Relationship manager jobs

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.

Data Services Manager

Permanent

Salary: £44,000 - £47,000 per annum, plus benefits

London N1

Full time – 37.5 hours a week 

We're a hybrid working employer, meaning you're required to come into the office at least 2 days per week currently Tuesday, and Wednesday or Thursday.

The role is being advertised as full-time, but we would consider someone working 4 days per week pro rata.

 

Closing date: 5pm, Friday 29th May 2026

First Interviews: Tuesday 9th June 2026

Second interviews: Tuesday 16th June 2026

 

An exciting opportunity for a Data Services Manager has arisen at World Cancer Research Fund (WCRF). 

WCRF is the UK’s leading cancer prevention charity focusing on the link between cancer and risk factors such as diet, body weight and physical activity. 

We are seeking a Data Services Manager to lead and be responsible for the management, use and maintenance of systems and in-house CRM databases to support the achievement of the charity’s fundraising strategic objectives. You will be analysing and reviewing data and reporting on results that can then be used to build engagement with our supporters.You will also be responsible for a team of two people. 

The successful candidate will have proven experience of working with industry standard fundraising software solutions in the charity sector, ideally have knowledge of Claris Filemaker products and will have experience of creating new, and maintaining and updating existing, complex database systems.Experience of creating scripts and troubleshooting existing scripts is key, along with considerable hands-on experience of working with complex data sources, transfers and imports. An understanding and working knowledge of Data Protection regulations is required. 

Application Details:

If you are interested in this role and feel you possess the necessary requirements, please submit a current CV and covering letter (maximum 2 pages) by the closing date. You must have current right to work in the UK.

Please note: Your cover letter should highlight how your skills and experience will benefit WCRF and equip you for the role.

Due to the high volume of applications we receive, we are only able to provide feedback to shortlisted candidates. If you do not hear from us within 14 days of the closing date, please assume your application has been unsuccessful on this occasion. 

Mission Without Borders (MWB) is a Christian organisation working in some of the most challenging contexts in Albania, Bosnia-Herzegovina, Bulgaria, Moldova, Romania, and Ukraine. We come alongside children, families, and communities living in poverty, offering practical, emotional and spiritual support, sharing the hope found in Jesus Christ to enable people to move towards self-sufficiency.

MWB UK is entering an exciting period of growth. With an ambitious five‑year plan underway, we are seeking to strengthen our work with major donors, charitable trusts, foundations, and Gift‑in‑Kind (GIK) partners to expand our impact and reach more people in need.

We are now seeking an exceptional Trusts, Foundations & Partnerships Manager to help drive this mission forward.

About the role

This is a pivotal and high‑impact role, perfect for a talented relationship‑based fundraiser who is motivated by purpose, strategy, and the power of partnership.

You will:

• Build and manage a strong portfolio of relationships with Trusts, Foundations and Corporate partners, developing tailored engagement plans that inspire deep and long‑term support.
• Grow income from charitable trusts, foundations, and statutory funders through high‑quality applications and outstanding stewardship.
• Lead MWB UK’s Gift‑in‑Kind strategy, securing in‑kind products and managing the logistics journey from offer to delivery into field countries.
• Craft compelling proposals and impact reports that clearly articulate MWB’s vision and programme outcomes.
• Collaborate with passionate colleagues across MWB’s international network to identify funding priorities, shape supporter experiences, and maximise impact.
• Contribute strategically to MWB UK’s fundraising plans, spotting opportunities, and driving income growth.

This role blends hands‑on relationship management with strategic ownership.  This is ideal for someone who thrives on initiative, creativity, and wants to see their work translate into real, tangible change for vulnerable people.

About you

We’d love to hear from you if you have:

• Proven experience securing income from charitable trusts, foundations and corporate partners.
• Excellent relational skills with the ability to connect, inspire, and build trust.
• Strong written and verbal communication skills, including crafting persuasive proposals.
• A proactive, organised, detail‑driven approach with the ability to prioritise effectively.
• A genuine alignment with MWB’s Christian ethos and values.

If MWB’s vision is a cause that inspires you and the position fits with your skills, values and experience, then we would love to hear from you.

The position offers flexibility with a mix of home working and office based to be discussed. This is a 4 day per week position but could move to full time as we experience growth.

Why join us:

• An international focus with real purpose and impact
• Pro rata 30 days holiday per year, plus bank holidays
• Flexible working
• Space to learn, innovate and develop
• Employee Assistance Programme
• Pension scheme
• Opportunities to travel to projects in our field countries, as required

How to apply

Please send a covering letter of no more than 2 pages highlighting your reasons for applying and explaining your how your skills, experience and values align with the role.

Please see the Job Description below for more details.  If an informal conversation about the role would help, please call us on 020 794 1370.

We are actively interviewing as applications come in, so please apply now.

Job Title – Senior Delivery / Programme Operations Manager

Reports to – Director

Working Hours – Either full-time (37.5 hours per week) or part-time (minimum 22.5 hours per week / 0.6 of a full-time equivalent). If part-time, hours can be worked across 3 to 5 days depending on preference.

Location – London - Clapham / Hybrid working (minimum 33.3% - 40% of working time in the office depending on hours worked)

About Us

For over 30 years, The Money Charity has been the UK’s Financial Capability charity. We proactively provide education, information, advice and guidance to people of all ages, helping them to manage their money well and increase their Financial Wellbeing.

We believe that being on top of your money as a part of everyday life reduces stress and hardship, helps you achieve your goals and live a happier life as a result, so we empower people from all backgrounds across the UK to build the skills, knowledge, attitudes and behaviours to make the most of their money throughout their lives.

We also work to promote Financial Wellbeing in the UK by working with the financial services industry to improve practices and outcomes for their consumers, and influencing policy-makers, media, industry and public attitudes.

We are a small, passionate team with a big reach and an open mind, committed to quality accessibility and inclusiveness. We offer a flexible work environment that values creativity, personal growth and collaboration. For more information about us, please visit our website.

About The Role

We’re looking for a Senior Delivery / Programme Operations Manager who thrives on delivering efficient and pragmatic processes, procedures and systems to support the impactful delivery of our growing suite of Financial Education and Wellbeing Workshops and Programmes. You will help us get stuff done! And deliver important functions and projects yourself.

As we grow the charity, it is ever more crucial that we break down silos and duplication between our two main delivery teams (Children & Young People and Adults). You will lead on reviewing and consolidating the two processes into one for the support functions of the programme delivery teams, initially progressing priority tasks identified for 2026 as part of our recent strategy refresh, and building a pipeline of future continuous improvement projects for 2027 and beyond.

This will be a vital new role bringing order and cohesion to the vital delivery support functions. You will own and champion key programme delivery-related functions in the charity, ensuring that they are fit for purpose and are understood and used throughout the charity. Reporting to one of the Directors, you will play a key role in bridging and where appropriate joining the two teams, whilst respecting and promoting their technical specialisms and differences.

Closing Date – 11:30pm, Monday 25 May 2026

Interviews – 1st round early June (virtually)

Please visit our website for the full job description including the key responsibilities, person specification and application details. Note that we are currently recruiting for two Senior Manager roles, and further information on the other role can be found on our website as well.

The role

 We are seeking an experienced Manager of Philanthropic Giving with a strong track record in securing major gifts. The ideal candidate will excel at building trusted, long-term relationships with donors and feel confident leading conversations that result in significant philanthropic support. This role will also contribute to the development and delivery of a trusts and foundations strategy, helping to grow and strengthen our portfolio.

Working closely with the CEO, senior leadership and trustees, you will develop compelling funding propositions, steward donors and funders through excellent reporting and engagement, and represent myaware at meetings, events and networking opportunities. You will also maintain accurate records through our CRM system, track performance against targets, and contribute to income planning and reporting. This is a strategic and hands-on role with real impact for people affected by myasthenia.

The Manager of Philanthropic Giving will be predominantly home based within the UK (with occasional working and meetings at Derby HQ) and will work in co-operation with the fundraising team and all myaware colleagues to deliver agreed fundraising targets and campaigns. Own transport is essential for this role as occasional travel throughout the UK will be required to attend donor meetings, events and networking opportunities, as well as the ability to travel to the Derby office. There may be the need to occasionally work during weekends and evenings and therefore there is a need to work flexibly when required.

Who We Are Looking For

We are looking for an experienced and motivated fundraising professional with a strong track record in major donor fundraising along with experience in Trusts and Foundations fundraising. You will have experience in personal communication in asking for high level funds, and experience of stewarding high net worth individuals to maintain high levels of engagement over a significant period. You will have experience of Trusts and Foundations fundraising including pipeline management and stewardship, writing compelling funding applications and impact reports.

You will be a strategic thinker with excellent interpersonal, research and organisational skills, confident managing a complex pipeline and working collaboratively across teams. You will be comfortable working independently, using CRM systems, and engaging senior stakeholders, including trustees and high-level donors. Most importantly, you will share myaware’s values, demonstrate empathy with our cause, and be committed to making a meaningful difference through philanthropy.

If this sounds like you, we would love to hear from you.

Who are we?

Myaware is the only charity in the UK dedicated solely to the care and support of people affected by myasthenia. 

We are working hard to raise awareness of myasthenia, as it is a little-known condition. We provide support for people with myasthenia and their families, whilst offering advice and tips for living with the condition. 

We also fund the research that brings us closer to finding a cure as well as funding specialists nurses and advisors. 

Members of myaware have full access to a wide range of support services and events including our specialist benefits and welfare advisor. 

Myaware supports people with myasthenia and their families.  We campaign for better medical services for people with myasthenia and work to inform medical professionals. 

The myasthenias are a group of neuromuscular conditions. They are rare but also manageable and can affect anyone, regardless of age, gender or nationality. Myasthenia gravis, ocular myasthenia and Lambert-Eaton myasthenic syndrome are autoimmune conditions whereas congenital myasthenic syndrome is caused by an inherited genetic fault. It is thought that there are approximately 20,000 people currently living with myasthenia in the UK. 

Benefits

• Generous holiday allowance
• Perkbox account (global benefits and rewards platform)
• Group Life Assurance after 6 months of service 
• NEST workplace pension scheme
• Free inhouse staff benefits and welfare advice 
• Investment in your personal and professional development
• Annual salary review

Application instructions

Candidates should submit their CV and tailored covering letter by: 11:30pm on Monday 25th May 2026.

Provisional interview date will be week commencing: 01.06.2026

Interviews will be held over Microsoft Teams.

Applications submitted without a tailored cover letter will not be considered.

This post, due to its nature, duties and responsibilities, will be subject to an enhanced check by the DBS. This is funded by Myaware.

This organisation supports anonymous recruitment. That means hiding your personal identifying information, removing bias from the hiring process.

The client requests no contact from agencies or media sales.

Role: Fundraising Coordinator

Salary: £40,448.02 (gross) per annum inclusive of London Weighting, with a fixed sum allowance of £1,195. There is the ability to progress to £44,029.83 over the next 2 years.

Current employees in banding 22-26 will maintain their existing salary.

Location: Head Office - London

Duration: Permanent

The Labour Party is looking to recruit a Fundraising Coordinator. The post-holder will be responsible for providing fundraising support, with a particular focus on stewardship, CRM management, and research support.

The successful candidate will have:

• Commitment to the Labour Party’s mission and values
• Experience of fundraising, stakeholder engagement, relationship management or sales
• Effective communication skills, both interpersonal and written.
• Strong administrative and data management skills, with confidence using CRM systems

The Labour Party’s standard working arrangement is that all employees based in headquarters in London/Newcastle attend their contracted office four days per week, Monday to Thursday. Home working is only authorised on Fridays.

The deadline for applications is 24 May 2026.

The Labour Party values equality and diversity, and welcomes applications from candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marriage and civil partnership, or pregnancy and maternity.

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.

About SolarAid

Following a record year of fundraising, we are now investing in our data capability and are recruiting a Database Officer to take ownership of our CRM and supporter data.

SolarAid is an international charity working to ensure access to clean, safe solar lighting across sub-Saharan Africa. Our work delivers immediate benefits for families while protecting the planet.

About the role

You will lead the management, governance and development of our Salesforce CRM, ensuring that fundraising and engagement activity is underpinned by high-quality, reliable data.

This role combines:

● Hands-on CRM management

● Data governance and compliance

● Systems and integration oversight

● Insight and reporting for fundraising teams

Key responsibilities

● Maintain and improve data quality, accuracy and consistency

● Lead data governance and GDPR compliance

● Oversee data flows and integrations across systems

● Deliver reporting, segmentation and insight

● Support colleagues to use data effectively

● Manage relationships with external CRM specialists

Person specification

Essential

● Experience using Salesforce (ideally NPSP) or similar CRM

● Strong experience managing data quality and integrity

● Experience with data governance and compliance (GDPR)

● Experience producing reports and insights for fundraising or engagement

● Ability to work with both technical and non-technical stakeholders

Desirable

● Experience working with external CRM/data partners

● Experience supporting finance processes (e.g. income reconciliation)

● Experience training or supporting colleagues

● Knowledge of data protection law

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.

Role purpose 

The Donation Processor plays a key role in ensuring the accurate recording, reconciliation, and processing of all income received by Southampton Hospitals Charity. This position supports the integrity of financial data, provides timely information to fundraising and finance teams, and ensures compliance with internal controls, charity regulations, and GDPR requirements. 

Donation Processing & Banking 

• Process and record donations via standing orders, BACS, and other channels, ensuring all supporting documentation is filed appropriately and in compliance with internal financial procedures and details are entered into Beacon CRM. 

• Download, reconcile and process reports from online donation platforms and input details into Beacon CRM. 

• Support with the secure storage, logging, and transfer of cash and cheques to the hospital’s cashier’s office in accordance with cash-handling procedures.

• Follow up bank reconciliation of cash and cheques and update Beacon and Xero accordingly. 

• Liaise with fundraising team to identify and allocate income, resolving queries quickly and professionally. 

• Update bank statement spreadsheet daily and share it with the wider fundraising team. 

Database & Records Management 

• Input and code donations into Beacon CRM, ensuring accurate allocation. 

• Maintain electronic records to comply with financial, statutory, and GDPR regulations. 

• Ensure timely transfer of income data from Beacon into Xero, supporting reconciliation and month-end procedures. 

• Support the preparation of Gift Aid declarations and claims in line with HMRC regulations, maximizing eligible income. 

• Work with Finance Manager to ensure that the necessary accounting and reconciliation processes are in place 

Person specification 

Knowledge and experience 

• Experience working with CRM databases (we use Beacon) 

• Some experience working with financial systems (we use Xero)

• Proven experience handling and processing large volumes of data accurately. 

• Excellent attention to detail, organization, and ability to prioritise workload 

• Strong reconciliation and problem-solving skills. 

• Accurate handling of cash and cheques. 

• Good IT skills including Microsoft Word, Excel, and Outlook. 

• Clear and confident communicator with strong interpersonal skills. 

• Ability to work to strict deadlines within a monthly finance cycle. 

• Good understanding of GDPR and data protection requirements. 

. 

Skills, abilities, and behaviours 

• Ensure all work complies with charity regulations, financial policies, and legal requirements. 

• Participate in training and continuous improvement initiatives. 

• Contribute to a positive, collaborative team culture and provide support to colleagues as needed. 

• Desirable: part-qualified or qualified in accounting (e.g., AAT, ACCA) and familiarity with Xero or similar accounting platforms. 

• Experience working with Gift Aid and knowledge of HMRC rules. 

• Experience working within a charity, NHS, or not-for-profit organization. 

Help support our members and their families who are diagnosed or going through diagnosis of a rare neurological condition.

Provide support to those affected by a life changing diagnosis at a very difficult time and make a difference that counts!

Myaware is a charity dedicated to ensuring that all people living with or alongside myasthenia can live well, now and in the future. Due to demands on the service we are looking to expand our crucial support team which has provided an exciting opportunity to join the team.

You will be working with our dedicated support team to advise and support our members, over the phone, via email, in online sessions and at conferences and support groups in the community. Providing a listening ear and advice on living with myasthenia is essential as they navigate their diagnosis journey and learn how to live well with the condition.

Delivering support and advice for our members also involves using our CRM database and proactively maintaining and increasing our membership. It requires ongoing essential awareness raising of our work through annual initiatives and campaigns and through growing relationships with Healthcare Professionals and other neurological organisations.

Who are we?

Myaware is the only charity in the UK dedicated solely to the care and support of people affected by myasthenia. 

We are working hard to raise awareness of myasthenia, as it is a little-known condition. We provide support for people with myasthenia and their families, whilst offering advice and tips for living with the condition. 

We also fund the research that brings us closer to finding a cure as well as funding specialists nurses and advisors. 

Members of myaware have full access to a wide range of support services and events including our specialist  welfare rights advisor. 

Myaware supports people with myasthenia and their families.  We campaign for better medical services for people with myasthenia and work to inform medical professionals. 

The myasthenias are a group of neuromuscular conditions. They are rare but also manageable and can affect anyone, regardless of age, gender or nationality. Myasthenia gravis, ocular myasthenia and Lambert-Eaton myasthenic syndrome are autoimmune conditions whereas congenital myasthenic syndrome is caused by an inherited genetic fault. It is thought that there are approximately 20,000 people currently living with myasthenia in the UK. 

Benefits

• Generous holiday allowance
• Perkbox account (global benefits and rewards platform)
• Group Life Assurance after 6 months of service 
• NEST workplace pension scheme
• Free inhouse staff benefits and welfare advice 
• Investment in your personal and professional development
• Annual salary review

Discretionary £1,000 increase after successful completion of probationary period

Application Instructions

Candidates should submit their CV and tailored covering letter by 23:30 on Friday 8th May 2026

Initial screening chats will take place on Thursday 14th May 2026

Interviews will be week commencing 25th May 2026

Interviews will be held over Microsoft Teams

Applications submitted without a tailored cover letter will not be considered.

This post, due to its nature, duties and responsibilities, will be subject to an enhanced check by the DBS. This is funded by Myaware.

This organisation supports anonymous recruitment. That means hiding your personal identifying information, removing bias from the hiring process.

Harris Hill are delighted to be working with a not for profit organisation to recruit for the Assistant Relationship Manager role.

In this position, you’ll play a key role in managing relationships and overseeing the administration of a portfolio that includes high-net-worth individuals, group led initiatives, and philanthropic projects. You’ll work closely with senior team members, ensuring seamless service delivery while maintaining exceptional standards of accuracy and communication.

This is an excellent opportunity to gain hands on experience in a collaborative and entrepreneurial setting, where your work directly contributes to meaningful global impact.

                                                                                                                                                                                                       

Key Responsibilities:

• Support the management of client portfolios, including high value individual accounts and collective initiatives
• Oversee financial administration: bookkeeping, reconciliations, cashflow monitoring, and payment processing
• Maintain clear, professional communication with clients and intermediaries
• Conduct due diligence to ensure compliance with relevant regulations and standards
• Monitor incoming donations and outgoing grants
• Review project reports and track impact
• Vet and onboard new payees, contractors, and grant recipients
• Collaborate with internal teams to ensure efficient operations and high-quality service delivery
• Assist with external communications, including case studies and impact reporting
• Represent the organisation at events and networking opportunities
• Provide general office support, including client facing responsibilities

You will bring:

• Highly organised with strong administrative and numeracy skills
• A confident communicator, both written and verbal
• Detail oriented with strong analytical ability
• Comfortable handling sensitive and confidential information
• Proactive, self-motivated, and solution focused
• Able to manage multiple priorities and meet deadlines
• Interested in philanthropy or the wider charitable sector
• A team player who thrives in a fast paced environment
• Proficient in Microsoft Office and other business tools

Experience working with high-net-worth clients or in a client-facing role is advantageous, but not essential.

Salary: £30,000 per annum

Location: London, hybrid working,

Contract type: permanent, full- time,

Closing date: On rolling basis

Recruitment process: Cv and Supporting Statement to

If this sounds like you, then please do get in touch ASAP!

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.