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Job Title: CRM Operations Analyst
Team: Digital Transformation & Technology (Supporter Engagement & Experience)
Location: Hybrid (split between home-working and either London, Cardiff or Edinburgh)
*This role sits within a pay grade with a pay range of £33,367 to £50,051. The salary on appointment will be set at the lower end of the pay range, to a maximum of £36,704 depending on the candidate's skills and experience. This approach aims to ensure fair compensation for new hires while maintaining alignment with the structured pay scale for the role.
Context and purpose of role
At the Ramblers, our ability to connect with supporters, manage members, and empower volunteers depends on the smooth running of our CRM (Salesforce). The CRM Operations Analyst plays a vital role in making this possible.
By managing day-to-day CRM operations, handling imports, selections, and user support, you ensure that colleagues across the organisation can trust the data they use and work efficiently. Your contribution means communications are targeted and accurate, volunteer and supporter records are reliable, and teams can focus on their mission rather than system issues.
Your work ensures that colleagues can rely on accurate data and smooth processes, so supporters receive timely communications, members feel well served, and volunteers have the information they need to play their part.
Key Responsibilities
User Support & Administration
Provide first-line technical support for Salesforce, resolving user issues related to access, new fields, layouts, and general functionality, escalating complex configuration or system-wide issues to the Senior Database Administrator where required.
Provide second-line support for record-level data issues (e.g. duplicates, permissions, missing fields, or data discrepancies), escalating where necessary for complex data or automation errors.
Provide guidance to staff on how best to use Salesforce for their day-to-day needs.
Maintain and update user accounts, roles, and permissions.
Deliver basic in-house training sessions and user guides to support adoption.
Day-to-day responsibility for co-ordinating routine GDPR-related deletion requests.
Data Management & Imports
Manage regular data imports
Run reconciliations with Finance to ensure CRM records align with income systems.
Support data quality initiatives, including deduplication and validation.
Maintain GDPR consents, preferences, and data hygiene standards.
Reporting & Dashboards
Build and update simple CRM reports and dashboards.
Help staff use reports effectively, and create custom reports where needed
Collaborate with the Analyst Engineer and Data Analyst to ensure consistency between CRM and business insights dashboards.
Configuration & Changes
Make declarative (no-code) changes to Salesforce (e.g. page layouts, fields, validation rules, workflows).
Support the Senior Salesforce DBA in testing and deploying small changes.
Help enforce configuration standards and document processes.
Integrations & Pipelines (Support Role)
Monitor automated data flows between Salesforce and other systems (e.g. Azure Data Factory pipelines, Mailchimp).
Escalate complex pipeline or automation issues to the Senior Database Administrator or Analytics Engineer.
Support basic configuration tasks to ensure reliable system-to-system connections.
The person
Skills & Experience
Essential
· Hands-on experience using Salesforce (ideally beyond “super-user” level, but full Admin certification not required).
· Familiarity with data imports and reconciliation processes.
· Ability to write and run SOQL or SQL queries at a basic level.
· Experience building reports and dashboards in Salesforce.
· Strong attention to detail and accuracy in handling supporter data.
· Good communication skills, with the ability to support non-technical colleagues.
· Understanding of GDPR and the importance of data protection.
Desirable
· Salesforce Administrator certification (or willingness to work towards it).
· Experience in a not-for-profit, membership, or fundraising environment.
· Familiarity with Gift Aid, Direct Debits, or other fundraising processes.
· Exposure to Azure Data Factory or other data pipeline tools.
· Experience supporting email/marketing integrations (e.g. Mailchimp, Marketing Cloud).
Personal Attributes
· Collaborative – thrives working across teams, supporting both technical colleagues and non-technical end users.
· Proactive – anticipates problems, identifies opportunities for improvement, and takes initiative.
· Detail-focused – delivers reliable, accurate data and documents processes thoroughly.
· Adaptable – able to shift between operational fixes and long-term improvements.
· Curious – motivated to learn and grow in data engineering, BI, and analytics.
Values and Behaviours
Our values are the core principles that guide us daily in our work and our membership of the Ramblers. We all share the passion that walking is for everyone and by living our shared values we can ensure the Ramblers is an organisation to be proud of. Our values will earn trust for the Ramblers brand which will allow us to open up a world of walking opportunities for even more people.
Inclusive
We make everyone feel welcome and part of the Ramblers community. We make sure we all feel respected and accepted and know our contributions make a difference in achieving our mission.
Inspiring
We strive to inspire people through the way we act and the things we say. We channel our passion and ambition so others are moved to help us achieve our mission.
Empowering
We empower and encourage each other to make a positive contribution to our teams and the Ramblers. We do all we can to make sure everyone has the ability, and feels confident, to take action.
Responsible
We take responsibility for ourselves and those around us seriously, by always acting in a safe and supportive way. We care about the environment and make sure we do what we say we will do.
[NF1]Is this needed as essential or is it desirable?
[GA2]A basic level is essential in my view. It’s a prerequisite for supporting things like selections etc.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
About Us
UKATA is the leading professional body in the UK for those learning and practicing Transactional Analysis (TA). Founded in 1974, UKATA has grown into a vibrant community of over 1100 members, from curious learners to advanced practitioners, all dedicated to the growth of TA theory and practice. UKATA is an organisational member of the UK Council for Psychotherapy (UKCP) and the European Association of Transactional Analysis (EATA).
The Opportunity
This is a key operational role at the heart of UKATA. You’ll combine day-to-day operational coordination with responsibility for agreed projects and organisational improvements. You’ll also support members, governance, communications and events, working closely with the Managing Director, contractors and volunteers to help deliver an excellent experience for our members.
No two days are the same. One day you might be coordinating an online event, updating our website or producing reports from our membership management system to support decision-making. The next you could be designing an internal process, supporting our National Conference or leading a new organisational project.
What You'll Do
About You
We’re looking for an organised, proactive and collaborative professional to join our small team – someone who:
What We Offer
This role offers the chance to work with a respected organisation while making a genuine difference to our members and the wider TA community. You'll have:
Location and Working Hours
This is a home-based role with flexible remote working arrangements. Regular travel across the UK is required to support conferences, trustee and committee meetings, planning days, and other organisational activities. On average, this is expected to be around once a month, although the level of travel will go up and down, with some periods busier than others. Reasonable travel and accommodation expenses will be reimbursed in line with UKATA policies.
We are looking for someone who can work 30 hours across at least four days a week, primarily during normal weekday office hours. Some flexibility will be required to attend occasional evening meetings and weekend events.
Salary
The full-time equivalent salary for this role is £40,000. The pro rata salary is £32,000.
Thank you for your interest in working with UKATA. We look forward to reading your application.
UKATA is an association and professional body for people interested in, studying and practicing Transactional Analysis within the United Kingdom.
The client requests no contact from agencies or media sales.
THINK is expanding our Data function and looking for find a Data Consultant who can help achieve that growth.
THINK Data is the specialist data function of THINK, working exclusively in the charity and not-for-profit sector. We combine deep sector knowledge with hands-on technical expertise across three core areas: data health, analytics and insight, and CRM system challenges.
Led by the Director of THINK Data, the team covers key elements of data strategy with charity clients to help them get more from their data and make better decisions. Discovering the challenges around the infrastructure of systems, processes and insight capability charities need to make data work harder for their mission. The Director leads on new business generation, team development, innovation in data products and thought leadership across the sector. Part of that innovation is exploring the best ways to use AI in how we work and how we advise clients, taking a considered and human approach.
The Data Consultant role centres on data discovery and consultancy - working with charity clients to understand their data challenges and shape practical roadmaps for change. Alongside this you will contribute to client delivery, own key internal systems, and help develop new products and services.
This is an opportunity to grow. We are looking for a driven, ambitious individual with a background in charity fundraising and experience in data analysis and management, who is ready to take a step up into consultancy. The role offers a clear path to develop from Data Consultant to Senior Data Consultant, with the potential over time to progress towards Data Director. The right person will help shape the future of THINK Data and grow as the function grows.
To apply please follow the guidance in the Candidate Pack. Informal calls with Steve White, Director of THINK Data or Matt Smith, Managing Director of THINK are available upon request.