Mobility Foundation (SMF) working closely with the HFO, Chief Executive Officer (CEO) and Operations team. 
• Ensure that our accounting software is consistently up to date with the correct information.
• Work with the HFO on management information to enable the SMT and trustees to monitor progress and performance, make effective decisions and plan for the future.
• Financial information to support income development including budgets, income tracking and analysis and funder reports.
• Support the development of the annual organisational budget with the HFO, in liaison with the CEO and management team and provide support in developing departmental / project budgets as relevant.
• Manage how the organisation applies and reports on VAT. 
• Alongside our appointed accountants prepare Year End accounts, end of project accounts, and work with the appointed accountants to ensure the Accounts are completed, approved, and filed on time.
• Manage and improve our financial systems and procedures, streamlining internal processes to ensure they are effective and safeguard the finances of the organisation.
• Devise and implement effective and efficient procedures, including the introduction of a purchase order system and a new ethical procurement policy.
• Maintain the payroll function of the organisation and be the lead point of contact with our external payroll provider. 
• Conduct reviews and evaluations for cost-reduction opportunities.

2. Operations:

• Support the Data Protection Officer (the HFO) for the organisation, in liaising with the Information Commissioner's Office (ICO) appropriately, ensure that all staff and volunteers are aware of and trained in the relevant Data Protection policy and procedures, and ensure that the organisation meets its Data Protection requirements.
• Support the HFO in overseeing operational matters such as insurance, H&S, buildings maintenance and asset register; work closely with the management team to ensure awareness, compliance, and procedures that are effective and efficient for staff and volunteers. Where appropriate, escalate concerns and issues to HFO.

3. Strategic Responsibilities:

• Work closely with management and trustees to provide and develop financial and operational expertise; contribute appropriately to the development and management of organisational strategies, service proposals and development of the organisation.
• Lead on the appropriate understanding and training at each level of the organisation on how operational and financial systems work and support their role.
• Ensure that financial and operational policies and procedures meet the highest standards, reflect the charity’s ethos effectively and support the organisation’s strategic development; champion inclusivity (including Equity Diversity and Inclusion (EDI)) and sustainability (in the widest sense).

4. Line Management

• Day-to-day people management
• Outline outcomes to be achieved, considering individual skills, capabilities, and workload to ensure a balanced distribution of work
• Review work outputs, monitor and quality assure work
• Manage and report on performance; deliver performance reviews
• Identify training and development needs; employ a coaching approach, and clarify opportunities for skill enhancement and career growth
• Recruit and induct new team members  
• Reasonably support well-being: provide a supportive work environment, and address any issues that may impact the well-being and morale of your reports

See attached job description for more detail on the key responsibilities in the role

Person Specification:

We need someone who will demonstrate our organisational skills-based competencies - as listed below: 

1.  Leadership
2.  Communication
3.  Adaptability
4.  Professionalism 
5.  Decision-making

Technical knowledge, understanding and experience required:

Essential:

• Part/fully qualified as an Accountant, or equivalent relevant experience
• Significant experience of working in a finance role in an organisation with a turnover of £1m or more  
• Hands on experience of maintaining a financial software package 
• Experience of working with financial systems to prepare financial reports and management accounts
• Experience in managing the operational aspects of an organisation, including risk assessments, GDPR etc.  
• Excellent knowledge and understanding of bookkeeping and general financial and accounting principles  
• Numerate and able to use an accounting software package  
• IT Literate, including experience of Microsoft Office software and excellent skills in using Excel and Word  

Desirable:

• Experience of working in a finance role for a charity
• Experience of Accounts IQ accounting package
• Experience of preparing finance reports relating to project grants/restricted funding from a range of donors 
• Knowledge of charity accounting and the Charities SORP (Statement of Recommended Practice) 
• Knowledge of Salesforce CRM

See attached job description for more detail on the person specification

Ways of working:

• Most of our work is office based, but you will spend a lot of time collaborating with other teams and clients via email, telephone and other communications channels such as Teams or Zoom. 
• Some travel will be required as part of this role to other offices and locations, as needed for events, work placements and meetings. 

Benefits

• 36/37 days' annual leave (England & Wales and Scotland respectively - includes bank and public holidays), with 3 of these days reserved for the annual end of year office closure.
• Cycle to Work scheme.
• 5% Salary sacrifice pension scheme with enhanced matching employer contributions
• Employee Assistance Programme available to staff and their family
• Flexible work options such as hybrid working, flexitime, part-time
• Regular staff team building and business planning “away days”

How to Apply

If you are interested in applying for this role, please head over to our website by 23:59, Sunday 22nd February and answer the following questions:

1) Why would you like to work at the Social Mobility Foundation? (250 words max.)

2) What makes you a suitable candidate for this role, including specific examples from your experience and skills? (500 words max.)

3) Tell us about a time when you managed an important relationship with a corporate partner, client or external stakeholder. What was your role in maintaining the relationship, and what did you learn about effective account management from the experience? (500 words max.)