Remote finance jobs
The Account and Support Manager will be responsible for working with the Upshot team to deliver high quality customer service to all clients. They will manage the implementation of the Upshot system for new clients, deal with customer support queries and manage contract renewals for existing clients. The role enables the candidate to work closely with a range of audiences, stakeholders and different charities, sport and non-sport, to help and support them to collect good data and better measure the impact of their community work.
Remote working from home; The expectation would be that the successful candidate would spend 2 days per week at the House of Sport with Upshot and the remainder working remotely. At times depending on business needs there may be a requirement for more days to be worked in the office. This role also includes periodic travel to client locations to build relationships and deliver training.
The successful candidate will be managing high-level and detailed relationships with clients and this role will see the successful candidate as a primary point of contact for both new and existing clients of which they are responsible for.
Beyond their core responsibilities, the Account and Support Manager will also have the opportunity to develop the business more broadly, through identifying potential business development opportunities, partaking in ongoing marketing exercises, discussions around the development of the system and engaging with our wider Monitoring, Evaluation and Learning Services.
The role is varied, providing the unique opportunity to learn the many different skills needed to run a tech start up, under the umbrella of a social enterprise. They will help develop Upshot’s online help guides/resources, deliver online and face to-face training, host workshops and assist with improving efficiency within the team.
Account and Support
Client Onboarding and Training:
1. Manage the implementation of Upshot for new clients, including analysing clients’ needs and adapting the system to meet their requirements.
2. Deliver training to groups of new and existing Upshot users in-person and online.
Support:
3. Provide a high-quality customer experience, supporting on designing and producing support materials, such as online tutorials, guides and documents.
4. Provide high-quality user support, resolving complex queries and ensuring high client satisfaction.
5. Proactively troubleshooting and offering tailored solutions to clients’ needs online, by telephone or in person.
Renewals:
6. Conduct regular check-ins with clients during the license period to ensure they are satisfied and utilising the product fully. 7. Manage the renewal process, ensuring clients renew their contracts annually and identifying opportunities for upselling or upgrades.
General Account Management:
8. Build relationships with and take full ownership of allocated & identified new and existing clients.
9. Monitor client accounts to ensure they are active and engaged, taking proactive steps to address any potential issues.
Collaboration and Coordination:
10. Work closely with the Head of Account Management and the wider Account Management team to maintain excellent relationships with all clients.
11. Work with internal teams, such as Product, to highlight client issues and improve the overall client experience.
12. Collaborate with other team members to ensure accurate and complete information is captured in CRM (Customer Relationship Management) and Finance systems.
13. Provide support to the Upshot team for client-related tasks.
14. Lead or support on projects to improve internal processes and implement them successfully within the wider team.
Additional Responsibilities
Business Development and Marketing
15. Take a proactive role in identifying and securing new business opportunities to expand our client base. This could include upselling services to existing clients, generating referrals and identifying new clients.
16. Support the Upshot team in the delivery of marketing material, organising events and campaigns to maximise sales opportunities.
Monitoring, Evaluation and Learning Services
17. Support on the creation of sophisticated external reporting mechanisms, enabling clients to visualise and communicate their impact effectively.
18. Advise clients on best practices in data collection and impact measurement, and support internal efforts to continually enhance client’s MEL needs.
19. Support on the delivery of MEL workshops both in-person and online
Software development:
20. Support the Upshot Product team to carry out user testing and make recommendations for enhancements to the system’s features and functionality.
21. Advise the Upshot team regarding improvements to the system to assist with sales and existing customer satisfaction
Other:
22. Provide support to the rest of the Upshot team where needed.
23. Undertake duties as can be reasonably expected to ensure the smooth running and efficiency of the Upshot team.
24. Always carry out duties and responsibilities in compliance with Upshot policies.
Person Specification
Ideally, we’re looking for someone with the following characteristics. However, it is not essential to possess all.
Knowledge of:
1. Web-based software applications and data management.
2. The not-for-profit sector, including Local authorities, Housing Associations, Universities and Colleges.
3. Sports development and/or sport for development including National Governing Bodies, County sports partnerships and sport clubs.
4. MEL (Monitoring, Evaluation & Learning) impact measurement, data collection.
5. Microsoft products, particularly Excel to an advanced level.
Experience of:
6. Account management and customer service in a tech, SaaS or charity environment.
7. Leading on external projects with a wide range of stakeholders from planning to execution
8. Delivering group training to a range of audiences – in person and online.
9. Providing client and user support, especially on digital tools.
10. Handling, analysing and visualising data to produce actional insights.
11. Building and maintaining strong relationships with clients and partners.
12. Communicating clearly and succinctly to a range of audiences through various channels.
13. Managing workload independently to balance the competing pressures of customer service, implementation and training.
Other qualities might include:
14. A huge desire to learn, develop quickly and provide collegial support to other members of the Upshot team.
15. Creative ability, problem solving skills, energy and enthusiasm.
16. Familiarity with data visualisation tools (e.g PowerBI, Google Looker Studio and Tableau).
17. Fluency in English required and additional languages desirable but not essential.
UPSHOT PROVIDES A MONITORING, EVALUATION & LEARNING SYSTEM TO HELP YOU EVIDENCE YOUR IMPACT

The client requests no contact from agencies or media sales.
About the PVRI
We’re a small charity with a global reach and an important purpose: to reduce the burden of pulmonary vascular disease (PVD) - a serious condition that can lead to heart damage and trigger symptoms like breathlessness, chest pain, fatigue, poor growth, fainting, and light-headedness. PVD can reduce both quality of life and length of life, but it isn’t widely recognised or well-understood.
Our aim is to improve clinical care, education, and PVD research. To do this, we bring together an international network of thousands of clinicians, scientists, academics, and industry partners supported by our small team based in Bermondsey, London. Together, we deliver conferences, e-learning, and an academic journal, raise awareness of PVD, and encourage collaboration in research.
About the role
We are seeking a Marketing Officer to help grow and service the charity's profile and international membership, increase the value of our membership offer, increase our income generation, work with the team to run successful events, and deliver our e-learning programmes. You’ll help ensure our members are informed about the latest developments and learning opportunities, and they’re valued for their contributions to the PVRI. No two days are the same. One day, you might be writing content for our website and social media channels, and the next, you might be welcoming respected speakers and attendees from over 30 countries to our scientific webinar.
We are looking for someone with excellent written and verbal communication skills and attention to detail. You’ll need to create successful marketing plans and grow our membership. You will also bring excellent organisational skills and the ability to co-ordinate high-quality webinars.
What we can offer
We offer a 35-hour working week and flexible working, a positive learning culture, international travel, and opportunities for you to learn and grow in your role. And for those who prefer hybrid working, we’re based in a vibrant, sociable office space close to London Bridge and Borough Market.
PVRI celebrates diversity and is committed to equality and inclusion in our recruitment practices and ways of working. If you’re excited about our mission and can bring talent and enthusiasm to our cause, we can’t wait to hear from you!
How to apply
To apply for the role, please send us your CV and a supporting statement (max 850 words) outlining what you could bring to the role and referencing the Person Specification. Please send these, together with the Equalities Monitoring Form to Katie Corris by 09:00 on Monday 11 August.
PVRI is a Registered Charity, number 1127115
The client requests no contact from agencies or media sales.
You will be part of a small team that works collaboratively towards making a huge impact on the lives of the children and families we work with. We look for people who want to be part of a service that is innovative, creative and constantly striving to do better.
We are seeking a highly organised and proactive Adoption Service Coordinator and Panel Administrator to support the effective delivery of adoption services. This pivotal role ensures smooth coordination of assessments, panel meetings, and administrative tasks across the Permanency Service. You will act as a key point of contact between professionals, adoptive families, and external agencies, ensuring efficient communication and compliance with regulatory standards. The successful candidate will possess exceptional attention to detail, excellent time management skills, and the ability to work in a sensitive and dynamic environment
You will be involved in the development of the service and your views, and insights are encouraged.
· Coordinate diaries and communication across the Permanency Service team.
· Manage and log adoption enquiries; maintain records in Beacon CRM and CHARMS.
· Support adoption assessments, events, and i-adopt marketing updates.
· Organise Adoption Panel meetings, including scheduling and report preparation.
· Take and finalise panel meeting minutes; ensure timely decisions and notifications.
· Maintain panel member records, training logs, and meeting attendance.
· Update web content, brochures, and social media with adoption recruitment materials.
· Collect and share feedback for service improvement and performance reporting.
You will have regular informal guidance and formal supervision on a monthly basis. You will be part of the wider service of Family Futures and attend monthly Team Days to learn, share and develop the service and your practice.
We are looking for an individual who is:
- Motivated to work with families and derive satisfaction from seeing the development of adopters
- Not fazed by complex needs, challenges, and adversity
- Embraces a parent-positive and child friendly approach
- Able to work in a small team and be a team player
- Wants to develop their knowledge base and interest in multi-disciplinary working through a therapeutic lens.
- Thrives in a collaborative and integrated team environment.
What we offer
Benefits of joining Family Futures
· High-quality supervision and professional development training.
· We run regular Learning Forums to support and learn from each other
· An empowering and encouraging environment
· A nurturing environment for staff to work, including a weekly self-care session.
We believe that embracing different perspectives enriches our agency's culture and strengthens our ability to serve the children and families we work with. Therefore, we welcome applications from candidates from a wide range of lived experience and are actively recruiting people from the global majority. By ‘global majority’, we mean Black African, Black Caribbean, Asian and dual heritage communities.
We are an equal opportunities employer and committed to creating an inclusive and diverse workforce. We encourage applications from suitably qualified applicants regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Family Futures is committed to safeguarding and promoting the welfare of children and expects all staff to share this commitment. The organisation follows safer recruitment practices to protect children and adults at risk of harm and will require the successful applicant to undertake an enhanced DBS disclosure.
Family Futures is a menopause friendly employer.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Job Title: Philanthropy Manager
Reports to: Senior Philanthropy Manager
Location: Hybrid work with 40% from Breaking Barriers’ offices in Manchester, Birmingham or Glasgow
Salary: £33,000 - £39,000
Hours: 5 days per week (37.5 hours) but open to part-time (30 hours minimum), and flexible working arrangements
Contract: Permanent
Overall purpose
The Philanthropy Manager will manage and steward a portfolio of funders and donors – across trusts and foundations, statutory sources and major donors – to secure annual and multi-year gifts in support of Breaking Barriers’ vision. As well as managing relationships with our existing donors there will be a focus on creating new relationships through proactive prospecting and developing a long-term strategic approach to stewardship and relationship development.
You will be an ambitious, enthusiastic, energetic, and autonomous fundraiser with a demonstrable passion for supporting people from a refugee background. You will have a strong track record of high-value relationship management and fundraising, ideally specialising in Trusts, Statutory, Major Donor fundraising or a related area. We are looking for someone who can successfully secure and steward gifts of 5 figures and above – so evidence of stewarding high-value relationships and high-quality written skills are key. You will collaborate with additional fundraisers across Trusts, Statutory, Corporate and Major Gifts to coordinate approaches and maximise opportunities across all functions.
We welcome applicants with relevant transferable skills from other sectors and other areas of fundraising but a strong knowledge of the fundamentals of grant fundraising is essential. We are looking for a passionate individual who can get people excited about the work we do and who wants to make a difference in the lives of individuals from a refugee background. You will share our energy and determination, and will be attracted by the idea of working in a team with big ambitions, and in which you will have the opportunity to grow and develop. We encourage creative thinking and new ideas so a proactive individual who is able to spot opportunities and take the initiative would thrive in this role.
To view the full job description and person specification, as well as details on our accessible recruitment process, please view the attached recruitment pack.
Other considerations
- As part of our safeguarding commitment to our clients, we carry out pre-employment checks to ensure that successful applicants are suitable to work with adults at risk. These include basic DBS checks, obtaining references and verifying a candidate’s identity and right to work in the UK.
- We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of age, disability, gender reassignment, sex, sexual orientation, marriage and civil partnership status, pregnancy and maternity status, race, religion or belief.
How to apply
If you are looking for a role where you can make a real difference, we want to hear from you. To apply, please submit a CV and statement (up to approximately 500 words/1 A4 page) outlining:
- Why you are interested in the role
- What skills you would bring to be successful in this role
- Any experience you would like to highlight
- Any reasonable adjustments you require for the interview process
- Disclosure of disabilities if you wish to do so (as a member of the Disability Confident Scheme, we guarantee an interview to all disabled applicants who meet the minimum criteria for the role)
Please note that applications without a covering letter will not be considered.
Closing date for applications is 11:30pm on Wednesday 06 August. Interviews will be held on a rolling basis so please apply as soon as possible to avoid disappointment.
We belong to the Experts by Experience Employment Initiative, which advocates and supports organisations to employ more people from a refugee background. With this in mind, we particularly welcome applicants with experience of seeking asylum and/or a refugee background.
If you are an expert by experience (a refugee or a migrant with direct, first-hand experience of issues and challenges of the UK asylum or immigration system), you can ask for an independent and confidential support for your job application from the Experts by Experience Employment Network. Please reach out to HR Manager Rebecca Hughes for further details (we are unable to include email addresses in this advert, but you can find contact details on the final page of the attached recruitment pack).
Breaking Barriers exists so that every refugee can access meaningful employment and build a new life.