Relationship manager jobs

Overview of Role:

The CRM and Systems Lead plays a key role in supporting Church Army’s adoption and effective use of Microsoft Dynamics 365. The postholder will take day-to-day ownership of the CRM, acting as the ‘go-to’ expert for users, maintaining high-quality supporter data, and ensuring data is managed in line with best practice and data protection principles. They will support and train colleagues, building engagement and buy-in to the system, and embedding effective, consistent use across teams. They will also maximise the potential of Dynamics 365 and the accompanying digital marketing platform, Customer Insights, to create accurate supporter segments for effective mail and email campaigns.

Salary: £37,924 per annum (FTE, pro-rata for a part-time role)

Hours: 30-37.5 hours per week (0.8-1 FTE)

Pension: Church Army is an auto enrolment pension employer. You will be assessed under pension auto enrolment criteria.

Annual Leave: 25 days plus bank holidays (pro-rated for part time.) Some days are compulsory leave over Christmas when the office is closed.

Contract:  Open-Ended, Permanent

Application Deadline: Friday 29th May 2026

Interview Date:               Wednesday 10th June 2026

Next Steps:

For more information on the role, you can find the job description and application form on our website.

PLEASE NOTE, WE DO NOT ACCEPT CVs

Fundraising & Communications Coordinator

Home-Start South Warwickshire

Location: South Warwickshire (hybrid)
Hours: Part-time, 3 days (22.5 hours per week)
Salary: £25,948 – £27,851 FTE (£15,568.80 – £16,710.60 pro rata)
Contract: Permanent

About the role

Home-Start South Warwickshire is looking for a Fundraising & Communications Coordinator to help grow income and raise awareness of the charity’s work supporting local families with young children.

This is an exciting opportunity to join a small, friendly team and play a key role in developing community, corporate and individual fundraising, while leading on communications activity.

Key responsibilities

Fundraising

• Develop and deliver community fundraising initiatives and events
• Build relationships with local businesses, community groups and individual supporters
• Research and progress new fundraising opportunities
• Represent the charity at events and networking opportunities
• Support volunteers and community fundraisers
• Maintain accurate records using a CRM system
• Ensure compliance with GDPR and fundraising regulations

Communications

• Manage and create content for social media
• Keep the website updated
• Produce newsletters and stakeholder communications
• Gather case studies and impact stories
• Maintain a consistent and engaging brand voice

About you

We’re looking for someone who:

• Has experience in fundraising or relationship-building roles
• Is confident engaging with a range of stakeholders, from community groups to businesses
• Has strong written and verbal communication skills
• Can create engaging content for digital channels
• Is organised, proactive and able to manage multiple priorities

You’ll also be:

• Warm, approachable and professional
• Passionate about supporting families and communities
• A strong team player with a positive, can-do attitude

Why join us?

• Flexible, part-time working
• Opportunity to make a real impact in your local community
• Supportive and collaborative team environment

The Senior Fundraising Manager is responsible for delivering Brightside’s fundraising activity with a core focus on grants from trusts and foundations, and major donors. Reporting to and working closely with the CEO, the postholder will forge new relationships with major donors and manage our grant applications to support Brightside to achieve its fundraising targets. The postholder will deliver high quality stewardship across our major donor relationships and act as the key point of contact for all grant activity, working closely with the delivery teams to support funder relationship management and reporting.

The postholder will work closely with colleagues across the organisation to develop clear cases for support for potential funding projects, as well as managing our approach to individual giving and increasing regular donations. The role will involve working closely with the CEO and the trustees, who will provide warm introductions to their networks of potential major donors and support in their stewardship.

Please review the job description attachment at the end of the advert for full roles and responsibilities, application instructions, the essential criteria and further information on salary and benefits.

Responsible for:

Trusts and foundations:

• Identify and research trusts and foundations that would support our organisational priorities and funding needs
• Develop high quality, compelling grant applications and cases for support
• Build and maintain a healthy pipeline of funding opportunities
• Lead funder relationship management and deliver high-quality stewardship
• Lead on grant reporting, including monitoring, accountability and opportunities for reapplication
• Working closely with technology and delivery teams to build evidence-based cases for support for key projects
• Ensure clear and effective handover of successful grants to delivery teams, including reporting requirements and timelines
• Attending external events and meetings to support our fundraising strategy and learning

Major donors:

• Identify and research potential major donors whose interests and capacity align with our mission
• Cultivate new donor relationships through targeted outreach, contact mapping, networking and events
• Build and maintain a healthy pipeline of potential major donors
• Develop tailored engagement and stewardship plans approaches for each donor
• Create meaningful opportunities for donors to share insight, experience or sector knowledge and ensure this expertise is valued and acknowledged
• Lead major gift conversations and negotiations, including face-to-face meetings
• Provide high quality, personalised stewardship to major donors
• Identify opportunities to grow or repeat giving through deeper donor engagement
• Deliver exceptional stewardship to major donors

Individual giving

• Maintaining regular contact with donors and potential donors (including our volunteers and alumni) to generate donations
• Maintaining and monitoring our individual giving platforms
• Ensure all donations and supporter interactions are accurately recorded and that donors receive timely acknowledgements

Application instructions

• Submit your CV and one-page cover letter via CharityJob
• Your cover letter should be no more than 1-2 pages and must explain how you meet the essential criteria for the role, with a focus on the items tested in application and clear examples (see job description for the essential criteria)
• You must answer the screening question on the application page
• Applications without a cover letter or screening question will not be considered
• Applications due: 23:30 Wednesday 27 May
• First round interviews (online): 4/5 June 2026
• Final interviews (online or in person) 10/11 June 2026

The Digital and Data Lead plays a key role in ensuring the Charity’s digital systems and data are effective, reliable and used to their full potential across the organisation. Working closely with the Digital and Data Manager, the post holder will lead on the day to day development, optimisation and use of the Charity’s CRM (Salesforce) and wider digital systems. The role also provides high quality support, insight and training to colleagues.

The role combines strong technical capability with the ability to translate data into meaningful insight, practical improvements and robust governance. This supports informed decision making across the Charity.

Our Data and Insight Manager plays an important part in Cure Parkinson’s ambitious growth plans. Joining us at a pivotal time, we can offer a self-motivated and enthusiastic data specialist the opportunity to develop and make their mark as part of this innovative and dynamic charity.

We are looking for an experienced, proactive and collaborative colleague, a data detective who can seek out insights that will directly drive improved performance. We’re looking for an expert in analysing campaign results, and someone with the curiosity to seek out segments of our supporters who behave differently, and suggest ways to adjust and improve as a result, optimising our supporter journeys and engagement.

If you like the sound of this get in touch, we look forward to meeting you.

We're the UK's specialist blood cancer charity and our vision is clear: we’re here to beat blood cancer. We fund world-class research; provide information and support to patients and their loved ones; and raise awareness of blood cancer.

We’re looking for a CRM Product Owner to take ownership of our Microsoft Dynamics CRM, ensuring it runs effectively day to day while continuously improving how it supports the organisation. You’ll oversee integrations and data flows across systems, maintain high standards of data quality, and make sure teams across fundraising, digital and finance can rely on accurate, accessible data to deliver campaigns, track income and engage supporters.

We’re also looking for someone who can lead the ongoing development and prioritisation of CRM improvements, working closely with internal teams and external partners to streamline processes and solve problems. You’ll support and guide CRM team members, ensuring work is delivered against priorities and that the system continues to evolve to meet the needs of a fast-paced, insight-driven organisation.

This role requires regular travel to our London office, typically once per month or as the role demands.

We are committed to actively promoting equality, diversity, and inclusivity. In line with our strategy we welcome approaches from individuals from underrepresented groups, including minority communities, and applicants with a disability, to better reflect the community we serve and help broaden our perspectives. 

This role is an expansion of a current Finance Administrator's role, to allow additional support for our ecumenical charity's growth. This role will be responsible for all aspects of finance administrative and CRM database support and the successful candidate will want to be part of a faith-based organisation, committed to the mission of the charity both in the UK and the Holy Land.

The primary responsibility and focus of the role will be to support the Finance Manager with finance handling and working with our CRM database to improve data quality; additionally you will support the administrative function, particularly in engaging with the CRM database as needed and available for the operational success of the charity. You will need to be comfortable working in a faith-based organisation, talking to supporters and clergy across the UK and with our partners in the Holy Land.

You will be working under the day-to-day management of the Finance Manager as a direct report but collaborating closely with the Office Manager for administrative work as required.

Typical tasks will include:

• Record financial donations from all income streams into the charity (cash, cheque, CAF, BACS, online, by phone, in-person)
• Monitor bank account payments, online donations, and standing orders/direct debits
• Produce reports from payment processing companies
• Produce Gift Aid claims in conjunction with Finance Manager
• Logging and recording of accounts payable
• Become an expert user of our CRM (Access ThankQ) to ensure high-quality, accurate and compliant supporter data
• Use the CRM to produce segmentation, reporting and data analysis - creating queries, dashboards and reports to track performance
• To support the delivery and distribution of shop products purchased either through the website shop, over the phone or by mail order
• Assist with product stock and ordering
• Assist with the website shop and maintaining/adding product listings
• Basic office duties, including answering phone calls, logging and responding to letters and emails, franking letters, taking donations by phone
• Assist with other project deliverables identified by management
• Help maintain the cleanliness and Health and Safety of the office environment including cleaning and tidying as needed

Suitable training will be given as needed. 

You will need to have previous experience in a finance role and will ideally have previous experience working in a charity.

This is a full-time, office-based role in Kenilworth. 

Please click on 'Apply Now' to download the full job specification and description.

The Relationship Manager will lead one or a small portfolio of programmes.

For all programmes within our portfolio, the VCS Alliance acts as the lead accountable organisation. The postholder will be responsible for ensuring that delivery under the programme(s) takes place aligned with the VCSA values.

Duties and Responsibilities

• Key Working Relationships: Form a network with a wide range of partners that is supportive of each other.
• Foster strong relationships through effective partnership working, ensuring mutual benefits and successful relationship management.
• Facilitate and be the guardian of the co-production of clear principles of engagement, common priorities, and shared agendas.
• Ensure actions are completed by all internal and external stakeholders.
• Ensure VCSE partners are well represented in engagement with commissioners and develop a strong reputation of the VCSE as partners.
• Operational With support from the Senior Relationship Manager, act as the lead accountable body for programmes within the portfolio.
• Advise delivery partners on how best practice might be adopted for future development of services.
• Facilitate, co-ordinate, and chair multi-disciplinary meetings and events.
• Manage the information shared before, during, and after meetings.
• Work with other VCS Alliance staff to ensure connections to other relevant programmes across the system.
• Work with other VCS Alliance staff to develop and operate monitoring processes that support learning and assess effectiveness of provision.
• Lead on a range of programmes to ensure that the outcomes agreed are delivered on time, to quality standards, and in a cost-effective manner, adjusting plans as required.
• Monitor finance expenditure and outputs relating to programme, budget and report to Senior Leadership Team and Board as appropriate.
• Work with the Senior Relationship Manager and other VCSA staff to ensure accurate information is entered into template contracting agreements for effective project management.

AND MORE!

For more information read the Job Description booklet.

The VCS Alliance

The VCS Alliance is a charity dedicated to transforming health and social care across Bradford District and Craven. To do this, we act as a bridge between the Voluntary, Community and Social Enterprise (VCSE) sector and the Bradford District and Craven Health and Care Partnership, channelling investment into the sector, to deliver transformational programmes. These programmes keep people out of front-line and emergency health services and address health inequalities.

We also provide and support Bradford District and Craven’s VCSE sector voice to contribute to system conversations, leading to better outcomes for our diverse communities. To do our work, we support the convening of spaces and organisations for collaborative conversations leading to better outcomes and learning.

Bring your CRM, customer journey and membership experience into an environment where you can build processes and journeys from the ground up, delivering measurable results within impactful environments that drive real social impact.

We are looking for a hands-on operator to build the engine behind how a group of membership-based incubations grow, engage and thrive. This role is employed by Purposeful Ventures and will work across two of our incubated organisations – The Baby Bank Alliance and Open Education AI (OEAI), where you will design and build their CRM, marketing, onboarding and membership engagement infrastructure.

This is a standalone role where you will be the person researching, selecting, configuring and running the systems, giving you the opportunity to really get stuck in with shaping growth infrastructure.

If you have built CRM or growth infrastructure in a commercial setting and are looking to apply that skillset to organisations achieving real social impact, this is an opportunity to own the entire membership and engagement process end-to-end – and to see the difference that it makes.

This role is about combining sharp systems thinking with practical implementation — designing the strategy and then rolling up your sleeves to make it work. You will also have:

• Real ownership — You will design and run the entire system.
• Visible impact — Your work directly influences growth and sustainability.
• Intellectual challenge — Multiple organisations, evolving needs, real complexity.
• Purpose-driven work — Apply your skills to organisations that exist for public benefit.
• Room to grow — As the organisations scale, the role could evolve with them

The Baby Bank Alliance

The Baby Bank Alliance is a membership organisation which supports and advocates for UK baby banks, to ensure babies and children have the essentials they need to thrive. We are run by and for baby banks themselves, and founded by Save the Children, Purposeful Ventures, Baby Bank Network Bristol, and Little Village.

Open Education AI

Open Education AI is a sector-led data transformation initiative that provides the education sector with an off-the-shelf route to usable data and AI Insight capability. We are a membership organisation and we work with the sector to enable all school groups to take control of and leverage their data to inform strategic action.

Responsibilities and duties

CRM selection, setup and ownership

• Research, evaluate and procure a CRM system which is best suited to membership organisations
• Lead on the implementation and configuration of the procured CRM system
• Design all the data structures, tagging, pipelines and reporting within the CRM system and ensure that these are best designed to serve the incubations
• Ensure that all data practices are robust and GDPR compliant
• Maintain and continuously improve the CRM system, and act as the internal CRM owner

Membership onboarding and member value (OEAI)

• Map and redesign the full member journey from awareness → sign-up → onboarding → engagement → renewal
• Create clear and straightforward processes that improve member experience
• Lead membership engagement activities, including the utilisation of our community on Circle
• Create campaigns that encourage members to use the features that matter the most and which will give them maximum value
• Play a significant role in shaping the roadmap based on real customer insights
• Be the overall membership engagement owner

Community growth and communications (OEAI)

• Source and implement appropriate tools to underpin and enhance this infrastructure, for example, Zoom, sales demo tools, email platforms and automation software
• Ensure system integration across CRM, website, events, communications and finance to enable a seamless experience
• Improve on the capturing, tracking and reporting of sales leads
• Ensure the operational backbone is strong enough to support growth

Membership operations

• Run and maintain the membership database, ensuring high data quality
• Improve internal processes for tracking and reporting membership engagement
• Develop clear dashboards and insights for our leadership and board
• Design practical systems for member support and communication

The job description is subject to change and the postholder may be required to undertake tasks not specifically referred to above. Such duties, however, will fall within the scope of the job description.

Who we are looking for

We are looking for someone with experience in CRM systems, marketing operations, revenue and growth, commercial operations or startup operations, with experience in building systems and processes from scratch. This role would suit someone seeking a role – or continuing their career – in a not-for-profit environment where you will apply your skills to enhance purpose-driven organisations, take full ownership of systems and processes and build something meaningful from the ground up.

You will have had previous exposure to selecting, implementing and driving use and functionality of a CRM system (such as Hubspot or Salesforce) and building customer journeys and lifecycle automation. You understand the importance of healthy data and reporting and can work independently to build and maintain impactful systems and processes.

We are also looking for someone who is hands-on, methodical and process-driven, with the ability to see the entire customer journey from commercial and user perspectives. You will be motivated by working at pace and to ultimately build a strong foundation for Purposeful’s incubations.

Key requirements

Essential:

• Passionate about creating a fairer society where all young people thrive.
• Demonstrable track record of taking ownership of commitments and working hard to succeed.
• Experience of selecting and implementing CRM systems such as Hubspot, Salesforce etc.
• Ability to understand client needs and translate them into effective technical system solutions.
• Demonstrable experience of building customer journeys and lifecycle automation.
• In-depth understanding of segmentation, reporting and data hygiene.
• Experience of integrating tools across a sales and marketing stack, and continuously enhancing these.
• Demonstrable success in leading membership engagement activities, and creating campaigns which highlight impact.
• A systems thinker with the ability to see the whole journey.
• A practical execution-focused individual with the ability to get things done.
• Ability to work independently.
• Right to work in the UK.

Desirable:

• Experience within membership organisations, charities or subscription models.
• Familiarity with GDPR requirements, with experience of building GDPR compliant systems and processes.
• Experience of improving retention and renewal processes.

About the role

An exciting opportunity has arisen for a motivated and detail-oriented Senior CRM Support Officer to join our dedicated CRM team, supporting our internal database system (CHIP).

Working within a small but influential team, you will act as the main point of contact for system users across the organisation, providing high-quality first and second-line support via multiple channels. You will troubleshoot issues, guide users, and work closely with IT, CRM and operational colleagues to resolve more complex system problems.

A key part of the role is helping users feel confident and capable when using CHIP effectively and in line with compliance requirements. This includes supporting onboarding and induction for new users, creating clear and accessible learning resources (such as user guides, knowledge base articles and video tutorials), and delivering briefings or drop-in sessions.

You will also contribute to continuous improvement by gathering user feedback, identifying trends, supporting system testing, and helping embed best practice across services to ensure accurate and reliable data use.

About you

We are looking for someone who can demonstrate:

• Good technical understanding of Microsoft Dynamics 365 and/or relational database systems
• Experience in a user support or customer-facing role
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, Teams)
• Ability to analyse information, troubleshoot issues, and propose solutions
• Excellent communication skills with the ability to explain technical information clearly
• Strong organisational skills and the ability to manage competing priorities
• Good understanding of data protection and GDPR
• High attention to detail and accuracy

What we offer (benefits)

We offer a supportive working environment with a strong focus on wellbeing, development, and work-life balance:

• 26 days annual leave, increasing to 30 days (plus bank holidays)
• Occupational sick pay (subject to qualifying period)
• Enhanced family-friendly leave pay
• Employee Assistance Programme
• Group stakeholder pension scheme
• Access to BHSF health cash plan
• Cycle to Work scheme
• Free parking at some office locations
• Learning and development opportunities
• Support and supervision from your line manager

Recruitment process

As part of shortlisting, candidates will complete a short online skills assessment aligned to the essential requirements of the role. This helps ensure a fair and consistent selection process. Full details will be provided to shortlisted candidates.

Safeguarding & recruitment

NYAS is committed to safeguarding children, young people, and adults at risk. All successful applicants will be subject to:

• Enhanced DBS check
• Reference checks
• Digital risk assessment

In accordance with UK immigration law, candidates must have the legal right to work in the UK.

About NYAS

NYAS (National Youth Advocacy Service) is a leading rights-based charity ensuring that children, young people, and adults are fully respected, represented, and supported in expressing their views and having their rights upheld.

We work with care-experienced individuals who often rely on statutory services and may be impacted by gaps in provision. Our advocacy and legal services help ensure their voices are heard and acted upon.

We are an inclusive employer committed to equality and diversity. We welcome applications from all individuals regardless of background. We are also a Disability Confident Employer, guaranteeing interviews to disabled applicants who meet the minimum criteria.

How to apply

To apply for this role, please visit our website and complete the online application form.

Please ensure you refer to the person specification within the job description and clearly demonstrate how you meet the required criteria in your application.

The job description and person specification are available on the vacancy page of our website.

We reserve the right to close this vacancy early if we receive a high volume of applications.

In the decade to 2030 we aim for 30% of Suffolk to be connected and well looked after for nature, and for 1 in 4 people in Suffolk to be actively helping to make that happen. This role helps build the supporter power to get us there by delivering an excellent membership experience & ensuring our members feel valued, informed and connected to the work of Suffolk Wildlife Trust.

As a Supporter Development Assistant, you will take responsibility for the efficient day-to-day administration of the Trust’s membership schemes, using the Charity CRM database to maintain accurate contact & financial records in line with GDPR. This includes processing new, renewing and lapsed memberships, handling payments ( Direct Debits, PayPal & Gift Aid) and providing consistently high-quality communication with members through enquiries, welcome packs, renewal reminders and supporter care.

You’ll also support member growth and retention by helping deliver key supporter journey communications, thanking activity and retention projects, and by liaising with external partners such as the membership recruitment agency. Alongside this, you’ll help co-ordinate membership resources such as welcome packs, leaflets and magazine mail-outs (working with the volunteer delivery network), and contribute to continuous improvement in data quality, reporting and processes to strengthen our systems and supporter relationships.

To succeed in this role, you’ll be committed to Suffolk Wildlife Trust’s mission and bring a proactive, ‘can-do’ approach. You’ll have experience in an administrative, office or customer service role, with strong organisation, attention to detail and a methodical approach to maintaining accurate records.

You’ll be confident using Microsoft 365 and databases/systems with an understanding of GDPR and data protection. You’ll communicate professionally and warmly by phone and in writing, handling confidential information and difficult conversations with sensitivity. Willingness to learn Direct Debits, Gift Aid and charity income processes is essential; charity/membership sector experience is desirable.

This is a fixed-term maternity cover position expected to last until May 2027, working 22.5 hours per week on Wednesdays, Thursdays and Fridays each week (9:00am to 5:00pm) based at Brooke House in Ashbocking. We operate flexible homeworking arrangements where colleagues spend more time working together than homeworking. The starting salary is £15,171.00 per annum pro-rata (FTE £25,285.00).

To apply for this opportunity, please submit an application via our website by 9:00am on Wednesday 03 June 2026.

Please note, applications will be shortlisted and interviews arranged as and when applications are submitted. Please note, the closing date may be brought forward.

Annual leave entitlement starts at 33 days per annum (including Bank Holidays), increasing annually to 38 days plus employees receive an extra day off for their birthday. We offer a 9% employer pension contribution with no employee contribution required, free 24-hour Employee Assistance Programme, free life insurance from day one of employment, free access to a private GP and discounts at high street retailers. Staff can also enjoy a 10% discount in our visitor centre cafes, including retail.

We are committed to being an inclusive organisation where everyone is welcome. As a conservation charity, we recognise the value of diversity both in nature and in our staff & volunteers. Suffolk Wildlife Trust is an organisation where everyone feels respected, valued & empowered to contribute, so that together we can deliver our vision, mission & strategic goals for a wilder Suffolk.

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

Do you enjoy improving CRM systems so teams can work more efficiently? Are you confident managing data quality, supporting users and driving system improvements?

We’re recruiting a CRM Officer to join a respected membership organisation on a 12-month fixed-term contract. This is a hands-on role focused on CRM management, data integrity, user support and process improvement. 

Key Responsibilities

• Manage and triage a CRM ticketing system
• Maintain data quality through cleansing and de-duplication
• Liaise with external technical suppliers
• Deliver CRM training to staff
• Create reports, dashboards and insights
• Identify workflow inefficiencies and implement automation
• Support GDPR-aligned CRM governance

About You

• Experience with Dynamics 365 CRM
• Advanced Excel
• Understanding of GDPR
• Confident communicator with strong problem-solving skills

Why Apply?

• Varied CRM role with real organisational impact
• Hybrid working with central London base
• Supportive, values-led environment

 
We will be reviewing CV’s as they come through. Don’t delay get in touch! We would be happy to share a more detailed job description and discuss the opportunity further.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

For more than 140 years, the Forces Employment Charity has proudly supported Service leavers, veterans, and their families in building successful civilian careers.​

We provide veterans with life-long, life-changing support, jobs, and training opportunities, regardless of circumstances, rank, length of service, or reason for leaving.

​Brief role description:

​The CST Client Advisor will play a pivotal role in assisting clients transitioning from military to civilian life by providing tracking, referral, and job matching services.​

​Working closely with the Central Support Team (CST), the CST Client Advisor will offer advice and guidance to both clients and employers, utilising the Meganexus CRM and the CTP internet platform.

Who we are looking for: ​

​We are looking for a proactive individual with experience in advising and supporting individuals in need and empathy and understanding of the challenges ex-forces personnel face when transitioning into civilian employment.​

​You will be confident and outgoing, able to work independently, but also communicate effectively and collaborate with both internal and external stakeholders and will have strong interpersonal and influencing skills, enabling you to interact effectively with others and contribute to a diverse and dedicated team.​

​You will also need to be highly organised and proficient with IT systems, such as the Microsoft Suite and CRM platforms.

​Interested? Want to know more about the Charity? Check out our Website

​Eager to know more the role? Have a look at the Job Description attached below.

What’s in it for you? Check out our Benefits attached below.

Have we convinced you to apply? If so, submit your CV and Covering Letter by closing date, ​Friday, 22 May 2026.

​Got questions about the role? Get in touch with the People Team.

​Please note: Applications will be reviewed and interviews conducted throughout the duration of this advert; therefore, we may at any time bring the closing date forward. We encourage all interested applicants to apply as soon as possible. ​If you are an internal applicant, please ensure you have made The People Team aware before applying.

We are committed to equal opportunities and improving the working lives of our staff by fostering an inclusive, supportive environment where everyone, including those with disabilities, can thrive, develop, and achieve their full potential. We actively encourage applications from individuals with diverse backgrounds and ensure reasonable adjustments are made to support candidates with disabilities throughout the recruitment process.​

​We actively recruit citizens of all backgrounds, but the nature of our work in specific departments means that residency and security requirements can be more tightly defined than others. You will be asked about this throughout the recruitment process.

​

#LI-DNI