Membership crm executive jobs in lancashire, north west england

We are seeking a new Finance and Administration Officer following the upcoming retirement of a long-serving team member. A key member of the SLA central office team, the Finance and Administration Officer plays a vital role in ensuring smooth financial operations and providing essential administrative support for our membership. In addition to administration support, this role is responsible for maintaining accurate financial records, book-keeping and effective day-to-day financial operations, producing financial reports using XERO and our CRM.

You will be experienced in financial and administration operations of a charity or similar , with an AAT qualification or matching worked experience. Familiarity with XERO will be an advantage. You will be able to bring understanding of cashflow and financial analysis of figure, working with accountants as required.

You will also have excellent customer service skills and be able to work effectively with all stakeholders from our members, to funders to suppliers. You will be determined and have an excellent eye for financial and administrative detail. Your duties will include general administration and:

Financial operations and record-keeping

• Manage day-to-day financial transactions and maintain accurate records of all SLA accounts and petty cash; book-keeping
• Process and record all incoming payments, including foreign cheques (into bank account)
• Monitor cashflow and expenditure, keeping track of spending
• Pay invoices upon approval and ensure timely monthly payments (e.g. pensions, HMRC)
• Handle creditor and supplier communications and resolve related issues
• Monitor and follow up on overdue payments with a focus on membership payments

Invoicing and income tracking

• Issue and track membership and subscriber invoices and reminders
• Keep office team informed of payment statuses
• Prepare sales, cost, and profit reports for SLA publications
• Conduct annual publications stock take

Payroll and reporting

• Liaise with the accountant on salary payments; process salary BACS payments
• Support year-end financial reporting by providing necessary documentation to accountants
• Produce regular financial reports and analysis as required
• Supporting preparation of budgets, working with accountants as required

 Event financial administration

• Manage financial aspects of SLA events, particularly the annual conference (e.g., exhibitors, sponsors, and delegates)
• Process and record staff/trustee expense claims
• Support with bookings accommodation and travel for Board meetings

To be successful in this role you should demonstrate:

• Strong experience in financial and office administration
• Knowledge of accounting principles  
• Experience of working with XERO or similar
• Experience of using CRM systems (ideally IMIS)
• Experience of working for a small charity and / or membership association
• Accuracy, numeracy, attention to detail
• Ability to manage own workload, prioritise and meet competing deadlines
• Excellent customer service manner
• Being a team player

The Association is a UK wide organisation, working mostly remotely. Working patterns can be negotiated and we welcome applicants from all over the UK. We strongly encourage candidates of all different backgrounds and identities to apply. Each new role provides us with an opportunity for us to bring in a different perspective, and we are always eager to diversify our team. The SLA is committed to building an inclusive, supportive place, where you can do brilliant and rewarding work.

To apply please send a one page covering letter and CV with the job title in the subject line by 11th July.  Applications without a covering letter will not be considered. No agencies please.

Due to the volume of applications we cannot provide individual feedback. We really appreciate your interest. If you haven’t heard from us within one week of the deadline, it means we’ve moved forward with other candidates on this occasion. We encourage you to apply again in the future. Please note we may close recruitment early should the right candidate be identified.

You will work alongside the team to plan, develop, promote and undertake a range of events and activities, support our grant-making process and interact with external stakeholders, suporters, families and the community.

• You will liaise with grant recipients, direct beneficiaries and our grant panel judges.
• Participate in multi-organisational community events - engaging on a 1 to 1 basis with healthcare professionals, corporate agencies and members of the public.
• You will act as an ambassador for the charity in all interactions and support the charity with a wide-range of operational and administrative duties, including helping to create and distribute electronic newsletters, updating our website and customer relationship management.

Experience,Skills and Knowledge 

• Experience in a customer-facing role
• Strong written and verbal communication skills
• Excellent IT skills, including experience in managing client data
• Exceptional attention to detail and a high level of accuracy in all work
• A confidence to talk to a range of stakeholders, with the ability to adapt the approach to suit the situation
• A professional and friendly manner with a can-do attitude
• A pro-active and self-motivated approach to work well independently whilst being part of a team
• Ability and means to travel around the Greater Manchester area

Desirable

• Knowledge of the makeup and diversity of Greater Manchester
• Experience of hosting or supporting events

Sex Education Forum was founded in 1987 and became an independent charity in 2021. We convene over 70 Partner organisations, working together to make sure that the relationships and sex education (RSE) young people get is right for them. We influence national policy, are a respected voice in the media and contribute to ground-breaking research on RSE. By working in partnership with young people and training educators who work with some of the most marginalized young people, we know what changes are needed to make RSE the best it can be. We will soon be launching a new three-year strategy and have secured multi-year funding to further embed youth inclusion in our work. The Communications Manager will be a new role, working closely with the CEO and staff team, enabling us to realise the ambitions of our strategy.

We are seeking to appoint someone with a depth and breadth of communications skills. The successful candidate must be a strategic thinker with excellent interpersonal skills and have values aligned with ours. Your ability to lead and deliver our communications functions will enable us to platform young people, engage with a diverse range of professionals and communicate effectively to stakeholders including funders, government, Parliamentarians and the public.

This is an incredible opportunity for a communications specialist to bring your creativity and skillset to a thriving, innovative and highly respected national charity. This will be a rewarding role, with huge potential to grow your management and leadership skills to empower others and to make a difference to the lives of children and young people.

We are particularly keen to hear from applicants that reflect the diversity of educators and young people that Sex Education Forum seeks to support.

Funding has been secured which provides scope for extension of the fixed term contract. 

This is a brand new role with Action Duchenne, leading our new Fundraising and Communications team. This role is part of the Senior Leadership Team.

Applications close at 9am on Monday 21st July 2025, with interviews likely to take place in the weeks commencing 28th July and 4th August 2025. To apply, please click 'Apply', where you will be redirected to our application form.

Main Purpose of the Role:

To manage, lead and support the Fundraising and Communications Team to retain donors, increase income and provide clear direction for our communications. This role will involve supporting relationships with sponsors of Action Duchenne’s International Conference, developing and implementing the fundraising and communications strategy, and reviewing our case for support for our core work and projects.

Specific Tasks:

The focus areas and key deliverables of this role are as follows:

• Develop and deliver on a clear fundraising and communications strategy, with annual action plans and clear objectives and KPIs for team members.

• Understand and keep abreast of sector trends and compliance updates relating to fundraising and communications

• Develop and maintain oversight of all budgets, targets, forecasts and processes relating to fundraising and communications

• Co-ordinate the prioritising of income streams, including community, individual giving, corporate, legacy and trust and grants

• Research, identify, and where there is capacity, pursue income generation opportunities that match the objectives of Action Duchenne

• Ensure Action Duchenne is compliant with all applicable elements of the Fundraising Regulator’s Code of Fundraising Practice, law, and the Charity Commission relating to fundraising

• Research, identify and apply to Trusts and Foundations with a clear pipeline

• Prepare reports for Trustees either for the full Board, or where required, to sub committees, which will include fundraising and communications progress against objectives.

• With a team keen to learn, provide leadership and hands on support to ensure objectives are achieved

• Undertake a review of all Communications materials, including social media and website

• Lead by example across the team and organisation

• Be part of, and therefore contribute towards and prepare for Senior Leadership Team meetings

• Identify existing or potential events to develop relationships with funders, including Action Duchenne’s annual international conference

• Feed in to the development of the international conference, led by the Head of Operations & Events

• Work with staff across the organisation to ensure all elements of work are collaborative, specifically when submitting funding bids or developing the annual international conference

• To maintain the contact database, keeping it up to date and accurate

• Continue to invest in professional development in yourself and your team, including safeguarding

• Identify opportunities, alongside the team, for cross team working - including residentials; family events; Science Educations workshops with regional meetups and education visits to schools and local authorities.

• Obtain, decipher and provide training to the Support Team on new updates relevant to Duchenne families, such as DLA, EHCP and more.

• Work closely with your team, to ensure that each family receives the best support possible, and that long-term support is provided.

• Lead on the development and delivery of monthly reporting of engagement and support contact, which will feed into the wider All Through Support journey. 

• To work with the Head of Operations and Events to contribute to Agenda topics and speakers from the community; assign roles for the conference to the Support Team.

• Establish a database for external stakeholders also supporting those living with Duchenne on a national basis, fed in to from the Support Team.

• To develop a triaging and caseload process for the Support Team, and how best to regularly monitor this.

• Be involved in the recruitment, selection, and induction of volunteers appropriate to your area of work. 

• Coordinate cover for the Support Team when there is sickness or leave.

Further details can be found on the person specification attached.
Action Duchenne is committed to having a team that is made up of diverse skills and experiences. We encourage applicants from all sectors of the community and are especially keen to encourage candidates with relevant lived experiences and those from under-represented groups to apply.