Senior salesforce administrator jobs

First Give 

First Give is a national charity that empowers young people to make a positive difference to the causes they care about. We do this by partnering with secondary schools across England and Wales, delivering a fully resourced programme that inspires an entire year group to connect with local charities and take meaningful social action - from fundraising and volunteering to campaigning and raising awareness.

Each programme culminates in a celebratory School Final, where student teams present their projects to an audience of peers, teachers, and guests. The winning class is awarded a £1,000 First Give grant for their chosen charity - but every participating student contributes to their community and gains skills, confidence, and a deeper understanding of social issues. We currently partner with over 200 schools each year, helping thousands of young people become active, engaged citizens

This is an exciting time for First Give, as we have recently launched our three-year strategy and our ambition to activate the generosity of a million young people by 2034. In order to meet the requirements of the organisation for this ambitious growth a new 3 year fundraising strategy has been developed which includes expanding and diversifying our fundraising streams into Corporate and HNWI. We have also recently launched recruitment for a Fundraising Campaign Board Chair. The Campaign, A Route to A Million, aims to raise an additional £1.5 million over the next 3 years. We are also embarking on an ambitious regional growth strategy to grow and deliver our programme to more young people than ever across England and Wales.

Team Administrator

We are seeking an enthusiastic, proactive and motivated administrator who would like a varied role.  The successful candidate will provide cross-departmental support and administrative support to the Director and Senior Leadership Team. There is real scope for the candidate to shape the role and gain experience from involvement in various organisational projects. This is a fantastic opportunity to join an encouraging, consultative, dedicated and supportive team and be part of the work of an inspirational organisation.

Contract

Permanent 4 days (30 hrs per week). We can be flexible on hours worked each day and the days worked e.g. splitting 30 hours over 5 days.

Salary

£27,007 pro rata (4 days - £21,606). First Give is committed to paying the London Living Wage.

Location

Hybrid, in our North West London office with one day per week at home. We can be flexible regarding the specific days, but these will be fixed once agreed.

Annual leave

4 day a week role = 27 days annual leave (inclusive of 6.5 pro-rated bank holiday days).

Reporting to

Deputy Director

Key responsibilities

Providing support to the First Give team, primarily the SLT

• To be the first point of contact for enquiries to First Give by email and telephone
• Provide administrative support for First Gives Board of Trustees and SLT, including scheduling meetings and meeting minutes
• Supporting with communications to stakeholders e.g. schools, facilitators or funders as needed
• Managing First Gives relationship with external contractors such as printers and Salesforce support

Overseeing and managing financial administration

• Setting up and tracking payments to contractors and charities in our banking system ensuring timely completion
• Processing, reviewing and identifying outstanding invoices (including working closely with school finance departments to ensure timely payment of school contributions)
• Administering expenses and pre-paid card system, ensuring expenses are accurately recorded each month
• Provide regular monthly tracking reports on payments to the Director

Administering First Give’s charity grants

• Carrying out due diligence for winning charities to ensure comply with First Give donation rules
• Liaising with winning charities to arrange payment and ensuring accurate records of payments processed
• Running monthly reports on payments for the Director

Providing support to the Programmes team

• Supporting the Programmes team with recruitment of judges for school finals
• Managing First Give’s programme resources stock, ensuring we have enough programme documents and equipment to resource the programme
• Management of coursebook printing and distribution to schools 

The job description gives an outline of key duties and is not intended to be an exhaustive list. The post holder may be asked to take on other relevant responsibilities as reasonably requested by their line manager.

Safer recruitment

Safeguarding is of paramount importance to us, as an organisation that works with and for young people. The successful candidate will be asked to provide 2 references as well as undertake a DBS check.

Person specification

Essential

• Passionate about young people and their potential to drive social change
• Highly organised with excellent time management and task prioritisation skills
• Strong attention to detail 
• Highly proactive and someone who naturally uses initiative
• Evidence of ability to work independently – a self-starter – while responding to guidance and feedback
• Excellent and confident verbal and written communicator with internal and external stakeholders
• Confident working in a hybrid setting, with a majority remote-networked team
• Confident using full MS Office suite (MS Teams, SharePoint, Outlook, Excel, Word etc.)
• Able to work in our office in West Hampstead 3 days’ a week

Desirable

• Experience of using Salesforce to process data and provide reports (if not, we will provide training)
• Experience of providing administrative support in a similar organisation

Why work for First Give?

First Give provides many benefits and prides itself on how it treats its staff. Our benefits include:

• Three additional days between Christmas and New Year given to staff gratis
• An additional day off for your birthday in addition to your annual leave allowance
• Annual leave allowance increases year on year after 3 years with First Give to a maximum of 30 days (f.t.e)
• Access to Health Assured (health and wellbeing) Employee Assistance Programme
• As you will use your personal mobile for work, First Give provides a phone allowance to contribute towards your mobile costs
• Training and professional development budget, with regular training offered through the Pears Foundation
• Laptops are provided on a ‘paid for through service’ arrangement and become the employees after three years of service
• Multiple team socials and volunteering days throughout the year

The students we impact come from all walks of life, and so do we. We appreciate that our team will only ever be stronger when we’re all different. We consider gender identity, sexual orientation, race, colour, nationality, ethnic origin, religious belief, disability and age to be irrelevant to our recruitment and we do not take these factors into account when hiring.

Please get in touch with Victoria Lindop (contact details in attached JD)  if you would like to request reasonable adjustments to the recruitment process or have any other questions.

Application process

Please fill out the application form which asks for a full statement of how you fulfil the specification above, and why you want this role at First Give. Please also fill out this equality & diversity monitoring form (this will not be linked to your application).

1. Application closes: Wednesday 16th July 9am

2. Interviews: Friday 25th July

3. Start date: Monday 1st September (or as soon as possible after this date)

About the Role

We are a hardworking organisation, seeking to promote the positive contributions and achievements of young people through the grants we make and the programmes that we run.

We are looking for a dynamic, highly organised, enthusiastic and efficient person to join us to provide effective administrative and database support for the organisation and to help to ensure the smooth running of JPF’s grants programmes. The post holder will be a member of the Operations Team and will be required to work closely with colleagues across the Foundation.

Purpose of Job

To provide comprehensive administrative support to the Operations Team at the Foundation, with a focus on maintaining accurate records, coordinating administrative processes and database management, supporting financial operations, and ensuring the smooth running of the office.
This role is essential to the delivery of the Achievement Award Scheme and other JPF grants and programmes.

Main Areas of Responsibility:
The Operations and Database Administrator will be responsible for supporting the Operations Team.

The primary duties are:

1. Administrative support for JPF’s Achievement Award Scheme and other associated grant programmes
1.1 Support the Operations Officer to prepare and send Achievement Award (AA) materials to all new joiners and organise the general AA mailouts twice a year.
1.2 Manage the JPF general email accounts ensuring that all emails/correspondence are forwarded to the relevant staff member.

2. Database and information management
2.1 Maintain accurate records on JPF systems, particularly the Salesforce database.
2.2 Support the Operations Officer to run periodic data checks on the database and correct identified errors.
2.3 Generate lists and reports from Salesforce, as required, deleting those that are no longer required.
2.4 Assist the Operations Officer with other database tasks e.g. setting up and amending other grant processes in our database such as online application forms, report forms, requirements from grantees, amending email templates, setting up automations, etc.
2.5 Support Head of Operations with maintaining up-to-date organisational policies and procedures.
 

3. Finance and payment support
3.1 Process weekly payments under the guidance of the Finance and Operations Manager.
3.2 Reconcile company credit cards for senior management approval.
3.3 Ensure that bank details for organisations are correct within Salesforce.
3.4 Respond to general finance enquiries and support the Grants Officers recording returned payments accurately.

4. Programme administration
4.1 Assist in the administration of the Internship Programme, other partnerships, IGFV or Open Grants programmes as required.
4.2 Ensure accurate records of all grant applications and reports for all programmes.
4.3 Lead the coordination and distribution of partner programme materials to JPF partners ahead of the academic year.
4.4 Maintain stock control of all JPF AA materials, advising the Finance and Operations Manager when stock requires replenishment.

5. General IT and administrative duties
5.1 Liaise with JPF’s IT providers to ensure seamless IT support for staff and onboarding/offboarding processes.
5.2 Maintain sufficient office cover and manage staff attendance using the Microsoft Teams calendar.
5.3 Distribute daily post and manage general incoming communications efficiently and update contact information in Salesforce.
5.4 Maintain a tidy and well-functioning office environment, including shared spaces and meeting spaces.
5.5 Organise refreshments and ensure room set-up, including technology requirements, for meetings and events as required.
5.6 Arrange for staff photos to be updated on the staff noticeboard and JPF website.
5.7 Complete stationery orders and ensuring that supplies are maintained.
5.8 Maintain inventory of AA and LA medallions and coordinate reorders with the Events Team.
5.9 Oversee the circulation of staff birthday cards, collections and staff celebrations where required.

6. HR and onboarding support
6.1 Support recruitment administration and onboarding processes, including office set up for new staff.
6.2 Lead induction and office set up for work experience placements and other volunteers or contractors.
6.3 Maintain the JPF telephone directory, ensuring staff mobile numbers are current and accurate.
6.4 Administer DBS checks for new staff as required.
6.5 Monitor Cyber Security Training completion and report non-compliance.
6.6 Purchase the weekly supply of fruit, milk, coffee, tea and other supplies for the JPF kitchen.

7. Other Responsibilities
7.1 Attend and actively contribute to Operations and wider JPF Team meetings.
7.2 Provide telephone and email support to enquirers on JPF funding streams.
7.3 Adhere to the Foundation’s policies and procedures, including Safeguarding, Health and Safety, Data Protection, and Publicity Consent.
7.4 Provide cover for reception as required.

These duties represent the typical responsibilities associated with this position. However, flexibility is essential, and all employees may occasionally be required to undertake additional tasks as directed by the Foundation.

Senior Grants Officer

We have an exciting opportunity for a Senior Grants Officer to support and develop innovative and impactful grant-making programmes, helping to end youth homelessness across the UK.

This is a remote working role with occasional travel into our offices in London (all expenses covered).

Position: Senior Grants Officer
Location: Remote/London (occasional London office working – expenses covered)
Hours: Part-time, up to 30 hours per week
Salary: £33,000–£36,000 pro rata
Contract: Permanent
Benefits Include: 25 days per year (pro rata – excluding bank holidays), employer pension contribution of 5% into a personal pension (which does not have to be matched by the employee)

Closing Date: 11.59pm, Thursday 7 August 2025

About the Role
This role is central to the delivery of the charities mission to end youth homelessness. You’ll help to manage grant-making programmes, develop more efficient systems, and build strong relationships with charity partners, while supporting innovation and promoting impact.

Key responsibilities include:

• Supporting the full grant cycle – from application to reporting – across multiple programmes.
• Streamlining processes and supporting the integration of systems such as Salesforce.
• Managing the grants inbox and acting as the first point of contact for charity partners.
• Coordinating charity relationships, ensuring compliance and capturing impact stories.
• Leading specific programmes in partnerships and Employability Programmes.
• Collaborating with teams across fundraising, comms, and strategy to maximise the value of every grant.
• Writing reports for internal committees and contributing to external communications.

About You
You will be highly organised, analytical, and confident working across systems and teams. With strong communication and administration skills, you'll thrive in a role that demands both rigour and empathy.

We are looking for someone with:

• Experience of administering complex processes or programmes within the charity or housing sectors.
• Strong understanding of CRM systems (Salesforce desirable) and data management.
• An eye for detail, excellent time management, and experience juggling multiple priorities.
• Experience working with stakeholders, assessing applications, and reporting against outcomes.
• A collaborative and curious mindset, and a genuine commitment to ending youth homelessness.

About the Organisation
The charity has been around since 1986, created by and working with the UK property industry to try and harness a collective desire to do good. Since 2016, the focus has been exclusively on creating a corporate movement within and across the industry to tackle and end youth homelessness.

Additional Benefits

• Flexible working opportunities
• Annual flu jab and eye tests
• Cycle to Work Scheme
• ½ day per month to volunteer
• Interest-free travel card loans
• Professional Development Fund
• Employee Assistance Programme
• Private Health Insurance with Vitality (employee contribution required)

You may have experience in roles such as: Grants Officer, Programme Officer, Charity Programme Manager, Impact Officer, Fund Administrator, or Project Grants Manager. #INDNFP

PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation

1. Brief job description

Role: Senior Philanthropy and Partnership Manager
Salary: £35,000 - £45,000 based on experience
Holiday allowance: 25 days per annum plus UK bank holidays
Contract type: Permanent
Probation period: Three months
Hours of work: Core hours are between 10am and 4pm. You will work 7 hours per day (excluding a lunch break) 5 days per week. Start / end times can be flexible, so long as the core hours are worked (or a variation in agreement with your line manager)
Location: Save the Rhino International supports a hybrid work model. For this role, it is anticipated that you will work a minimum of three days a week from our office (Unit 3, Coach House Mews, 217 Long Lane, London, SE1 4PR). Further flexibility can be discussed with your line manager
Line Manager: Fundraising and Partnership Lead
Start date: As soon as possible
We reserve the right to close this vacancy when we receive sufficient applications for the role.

2. About Save the Rhino International – leading the charge!

At Save the Rhino International, we believe rhinos are magnificent, in themselves and as champions of the incredible wild landscapes in which they live. And they are endangered. To thrive, both rhinos and people need a world that is healthy, diverse and resilient.

We connect people striving to conserve rhinos and their habitats with people who want to support that vital work, and we contribute our own knowledge and skills to the conservation effort. Every day we work with a wonderful community of passionate friends, partners and supporters, to ensure that all five species of rhinos thrive in the wild.

Our core values, on which we will never compromise, are Integrity, Collaboration and Determination. We express those values through how we behave and talk to the world – who we are: Friendly, Knowledgeable and Passionate.

Save the Rhino International was established as a UK-registered charity in 1994. In the financial year ending 31 March 2025, we raised £3.4 million in support of our conservation partners in Africa and Asia.

3. About the Role

This is a brand-new role with the exciting opportunity to help shape and grow Save the Rhino International’s fundraising from high-net-worth individuals, charitable family trusts and foundations, and corporate partners who share our passion for conservation. As Senior Philanthropy and Partnership Manager, you will lead on building and managing relationships with both new and existing supporters, helping to secure significant funding to support our long-term goals.

You’ll be responsible for the full supporter and partner journey, from identifying and approaching new prospects, to developing tailored proposals, making personal asks, and delivering excellent stewardship. You’ll bring a collaborative approach, strong communication skills, and a flair for building lasting partnerships based on shared values and trust.

This is both a strategic and hands-on role, working closely with colleagues across fundraising and communications. It’s ideal for someone with a strong track record in philanthropy and partnership fundraising who’s ready to take the lead and make a real impact for rhinos in the wild.

Save the Rhino International is a small and friendly organisation with big ambitions. Every day, we strive to achieve our vision of all five rhino species thriving in the wild. We have an informal, genuine, and supportive atmosphere, whilst expecting high professional standards of all our staff. All members of our team are required to support the work of each other: enthusiasm, flexibility, and a willingness to pull together when required are essential. 

4. Key Responsibilities

• Strategic planning and direction
  • Review and refine the philanthropy and partnerships objectives and targets within our 2025–2030 organisational strategy, annual workplans and budgets, with the aim of increasing five- and six-figure donations
     
• Prospect identification and pipeline development
  • Identify new prospects across high-net-worth individuals, family trusts and foundations, and corporate trusts and foundations
  • Maintain and develop a robust pipeline of prospects and funders, using data insights and forecasting to inform planning and prioritisation
  • Conduct due diligence to ensure alignment with Save the Rhino’s values and ethical fundraising practices
     
• Relationship building, cultivation and stewardship
  • Nurture long-term relationships with existing and prospective high net-worth individuals, charitable family trusts and foundations, corporate supporters, and Donor-Advised Funds
  • Proactively build and leverage networks, including through Save the Rhino’s Patrons and Ambassadors programmes, to unlock new opportunities
  • Assess and respond to new partnership enquiries (philanthropic or corporate), exploring alignment and developing tailored approaches
  • Design and deliver effective stewardship plans for all high-value individuals, charitable family trusts and foundations, and corporates, ensuring timely acknowledgement, reporting, and ongoing engagement
  • Collaborate with the communications and marketing team to create tailored materials and supporter journeys for corporate and philanthropic audiences, using automation where appropriate
  • Strengthen relationships over time by providing personalised impact updates through reports, conversations, thank-you notes and other meaningful touchpoints
     
• Proposal development and income generation
  • Develop and present engaging, personalised funding proposals, applications and pitches for philanthropic and corporate audiences
  • Manage grant processes related to high net-worth individuals, charitable family trusts and foundations and corporate partners, ensuring all funding requirements, deadlines and expectations are met
  • Support the wider fundraising team in managing shared donor or partner relationships as needed
     
• Data management and compliance
  • Ensure all supporter and partner activity is accurately recorded in the CRM and used effectively for relationship management
  • Manage administrative tasks, including creating invoices, preparing contracts and memorandums of understanding, and tracking income and expenditure against the budget
  • Uphold GDPR, data protection, and fundraising best practice across all philanthropy and corporate partnership activity, ensuring fundraising is ethical, inclusive and legally compliant

5. Person specification

Essential skills and experience

• Proven ability to design and implement fundraising strategies for high value donors, including developing cultivation, solicitation and stewardship plans
• Minimum 3 years’ fundraising experience with high net-worth individuals, family trusts and foundations and proven track record of securing and managing significant five and six figure donations
• Experience in developing stewardship and recognition strategies that deepen engagement and foster long-term support
• Knowledge of key sector regulations and guidance, including from the Charity Commission, Fundraising Regulator, and Chartered Institute of Fundraising, with a strong understanding of GDPR and data protection
• Experience using CRM systems and fundraising databases, with an understanding of how to apply data mining and segmentation strategies to support donor engagement and income generation
• Experience of developing high-quality funding proposals and narrative and financial reports
• Very strong interpersonal skills and emotional intelligence with the ability to build and maintain collaborative relationships across geographies and cultures
• Excellent written and verbal communication skills, with a proven ability to translate complex issues into compelling content that engages and inspires through storytelling
• Ability to work independently and accurately with attention to detail and meet deadlines as well as collaboratively as a part of cross-cutting teams across organisations
• Financial competence in budgeting, income and expenditure management

Desirable skills and experience

• Experience working within the conservation, wildlife, or environmental sector
• Experience managing partnerships, whether with corporates or other stakeholders, to deliver shared value and long-term impact
• Knowledge of international philanthropy trends and cross-border giving mechanisms
• Experience working with Donor-Advised Funds
• Familiarity with Salesforce or other CRM platforms commonly used in the nonprofit sector
• Understanding of corporate fundraising, CSR trends, or experience applying to corporate trusts and foundations

6. Protecting your data

Save the Rhino takes your data protection seriously. Our full privacy policy for recruitment can be found on our website.

Our client, an independent mission-driven charity, is seeking a Senior Operations and Governance Officer to provide essential support across corporate governance and organisational planning functions. This role is central to ensuring that leadership and strategic processes run efficiently, effectively, and in alignment with good governance practices.

This opportunity is ideal for someone who thrives on coordination, is highly organised, and has a solid understanding of Board support, minute-taking and cross-team collaboration.

Key responsibilities include:

• Coordinating the full cycle of Trustee and Committee meetings, including scheduling, agenda planning, and paper distribution
• Taking high-quality and accurate minutes and tracking actions to ensure follow-up
• Supporting governance and compliance processes, including maintaining the risk register and statutory records
• Contributing to the planning, monitoring, and reporting of strategic and project delivery across the organisation
• Supporting ad hoc projects and events, including staff conferences and trustee engagement activities
• Acting as a point of contact for trustee-related queries and supporting induction and development processes

 
We are looking for someone with:

• Significant experience supporting board and committee governance
• Proven ability to take and manage high-quality minutes and meeting outputs
• Experience working with stakeholders at all levels, including senior leadership and trustees
• Excellent organisation, attention to detail, and ability to manage multiple priorities
• Strong communication skills and confidence using Microsoft Office and CRM tools (such as Salesforce)
• A collaborative, adaptable approach and a commitment to inclusive working practices

This role offers the opportunity to join a committed and supportive team, helping to shape and support the delivery of the organisation’s mission.

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.

About the role

We have just finalised an exciting new three year strategy to drive impact at scale for victim-survivors. We are now looking for an exceptional candidate to lead some of our financial services relationships and consultancy work and support SEA in its mission to raise awareness of economic abuse and transform responses to it within the financial services sector.

Working closely with colleagues across SEA, you will foster and maintain relationships across the financial services sector, seeking opportunities to generate income for the charity and supporting our Financial Services Specialists to deliver an outstanding service.

Together we can transform frontline financial services and save lives.

About you

At SEA we put the lived experience of victim-survivors at the heart of all that we do, including our work with financial services firms. You will be a subject matter expert on customer vulnerability and financial services firms’ regulatory requirements, as well as having a thorough understanding of industry rules and good practice. You will combine this with experience of working with victim-survivors and bring expertise on economic abuse to ensure this is embedded within financial services’ firms’ responses.

About SEA

We are the only UK charity dedicated to raising awareness of economic abuse and  transforming responses to it. We work to save lives and stop economic abuse forever.

Our vision is a world in which all women and girls achieve economic equality and can live their lives free of abuse and exploitation. Not only surviving but thriving.

Our mission is to raise awareness of economic abuse and transform responses to it.

To achieve this, we must ensure that the policies and practices of financial services firms, domestic abuse support services, public services and government reflect the needs of all victim-survivors of economic abuse.

We are  committed to centring victim-survivors in all that we do and broadening our understanding of the needs of survivors, particularly those who are marginalised within society. We work alongside the Experts by Experience - a group of victim-survivors whose voices and experiences shape our work.

Our primary focus is on influencing the women’s, public and financial services sectors, to create a model for improved support for victim-survivors of economic abuse, calling on government to facilitate these changes and work with them to improve their systems and practice.

What we offer

• 25 days annual leave plus Statutory Bank Holidays
• Home working (UK based)
• Flexible working 
• 5% Employer Pension Contribution 
• 5 Wellbeing Days
• Reflective practice
• Health Cash Plan, including Employee Assistance Programme 
• Enhanced sick pay, family leave and carer’s leave 
• The chance to be part of our highly professional, supportive team

To apply

Please apply via our website

Applications open from 8 July and close at 11.59pm on 21 July 2025. Interviews will take place virtually, week beginning 4 August.

Direct applications only – no agencies please.

Surviving Economic Abuse (SEA) is committed to developing an inclusive team which reflects the diversity of the communities we support. Our culture celebrates diverse voices, and we particularly encourage applications from Black and minoritised applicants and disabled applicants who are under-represented at SEA.

SEA is a Disability Confident Committed, and Kinship Friendly Employer.

We are seeking a highly motivated and experienced Technical Project Lead to manage and collaborate with an external development/implementation partner and coordinate the smooth adoption of Salesforce within the Charity.  This critical role will be responsible for the full project lifecycle, from planning and requirements gathering to execution, testing, training, and post-implementation support. You will be the central point of contact for all project stakeholders, ensuring seamless communication and collaboration throughout the project.

 Main Responsibilities

• Work with the Director or Finance & Operations (DFO)  to invite tenders for and engage a development / implementation partner to support the adoption of this phase of Salesforce implementation
• Work with the development/implementation partner to develop detailed project plans, timelines, budgets, and resource allocation. Manage the execution of these plans, tracking progress, and ensuring on-time and within-budget delivery.
• Coordinate with the implementation partner to gather and document business requirements from relevant team members to translate these into technical specifications.
• Lead and motivate key stakeholders including the implementation partner and end-users. Foster a collaborative environment and ensure effective communication between team members.
• Act as the primary point of contact for all project stakeholders, providing regular updates on project status, risks, and issues. Manage stakeholder expectations and ensure their buy-in throughout the project.
• Identify, assess, and mitigate potential project risks. Develop contingency plans to address unforeseen challenges and ensure project success.
• Define and implement quality assurance processes to ensure the delivered Salesforce solution meets business requirements and is free of defects. Oversee testing activities and ensure proper documentation of test results.
• Develop and execute change management plans to ensure smooth user adoption of the new Salesforce solution. Provide training and support to end-users.
• Manage project budgets effectively, tracking expenses and ensuring cost-effectiveness.
• Maintain comprehensive project documentation, including project plans, requirements documents, technical specifications, test plans, and user manuals.
• Providing updates against outcomes / budget to the Director of Development (Grants/Major Gifts) to enable rigorous, timely feedback to the project funder.

 Person specification 

• Proven experience (three years minimum) of leading digital transformation projects, with a strong focus on Salesforce implementations and customisations and a strong record of success.
• Deep understanding of Salesforce platform capabilities.
• Excellent project management skills, including budget and stakeholder management.
• Excellent communication, interpersonal and leadership skills with the ability to explain technical concepts to diverse audiences.
• Ability to work effectively in a fast-paced, dynamic environment.  
• Ability to manage, coordinate and get buy-in from technically inexperienced team members.
• Experience with data migration and integration is a plus.
• An understanding of safeguarding data, confidentiality, safe working practices and GDPR compliance.
• Knowledge of appropriate project management frameworks (agile, waterfall) to set project scope, meeting key milestones and budget constraints
• An understanding of equal opportunities issues and a commitment to diversity.
• Commitment to Create, its activities and mission.

Terms & Conditions

• This is a part-time (0.6 FTE), fixed term contract for one year, with a review to extend at the end of that term.
• This role is based in London.
• Salary: £45,000 per annum pro rata (0.6 FTE).
• Holiday: 25 days (including 3 faith days*) + 8 Public Holidays pro rata.
• A beautiful office based in the City of London. Hybrid working is available following induction period.
• 21-hour week: standard office hours are 9.30am-5.30pm, Monday to Friday with an hour for lunch. Work outside these hours is required on occasions.
• The opportunity to visit projects and Showcase events.
• As part of Create’s Green Action Plan, the charity offers the Cycle to Work scheme. T&C Apply.
• In line with Create’s Safeguarding Policy, all staff are required to have a Disclosure and Barring Service (DBS) check, which Create will carry out upon appointment.

*  Create closes the office over the Christmas period. For staff members who celebrate other faith days, however, the charity is happy to discuss alternative dates.

Create is committed to a policy of equal opportunities embracing diversity in all areas of activity and positively welcomes applications from disabled people and people of all ethnicities.

Purpose
This vital Data Officer role will support the Data Team in maintaining and developing the supporter relationship database (Salesforce NPSP), providing high quality support to CBM UK staff. You will be part of a dynamic & highly skilled Fundraising and Communications team, dedicated to inspiring people in the UK to help transform lives in some of the world’s poorest places.
Key Responsibilities
The Data Officer supports the Data Team to effectively use and maintain the fundraising database across the organisation to increase fundraising, communications and engagement potential.
1.Salesforce Maintenance and Support
a)Support with maintenance and administration of the supporter relationship database(Salesforce NPSP) and suite of Salesforce apps.
b)Provide first line support to members of staff responding to queries and issues.Escalate more complex issues to Senior Data and Insight Officer and Data and InsightManager as appropriate.
c)Import data and income into Salesforce from external data sources
d)Support Fundraising & Communications team in producing data for direct marketingappeals and carry out data checks to ensure data accuracy.
e)Perform data de-duplication and cleansing to ensure the accuracy and integrity of thedatabase, ensuring compliance with organisational policies and regulations
f)Assist the Fundraising & Communication team in building reports and dashboards todeliver timely and critical information.
g)Provide Salesforce training to new and existing users and support the development ofuser guides and training resources.
2.Other
(a)Contribute to a positive, inclusive working culture that reflects CBM UK’s values andcommitment to impact. Promote cross-team collaboration and innovation.
(b)Work collaboratively with colleagues across teams to support integrated working andshared learning.
(c)Undertake any other duties as required by the Data and Insight Manager andDirector of Fundraising, Impact & Communications.

Please downoad the Recruitment Pack for full details.

Job Purpose

This role sits within our crisis alternative service, Safe Space, which is a core and out of hours service providing a safe and welcoming space for people who are feeling distressed and experiencing crisis. Our aim of the service is to keep individuals well in the community and prevent readmission into hospital. The service operates 365 days a year from 14:00-22:00pm across all of our boroughs.

Staff within the service will provide person-centred, practical and emotional support, face to face or via telephone or virtual on a one-to-one basis to individuals experiencing mental health crisis or preventing crisis.

The objectives of the service include:

• To improve the mental wellbeing of people experiencing mental health and social crisis in HFEH.
• To proactively work with keeping people well in the community to reduce re-admitters into hospitals by working with WL NHS teams (e.g. discharge, LPS, CATT, MINT and SPA)
• To provide a true alternative to A&E via a non-clinical drop-in service to support clients
• To provide support to clients accessing the service- for instance: signposting, de-escalation and crisis recovery planning.
• To contribute to an improvement in individual mental wellbeing.
• To remain a source of independent support for all clients.
• To treat service users with respect, dignity and personalised support
• To raise awareness of mental health services available with the goal to improve long term mental health and reduce social isolation
• To increase self-management skills of those accessing the service
• To reduce the use of police, ambulance and statutory mental health services whilst experiencing crisis via a drop-in service.
• To reduce the use of statutory crisis services by people experiencing mental ill health without positive outcomes for the individual

The Role

The role of the team manager will be to support the rest of the team in delivering interventions on a one-to-one. The role will also involve triaging and assessing all clients accessing the service, signposting and delivering collaborative self-management plans with clients to improve mental wellbeing. The role will also include line management and supervision of senior support workers and support workers within the service. Team managers are responsible for management of their site; including report writing, audits and being the named manager for the site and allocated borough following the borough-based approach. This role directly supports the service managers in keeping to a high standard service. The role will include implementing a smooth running of the service including facilitating debriefing and providing senior support onsite. The role of the team manager is non-clinical.

Key Responsibilities

• Providing a person centred and recovery orientated approach in all aspects of the roles and responsibilities.

• Guiding the team, responding to referrals and planning each shift in terms of staffing, activities and case allocation

• Understanding of risk and risk management

• Understanding safeguarding adults and children processes and legal requirements

• To work autonomously in a fast-paced environment and under pressure

• Oversee re-admitters and clients being discharged on a weekly basis

• Good time keeping skills - Essential

• Responsible lead for allocated site, attend and lead discussions with MDT teams

• Responsible for keeping allocated site to a high standard and reporting any health and safety concerns

• To facilitate weekly team meetings with minutes and feedback any internal and external changes

• This role will be considered a key worker role

• Understanding of safety planning and de-escalation

• Experience of working with challenging behaviour

• Keep minutes of all meetings attended and feedback to the wider team

• Working collaboratively with clients to understand their needs and developing flexible and realistic crisis support packages/person centred plans

• Promoting people’ rights and responsibilities

• Considering each person as an individual

• Listening to clients and encouraging positive steps towards self-management of crisis and recovery

• To attend all mandatory training including safeguarding and GDPR.

• Providing advice, information, practical and emotional support to clients

• Proactively recognising the indicators of deteriorating mental health and facilitate appropriate action, whilst liaising with relevant agencies e.g. CATT, Emergency Duty Teams, CMHTS, etc

• Engaging with clients to show empathy, inspire hope and promote recovery

• Establishing supportive, empowering and respectful relationships with clients and carers/ family

• Maintaining accurate records, detailing interventions

• Ensuring that outcomes, outputs and impact are recorded

• Understanding CQC standards and NICE guidelines around mental health

• Providing administrative support to the team

• Overseeing and provide shadowing to new staff members and volunteers

• Attend reflective practice, peer supervision and line management supervision

• Create and maintain good working relationships with partner agencies

• Actively participate in training and development

• Provide guidance to support workers and volunteers

• To work with service managers and assist with reporting and monitoring

Person Specification

• Minimum of 1 year working in mental health services and with clients experiencing mental health distress and crisis

• Experience of line management within a mental health setting

• Experience of de-escalation

• Experience of managing challenging behaviour and dealing with clients with complex needs

• Evidence of continual professional development

• Understanding of the Recovery Model in mental health

• Understanding of the principles of trauma informed care

• Understanding of suicide prevention and safety planning

• Experience of managing safeguarding risks and understanding legal requirements for safeguarding adults and children

• Understanding of how to report and mitigate risks

• Understanding of the relationship between mental health and social issues and how these issues may impact on physical, mental and emotional wellbeing

• Understanding of relevant legislation and policies

• Understanding safeguarding adults and children processes and legal requirements

• Awareness of issues in mental health service provision

• A good understanding of mental health conditions

• Experience of working with vulnerable individuals

• Creative and flexible approach to working with individuals

• Ability to deal with stressful and difficult situations in a calm manner and de-escalate challenging situations

• Ability to prioritise and manage workload

• Ability to involve clients and carers in all aspects of work

• Empathy and non-judgemental approach

• Good communication skills

• Capacity to work within an agreed shift pattern

• Experience of delivering information and advice (housing, benefits, debt etc)

• Experience of non-clinical, therapeutic interventions like psychoeducation

• Good IT skills including Word, Outlook, Excel and PowerPoint, with proven ability to input and extract information and produce reports

• Understanding of different databases such as Views, Salesforce and NHS

• Car driver with sole ownership of a vehicle and ability to travel to multiple locations (e.g. NHS sites and community sites) would be essential.

• Ability to work out of hours and on weekends at multiple locations including NHS sites and community sites

PCS is looking to appoint a Technology Services Officer to the Technology Services Team.

The post will support the Technology Services Managers to create a skilled and effective team providing development, technical support and training to staff and other users in all aspects of digital and ITT services.

You will have a qualification in or experience of working with digital platforms or customer relationship management systems. All postholders will need training to acquire the ADX Administrative Essentials for New Admins in Lightning Experience certification, if not already held.

Salary and Location

• Band 3, London Spine points 33-29 or Regional Spine points 37-33
• Starting salary: London £43,715 p.a. rising to £48,846 p.a. in annual increments or Regional £39,403 rising to £43,715 p.a. in annual increments
• PCS Clapham or Regional PCS Office

Successful candidates for the Technology Services Officer will be able to demonstrate:

• Knowledge of customer relationship management systems, specifically Salesforce
• Experience in contributing to a project, using structured project management systems and processes
• The ability to identify technical problems and resolve them efficiently within set timeframes
• Providing technical support for helpdesk queries
• Planning and delivering training

The main duties of the Technology Services Officer role include:

• Assisting in preparing reports on system performance highlighting potential risks or malfunctions
• Assisting in the development of a high level of proficiency in PCSs Technology tools e.g. our CRM, membership database, digital applications, bulk email and social media platforms
• Working as part of the Technology Services team on the database and integration, automation and change projects
• Working with the Technology Services manager to build and maintain analytics that measure the effectiveness of digital applications for staff and members

Closing date: at 12 midday on Tuesday 15 July 2025

Interviews will be held by Zoom: Thursday 31 July 2025

About PCS

PCS is the Public and Commercial Services Union, representing many thousands of members working in the civil service and related areas.

Employer Benefits

You will have access to a generous package of staff benefits including

• flexible working (including hybrid working)
• childcare and family support
• generous maternity/paternity leave
• 32 days leave and Christmas closure
• pension scheme
• employee assistance programme

Learning and Development

The union offers a wide range of learning and development opportunities. We will work with you to support your continued professional development.

PCS Recruiting Process

We use CVMinder to manage all recruitment activities. It helps us to maintain our commitment to equality and diversity by ensuring that we are fair and compliant with our recruiting practices.

Applications must be received by the closing date and time specified.

Candidates invited for interview are required to make themselves available on the date/s specified. Interview dates cannot be changed to accommodate candidates who are unavailable to attend on the specified date.

• CVs will not be accepted. Please see the job description/person specification and follow the application process.
• PCS is working towards equal opportunities and is positive about disabled people.
• All posts can be considered on a full-time, part-time or job share basis.

Please view our guidance for applicants.

JOB DESCRIPTION: TECHNOLOGY SERVICES OFFICER

Ref: 0425

Grade: Band 3, London/Region

Salary:

London Spine points 33-29

London Starting salary £43,715 p.a. rising to £48,846 p.a.

Regional Spine points 37- 33

Regional Starting salary £39,403 p.a. rising to £43,715 p.a.

Location: London or Region

Purpose of the job:

To assist in maximising the potential for union growth, development and success through managing, co-ordinating and supporting the work of the department/unit, in line with PCS policy and our ethos as an organising union.

Responsible to: Technology Services Manager

Responsible for: Staff in Bands 1 and 2 (where appropriate)

Contacts

External:

Contractors, suppliers, and service providers, PCS Union Representatives, Members, Government Departments, Employees of other trade unions, TUC, Employers, legal and other professional

Internal:

Service users, staff, senior lay officers, senior full-time officers

Main duties and responsibilities

1. Systems Management General

• Assist the line manager by monitoring development initiatives and ensuring work completed meets the requirements within the given time frame. Report to line manager as appropriate
• Assist in preparing reports for line manager on system performance highlighting potential risks or malfunctions
• Assist in ensuring commissioned and installed new applications and customised existing applications are fit for purpose
• Support line manager by making as appropriate where new systems are designed that could be applicable to the wider union
• Assist in the development of a high level of proficiency in PCSs Technology tools e.g. our CRM, membership database, digital applications, bulk email and social media platforms
• Work as part of the Technology Services team on the database and integration, automation and change projects
• Assist the Technology Services team in development to deliver high quality digital solutions
• Ensure that the views of users are reflected throughout the development and delivery of digital applications
• Explore and recommend new digital applications and developments to the Technology Services team based on best practice and user feedback
• Ensure a high standard of accessibility and usability across our platforms at all times
• Contribute to project-based work, using structured project management systems and processes
• Work with colleagues across PCS to deliver change through the Technology Services teams work
• Work with the Technology Services manager to build and maintain analytics that measure the effectiveness of digital applications for staff and members
• Respond to data integrity issues reported to the Technology Services team and create solutions to those issues
• Participate in the review and installation of managed packages on the digital platform
• Support the Technology Services manager where required to ensure sufficient maintenance and security of the Salesforce platform
• Document any changes made to the digital platform through both maintenance of existing functions and development of new applications
• Continuously review the efficiency of PCSs digital platforms
• Monitor the departments compliance with legal issues such as accessibility, copyright, and data protection
• Communicate recent additions/changes to staff and members
• Support the process of providing suitable equipment, software and reasonable adjustments arising from DSE risk assessments and other identified needs

2. Systems Management Digital

• Comply with maintaining database results through the set protocols and standards and controls for data processing
• Monitoring database efficiency through the reporting and analysis tools
• Support line manager with preparations for database expansion by studying plans and requirements
• Assist line manager to coordinate, design, programme and create complex query definitions to extract accurate data
• Support the continued development and implementation of Salesforce by working with line manager and external contractors
• Support the upgrading of software by assessing transaction processing and database production options
• Maintain database performance by troubleshooting problems using internal or external resources
• Assist in the security of database by developing policies, procedures, and controls with the data protection officer
• Assist in training others in how to input and extract data
• Ensure the requirements of users are established, monitoring user access and security
• Communicate regularly with technical, applications and operational staff to ensure database integrity and security
• Assist with writing database documentation, including data standards, procedures and definitions for the data dictionary (Meta data)
• Deal with reporting fault mechanism within Salesforce

3. Systems Management Networks and Infrastructure

• Assist with the development and make best use of ITT office systems including ensuring staff are appropriately trained, regularly reviewing existing systems, and ensuring consistency and organisational best practice across systems and procedures and their practical application, including helpdesk and technical support where appropriate
• Assist with implementing an ongoing development and monitoring process for systems including managing resources, gathering, monitoring, collating, and reconciling information, checking allocations, preparing reports, and highlighting budget over- and under-spends
• Support the statistical systems to produce reports and analyse information i.e. budget reports, room bookings, and video conference/zoom usage statistics
• Assist with liaising with software and hardware suppliers, and other key contacts on resolving issues, providing advice, etc.

4. Training and support

• Train staff members and lay officers in the use of PCSs analytical tools
• Develop good working relationships with colleagues
• Provide ongoing support and advice to staff and other members of the Technology Services team
• Draft guidance and advise PCS staff and other contributors about Technology strategies relevant to their specific needs
• To proactively develop Technology skills through training courses, and using on-line resources

5. People Management (where appropriate)

• Manage work allocation and workflow, future planning and support for team/line manager
• Motivate and manage individuals and the team as a whole to provide a high standard of service
• Check work standards and maintain consistent quality of delegated tasks
• Seek to continuously improve the effectiveness and efficiency of the team
• Through induction, the appraisal system and one-to-ones, identify staff training and development needs, train or organise formal/informal training
• Proactively promote diversity issues in line with the wider PCS approach
• Apply the staff conduct policies as and when required e.g. discipline, grievance, capability, dignity at work and IT security policies
• Ensure that the health, safety and welfare of staff is maintained and improved, in accordance with PCS and statutory policies
• Deputise for line manager when required

6. Team Working

• Proactively promote team working
• Initiate, organise, lead and participate in team meetings as appropriate
• Maintain high levels of confidentiality of sensitive issues at all times
• Provide assistance to team members

7. General

• At all times implement and promote the PCSs Equal Opportunities Policy and adhere to the PCS Values
• Take due and reasonable care of self and others in respect of Health & Safety at Work
• Participate in appraisal, training and development systems
• In all work activities, comply with data protection legislation and PCSs requirements for the protection of personal information and the privacy of individuals
• Act in a manner that enhances the work of the PCS and its overall public image
• Such other duties that may reasonably be required and which are within the level of the responsibility of this post
• Willing to work outside normal office hours and location subject to personal circumstances, and advanced notice

Person Specification: TECHNOLOGY SERVICES OFFICER

Ref: 0425

Date: July 2025

Location: London/Region

ESSENTIAL FACTORS

QUALIFICATIONS

• Qualification in or experience of working with digital platforms or customer relationship management systems, specifically Salesforce

EXPERIENCE

• Providing support and advice to colleagues
• Experience of applying usability and accessibility best practice
• Planning and delivering training

TRAINING

(including continuous professional development)

• Evidence of ongoing training and personal development
• Willingness to undertake further learning and development, specifically the ADX201 Administrative Essentials for New Admins in Lightning Experience certification
• Commitment to undertake job-related training
• Commitment to participation in the appraisal and development review process
• Commitment to staff development

KNOWLEDGE

• Customer relationship management systems, specifically Salesforce
• Databases
• Agile Project Management
• Digital application coding or configuration management
• User centred design and current usability testing procedures
• Knowledge and understanding of trade unions and work of the public sector

SKILLS

• Design and implementation of work processes
• High standard of communication skills
• High level of problem solving, analytical and collaborative skills
• Attention to detail and systematic working
• Ability to work using own initiative
• Excellent project management skills

OTHER

• Commitment to the application of equal opportunities policies and practices at work
• Willing to work outside normal office hours and location
• Attend Annual Delegate Conference as required

Passionate about educational equality? Join our team and make a difference.

Location: Hybrid, with monthly visits to our London office and regular college travel (2/3 days a week, with up to 4/5 days in busy periods).

Travel: You will be required to regularly travel to your assigned colleges, so reliable means of transport (e.g. car/bus/train) is essential. Colleges you may need to travel to include: Hopwood Hall and Wirral Met.
For travel to the London office, you will be able to claim expenses.

Hours: Full-time (37.5 hours/week, Monday to Friday, flexible working patterns available).

Salary: Competitive, including London weighting where applicable.

Start Date: July 28th 2025.

Duration: Fixed term until end of May 2026, with potential for extension.

 Benefits

✅ 36 days of annual leave (including bank holidays).

✅ Flexible working options (hybrid & remote available).

✅ Professional development and training opportunities.

✅ Termly in-person team development days in our London office.

✅ Be part of a growing, mission-driven organisation making a real impact.

 About Us

Get Further is an award-winning charity that helps students from disadvantaged backgrounds secure essential English and maths qualifications. We support students in further education by providing specialist tuition, helping them progress into higher education, apprenticeships, and employment. Our programme has been proven to significantly improve student outcomes, with students on our programme more likely to improve by at least one grade compared to the national average.

We are now seeking a driven and passionate Programme Coordinator to join our growing team and ensure the successful delivery of our tutoring programmes.

About the Role

As a Programme Coordinator, you will be responsible for student engagement, timetabling, logistics, and tutor performance, helping learners secure vital qualifications for their future.

Programme Coordination

• Manage a portfolio of up to 300 students throughout the year, ensuring sustained engagement with tutoring sessions.
• Prepare for programme launches, including timetabling of sessions and logistical planning.
• Maximise student reach by filling available tutoring spaces and maintaining an active pipeline of students.
• Develop strategies to enhance student engagement and track attendance KPIs using our CRM system (Salesforce).
• Prioritise safeguarding and student safety at all times.

 Tutor Performance and Delivery

• Oversee tutor task and session management to ensure consistent, high-quality delivery.
• Conduct regular check-ins with tutors, providing guidance and feedback.
• Observe tutoring sessions to uphold delivery standards and improve programme effectiveness.

College Relationships and Programme Logistics

• Build and maintain strong relationships with college staff to ensure seamless programme delivery.
• Manage logistical preparations, including scheduling sessions and room bookings.
• Maintain clear communication with college stakeholders and contribute to impact reporting.
• Support contract renewal discussions to sustain and expand partnerships.

 Creative Problem-Solving and Innovation

•  Identify and implement operational improvements to enhance programme efficiency.
• Contribute to wider organisational projects, such as tutor training, resource development, and student engagement initiatives.
• Lead special projects aligned with your interests to further our mission.

Championing Get Further’s Vision and Values

• Represent Get Further’s values in all interactions with students, tutors, and external partners.
• Ensure accuracy in reporting and programme evaluation to drive positive systemic change.
• Collaborate with the wider team to support the charity’s strategic priorities.

About You

• We are looking for individuals who are passionate about our mission and demonstrate the following:
• A strong commitment to tackling educational inequality and supporting disadvantaged students.
• Ability to thrive in a fast-paced, dynamic environment.
• Excellent attention to detail and high standards for student success.
• Resilience, problem-solving skills, and a proactive attitude towards overcoming challenges.
• Excellent verbal and written communication skills, with confidence in presenting to students and senior stakeholders.
• Strong organisational skills, time management, and ability to work independently.
• IT proficiency, particularly in Microsoft Word and Excel.

Desirable:

• Experience in education programme delivery.
• Familiarity with Salesforce.
• Understanding of the further education sector.
• Interest in or commitment to a career in the charity sector.

How to Apply

Complete our online application, including your CV (max 2 pages) and responses to the 3 application questions.

Suitable candidates will be considered on a rolling basis until the position is filled.

Use of AI in application: We recognise that AI can be a useful tool when drafting your job application. But when misused, it can make your application generic and lack individuality, meaning your application won't stand out. If you do use AI, please make sure you use it wisely, and ensure that the final application reflects your unique personal experience, accomplishments, and skills.

Join Us in Making a Difference.

Apply now and be part of a team dedicated to empowering students.

Other roles you may have experience in could include: Programme Coordinator, Education Programme Manager, Student Engagement Officer, Further Education Coordinator, Tutor Coordinator.

About the Coalition for Global Prosperity

The Coalition for Global Prosperity (CGP) brings together political, military, business and faith leaders who believe that an effective development budget, alongside an active diplomatic and defence strategy, keeps Britain at the forefront of saving lives, alleviating poverty and bringing freedom, security and prosperity to those who need it most.

At a time when the UK's role in the world is being redefined, Britain is at its best when it acts as a global leader in development as well as in defence and diplomacy. With a smart and effective aid budget, which leverages British expertise, the UK can transform lives.

CGP brings together a wide coalition of aid supporters, with backgrounds from across the military, faith, business and political communities. We organise public and private events to explore the UK's role as a global leader. We regularly host influential figures and thought leaders to speak at our events, previously we have hosted David Attenborough, Julia Gillard, Theresa May, Gordon Brown, Boris Johnson, Bill Gates and David Cameron as speakers. 

You can find out more information about the Coalition and its work on our website. 

Overview / purpose of the role

We’re looking for a Finance & Operations Officer who is interested in developing a career in bookkeeping and/or accountancy within the nonprofit sector. This is an ideal opportunity for someone with 1–2 years of experience in a finance or operations role who is looking to build on that foundation and grow their skills in a mission-driven organisation.

You don’t need to have specific qualifications in finance or accounting - what matters most is a strong interest in charity finance, excellent attention to detail, and motivation to grow professionally. You may have worked in a junior finance, administrative, or operations role, and are now ready to take on broader responsibilities and deepen your expertise.

The Finance & Operations Officer is a central resource within CGP, working with colleagues in the Operations Team, and across the organisation to provide financial and operational support to all areas of our work. They will work closely with the Head of Operations & Evaluation to process invoices, expenses and conduct weekly payment runs, ensuring that all financial policies and procedures are carefully adhered to. They will also support colleagues to follow our financial policies and processes and act as the first point of contact for any questions on these procedures. Additionally, they will provide general administrative and operational support to colleagues as outlined in the below job description. 

Reporting to: Head of Operations & Evaluation

Responsibilities

Finance

• Managing our accounts payable inbox, monitoring all incoming invoices and following up with team members on any missing information if required

• Processing and coding invoices  in Xero accounting software ahead of weekly payment runs

• Checking that correct coding and approval procedures are followed for staff expenses

• Conducting weekly payment runs via our online banking system

• Coordinating our monthly payroll processes (working with external providers)

• Working with the Head of Operations & Evaluation and Director of Finance to support the development of funding proposals

• Working with the Head of Operations & Evaluation and Director of Finance to support financial reporting on grants for external donors

• Supporting the Head of Operations & Evaluation and Director of Finance with general financial administration, record keeping and tracking budgets

• Provide training on expense and invoicing processes to new members of staff and generally acting as the first point of contact for all staff on any finance procedure questions (full training will be provided)

• Supporting the Senior Management Team (SMT) and our Director of Finance to develop the annual organisational budget and report against it quarterly

• Providing budgeting support as required for colleagues internally 

Office Management & General Operational Support

• Acting as the key point of contact between CGP & our coworking office space (organising memberships, meeting room bookings, invoices, printing credits, equipment, internal events etc.)

• Organising post, stationery supplies and managing stocks of office equipment

• Maintain/organise our filing and cloud storage systems logically and efficiently, in a data protection compliant manner.

• Ad hoc IT support as required, including online troubleshooting and logging support requests with service providers when necessary.

• General administrative support to the CEO and Head of Operations & Evaluation

Human Resources

• Support with recruitment processes within CGP, including assisting members of the team to schedule and coordinate job interviews, contact candidates and file incoming applications. 

• Working with the Head of Operations & Evaluation to organise internal events like team away days and staff team building activities.

Person specification

The right candidate will bring some prior experience in a relevant role, alongside enthusiasm for nonprofit finance and operations. They will have an aptitude for maths and finance,  excellent attention to detail and a meticulous, methodical approach to work and troubleshooting.

We are looking for someone who:

• Has 1–2 years of experience in a finance, bookkeeping, administrative, or operations role

• Is interested in building a career in nonprofit finance and is open to pursuing further financial training

• Is broadly supportive of UK Aid 

• Is an independent worker, self-starter who can take responsibility for projects through to completion

• Has excellent IT skills, proficient with MS Office programmes (particularly Excel) and Google Workspace, and the ability to learn to use new software as required (for example, Xero, Soldo and Salesforce)

• Has great people skills, and the ability to build positive working relationships with colleagues and external stakeholders

To apply

To apply, please go to our website and fill in the form. Please upload a CV and a cover letter outlining why you are interested in working for CGP. 

We review applications on a rolling basis, if interested please apply as soon as possible.

Interim Head of Finance & Operations

Career Ready is a social mobility charity that believes that every young person deserves the opportunity to enjoy a rewarding future.

We were founded in 2002 by leading business figures with a mission: to boost social mobility by empowering young people and giving their talents a platform from which to flourish. Since then, we’ve grown in England and Scotland to support young people in areas of need.

We have an exciting opportunity for an experienced, qualified Finance professional to lead our Finance & Operations function.

About the Role

Reporting to the Chief Executive Officer the Interim Head of Finance & Operations leads on and assumes day to day responsibility for providing high quality, strategic financial management for Career Ready.

You will lead on business operations to ensure the ongoing effective functioning of the charity and drive sustainable growth.

The Interim Head of Finance and Operations plays a key role in leading greater organisational efficiency and simplifying processes and will continue the delivery of a project plan reflecting the 2025-30 strategy.

You will play a critical role in driving the increased quality of Career Ready’s offer to our stakeholders in line with our strategy, vision and values.

Member of our SMT, comprising of the CEO, Director for Scotland, Director of Programme and Partnerships and Heads of functions.

This is an interim role to cover a period of maternity leave.

Main responsibilities and accountabilities

· Lead, direct and manage the finance and operations functions, overseeing two direct reports, ensuring they deliver a high-quality service to all internal and external stakeholders and are seen as adding value, in enabling Career Ready to achieve its vision and strategic objectives through its people. 

· Continue the delivery of a project plan reflecting the 2025-30 strategy, ensuring that activities happen at pace, are deadline-driven and achieve a high level of impact.

· Assume overall responsibility for the financial management of Career Ready, working with the SMT to ensure high quality and effective use of charitable funds.

· Input into and review the financial elements of funding applications and ensure that fund accounting processes align with funders’ requirements for project reporting.

· Produce financial reports for various stakeholders, as well as leading on financial modelling.

· Have oversight of all financial and accountancy matters including month end reports, management accounts, cash flow management, compliance, tax liability, presentation of management information and KPIs. Ensure that the CEO and Trustees are provided with accurate, timely information and analysis. 

· Oversee and coordinate the fully managed payroll services with the external bureau for all Career Ready employees and for some internship students (Jun to Aug during the Summer)

· Administration of the Staff Opt-In Pension Scheme, including onboarding new staff (Royal London)

· Act as a role model in our ‘one team’ culture. Lead in the development of efficient working practices across the charity, creating momentum and supporting motivation within the charity. 

· Lead risk management strategies and internal control procedures to minimise the risk of loss, or damage to, Career Ready’s assets. 

· Prepare and submit annual operational budgets and annual accounts to the CEO for review and approval.

· Draft and deliver papers for Trustees and Finance and Fundraising Committee (F&FC) meetings. 

· Attend Board and F&FC meetings to present papers and answer questions related to areas of expertise. 

· Provide day to day line management of the Senior Finance Officers and support their ongoing growth and development.

· Management of organisational governance and compliance activities, including policy management.

· Oversee and manage the organisation’s risk management register and process, with input from SMT.

· Oversee reviews and renewals of all insurance policies that affect the organisation.

· Lead on the compliance of statutory and charity regulatory reporting, giving guidance to colleagues where required.

· Ensure any changes to processes and procedures across the function are clearly documented.

Person Specification

Essential skills and experience

•  Belief and commitment to Career Ready’s mission and values
• Qualified (ACA/ACCA/CIMA/AAT) accountant with at least 5 years’ experience in financial management including budgeting, preferably in the charity sector.
• Significant experience in producing management and financial accounts
• Skilled in financial reporting and producing VAT returns
• Preparing for and ensuring a successful year-end audit, and demonstrable knowledge of UK Charities SORP and other reporting standards
• Experience in budgeting to support strategic decision making.
• Financial dexterity and strong analytical skills.
• Strong IT skills, including advanced MS Excel skills and extensive of using an accounting software, preferably Xero
• Excellent organisational and prioritising skills and ability to work independently and with autonomy
• Strong starter finisher with ability to lead and drive projects
• Knowledge of charity governance and compliance requirements
• Ability to build excellent relationships and have effective engagement with stakeholders
• Good communication skills and ability to communicate financial concepts to non-finance staff
• Attention to detail
• Ability to present financial information to various audiences
• Ability to maintain confidentiality and sensitivity of financial information
• Ability to work in a fast-paced environment
• Ability to cope with competing demands to deadlines
• Honest and dependable

Desirable skills and experience

• Experience of leading a team, strong team building skills
• Line management experience
• Experience of using MS Planner or other project management tools
• Genuine interest in the work done by the Charity
• Experience of using a CRM (Salesforce)
• Degree in financial management or accounting

Full details are provided in the candidate pack

Salary and Benefits

Salary: £52,000 to £54,000 FTE (salary will be pro-rata for part time hours)

28-35 hours per week.  Career Ready is committed to supporting condensed/flexible working patterns.

Permanent and remote.  Travel to London required on an occasional basis

You will be rewarded with the following benefits:

· 6% contribution to personal pension plan, subject to 3% employee contribution.

· Annual leave: 27 days per annum plus bank/public holidays (pro rata for part time). The charity is also closed between Christmas and New Year. Career Ready also allows flexible use of some Bank & Public Holidays

· Cycle to Work Scheme

· Access to both our Reward Gateway Portal and an Employee Assistance Programme.

· Flexible working

· Work from home allowance and paid travel expenses.

We regret that Career Ready is unable to offer visa sponsorship and candidates must be able to demonstrate their right to work in the UK. In accordance with our commitment to safeguarding, offers of employment are subject to completion of a DBS check. 

Timetable

Applications close at 9am on Monday 21 July 2025 

Please note that the closing date may be brought forward if we receive strong applications.

This is an interim role to cover a period of maternity leave, with a provisional start date of late September for a handover period.

Reports to: Director of Fundraising & Communications
Closing date: 24th July (We’ll be interviewing for the role on a rolling basis until the position is filled so please apply early to avoid disappointment)

Preferred timezone: GMT -/+ 5 (for meeting purposes, but all applications welcome)

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About Climate Catalyst

Climate Catalyst is a U.S. based non-profit dedicated to galvanizing the collective power of business, investors, and civil society to influence and accelerate policy change in Asia and Europe. Our vision is a just, prosperous world in which global warming is limited to 1.5°C.

Climate Catalyst works to strengthen collaboration and mobilise new actors on pivotal climate challenges to build power and compel political leaders to act at the speed and scale needed to tackle the climate crisis. We do this by: 

• Working behind the scenes with stakeholders in Europe and Asia to identify critical climate issues where action to date has been limited and the potential for collaboration is high. 

• Bringing together renowned experts and new entrants to share ideas, and design and deliver creative campaigns that secure decisive changes in national and regional policy to deliver sectoral tipping points and secure significant emissions reductions. 

• Advising on strategy, offering grants and bringing creative communications, advocacy and business expertise to build power across the climate community and catalyse action. 

To date, we’ve used this model successfully to mobilise the business community in support of the EU Nature Restoration Law, the first legislation for peatlands protection across Europe, and spark collective action in India that led to commitment from the Ministry of Steel to develop a green steel policy. Our vision is of a just, prosperous world in which global temperature rise is limited to 1.5°C. 

 

About The Role

The overall remit of this role is to:

1. Lead prospect research and funding trends analysis, identifying strategic opportunities and informing fundraising strategy

2. Strategically map, expand, and cultivate high-value supporter networks, taking ownership of key relationships

3. Design, implement, and optimise comprehensive stakeholder engagement journeys, ensuring a high-quality donor experience

4. Support good governance in Climate Catalyst by planning and organising the work of the board, with direction from the CEO

5. Lead and manage high-level stakeholder engagement strategies, including direct engagement with members of the Strategic Council to foster sustained partnerships.

What you will do

Strategic stakeholder relationship management, engagement and mapping (70%)

• Strategically identify, research, and qualify high-net-worth individuals, foundations, and corporate prospects, developing robust pipelines for major gifts.

• Identify, cultivate, and steward significant donor relationships, focusing on securing major gifts and sustained funding. 

• Design, implement, and lead comprehensive donor cultivation and stewardship strategies, ensuring effective pipeline management and successful solicitation of significant contributions.

• Develop and execute sophisticated communication plans tailored to specific donor segments, ensuring compelling messaging and impact reporting.

• Prepare and deliver high quality briefings, proposals, and presentations for senior leadership to use in high-stakes donor meetings and engagements.

• Support the development and updating of core project materials including key messages, Q&A, response lines, briefings and presentations, tailoring messages to specific audiences, to be used across multiple channels 

• Proactively analyse philanthropic trends, competitor activities, and funding opportunities to support the Director of Fundraising & Communications in adapting Climate Catalyst’s fundraising strategy 

• With support from the Digital Communications Manager, lead the strategic utilisation and optimisation of CRM and fundraising management tools to ensure data integrity, generate actionable insights, and support reporting on fundraising performance.

Board and Strategic Council support (30%)

• Support good governance in Climate Catalyst - by developing the board workplan, organising meetings, securing inputs to these meetings, minute-taking, and ensure follow up on agreed actions (all with direction from the CEO)

• Drive and support pro-active engagement between Climate Catalyst senior staff and individual members of the Strategic Council, with direction from the CEO

• Drive and support pro-active and effective relationship management by the CEO with high-level partners and allies of Climate Catalyst, by planning, preparing and tracking engagement 

What You Would Bring

1. Experience in managing and supporting the governance functions of boards or similar high-level advisory bodies, demonstrating autonomy and initiative.

2. Demonstrated success in managing complex stakeholder relationships, including foundations, high-net-worth individuals, institutional funders, and senior advisors

3. Exceptional project management, organisational, and administrative skills with a proven ability to independently manage multiple priorities and complex workflows.

4. Demonstrated track record of independently identifying, cultivating, soliciting, and stewarding major donors or high-value foundations, resulting in significant grants or partnerships.

5. Strong understanding of philanthropic trends, fundraising best practices, and donor lifecycle management.

6. Experience with CRM systems (e.g., Hubspot, Salesforce, Raiser's Edge) for donor management, pipeline tracking, and reporting, with an ability to leverage data for strategic decision-making.

7. Experience, comfort with, and preference for working across various regions and cultures.

8. Excellent written and verbal communication skills, with the ability to craft compelling proposals, presentations, and reports for diverse audiences.

9. Ability to schedule work and deliver to tight deadlines

How You Work

• Results-driven with a strong focus on achieving fundraising targets and strategic objectives, while maintaining meticulous attention to detail.

• Collaborative leader who actively supports and champions colleagues, fostering a positive and productive team environment.

• Strategic thinker who can actively listen, synthesise complex information, and contribute to elevating the overall thinking and strategy of the team.

• Humble, with low ego and ready to roll up your sleeves

• Committed to our values of courage, collaboration, diversity and learning

Additional Information

• Currently, our main working language is English. Fluency in another language is highly valued.

• This position requires travel

• If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment tasks or otherwise participating in the interview process, please inform us of that in the relevant application section. 

Compensation + Benefits

• Pay is competitive in all hiring regions.

• The salary band for this role in USD is $70,000 - $86,000

• Benefits include: wellness stipend, professional development, co-working space coverage, generous pension contribution and more.

For more information about working with us at Climate Catalyst, including compensation and benefits, visit our website.

Diversity at Climate Catalyst

Climate Catalyst aims to design inclusive strategies to meet our objectives. We recognise that the only way to deliver on this is to build a diverse team composed of individuals with varying backgrounds, experiences, and perspectives. We encourage applicants from historically marginalised and currently underrepresented groups in the climate movement to apply.

Equal Employment Opportunities

Climate Catalyst is an equal opportunity employer and complies with all applicable employment opportunity laws prohibiting discrimination. We welcome applications from all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, citizenship status, disability, genetic information, veteran status, or any other basis protected by applicable law.

How to Apply

To apply, please upload a cover letter of no more than one page outlining interest in the role and your CV to this application page.