Account Management Jobs

Head of Relationships – South

£60,000 - £80,000 per Annum

Location; Hybrid with travel as and when required for the role to meet commissioners and visit services.

United Response are not just a social care provider – We are a charity dedicated to championing the rights of people who have learning disabilities, Autism and complex needs to live, work, socialise and participate in the community, free of discrimination and unnecessary boundaries.

Key Purpose of the role

As a Head of Relationships, you will Build and maintain the relationship with target local authorities, making sure we understand what local authorities need and want and grow our income and increase the provision of our services.

The role will be to ensure that exceptional business relationships are developed with our commissioners guaranteeing the long term sustainability of the contracts. You will be the subject matter expert for your assigned commissioner and Local Authority and negotiate new business outside of the frameworks and tenders. While assessing service delivery against contracts and provide feedback on any gaps in operations, you will convey any necessary changes with the commissioners.

Who you are

To be successful, you will have senior level experience of being a Relationship/Account Manager for Local Authorities, Commissioners or Multi-Million corporate clients. With credibility in building relationships with public sector funders/commissioners you will have significant experience of negotiation and able to apply different techniques to varying situations. You will have leadership and motivational experience with a multicultural staff team with the ability to create a high performance environment, for all our contracts while setting and monitoring measures that reflect the corporate objectives and customer goals.

Please refer to the full Job description and person specification attached

Who is United Response?

United Response is a leading national charity. We were founded in 1973 with just one service in West Sussex. We now support around 2,000 people, work in 400 locations across England and Wales and employ more than 3,500 staff. In our work we aim to be CREATIVE, STRONG, HONEST, RESPONSIVE and UNITED.

United Responses’ culture of inclusion, focus on health and wellbeing and working models helps ensure that everyone – regardless of background – feels included and can be the best they can be. We believe we are made stronger by the unique capabilities and qualities that each person brings to our organisation and we invest in our employees to inspire confidence and help everyone realise their full potential.

United Response is proud to be an equal opportunity workplace. We are committed to the Mindful Employer values and are a Disability Confident employer, providing support to applicants with mental and or physical disabilities.

We reserve the right to close this advert before the closing date - therefore don't delay, submit your application today!!

The Supporter-led Fundraising (SLF) team at Alzheimer’s Research UK (ARUK) is responsible for securing income from individuals, groups, and regional corporate partners across the UK. SLF bring in a significant number of new supporters and income to the charity through mass participation events, fundraising products, and self-fundraising events. The team manage these supporters to give them the best possible experience with ARUK, and to help them fundraise for a cure.

As the Senior Marketing & Engagement Manager in a one-year FTC role, you will lead the Marketing & Engagement team. You will manage the Marketing & Engagement Manager and support the work of the Community Fundraising and Sporting Events teams in order to deliver our strategy and meet our annual income target. 

You will: support the development and progression of the Marketing & Engagement Manager and two Marketing Campaigns Officers, oversee the strategy for SLF-wide marketing campaigns, manage marketing budgets and own the relationships with external media and creative agencies, support with sign off for all SLF marketing content, own stakeholder management with Heads and Managers across ARUK, and oversee a new engagement strategy to review and implement a new stewardship plan across SLF supporters.

This is a 12-month Fixed Term Contract, or on the return of the substantive post holder, to cover a period of maternity leave.

Main duties and responsibilities of the role:

· Shape the strategic direction for marketing and supporter engagement for the SLF function within the charity.

· Innovation – be responsive to the ever-changing digital landscape and react to trends and opportunities.

· Work closely with the Digital and other Marketing teams across ARUK to integrate the newly appointed media agency: ensure best practice, more aligned working, better spending of budgets, and improved performance and results.

· Team leadership and stakeholder management – you will support the team with prioritisation of work and requests based on the wider Fundraising & Marketing priorities to support growth.

· Manage the SLF relationship with external media and creative agencies.

· Creative sign off of all SLF marketing content.

· Working with SLF Heads and Senior Managers to deliver £7m annual income within SLF, defining and making sure SLF priorities are delivered, shaping team culture and developing the growth strategy and ambition

Strategy and planning

· With the support of the Director of Supporter-led Fundraising, lead the development of the overall SLF marketing strategy to deliver exceptional supporter relationships, partnerships, and fundraising products to achieve further transformational growth.

· Be the digital marketing expert among SLF products and events teams, leading the Marketing & Engagement team to support on the delivery of their income objectives.

· Lead the development of the Marketing & Engagement team’s annual operational planning and five-year strategy, driving greater focus on scaling up the volume and value of supporters whilst maintaining great engagement and supporter experience.

Product marketing and management

· Lead the Marketing & Engagement team to support with the strategic planning and delivery of new and existing fundraising products/events to maximise income and attract new audiences.

· Ensure the creative and brand integration of products across SLF to drive maximum value and awareness.

· Support the development and delivery of all products on time, on budget, and on brand across a variety of media.

· Routine end of campaign reviews and analysis, with proactive adaptation of plans to optimise results.

· With the Marketing & Engagement Manager, be the SLF points of sign off for all marketing materials, responsible for proofreading and approving all marketing literature and brand materials for the department.

· Lead the team to deliver exceptional marketing creative and copy in-house, with support from the Design and Brand teams.

Supporter engagement

· Write inspiring marketing copy and compelling communications supporting SLF activities to drive action.

· Lead the team to deliver and implement a new supporter engagement strategy, improving stewardship and engagement journeys across all SLF supporters.

· Work with teams across ARUK to develop and implement improved SLF CRM/supporter segmentation, supporter journeys, and lifetime value understanding.

· Working with the Insight team and SLF Heads, improve SLF audience insights, interpretation, and application.

People management

· Management and development of the Marketing & Engagement Manager and support their growth as the manager of two Marketing Campaigns Officers.

· Continue to develop the vision, purpose, and strategy for the Marketing & Engagement team.

· Agency relationship management across a variety of partners and suppliers, including our media and creative agencies.

· Work with the Head of Communications, Head of Brand and Head of Digital to ensure all communications and activities are aligned across the charity.

· Work together with Heads and Senior Managers across the organisation, integrate the new media agency to drive better planning and collaboration, aligning strategically for our next phase of growth.

Budget management and reporting

· Annual budgeting of fundraising product/marketing expenditure and regular reforecasting and reporting.

· Annual operational planning and five-year forecasting, including quarterly Fundraising & Marketing directorate check-ins.

· Work closely with key teams across ARUK to ensure engagement, acquisition, and remittance is monitored and evaluated (including trend analysis and KPI tracking).

What we are looking for:

· Creating and delivering multi-channel marketing acquisition strategies.

· Delivering budgets, annual operational planning, and five-year strategy. 

· Copywriting, copyediting and proofreading.

· Line management and team development.

· Digital marketing expertise and growth ambition.

· Managing external media and creative agencies. 

· Excellent GDPR knowledge and practice.

· Excellent attention to detail to deliver high quality output.

· Stakeholder management skills (internal and with external agencies).

· Reactivity and agility to change activity or re-allocate budget based on performance.

· Experience of working as part of a leadership team.

Additional Information:

Ways of working: As part of our Agile ways of working you will be required to work approximately 2 days a week from the office, which is subject to the requirements of the role and the business needs. Flexibility on where you work can be split between working from home and our office.

Roles that are classed as part of the Agile ways of working are not able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals.  This includes when attending the office for various meetings/events.

Our Office: Our office is at 3 Riverside, Granta Park, Great Abington, Cambridge, CB21 6AD. 

Salary: Circa £52,000 per annum, plus benefits

Please download the Vacancy Pack for more information.

The closing date for applications is the 21st July 2024, with interviews likely to be held week commencing the 29th July 2024. We would encourage you to submit your application at the earliest opportunity as the closing date may be brought forward at any time. Please indicate in your covering letter if you are unable to attend an interview on a certain date.

We value diversity and are committed to creating an inclusive culture where everyone can be themselves and reach their full potential.  We actively encourage applications from people of all backgrounds and cultures, in particular those from ethnic minority backgrounds who are currently under-represented.  Any offer of employment is however subject to you having the right to work in the UK.

As part of our commitment to be an inclusive employer and ensure fairness and consistency in selecting the best candidate for this role, your CV will be anonymised as part of the selection process.  Should you need any adjustments at either the application or interview stage, then please do contact us via our wrebsite.

How to apply: Please create an online account using our Online Recruitment Platform which can be accessed through our Job Vacancies page. You will be able to attach your CV to your application and track the status of your application.

About Alzheimer’s Research UK:

Alzheimer's Research UK is the UK's leading dementia research charity. Our mission is to accelerate progress towards a cure.  Today 1 in 2 people will be impacted by dementia, either through caring for a loved one, developing it themselves or tragically both. But there is hope. 

There has never been a more important and exciting time in dementia research. With promising new drugs in clinical trials that slow the progression of the diseases that cause it, and revolutionary new ways to diagnose them on the horizon, we are now at a tipping point. Working with the smartest minds globally and across the UK, with industry and academia, Alzheimer’s Research UK is uniquely placed to invest in the very best research identifying barriers to a cure and knocking them down so that there are more and better treatments for everyone with dementia. For the first time in history, we can see a future where people with dementia can get a swift and accurate diagnosis, and effective treatments that could slow or even stop their disease. We stand for everyone affected by dementia. We stand for a cure. 

In 2022, we were incredibly proud to be awarded a 3-star accreditation by Best Companies which recognises ‘World Class’ levels of workplace engagement and were also listed in the prestigious Best Companies lists:

• 48th in the 100 Best Large Companies to Work For in the UK.

• 19th in the 100 Best Companies to Work For in the East of England.

• 3rd in the 50 Best Companies to Work For in the Charity Sector.

In addition, we were also shortlisted for a special award recognising the work undertaken on reducing our environmental impact.

In 2021, we were awarded the HR Management award by The Charity Times for our Wellbeing initiatives throughout the pandemic.

In 2020, we demonstrated our commitment to changing the way we think and act about mental health in the workplace and signed the Time to Change Employer Pledge. 

ARUK really does look after its people, where you will be able to add value and make a difference. 

To view further details about working for us and the benefits we offer, please visit Alzheimer’s Research UK.

Job Title: Senior People and Culture Manager 

Responsible to: Chief of Staff

Line Management: None 

Location: Runway East, 24-28 Bloomsbury Way, London. WC1A 2SN. We offer flexible and hybrid working, but office-based work will be required on a regular basis. 

Salary: £48,000 per annum

Benefits: includes 25 days holiday (plus bank and public holidays) with length of service increments, contributory pension scheme, flexible working options, enhanced staff wellbeing package.

Main Purpose of Role

The Senior People and Culture Manager is a key member of the Charity’s management team. They will have responsibility for designing, constructing and implementing a People and Culture strategy to create a transparent, consistent and agile process for the entire employee journey. They will play a pivotal role in fostering a thriving, healthy and positive organisational culture to ensure our staff feel valued, engaged, and well equipped to deliver the highest standards of work. This role provides high-level operational delivery of our People function to build an organisational infrastructure that delivers against the strategic objectives of the organisation. 

Main Duties and Responsibilities 

• People Strategy: Work alongside the Chief of Staff to develop and implement a comprehensive people strategy that aligns with our mission and values and promotes equity, diversity and inclusion (EDI). 
• Talent Acquisition: Oversee the recruitment process to identify innovative solutions to improve the efficiency of our hiring to attract and retain talented individuals who align with the Charity's core values.
• Learning and Development: Implement learning and development programmes to ensure all staff have the necessary skills and knowledge to perform their roles effectively whilst promoting career advancement opportunities within the charity.
• Performance Management: Manage the performance review process, providing guidance to managers on performance improvement strategies and identifying opportunities for development. 
• Policy Development: Develop and update HR policies and procedures in line with best practice and employment law. 
•  Employee Relations: Serve as a trusted advisor to staff and management, addressing concerns and resolving conflicts at work, including grievance, capability, and disciplinary matters.
• Culture Enhancement: Collaborate with leadership to reinforce organisational culture and values, driving initiatives that promote EDI.
• HR Administration and Budget management: Oversee all HR administration, including contracts, leave management, payroll and pensions.

Person Specification 

Experience and Knowledge 

• A deep understanding of HR practices and principles.
• CIPD qualified (Level 5) or working towards a qualification. Proven experience in a similar HR generalist role, preferably within the charity sector.
• Experience of implementing a People and Culture strategy and monitoring and evaluating its success using qualitative and quantitative data.
• Understanding of the HR needs of a small/medium charity.
• Experience in implementing EDI principles and embedding them through policies and organisational practices. 
• Familiarity with employment law.
• Experience developing, planning and executing staff events and training sessions. 
• Experience of managing a budget, interpreting operational financial data and preparing relevant management reports.

Skills and Competencies  

• Leadership Skills
• Project Management Skills
• Strategic Thinking Skills
• Cultural Awareness

How to apply  

If you are passionate about our work to address homelessness and would like to join the Charity as its Senior People and Culture Manager, please complete the application form available on our online jobs board.

You may wish to retain a copy of your answers as our ATS currently does not send applicants a copy of their application.

Closing date: Sunday 21 July 2024, 11.59pm.

Interviews will be held in person in the week beginning 29 July 2024.

Summary

• Strive for Excellence
• Show Compassion
• Respect others
• Collaborate
• Act with Integrity

• Ensure that the Women on the Front Line (WFL) programme strategy and implementation stages are clearly communicated to stakeholders on regular basis.
• Ensure that Mrs Welby is aware of all developments, decisions and issues, building her suggestions and directions into the planning and outworking's of the WFL work.
• Maintain and proactively lead an effective comms strategy for the WFL work for both internal use and external focus. Including producing a bi-annual newsletter.
• Manage translation of the newsletter and any other relevant communications.
• Maintain strong relationships with international WFL champions working closely with the Women on the Frontline Follow-up Coordinator.
• Manage the web developers, toolkit designers, proofreader, and other contractors to deliver projects on schedule and budget. For example, building the website and designing the toolkit.
• Hold the web developers and other contractors to account for hitting targets in design and implementation stages.

• Provide comprehensive understanding of budgets and accounts for the WFL work and be able to participate in, draft and defend funding applications to charitable trusts for funds for future WFL work.
• Organise all administrative support for the WFL international retreats by: supporting visa application processes; negotiating prices of air travel; booking travel; working with in-country supporters to find accommodation and plan / support international WFL stakeholders in joining retreats from countries other than the UK.
• Maintain positive relationships with the largely volunteer WFL committee leaders, ensuring diary commitments for the WFL work are upheld and volunteers are aware of and able to participate in regular meeting cycles and events.
• Responsible for the day-to-day administration of WFL. For example, booking regular WFL meetings, setting up online meetings, taking minutes and actions in meetings, circulating minutes to stakeholders.
• Write reports to senior managers, trusts and funding bodies.

• A salary of £15,567.20 (FTE £38,918) per annum, plus age-related pension contributions between 8-15% of salary. We will also match any pension contributions you make up to an additional 3% of salary.
• 25 days annual leave (increasing to 30 days within 5 years) plus three additional days
• Flexible working hours and location, with an expectation of just 1-2 days per week in our office in Westminster
• Structured induction programme and access to a range of development opportunities including apprenticeships
• Access to Occupational Health, and an Employee Assistance Programme
• Opportunity to the Civil Service Sports & Social Club, and get involved in a range of staff networks, groups and societies

The Role

Working across both Social Mind and Social Sync as a Customer Success Manager you will play a pivotal role in ensuring our non-profit clients succeed in their digital fundraising endeavours.

You will oversee the complete lifecycle of client engagement, from onboarding to support and retention, ensuring they fully leverage our platform's capabilities and agency expertise.

You will act as a strategic advisor, guiding clients through their journey with Social Mind and helping them optimise their campaigns for maximum impact.

Your role will involve proactive communication, strategic planning, and collaboration with internal teams to deliver exceptional client experiences building long term relationships.

Background

Social Mind are experts at using social fundraising to drive income and engagement. From product innovation, journey design and campaign builds to virtual event management, we support charities in delivering successful campaigns at scale.

Our fundraising platform, Social Sync, aims to revolutionise the sector with integrated digital fundraising campaigns and behavioural, omni-channel supporter journeys.

We empower charities to raise more money with integrated multi-platform fundraising, drive supporter acquisition and build stronger relationships with sophisticated, personal journeys and we unlock the supporter’s potential with meaningful insights.

Key Responsibilities

• Client Relationship Management:
  • Work closely with Growth team to deliver smooth and effective handover milestones to ensure ongoing client confidence.
  • Build and nurture strong relationships with key stakeholders at non-profit organisations, understanding their digital fundraising goals and aligning our solutions with their strategic objectives.
  • Conduct regular check-ins and strategic reviews to assess client satisfaction, gather feedback and identify opportunities to increase value and reduce churn across Social Mind and Social Sync.
  • Explore different ways in which clients may benefit from new agency services as our offer diversifies in line with market trends and demands.
• Onboarding and Adoption:
  • Ensure client satisfaction by keeping internal teams well briefed to successfully deliver agreed client requirements to a high standard and on time.
  • Collaborate cross functionally to ensure clients have everything needed for successful campaign launches and ongoing optimisations.
  • Develop and execute strategies to drive adoption and engagement with our platform, tailoring approaches to each client’s unique needs and goals.
• Success Planning and Outcomes:
  • Create and manage comprehensive success plans for clients, setting clear goals and regularly reviewing progress to ensure they achieve their desired outcomes.
  • Provide best practices and strategic recommendations to help clients elevate their fundraising efforts and fully utilise our platform and agency offering.
  • Act as the internal voice of the customer, gathering feedback and collaborating with our Product and Development teams to drive enhancements that meet client needs.
  • Identify potential risks and opportunities for upsell, working closely with internal teams to address concerns and explore growth possibilities.

Skills and Knowledge

• Strong knowledge and understanding of non-profit fundraising, particularly social and digital fundraising.
• Experience with managing multi-channel campaigns and understanding campaign lifecycle from planning to post-campaign analysis.
• Excellent communication and presentation skills, capable of managing complex stakeholder interactions and inspiring action through data and case studies.
• Tech-savvy, with a strong interest in learning about our platform and the ability to provide technical guidance to clients.
• Positive, enthusiastic team player with a collaborative approach and a drive for continuous improvement.
• Experience in the non-profit sector is desirable, with a passion for supporting charitable causes and driving meaningful change.
• Experience in a Customer Success or Account Management role is desirable, ideally within the non-profit sector or a B2B SaaS environment.

There are just under 37,000 blind and partially sighted children and young people in England and Wales. Every day, four more children will be diagnosed with sight loss. RSBC believes that every blind young person should have the chance to live life without limits. By giving young people the essential skills to take control of their life, they can unleash their true potential. Prospectus is excited to be helping with their search for a Strategic Partnerships Manager.

Working alongside the Head of Relationship Fundraising, the High Value Lead and the Community & Events Fundraising Manager this role is responsible for winning new business, developing relationships and providing first-class stewardship and account management across a mixed portfolio of individual, organisational and grant-making relationships. The focus will be on long-term mutually rewarding, strategic and/or commercial partnerships.

An accomplished partnerships manager the successful applicant will have a demonstrable track record of securing funding from corporate and/or philanthropic supporters, working to an annual income target of £300k or above. You will be dynamic and results-focussed, thriving when proactively spotting opportunities and converting them into something concrete. If you are curious, tenacious and passionate about the cause then this exciting role could be for you!

At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process then please contact Rhiannon Mehta at Prospectus.

If you feel you meet some of the criteria but not all, we really hope you'll enquire and learn more. Prospectus can advise and support on each part of the role and hopefully your application, so we look forward to hearing from you.      
     
In order to apply please submit your CV in the first instance. Should your experience be suitable, we will arrange for a meeting to brief you on the role. You'll then have all the information you need to formally apply. We are looking forward to connecting with you soon.

Prospectus is delighted to be supporting the Royal Society for Blind Children in their search for a High Value Relationship Manager.

The Royal Society for Blind Children offers a range of services including emotional and practical support. They provide life-changing opportunities for children and young people to build confidence and skills through both education and activities. They believe fully, that no child should feel alone or left behind in this world.

This role sits within a friendly, collaborative and wellness-orientated organisation, a and a wider fundraising team. The successful candidate will be responsible for winning new business, developing relationships and providing first-class stewardship and account management across a mixed high-value portfolio of grant-makers, funders and donors, focused on large and long-term relationships.

Working alongside the Head of Relationship Fundraising, the High Value Lead and the Community & Events Fundraising Manager, you will form part of a core team that is on a mission to take RSBC’s relationship fundraising to the next level. You will support on testing new approaches for new business and creating plans and reports for successful relationship management.

The salary for this full-time role is £40k per annum. You will be hybrid working from their London offices approximately 3 days a week.

 At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome candidates from a diverse range of backgrounds. Please let us know if we can help you with the application process in any way. We are more than happy to make any reasonable adjustments to enable all interested candidates to apply. If you have any disability and would like assistance with completing an application, then please contact Flora Cunningham at Prospectus.

If you are interested in applying to this position, please submit your CV in the first instance. Should your experience be suitable, we will send you the full job description and will arrange for a call and/or meeting to brief you on the role. You’ll then have all the information you need to formally apply. We are really looking forward to connecting with you soon.
 

The Talent Set are very excited to be partnership with the Royal Institution to support the recruitment of a Trusts & Foundation Manager on a permanent basis.

This role offers a hybrid working pattern, coming into the London office 2 days/week.

The Royal Institution (Ri) has been connecting people with science for over 200 years. Founded in 1799, the Ri has inspired generations of scientists whose discoveries have helped shape our modern world. The Ri has a clear vision that ‘Science is for Everyone’ and it is their belief that everyone should have equitable access to science.

Together, we are looking for an ambitious Trusts and Foundations Manager to cultivate and develop relationships that will enable the Ri to achieve their strategy as they pursue new projects and reach more beneficiaries.

The role is key in maximising income from charitable trusts and foundations, collaborating across the Ri to develop innovative and compelling proposals, delivering excellent account management and stewardship to existing donors, and identifying, researching and engaging new prospects. 

You will develop cultivation strategies for current and prospective charitable trusts and foundations and research relevant trusts and grant making bodies to prepare, write and submit applications. You will use your outstanding relationship building skills to build relationships with Trust and Foundations that are new or lapsed and create opportunities to introduce the work of the Ri.

Key skills include:

• Proven experience across trusts & foundations fundraising activity
• Ability to research relevant trusts and grant making bodies, prepare, write and submit applications
• Manage lapsed opportunities as well as identifying and acquiring new funding
• Build strong relationships with stakeholders both internally and externally
• Ability to tackle challenges constructively, and find creative ways forward
• Knowledge of Salesforce or similar CRM

To be considered for this position please apply with your CV as soon as possible, regrettably please note we may not be able to reply to each and every application.

We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.

Own a portfolio of existing and new relationships, working closely with the Prospect Research Manager, and line manage a team of two. Excellent employee benefits, including 30 days annual leave PLUS bank holidays.

Asthma and Lung UK exists to help people with lung disease. It achieves this by funding vital research into understanding, treating and preventing lung disease. Promoting greater understanding of lung disease and campaigning for positive change in the nation’s lung health and offering services and support so no one has to face it alone.

You’ll join a dynamic organisation as Trusts and Statutory Fundraising Manager, where you’ll take ownership of a trusts and statutory portfolio alongside the Head of Trusts in a team of five. You’ll develop and maintain a pipeline of medium to high donors, focusing on those contributing £50k and managing large accounts of £100k+. This role offers a balance of 60% account management and 40% new business, with ample scope to grow their programmes.

You’ll line manage two: a Trusts Officer and a Trusts and Stewardship Officer,  supporting with their professional development with support from the Head of Trusts and Statutory.

I am looking for someone who can bring fresh ideas, creativity, and a strong voice to a successful team. Enjoy autonomy in your role with the full backing of senior management team. This is an excellent opportunity for a relationship-driven individual who is comfortable engaging with donors and passionate about making a difference to those suffering with asthma.

The position will: 

• Develop and maintain a pipeline of medium to high value donors (£50k+)
• Line manage a Trusts Officer and Trusts and Stewardship Officer with support from Head of Trusts and Statutory
• Account manage key Trusts and Statutory funders, leading on donor care
• Work alongside the prospect research manager to identify and qualify prospects

Ideal skills and experience: 

• Proven track record of securing funding and managing a portfolio of trust and statutory donors at five-figure level
• Ability to create bespoke written proposals and reports for Trust and Statutory supporters
• Excellent relationship-building skills, with the ability to build strong relationships with senior stakeholders
• Proactive and able to work autonomously

Benefits include:

• 30 days annual leave PLUS bank holidays
• 5.5% employer contribution salary
• Health cash plan
• Life assurance (4 x salary)
• Employee assistance programme

***Please find the applicant pack with full details of the role in the documents section.***

LTSB has grown significantly over the past few years. Our work is only possible with the generosity and commitment of our supporters. You will be joining our fantastic Fundraising team who work with trusts, foundations, institutions, companies, and individuals to ensure the charity has the funds and relationships necessary to achieve our aims.

This brand new role will be responsible for both Events and Corporate Partnership fundraising, with the initial, primary focus being on developing and delivering an events programme. Corporate fundraising responsibilities will include managing a portfolio of existing partnerships and where there are opportunities, developing new corporate relationships. This is an incredibly exciting role for the right candidate as you will be able to help shape the direction of the role for the charity.

Events is a relatively new area for the charity and we anticipate the events programme will, in the main, support our corporate partners and provide a varied package of engagement opportunities for our growing base of employee volunteers. These, and other events, will help raise vital funds as well as networking and new business development opportunities.

We’re looking for someone who has experience of a similar role/s. You will have great people skills and experience of building and maintaining strong relationships. You will be enthusiastic, driven and creative with a can-do attitude and have exceptional planning and organisational skills. This role will have periods of high intensity.

As we all work remotely, you will also need to be a self-starter and be able to work independently. We would expect a thorough understanding and commitment to LTSB’s vision, mission, and work.

To apply to be our Fundraising Manager, submit a CV and a personal statement of no more than two pages outlining how you fit the person specifications, and why you feel you can contribute to LTSB’s work. Apply by 5pm, Wednesday 3rd July 2024. Interviews for the role will be held online on either the Tuesday 9th or Wednesday 10th July.

If you would like to discuss the role, please contact Nic Skipwith, our Director of Income Generation on nic @ ltsb.charity.

About the Finance team

The role will provide support to the Financial Controller in effective stewardship and oversight of all finance functions, with responsibility for ensuring accurate budget holder reporting, project reporting and aid in the production of management accounts.

Working with the Financial Controller and Finance Assistant, this role is essential to the reporting of financial information across the Charity. The Assistant Management Accountant will also support in the delivery of new projects and systems advancements.

About the role

The Assistant Management Accountant is a critical role within the organisation and is being recruited at an exciting time as Kidney Care UK seeks to realise its growth ambitions within its strategy.

The role will provide support to the Financial Controller in effective stewardship and oversight of all finance functions, with responsibility for ensuring accurate budget holder reporting, project reporting and aid in the production of management accounts. This role is essential to the reporting of financial information across the Charity. The Assistant Management Accountant will also support in the delivery of new projects and systems advancements.

In addition the Assistant Management Accountant will help to prepare the Charity’s quarterly VAT returns, ensuring that all transactions have the correct VAT coding. The role will be pivotal in the monthly close down process and ongoing accuracy of the transactions held on the accounting system.

The successful candidate will have excellent communication skills and will be highly organised. The ideal candidate will be able to organise conflicting priorities around the monthly management accounts cycle. They will be flexible and adaptable in their approach to support transformational change in our processes and systems.

Core tasks and responsibilities

• Monthly accounting, budgeting, reporting and analysis:
• Produce monthly budget vs actual variance reports for budget holders.
• Prepare monthly expenditure reports for the patient grants team, reconciling the finance system to the database.
• Prepare and post the weekly income imports from information provided by Fundraising.
• Undertake regular monthly income reconciliations with the Fundraising Team, agreeing the finance system to the database.
• Aid in the month-end closing procedures and prepare the monthly reconciliations required: bank reconciliation, corporate card reconciliations, project reconciliations.
• Ensure that proper procedures are in place and followed for company credit cards, ensure that credit card expenditure is entered and reconciled through the control account and balanced each month.
• Ensure that all transactions are correctly accounted for in respect of VAT.
• Aid in training non-finance staff on ExpenseIn (our expenses management system). Support the Financial Controller in resolving ExpenseIn queries.
• Raise invoices and maintain the sales ledger.
• Covering for the Accounts Assistant on the purchase ledger when required.
• Aid in the monthly payroll process, incorporating a review of the payroll workings and allocation journal prepared by the outsourced payroll function. Ensure that the correct pension deductions are being made and accounted for correctly on the finance system.

Person specification

• Experience of charity accounting and FRS102 SORP requirements
• Knowledge and experience of management accounts
• A good knowledge of VAT
• Robust understanding of financial controls
• Experience of using a range accounting packages
• High degree of proficiency in Microsoft 365
• Excellent written and verbal communication skills. Ability to communicate financial matters to non-financial stakeholders
• Self-motivated individual capable of working on their own and as part of a team
• Ability to manage and prioritise a substantial workload handling issues effectively and efficiently
• Ability to analyse complex problems and interpret information effectively and exercise sound judgement and develop practical and workable solutions as a consequence.
• A strong sense of personal and team accountability coupled to a clear understanding of the boundaries around delegated authority.
• Ability to manage to deadlines and within resources.
• Drive for continuous improvement to produce more effective service delivery and partnerships.
• Able to prioritise; organised self-motivated and flexible.

Join us in our aim to reduce carbon emissions and fuel poverty across Merseyside and Cheshire. We support around 10,000 households each year in our vision that sustainable energy should be accessible and affordable to everyone.

We are a small charity, employing an average of 30 staff (21 full-time equivalent), with a turnover of c£600,000 per year through a mix of grants and contracted services, and we deliver a range of advice and support projects, some of which include holding grant funds for payment to residents or directly to contractors or utilities on their behalf.

The primary role of the Finance Manager is to oversee and manage the finances of Energy Projects Plus including providing high quality management information and support to the Chief Executive and Trustees to ensure the strong financial performance of the charity.

You will also be responsible for the accurate production of monthly salary calculations, including HMRC payments, quarterly VAT calculations and returns to HMRC, production of annual accounts, and ensuring a fully compliant annual audit.

You will work with and be Line Manager to a part-time finance assistant, who is responsible for day-to-day entries into the charity’s QuickBooks finance system and arranging day-to-day payments to staff and external organisations.

You will be the main point of contact on behalf of the charity for all financial matters, including influencing future strategy and direction, liaising with the Chief Executive.

Your skills will include:

·A relevant accounting qualification e.g. CIMA with minimum 3 years post qualification experience.

·A proven track record in charity management and a good understanding of the environment in which charities operate.

·Strong computer skills, including advanced user standard for mainstream accountancy software and Microsoft suite software

Key Responsibilities and Accountabilities

1. Ensuring the effective running of the day-to-day financial operations in line with the charity’s financial policies and procedures and be the main point of contact for all enquiries regarding finance matters.

2. Income: ensuring timely, accurate recording and classification of all income on the charity’s QuickBooks system (including designated restricted funds); issuing sales invoices, including those for vatable sales; recording remittances, electronic banking transactions; carrying out the credit control function reporting potential bad debts to the Chief Executive.

3. Expenditure: ensuring appropriate authorisation is obtained for all expenditure; counterchecking all expenses claims for compliance with charity policy; ensuring accurate recording of expenditure on QuickBooks including correct cost code allocation; ensuring appropriate records of invoices and claims are filed appropriately.

4. Payroll: Liaising with the payroll service provider on a monthly basis to prepare input to salary calculations (new starters, leavers, adjustments etc) and countercheck payroll details from provider, arrange approval of figures, ensure pension and HMRC payments are made in compliance with requirements.

5. VAT return: calculating (including manual adjustments for irrecoverable VAT) and submitting quarterly VAT records, ensuring payment is made in compliance with requirements.

6. Management accounts: preparing monthly and quarterly management accounts, highlighting variances to budgets, liaising with Chief Executive in presenting to Trustees, and providing other financial information requested to inform strong financial management.

7. Annual accounts: preparing year-end accounts, processing year-end adjustments on QuickBooks, producing all supporting documentation required for annual external audit. Ensuring audited accounts are submitted to Charity Commission and Companies House before required deadlines.

8. Working with the Chief Executive to prepare the Trustees’ Annual Report in good time for approval by Trustees prior to inclusion in Annual Report and Financial Statement.

9. Maintaining and updating periodically the charity’s financial procedures policy.

At Quo Vadis Trust, our mission is to empower our beneficiaries to reach their potential and live the best possible quality of life that they can. We provide supported housing to over 200 adults living with mental health needs, and we are also 'Great Place to Work' accredited. As Finance Manager at Quo Vadis Trust, you'll be at the heart of our strategic mission, supporting the organisation to deliver its financial targets. 

Annual leave and benefits:

• 24 days plus bank holidays and an extra day off for your birthday
• Life insurance
• Health care cash plan
• 24/7 employee assistance program
• Company pension with Nest
• A focus on L&D and real opportunities for career progression

Closing date: 5th July 2024, however we will be interviewing on a rolling basis and this vacancy may close sooner should a suitable candidate be found.

What does the Global Grant Manager, Finance & Operations role involve? 

The Global Grants Manager is a critical role at CPI, primarily focused on enhancing the operational efficiency and financial compliance of our grant funded programmes. Reporting directly to the Acting Global Director of People, Finance, and Operations, this position requires a strategic thinker with a strong foundation in finance and grants management, who will work closely with programmatic teams and partner with stakeholders across the organisation. 

The role will involve working directly with large global funders, as well as directly with sub grantees and suppliers on CPI programmes. This role will also provide overall finance support to our Europe team in collaboration with our Global Senior Associate, Finance and Operations. Our managers have overall responsibilities, obligations and duties around finance, budget performance, and strategic development. They create protocols and policies needed to help with organisational and programmatic delivery. This role will be responsible for receiving and reviewing partner expenditures and reports and preparing consolidated financial reports for donors as well as be accountable for day to day grant management and administration.

As someone whose work will include building relationships with everyone at CPI, you will be responsible for making sure our global teams are set up to succeed and assist in keeping our workplace a great place to work for everyone. This role will largely be focused on our Europe team, however you will support all CPI regions worldwide. 

Key responsibilities include: 

Finance & Accounting

• Support efficient operations in accounts receivable and accounts payable in Europe and other CPI regions where required

• Support donor compliance during reporting by using the right templates and budgetary ceilings as applicable 

• Assist the Finance & Operations team during the month end process to ensure that all balance sheet items are all accounted and reconciled with their respective subsidiary ledgers and/or schedules and all contra or clearance accounts are cleared at the end of every month

• Assist the Finance & Operations team in preparing annual financial plans for effective financial management of the global teams

• Assist the Finance & Operations team in preparing monthly management reports and performing bi-monthly forecasting

• Contracting & Operations

  • Work with global teams in drafting funder, grantee and/or supplier contracts to support the delivery of our programmatic activity

  • Onboarding suppliers into our financial systems and ensuring purchase orders are raised that follow our internal financial policies & procedures

  • Liaise with legal, auditors and other advisors to ensure CPI’s operations in Europe remain legally compliant

  • Work with Finance & Operations team on maintaining and updating risk registers to track key corporate risks and ensure mitigants and financial controls are working as expected

  • Work with the CPIE team to ensure a financial risk assessment is maintained and updated and addressing any suspicions of fraud in line with policy

• Audits

  • Work with the CPIE team and F&O team to ensure programmes are audit ready

  • Coordinate donor audits on assigned programmes

  • Support the team in ensuring that any recommendations and actions resulting from audits are duly actioned and implemented

• Donor & Grants Management

  • Support our project teams to ensure programmes are implemented in line with Donor policies and requirements 

  • Lead the sub granting process for all implementing partners and consortiums in collaboration with the relevant regional/project teams

  • Ensure that the necessary information is documented, tracked and updated on the appropriate financial transaction and reporting tools

  • Lead on the preparations of budget versus actuals to support ongoing grants decision, identify deviations in implementation progress and flag delays/request for support

  • Proactively update Senior leadership on progress, risks and financial status

Who are we looking for? 

The person we’re looking for will:

• Be passionate about CPI’s vision for reimagining government

• Have 4+ years work experience in financial grant administration within the non-profit/charity sector, including managing large transactions.

• Strong understanding of grant regulations, compliance requirements, and financial management principles.

• Proven project management skills, with a track record of successfully leading and delivering projects on time and within budget.

• Excellent communication, negotiation, and interpersonal skills, with the ability to collaborate effectively with diverse stakeholders.

• Prior experience using financial transaction, reporting and accounting software is essential, CPI currently uses  Xero and Approval Max so experience of using these tools would be highly desirable . Please note that this is a technical role and these skills are non-negotiable for us. 

• Have excellent organisational skills and experience with balancing competing priorities

• Have high integrity, with the ability to keep information and conversations confidential.

• Have excellent interpersonal skills, including feeling confident building new relationships, and negotiating challenging conversations if necessary

• Be highly self motivated and capable of taking initiative and working autonomously

• Be comfortable with ambiguity and the complexity of our work, where anything is possible but not always known in advance

• Interested in joining an international organisation and be willing to make the effort needed to build relationships and stay connected with colleagues in different time zones

• Be comfortable working in a fast-paced environment and about the idea of working in startup environment with a small but growing team

• Be committed to cultivating a culture of equity, inclusion, and belonging in the workplace

• Be committed to exploring and experimenting with different ways of working and how to build our culture into something we are all proud of

CPI is deeply invested in creating an experience of equity, inclusion, and belonging for everyone on our staff. We actively seek to recruit, develop, and retain a team of talented staff that represents diverse backgrounds, perspectives, and lived experiences.  We are using Applied in order to reduce bias in our hiring process and ensure that we are shortlisting candidates based on their skills and ideas. Please note that we do not ask for a cover letter and instead, the application requires three paragraph-length answers. Your application will be anonymized for review. Although we ask for your CV, it will not be looked at until further down the process. Please apply by July 5, 2024 (23:59 BST)