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CRM Business Analyst
Permanent. Full Time. Hybrid working (minimum of 2 days per week in the office)
Location: This role can be based in any of our UK offices - Cardiff, Edinburgh, London, Warrington
Salary: £41,783 per year for Cardiff, Edinburgh, Warrington. £46,666 per year for London (including London allowance)
About us
Christian Aid exists to create a world where everyone can live a full life, free from poverty. We are a global movement of people, churches and local organisations who passionately champion dignity, equality and justice worldwide. We are the changemakers, the peacemakers, the mighty of heart.
We’re committed to building a diverse and inclusive workplace, and recognise the value this brings in forming strong, creative and high performing teams. We welcome applications from all sections of the community, and from those with experience from outside of the voluntary sector. And no, you don’t have to be Christian to work here – we encourage people of all faiths and none to apply. We just ask that everyone lives out our values of dignity, equality, justice and love. We value a good work-life balance, so we’re open to part-time and flexible working. We also offer hybrid working for our office-based colleagues.
About the role
Reporting in to the Supporter Data Manager, the CRM Business Analyst will drive continuous improvement of the CRM solution through business analysis and automated testing, working collaboratively with the Supporter Data Manager and CRM Technical Lead to optimise efficiency and functionality.
The post-holder will engage with stakeholders and deliver strategic insights into As-Is and To-Be process models, data structures, and interdependencies, translating findings into concise agile requirements that enhance operational effectiveness.
Some of the main responsibilities of the CRM Business Analyst include:
- Proactively identify opportunities to optimise CRM system and articulate proposed solutions to the Supporter Data Manager and wide business users.
- Implement best-practice Business Analysis processes, tools, and methodologies to strengthen capability and drive meaningful change.
- Act as a mentor empowering and upskilling team members, embedding best practice business analysis and fostering a culture of innovation and continuous learning.
- Critically evaluate risks through the requirements gathering process, collaborating with teams to develop effective solutions that ensure project success.
- Ensure the accurate translation of business requirements into actionable specifications, prioritising high-impact initiatives that enhance operational efficiency. • Provide key input and support for the continuous improvement of the Agile development process (SCRUM) by actively engaging in all ceremonies.
- Identify opportunities for how Dynamics365 can enable and improve business processes, ensuring technology solutions align with strategic objectives.
- Ensure Jira tickets are regularly updated to reflect accurate project progress.
- Extract and analyse data from multiple sources, applying SQL and other analytical techniques to inform decision-making. Build, configure, and execute automated test scripts to optimise performance and mitigate risks.
- Analyse and develop reporting requirements, providing key insights that strengthen the organisation’s business intelligence architecture.
About you
Who we are looking for:
Essential:
- Significant experience or professional qualification in Business Analysis.
- Demonstrable experience as a Business Analyst covering Agile requirements gathering and specification, data modelling and mapping, process re-engineering, and reporting.
- Developed communication skills, both verbal and written.
- Comfortable working with different stakeholder groups.
- Experience of applying industry standard process mapping techniques (e.g. BPMN, UML) to support process re-engineering.
- Experience of configuring and supporting the development of Dynamics365 CRM solutions.
- Experience of using automated testing tools such as EasyRepro.
- Creating end-user acceptance testing scripts, supporting the UAT process. Using SQL to extract data required to undertake analysis and investigation activities.
- Highly developed knowledge of Dynamics365 entity architecture.
- Applying different risk management techniques.
- Highly developed working knowledge of Jira.
- Excellent working knowledge of Microsoft Visio or other process mapping tools.
Desirable:
- Professional qualification in testing and experience of applying different test frameworks.
- Experience of Azure specific application development.
- Experience of writing technical documentation.
- Configuring and managing SharePoint sites.
Further information
At Christian Aid we strive to be an inclusive and diverse employer and recognise the value that this brings in helping to build strong, creative and high performing teams.
We are actively encouraging racialised minorities, LGBTQ+, people with disabilities, returning parents or carers who are re-entering work after a career break, people with caring responsibilities, people from low socioeconomic backgrounds, women, and older workers to apply. This is because these groups are under-represented within our teams, especially at senior level, and we recognise and value the contributions members of these groups make to strong, creative and high performing teams.
We have a strong Christian ethos and we encourage applications from all faiths. Applicants will be expected to demonstrate an understanding of and sympathy with Christian Aid’s faith identity.
All successful candidates will require a DBS/police check appropriate to the role and location and a Counter Terrorism Sanction check as part of your clearance for commencing your role with us. We also participate in the Inter Agency Misconduct Disclosure Scheme. In line with this Scheme, we will request information as part of the referencing process from job applicants’ previous employers about any findings of sexual exploitation, sexual abuse and/or sexual harassment during employment, or incidents under investigation when the applicant left employment. By submitting an application, the job applicant confirms their understanding of these recruitment procedures.
This role requires applicants to have the right to live and work in the country where this position is based and undertake the role that you have been offered. If you are successful and we make you an offer for the role, we will be required to conduct a right to work check on your immigration status in the UK. We will contact you regarding the documentation you will need to provide to evidence this.
The client requests no contact from agencies or media sales.
This is an exciting new opportunity to shape the future of technology and digital capability across five South West charities. We are seeking an exceptional Regional Chief Technology Officer who is motivated by both challenge and purpose; someone who can harness technology to make a tangible difference to how our faith-based charities support church communities.
Working across Bath & Wells, Bristol, Exeter, Salisbury and Truro, this role offers a rare platform to influence at scale. The successful candidate will lead a region-wide programme of digital transformation and process optimisation, helping modernise systems, strengthen cyber resilience and unlock efficiencies that release resources for mission and ministry.
This is not technology for its own sake. We are looking for someone who combines strategic insight with practical delivery; a leader who can translate complex technical possibilities into real-world improvements for staff, clergy and volunteers. You will play a key role in shaping the responsible adoption of emerging technologies, including AI, while ensuring strong governance, security and compliance.
Please note that, whilst the role will be primarily home-based, the post-holder will be required to travel regularly across the Southwest region, with an onsite presence in each organisation at least once per month.
Responsibilities
Strategic Leadership:
- Develop, articulate, and implement a shared digital transformation and technology strategy that is directly aligned with the overarching mission and strategic goals of the five dioceses.
- Act as the principal technology advisor to the Diocesan Secretaries and their senior leadership teams.
Process Mapping & Optimisation:
- Lead a comprehensive, collaborative review of key administrative and operational processes within the Diocesan Boards of Finance (DBFs) and in parishes where appropriate.
- Use process mapping techniques to identify inefficiencies, bottlenecks, and areas for improvement, and then design and implement optimised workflows.
AI & Responsible Innovation:
- Actively research, evaluate, pilot, and implement appropriate AI and automation tools to enhance efficiency, support fundraising, and improve service delivery.
- Ensure all innovation is undertaken responsibly, ethically, and with a clear focus on tangible benefits.
Stakeholder Management & Engagement:
- Build and maintain strong, collaborative relationships with a diverse range of stakeholders across all five dioceses, including clergy, staff, and volunteers.
- Foster a culture of digital literacy and champion the benefits of change in a clear, accessible, and empathetic manner.
Project & Change Management:
- Oversee the full lifecycle of technology and process improvement projects, from initial conception and business case development through to delivery, user training, and final handover.
- Employ robust project management methodologies to ensure projects are delivered on time and within budget.
Qualifications, Training & Experience:
- Proven and extensive senior technology leadership experience (e.g., CTO, Head of IT, Director of Digital Transformation) with clear evidence of strategic impact.
- Relevant degree (or equivalent) in a technology-related discipline, with appropriate professional certifications in technology, architecture, project or change management, and membership of a relevant professional body.
- Strong track record in business process mapping, analysis and re-engineering delivering measurable efficiency gains.
- Practical experience evaluating, procuring and implementing modern technology solutions, including cloud platforms (e.g., Microsoft 365), CRM systems and data analytics tools.
- Experience in the charity, non-profit or similarly complex, values-driven sector is highly desirable. Demonstrable experience of, or well-informed and practical interest in, the responsible and ethical application of AI and automation in an organisational context.
- Significant experience in technology strategy, budget management, vendor negotiation and delivery of complex, multi-stakeholder programmes.
Competencies & Behavioural requirements:
- Exceptional communicator and translator: Able to convey complex technical concepts in clear, accessible language and influence a wide range of non-technical stakeholders with confidence.
- Strategic yet pragmatic thinker: Sees the big picture and aligns technology with organisational priorities, while remaining hands-on and focused on practical, value adding solutions.
- Collaborative and emotionally intelligent leader: Builds trust and consensus across diverse stakeholders and cultures, leading change with empathy, credibility and sensitivity.
- Resilient and delivery-focused: Proactive and self-motivated, with the drive and discipline to deliver complex, multi-year programmes and achieve measurable outcomes.
- Culturally astute and values-aware: Demonstrates understanding of, and respect for, the Church of England’s context, governance and ethos, navigating the environment with diplomacy and good judgement.
Our benefits include:
- Generous company pension
- A comprehensive health & wellbeing programme, inlcuding an Employee Assistance Programme
- Paid volunteering & study leave allowace
- Company events
- Home working
The Diocese of Salisbury is a Christian community of churches, schools and chaplaincies serving one million people over 2000 square miles.