Customer Jobs
For over two decades, Social Investment Business has provided finance and support to charities and social enterprises. We empower these organisations to do what they do best - serve the communities they operate within.
For further inforation on what we do, our values and our generous beneifts please visit our website.
Our values are: People First, Curious, Bold, Collaborative, Accountable
About this role:
Reporting to the Head of Credit Risk and Portfolio Management this role plays an important part in the provision of loans and blended funding (loans and grants) to our charity and social enterprise customers.
We are looking for someone who has previous experience of lending, relationship management and managing a portfolio of business/organisation loan customers. This is a great opportunity for someone to be involved in making a difference to people. We need someone who is passionate, proactive, can work well autonomously and as part of a team and is flexible, adaptable and can manage competing priorities.
Members of the investment team are based in different regions across England. This role will primarily manage customers within London, the West of England, South of England and South West of England, although some customers may be located right across the UK. Regular customer visits will be a requirement of the role as well as in person team meetings. We are looking for applicants based in London or the area to the West or South West of London (within circa 2 hours travel time from London) to ensure you are able to easily reach customers across these regions.
Key responsibilities
Relationship Management
1. Responsible for managing a portfolio of SIBs smaller investments (loans and grants) and acting as the primary point of contact for all communications with those customers.
2. Build and maintain strong working relationships with all investees within your portfolio, arranging in-person visits and/or video meetings on a regular basis and when otherwise needed.
3. Collect, review and report on monitoring information from loans/grants recipients which is predominatly financial information (management accounts, annual accounts and forecasts) and social impact progression.
4. Ensure scheduled loan repayments due from investees are received in line with agreed schedules and take action where not received.
5. Proactively identify emerging support needs and recommend methods to address these, including sources of external advice/support.
6. Discuss potential variations to the terms of loans or grants with investees and prepare and submit loan variation recommendations to internal committees including the SIB Investment Committee, including challenging situations where the customer is in default or financail distress.
7. Undertake assessments of new loans and develop relationship to orginate new loan applications.
8. Undertake AML/KYC, eligibility and fraud checks on new borrowers.
9. Drawing up loan and security documentation where required.
10. Arrange drawdown and disbursements of funding.
11. Generate new SIB customers through referrals from customers within your portfolio and your own professional networks.
General
12. Support and/or lead on relevant investment team projects as and when required.
13. Take enquiries from and provide guidance to applicants on all SIB funds.
14. Provide constructive suggestions to improve ongoing processes and input into the design and development of new products.
15. To work within the organisation's values, principles and processes to achieve operational excellence.
16. To adopt our continuous improvement and learning ethos.
17. To support and embed equality, diversity and inclusion into day-to-day behaviours and activities within your role as well as contributing more widely across SIB’s commitment to E, D & I.
18. To support and contribute to the implementation and delivery of SIB’s strategy.
19. In agreement with manager to undertake other tasks and work on cross team projects that support the objectives of SIB as required.
Core competencies
· Experience of managing or working with a portfolio of business/organisation loan customers.
· Ability to analyse and make objective judgements based upon complex written and financial information.
· Previous experience of assessing loan applications.
· Experience of interpreting and understanding data on Microsoft Excel.
· Credit assessment training or a good understanding of company financial accounts.
· Good negotiating, influencing and problem solving skill.
· Excellent written and oral communication skills that can be adapted for a variety of audiences.
· A team player who enjoys working in collaboration with other people.
· Ability to work using own initiative, manage own workload, be a self-motivator and work remotely.
· A passion to help financially viable charities and social enterprises access funding.
· Commitment to equalities and customer care.
· Commitment to quality, diversity & inclusion, and customers.
· Excellent communication skills.
· Team player with the ability to work independently.
Desirable competencies
· Knowledge of the voluntary, community, and social enterprise sector.
· Capital project experience
We believe in the power of the social economy to build a more equal society.
The client requests no contact from agencies or media sales.
About this Role
For over two decades, Social Investment Business has provided finance and support to charities and social enterprises. We empower these organisations to do what they do best - serve the communities they operate within.
Our values are: People First, Curious, Bold, Collaborative, Accountable
For further information on what we do, our values and our generous benefits please visit our webiste.
About the Role
We have an opportunity for a talented Relationship Manager to join our Grants Team as part of the Social Investment Business organisation. Reporting to one of our Senior Relationship Managers this role plays an important part in supporting our Investment Team in Grant funding which supports the delivery of SIB’s strategy and focus.
We are looking for someone who has previous experience of social investment or grant making and has worked with charities and social enterprises. This is a great opportunity for someone to be involved in making a difference to people. We need someone who is passionate, proactive, can work well autonomously and as part of a team and is flexible, adaptable and can manage competing priorities.
Key responsibilities
1. To be team delivery lead for one or more of the following areas – pre-investment and investment readiness, enterprise development, energy efficiency support, learning and insights, customer feedback or any such area that becomes a priority for the team.
2. Management and assessment of a caseload of grant proposals / applications against criteria, throughout the process from expression of interest to offer / decline.
3. Analysis of business plans and financial information including management and annual accounts and financial projections and review organisations’ current and potential social impact.
4. Identification of risks attached and any mitigating factors and reach sound and considered judgements about the viability and suitability of proposals/ applications.
5. Approach key stakeholders, e.g. co-investors/funders, local authorities, Commissioners, [potential] Delivery Partners, to establish an independent view of the applicant and their plans.
6. Make clear and constructive recommendations, in written reports for decision-making by Committees / panels and through presentations at meetings.
7. Establish and maintain relationships with support providers on investment readiness and other funds, ensuring that they are provided with accurate and consistent information and guidance.
8. Prepare all Grant offer, documentation and ensure this accurately reflects the agreed offer and ensure all payments due under agreed investments are reviewed, progressed and authorised in line with procedures.
9. Provide constructive feedback and signposting to applicants (successful and unsuccessful).
10. Act as the primary point of contact for all communications with your caseload of recipients.
11. Help develop solutions and ensure ‘business requirements’ are correctly defined and support implementation of new projects and initiatives.
12. Represent SIB at external events, ensuring all communications are professional and in line with SIB’s values.
13. Manage customer complaints in a professional and responsive manner.
14. To adopt our continuous improvement and learning ethos.
15. To support and embed equality, diversity and inclusion into day-to-day behaviours and activities within your role as well as contributing more widely across SIB’s commitment to E, D & I.
16. To support and contribute to the implementation and delivery of SIB’s strategy.
17. In agreement with manager to undertake other tasks and work on cross team projects that support the objectives of SIB as required.
18. To work within the organisation's values, principles, and processes to achieve operational excellence.
Core competencies
· Experience of managing relationships with grant investees.
· Ability to analyse and make objective judgements based upon complex written and financial information.
· Experience of assessing and managing Grant applications.
· Experience of appraising organisations’ business plans, investment propositions, growth strategies and capabilities.
· Good negotiating, influencing and problem-solving skills.
· Excellent written and oral communication skills that can be adapted for a variety of audiences.
· Ability to work using own initiative, manage own workload, be a self-motivator and able to make informed decisions with minimum supervision.
· Good knowledge of due diligence processes.
· Good knowledge of the issues facing community-based organisations.
· Commitment to equalities and customer care.
· Good knowledge of the voluntary and community sector, local and central government and the statutory sector as a whole.
· Commitment to equality, diversity & inclusion.
We believe in the power of the social economy to build a more equal society.
The client requests no contact from agencies or media sales.
An exciting opportunity has arisen for a Shop Manager to join our Dorking Team. As a Shop Manager, you will be reporting to the Retail Operations Manager. Your role will be to be responsible and accountable for maximising shop profit by achieving budgeted income, controlling shop expenditure in line with budget and recruiting and retaining a motivated team of volunteers.
Knowing what it takes to maximise shop sales, you will possess a sound knowledge of technical terms and commercial arithmetic, and an excellent understanding of working within a customer focused environment. With experience of working in a complex environment, across a large and diverse workforce, you will be exceptionally organised with a high-level of attention to detail. You will naturally possess excellent inter-personal skills, and an ability to consult and positively engage with key stakeholders across the organisation.
You will be a natural and enthusiastic leader able to provide challenge and support to a high performing team. This is a chance for an outstanding candidate to make a significant and lasting difference to the lives of thousands of children and families.
Role Requirements
Income generation
To manage the Retail budget to achieve agreed targets:
• To maximise shop sales by achieving agreed targets both through donated stock and bought in/new goods. This involves proactive stock generation, optimum pricing, processing stock to agreed amounts and stock planning.
• Achieve Gift Aid sales conversion target through maximising new donor sign up and encouraging repeat donations.
• Achieve the shops Raffle sales targets through involving the shops team.
• To maintain high levels of shop presentation by merchandising and housekeeping to agreed standards as set out in the Shops Operations manual.
• Manage the stock levels of bought in/new goods, to include ordering of more stock as and when necessary and recording key performance indicators (KPIs).
• Assist in holding and attending Fundraising events to promote the awareness of The Children’s Trust.
• To source links with local communities to promote Retail in the community via media and other sources.
• Role involves a degree of manual handling in sorting and lifting of stock.
Administration and compliance
To ensure adherence to The Children’s Trust policies and procedures, in particular ensuring full compliance of the shops in line with all Health & Safety legislation, Trading Standards, Risk Assessments, Gift Aid, Raffle and all other legal or statutory requirements:
• To control shop expenditure through effective cost control of weekly expenses.
• To ensure minimum losses of both stock and cash by following bank and till procedures, and safeguarding the property of The Children’s Trust at all times.
• To adhere to all Policies and Procedures including those relating to the compliance with Health and Safety responsibilities, Gift Aid and Raffle.
• To be responsible for the daily management of Health and safety within the shops, completing daily checks and contributing to Risk Assessments.
• To complete all administration to meet the requirements, standard and deadlines for whom this work is produced.
• Embracing the change and development of new technology in the shop, for example The Loop (internal intranet) and Chariot (EPOS till system).
• Timely efficient responses to requests for information including voice and email messages.
• To fulfil any other agreed duties that may at times be reasonably required.
Personnel and Training
To ensure the Shops team are: recruited, retained and developed:
• Provides positive, visible and proactive leadership to the Assistant Manager and Shops Volunteer team.
• To manage all employees and volunteers within the Shop in accordance with the aims and values of The Children’s Trust.
• To be responsible for the daily management of the shop team, including contribution to performance reviews for any Assistant Shop Managers.
• To recruit, support and retain team of shop volunteers.
• Provide induction and training for both Assistant Shop Manager and volunteer team as and when necessary.
• Attend where appropriate, training courses relevant to the development of the role
• Promote awareness of relevant training courses and development opportunities to others within the team.
• Attendance at Retail Sales Meetings and responsible for cascading information to Shops team as appropriate.
• To assist the Retail Sales Manager in shop openings and closures.
• Undertake relief cover within The Trust’s shops as and when required.
• Carries out duties in accordance with Trust values.
Customer Service
To ensure customer care and quality of service:
• To provide excellent customer care through quality of service, dealing with complaints both efficiently and effectively, and having a good understanding of what The Children’s Trust does.
• Support other shops and fundraising colleagues as and when necessary.
• Adheres to all health and safety guidelines, including infection prevention and control.
• Provide evidence of a valid NHS Covid Pass or acceptable proof of Covid vaccination or medical exemption and all vaccinations (or medical exemption) required for the post.
• Adhere to manual handling procedures and complete mandatory manual handling training.
• Promotes the health and safety of others.
• Uses the incident reporting and risk assessment system (IRAR), to identify and report risks and incidents/actions if directed.
• Responsible for identifying and mitigating risk within the work environment.
Wellbeing and Emotional Resilience
• Maintains a positive approach and outlook when dealing with change and overcoming challenges and problems.
• Recognises own limitations, develops realistic goals, and uses support network resource when or if necessary.
• Treats challenges and problems as a learning experience.
• Remains organised and focused when under pressure.
• Responds appropriately and effectively to all constructive feedback.
• Motivates self and others.
Terms and Conditions
PLEASE NOTE: The Children's Trust Application Form MUST be completed and submitted, for your application to be considered. As part of the shortlisting process, gaps in employment will be examined and further explored during the interview process.
Strictly no agencies, please.
As we often receive high levels of applicants for our roles, we regret that we will only be able to contact those applicants who are shortlisted for interviews. Therefore, if you have not heard from us within 2 weeks of the closing date, please assume you have not been shortlisted for an interview on this occasion.
About Us
The Children’s Trust is the UK’s leading charity for children with acquired brain injury, providing expert rehabilitation, education, therapy, and care at our national specialist centre in Tadworth, and to children and their families across the UK, via our Brain Injury Community Service.
Boasting a beautiful 24-acre site in Surrey, we are located just outside of London, close to the M25 (accessible via Junction 8, A217 to Tadworth) and easily accessible via National Rail, by way of: Clapham Junction, Sutton, and Epsom.
Staff Benefits
The work we do is highly rewarding, and in addition to an attractive salary, we offer a valuable range of benefits, including our staff flexible benefits platform, on-site nursery, free eye tests, enhanced Maternity and Paternity Pay, time out days for those experiencing menopause symptoms and time off for gender reassignment.
We also offer additional annual leave days for those with long service, with entitlements ranging from 35 to 41 days (including bank holidays) depending on your length of service.
Other benefits include free on-site parking; a staff shuttle service from Epsom and Sutton train stations to Tadworth Court, subsidised cafeteria, on-site staff accommodation (subject to availability), the ability to retain your NHS pension (where applicable), Teacher’s pension (where applicable) or the opportunity to join an alternative scheme, and the opportunity to develop your career in a supportive and collaborative environment.
Rehabilitation of Offenders
Many roles at The Children’s Trust are exempt from the provisions of Section 4 (2) of the Rehabilitation of Offenders Act 1974, by virtue of the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (as amended in 2013 and 2020) and as such, are subject to an Enhanced DBS check. Successful applicants will be required to complete an Enhanced Disclosure & Barring Service (DBS) check, which will disclose all unspent convictions and adult cautions and any spent convictions or adult cautions that would not be protected. The exceptions to this are our retail roles within The Children’s Trust shops, which are subject to Basic DBS checks which will disclose unspent convictions or adult cautions.
Equal Opportunity Employer
To help us achieve our ambition to give children and young people with brain injury and neurodisability the opportunity to live the best life possible, we want to accurately reflect the UK’s diverse population. We want equity, diversity, and inclusion to be at the heart of everything we do, and our people, services, and culture to reflect the diverse needs of all. Through our diversity and inclusion strategy, we have made a commitment to increase the diversity of our charity and create an inclusive culture. We have networks across the organisation working to ensure that these aims are met - including an LGBTQIA2S+ group, Ethnic Diversity Group, and Spark – our broad EDI group. Read more about our EDI work here. We welcome applications from all who share our ambition regardless of background. We will strive to ensure that any reasonable adjustments are made in respect of interview and working arrangements.
Online Searches
In accordance with statutory safeguarding and child protection guidance, online searches will be conducted for shortlisted candidates before interview. The online searches will be conducted by a person who is independent of the interview and selection process and will focus on relevant information returned via searches of the candidate’s name (and variations thereof). Social media searches will be limited to professional platforms such as LinkedIn. Any concerns relating to suitability for work with children and young people will be forwarded to the interview panel, for discussion during the interview.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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.
The client requests no contact from agencies or media sales.
We are looking for a Customer Experience Manager - Scout Adventures to join our Adventurous team.
Location: Gilwell Park, Chingford, London, E4 7QW (Option to live in on site)
Salary:£31,716 per annum, Band E, level 3
Term: Permanent
Working Hours: 40 hours per week - Including some evenings and weekends
We’re Scouts and everyone’s welcome here - all genders, races and backgrounds. Right across the UK, we help over 400,000 young people aged 4-25 gain skills for life and find their place in the world. We help them speak up, play their part and shine bright.
About the Customer Experience Manager Role:
As Customer Experience Manager, you will be the Centre champion of our ‘Think FRESH!’ customer journey framework (Fun Relevant Effective Simple Helpful) and oversee and improve all aspects of our onsite customer journey. You will drive retention & support income generation through the delivery of fun, innovative events, and the implementation of service standards that exceed customer expectations.
What we are looking for in our Customer Experience Manager:
- Prior experience operating as a manager in a customer experience focussed environment.
- Excellent communication and interpersonal skills, with an ability to influence and negotiate with a wide range of audiences, both internal and external
- Comfortable managing your own workload, time, and logistics.
- Experience and knowledge of residential hospitality, group travel, food & beverage operations or a related hospitality industry. Excellent customer service skills and awareness of customer expectations to ensure the customer is at the centre of decision-making.
Key responsibilities as our Customer Experience Manager:
- In partnership with the General Manager and the wider Scout Adventures leadership team, lead the way to support the customer experience journey at Gilwell Park, ensuring that every visitor has a memorable experience and is engaged in the rich story of Gilwell.
- Line manage and lead key members of our booking, administration and events team, ensuring they have the tools and support that they need to complete their job effectively.
- Review and implement customer service standards to ensure consistent standards of service delivery are met for improved customer relations.
As our Customer Experience Manager in return, we offer you:
- Work in a way that suits you, your role and your department
- Be proud to say you’re part of a team with Investors in People (Gold)
- Plenty of opportunity for learning and development
- 28 days holiday a year, plus bank holidays rising to 32 days after two years
- Three extra days over Christmas (that’s our gift to you)
We are proud to be a family-friendly employer and offer…
- Maternity/Paternity Leave
- Flexible working hours
- Store Discount at our Scout Store + other online benefits
- Study and volunteer leave
Don’t miss out on the opportunity to join our fantastic team! Click ‘Apply’ now!
The closing date for applications is 23:59pm on Sunday 14th July 2024
Telephone Interview: Friday 19th July 2024
Interview are expected to be held in person at Gilwell Park on Friday 26th July 2024
The Scouts is an equal opportunity employer, and we are committed to diversity and actively seeking applicants from a wide range of backgrounds.
Strictly no agencies.
Who we are:
Muslim Aid is a UK faith-based international development organisation that provides support to communities around the world affected by disasters, conflict, or endemic poverty without regard to their social, religious, or ethnic background.
Established in 1985, Muslim Aid has facilitated the engagement of the British Muslim and non-Muslim community in support of its work in a variety of ways. Over the years, its humanitarian work has included responses to major crises around the world including, famine in East Africa, earthquakes and flooding in Pakistan and Bangladesh as well as conflicts in Syria and Yemen.
We place strong emphasis on long-term development projects that build the capacity of local people to help themselves. In addition to the 5 country offices worldwide we also work with multiple partner offices focusing on sustainable Development Programmes and providing humanitarian relief during times of crisis.
Summary of the role:
The CRM Project Manager will oversee the successful implementation and enhancement of the organisation’s Customer Relationship Management (CRM) system, ensuring alignment with organisational objectives.
This role encompasses the management of additional systems like Business Central post-CRM project delivery, and includes technical oversight, troubleshooting and integration management.
The position involves supervising an overseas developer and ensuring effective collaboration across departments to deliver projects on time and budget.
About the Role:
- Lead and manage end-to-end CRM implementation and enhancement projects, ensuring timely and within-budget delivery.
- Manage additional systems such as Business Central, ensuring seamless integration and coherence with existing processes. Accurate data entry of HR information systems to maintain data integrity.
- Develop detailed project plans, including timelines, budgets, resource allocation, and risk management strategies.
- Work closely with the IT team to ensure all systems are secure, up-to-date, and performing optimally.
- Identify and resolve technical issues related to CRM and other integrated systems efficiently.
- Collaborate with cross-functional teams, including ICT, Fundraising, International Programmes, and Support Services, to gather requirements and ensure alignment with organisational objectives.
About You:
To be successful in this role, you will need:
- Bachelor's degree in Project Management, Information Technology, Business Administration, or a related field.
- Understanding of development programmes design, implementation and evaluation.
- PMP, PRINCE2, or other relevant project management certification.
- Proven experience in project management, with a strong emphasis on CRM systems Strong ability to handle confidential and sensitive information with discretion.
- Strong understanding of CRM systems (e.g., Microsoft Dynamics).
- Good interpersonal and communication skills and ability to liaise effectively with people at various levels.
Why you should apply:
Join Muslim Aid as a CRM Project Manager and make a meaningful impact by leading the implementation and enhancement of our CRM system, ensuring it aligns with our organisational objectives. If you are passionate about utilising technology for a greater cause and aspire to work in a values-driven organisation dedicated to making a positive difference, this is the perfect opportunity for you.
Benefits you will enjoy working for us:
- 37 days holiday (including Bank Holidays and Privilege days)
- Hybrid working
- Paid time off for medical appointments
- 2 hours lunch break on Fridays
- Time off in Lieu (TOIL)
- Pension Scheme
How to apply:
To apply please submit your cover letter (no more than 1 page) and CV.
SU Central is the glue of the SU, dealing with hundreds of queries a month, providing key admin work for our Advice service as well as other areas of the organisation, all whilst being a friendly face at our helpdesk. It is a fun but fast paced environment which would be great for a person who is energic,friendly and always wants to help staff and students.Imagine coming to work every day in a place where you get to have fun, make friends,change lives and push yourself to build your skills and achieve amazing results.
Not having years of experience in customer service isn’t a barrier.If you can prove you are willing to work hard, bring your whole self to work and put the time in to learn and develop your skills for the benefit of yourself and others, we want to hear from you.
Our SU is a charity that has won multiple national awards for, among other things, engaging thousands of people in community-building projects, having an extremely happy staff team and proving that you can create the best students’ union in the country against the odds.
University of Oxford Development and Alumni Engagement
CRM Learning and Engagement Manager
(known internally as DARS Senior User Engagement Officer)
Location: Oxford – hybrid working may be an option
Salary: Grade 7: £36,024 - £44,263 per annum with possible extension to £48,350.
The University of Oxford is a stimulating work environment, which enjoys an international reputation as a world-class centre of excellence. Our research plays a key role in tackling many global challenges, from reducing our carbon emissions to developing vaccines during a pandemic.
The Development and Alumni Relations System (DARS) team is dedicated to enhancing the University's engagement with its alumni and donors through an advanced constituent relationship management system. Our team focuses on supporting this CRM system to drive fundraising and strengthen alumni relations, ensuring seamless collaboration and continuous improvement in our processes and user support.
About the Role
As a member of the User Engagement team, your role will be integral to supporting and enhancing the University's CRM system for development and alumni engagement. Key responsibilities include:
- User Training and Engagement: Develop and update training courses, create learning materials, and facilitate workshops to ensure effective user engagement with the DARS system.
- Business Process Improvement: Analyse and enhance business processes to optimize the functionality and efficiency of the DARS system.
- Support and Relationship Management: Provide comprehensive support through one-on-one coaching, project assistance, and managing key business partnerships to maintain strong collaborative relationships.
To Be Successful You’ll Need:
- Excellent Communication Skills: Ability to clearly convey information and facilitate training sessions, workshops, and presentations.
- Analytical Abilities: Proficiency in analysing business processes and identifying areas for improvement.
- Relationship Management: Experience in managing and nurturing business partnerships or building and maintaining strong collaborative relationships.
- Interpersonal Skills: Excellent interpersonal and customer service skills.
- Technical Proficiency:
- Proficient in utilising Microsoft Word, Excel, and PowerPoint to create impactful presentations and documents.
- Proficient in learning management systems (LMS) and various e-learning platforms.
- Knowledge of the DARS system as used at the University of Oxford; or of other comparable fundraising or relationship management software (such as Blackbaud Raiser's Edge, Microsoft Dynamics, Salesforce
- Project Management: Skills in managing projects, providing project support, and ensuring timely delivery of objectives.
- Training and Development: Proficient in designing and implementing training programs, crafting educational resources, and utilising learning management systems to enhance employee development.
What We Offer:
Your happiness and wellbeing at work matters to us, so we offer a range of family friendly and financial benefits including:
- Flexible hybrid working
- An excellent contributory pension scheme
- days annual leave
- Membership to CASE
- Training and Development opportunities
- A comprehensive range of childcare services
- Family leave schemes
- Cycle loan scheme
- Membership to a variety of social and sports clubs
- Discounted bus travel and Season Ticket travel loans
Application process:
- Click the link to ‘Apply’ and follow the on-screen instructions on our Application portal for Vacancy ID: 173358.
- Applications must include of a CV and a letter of application, in your own words (in PDF format), outlining your motivations to apply for this role, your relevant experience and how you meet the criteria of the person specification.
Only applications received before 12.00 noon on 4 July 2024 can be considered.
Interviews are currently scheduled to take on 19 July 2024, in person in Oxford.
Development and Alumni Engagement is committed to having a team that is made up of diverse skills and experiences. We encourage applicants from all sectors of the community and are especially keen to encourage candidates from under-represented groups to apply.
We raise funds in support of the University’s academic priorities, securing donations for all aspects of academic and student endeavour.
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The client requests no contact from agencies or media sales.
We are looking for an experienced, confident and highly motivated leader to join us as Director of Customer Experience and Engagement. Working alongside the Chief Income & Engagement Officer, you will be embedding and establishing our new Engagement Strategy framework and work to understand what it really feels like to engage with RNIB.
This is a fixed term contract of approximately 12 months. This is a hybrid role, based in our London (King's Cross) office approximately 2 days a week.
What You'll Be Doing
As Director of Customer Experience and Engagement, you will have direct responsibility for the Customer Experience and Engagement teams, including Data Strategy and Analytics, Customer Experience.
You'll work with and lead your team to provide tools and support for translating data and insight into successful customer engagement approaches which improve reach, impact and income. You will also support and partner with other departments across the organisation to embed a truly customer-first and insight-led culture, championing the best use of data to promote the customer experience.
This is a strategic role within an environment centred on change through continuous improvement and curiosity. You will need to be confident in your leadership to motivate and empower others and be able to coordinate and facilitate strategic change directly or by influencing others.
Who You Are
To be successful as Director of Customer Engagement and Experience, you'll have extensive knowledge and insight into customer experience trends within and beyond the charity sector, bringing your knowledge to RNIB to promote best practice and innovation and impact.
You will also be a solutions-focussed innovator, with experience of delivering new approaches in response to prospects identified through customer insight.
As a confident leader, you will have significant experience of steering teams to deliver pioneering these new approaches and to drive improvement and analysis in complex organisations working across varied income streams.
What We Offer
RNIB prides itself on being a great place to work with a positive, progressive culture. We offer a wide range of benefits including 26 days of holiday per year (plus bank holidays) which rises with service, enhanced family friendly benefits, a contributory pension scheme with an employer contribution of up to 11% and a rewards platform with employee discounts across over 800 retailers.
For more information on our available benefits, please visit our .
How to Apply
If you'd like to apply for this great opportunity, please apply online, uploading your CV and cover letter, telling us how you meet the skills, knowledge and experience for the role and why you think you'd be a great fit for RNIB.
If you have any questions in regard to this role or how to apply, please do email us at .
Additional Information
One of our core values is to be led by blind and partially sighted people and we involve our customers in recruitment. Please be advised that your anonymised application may be shared internally with those involved in the recruitment process.
RNIB is committed to equality of opportunity and to promoting and celebrating the diversity of its staff and volunteers. We welcome everyone's contribution and are proud of our status as a Disability Confident Leader. We welcome applications from people with sight loss and talented people from all sections of the community who share our values.
#LI-DNI
Scope is a disability equality charity in England and Wales. Together we are Disability Gamechangers. We work to a society where all disabled people enjoy equality and fairness. We campaign tirelessly for an equal future for disabled people.
We are looking for a CRM Developer to work collaboratively with the Head of Business Intelligence, the Database and Analysis lead and other teams within Scope in delivering a best in class CRM.
Fixed term 12 months, 35 hours per week
Location: Here East Press Centre, 14 East Bay Lane, London, E15 2GW with flexibility to work from the office and from home.
The role
As our CRM Developer, you will act as one of Scope’s technical leads, primarily responsible for configuring and developing our Dynamics 365 estate over time. This role is crucial in shaping CRM systems solutions architecture and design, collaborating closely with the Business Intelligence team to enhance our systems and contribute to the wider Dynamics strategy.
As a CRM Developer, you will:
- Be the go-to expert for Dynamics CRM, solving problems and helping others.
- Work with the business team to find and implement the best solutions.
- Improve the system to make it faster and more stable.
- Turn ideas into new features and update the system every month.
- Review changes and fix any issues with the CRM system.
- Manage the data coming into the system and keep everything organised.
- Stay updated with new features in Dynamics 365 and add them as needed.
- Write and update guides and documents.
- Make sure the system follows company rules.
- Lead projects and help train the team.
- Do other tasks as needed.
- Create support materials and technical documentation for IT and Database teams.
- Ensure system compliance with company policies and standards.
- Stay current with Microsoft Dynamics 365 updates and incorporate necessary changes.
- Lead project initiatives and provide training and support in collaboration with the Business Intelligence team.
- Perform other tasks as assigned within the scope of the role.
For more information about the role’s responsibilities, and the skills and experience required please use the apply link to go to the full job description on our website.
About you
To be successful in this role we are looking for someone who has:
- A Microsoft certification in Dynamics 365
- Experience with Power Apps, Power Platform, Power Pages, Customer Voice, and the basics and main features of Dynamics 365
- Experience customizing Dynamics 365 and understanding databases and cloud services
- Experience with moving and connecting data using tools like SSIS, Power Automate, REST APIs, and Azure Data Factory
- Experience in checking and testing the quality of work
- Familiarity with project tools like Visio, JIRA, and Azure DevOps
- Knowledge of Microsoft programs like Office 365, SSRS, SSIS, and SharePoint
- Experience with Azure DevOps, SQL Server, JSON, Python, R, and process control tools
- Experience with MS Power Platform (PowerApps, Power Automate)
- Experience helping users or managing a support desk
- Strong skills in Excel
- Ability to explain technical ideas in a simple way
- Problem-solving skills for data issues
- Experience hiring, managing, and developing team members according to company policies
Please make sure you explain in your application, with examples, how you can meet these important skills.
We ask you to show an appreciation of Scope’s values and our ambition of an equal future for disabled people.
Our values - pioneering, courageous, connected, open, fair
By living our values and trusting each other, we empower our colleagues to make decisions. By giving our colleagues freedom and space to spark creativity for innovation, we can push boundaries, change mindsets and be empowered to change the game with grit and determination and a sense of urgency.
Disabled candidates
We are a disability equality charity. We encourage applications from disabled people and people with impairments, conditions, and access needs. We want to create a workforce that is a true reflection of the communities we serve.
Scope will interview all disabled candidates who meet the essential criteria for the post. This is part of our commitment as a Disability Confident Leader. Just let us know in your application that you are applying under the Offer an Interview Scheme. This was previously known as the Guaranteed Interview Scheme.
Some applicants might need adjustments during the application process. If you require adjustments through your journey with us you can find out more about interview adjustments on the Scope website.
Equality, diversity and inclusion
At the heart of everything we do at Scope is Equality, Diversity, and Inclusion.
We want everyone to feel like they belong. We value each person as an individual. We will treat everyone with dignity and respect and we want to recognise all parts of a person's identity.
We are a disability equality charity. So, we will build a culture that is accessible and inclusive first. We will aim for the same high standards in all our work. We will listen, learn and keep improving.
You can find out more about our approach to Equality, Diversity and Inclusion on the Scope website.
Scope benefits
We believe hard work deserves reward and recognition. We offer a wide range of benefits including:
- 27 days holiday plus Bank Holidays
- Flexible, hybrid and remote working options
- Pay progression at 6 months and 2 years
- Company pension
- Excellent training and career development
- Strong colleague networks across disability, race and LGBTQ+
- Discounted gym membership, cycle to work scheme and much more.
If you want to become a Disability Gamechanger, we'd love to hear from you.
Click the apply button to create an account and complete your application form.
Role: CRM Officer
Duration: 9 months
Salary: £39,500
Hours: 37.5 per week
Location: London (Hybrid)
We are delighted to be working with a wonderful international aid organisation to recruit an experienced CRM Officer to cover maternity leave.
About the role:
Reporting to the CRM & Data Insight Manager, you will lead on the regular schedule of data imports, data selections, data cleansing, and support the CRM and Data Insight Manager with CRM Development. Additionally, you will support the Fundraising team through training, maintaining user guides, ad-hoc reporting and being the first point of contact for any CRM issues.
About you:
You will have considerable experience of CRM database systems, ideally in the not-for-profit sector. Experience of using KingswaySoft or similar ETL tool with programming skills such as SQL is essential. We are looking for an organised, flexible candidate who is used to managing a busy workload.
We are looking to move quickly with this role so if you are interested, please apply without delay.
As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
This is an exciting point to join the Stroke Association as Executive Director, Customer Experience (ED), reporting to our CEO Juliet Bouverie OBE. This person will be central to supporting and guiding the cultural journey at Stroke Association to help us to be a progressive and more customer-centric organisation. The new ED will lead one of the two externally facing directorates and support the team to make the best possible impact for and on behalf of stroke survivors.
We are the UK’s leading charity dedicated to supporting every stroke survivor to achieve their best possible recovery. Through our UK-wide services, systems influencing and funding of research, we’re supporting more people than ever to achieve their best possible recovery, and helping them to move on from just surviving a stroke, to finding their way back to life. However, stroke remains the fourth single largest cause of death in the UK. We believe that strokes can and should be prevented. Our strategy reflects our innovative approach to addressing an increasingly challenging operating environment which positions us on an exciting journey. We have embarked on a significant cultural change programme that will see us become an organisation that has the agility and ability to make impact where it is needed most.
The ED will be key to driving this journey. We are looking for exceptional leaders who will bring a confident and humble approach to bring out the best across a dedicated and talented directorate while also providing collaborative leadership across the organisation. With a commitment to our culture and progressive ways of working, they will bring a track record of improving customer experience and engagement across the Stroke Association’s diverse stakeholder groups. The successful candidate will bring commercial acumen and a track record of customer-facing change where they have significantly increased sales, market share or fundraised income. They will hold a broad portfolio, including some areas that may be new to them, and must be excited about building our maturity in data, digital and customer journeys. This person will bring a commercial growth mindset and will role model this approach across the organisation with a passion for coaching and developing talent.
We support and represent all colleagues and customers regardless of ethnicity, age, disability, gender, sexual orientation, religion or belief. We believe that by expanding the diversity of the Executive team, we will bring different personal and professional experiences to help us think differently and make the best possible decisions to benefit people affected by stroke, so welcome applications from a wide range of backgrounds and sectors.
Saxton Bampfylde Ltd is acting as an employment agency advisor to the Stroke Association on this appointment. For further information about the role, including details about how to apply, please visit Saxton Bamfylde's website using reference ZAXHB. Alternatively telephone +44 (0)20 7227 0880 (during office hours). Applications should be received by noon on 3rd July 2024.
CRM Quality Assurance Specialist
Job reference: REQ000765
This is a Fixed Term Contract for 12 Months.
£36,486 pa
Woking GU21 4LL / Hybrid Working
This is a UK based contract and as such, you are required to have the Right to Work in the UK. Evidence of your Right to Work will be checked prior to interview.
Right now, the planet is under threat like never before. But there is hope. At WWF, the world's leading environmental charity, we are dedicated to reversing nature's decline. For over six decades, we've been at the forefront of protecting and restoring our natural world. Facing the urgent challenges of climate change, unsustainable food systems, and habitat loss, our mission is vital.
We're embarking on a transformative multi-year programme, with data and technology at its heart, to deepen our engagement with supporters and enhance our impact. To do this we are building a new CRM platform that can support a growing supporter base as well as enable them to enjoy more opportunities to be involved in what we do.
WWF-UK is seeking a dedicated and experienced CRM Quality Assurance Specialist to join our Supporter Income & Engagement Department.
About the Role
As a CRM Quality Assurance Specialist, you will play a critical role in ensuring the quality and reliability of our new customer relationship management (CRM) system and documentation during the Implementation and Business Change stages. You will work closely with the Business Analyst and CRM Business Change Manager, evaluating processes, creating documentation, helping to write test scripts, report and monitor bug fixes while supporting User Acceptance Testing (UAT), and helping to implement best practices to enhance the overall effectiveness of our CRM platform.
Key Responsibilities
· Aid in the creation of functional, technical or test documentation.
· Address user inquiries, troubleshoot issues during UAT, and offer solutions to enhance user proficiency.
· Create and execute test plans, test cases, and scripts to validate system behaviour.
· Collaborate with our delivery partner to address defects and ensure timely resolution.
· Create and maintain the accuracy of information on the CRM SharePoint hub.
· Aid the Business Change manager in documenting and measuring the benefits that are linked to each of the delivered requirements, collating measures and KPI results and documenting these to aid in communication of the benefits being realised.
· Aid the Business Change Manager by creating training materials.
About You
· You have proven experience in Quality assurance, testing, or business change.
· Familiarity with CRM platforms, especially Microsoft Dynamics, will be an advantage. You have excellent communication and collaboration abilities, and experience of working on a large-scale project with external suppliers.
· You have experience of using tools such as Azure DevOps or Jira to manage system requirements, testing or deployment
· You have an eye for detail and have experience in writing end-user documentation
Location & Flexibility
This role has a UK based contract and as such, you must have the right to live and work in the UK. You’ll be required to work at your contracted office which will be: The Living Planet Centre, Woking, Surrey, GU21 4LL and will need to be able to commute to this location. WWF-UK operates a hybrid working arrangement with a minimum of 20% of contracted hours collaborating in-person with colleagues each month, with the balance being worked from home.
How to Apply
If you are passionate about our planet and want to be a part of the solution, apply today!
Please click on the link and apply via our website by submitting a copy of your up-to-date CV and Supporting Statement to highlight what makes you a good fit for us.
WWF UK are committed to an inclusive and accessible recruitment process. As a Disability Confident Employer, we acknowledge that some candidates may require additional support to overcome barriers experienced during the application process. If you require any reasonable adjustments to support your application or interview, please reach out to the Talent Acquisition team via our website.
Our policies and benefits reflect the importance of people being able to have a good work-life balance and being able to bring their ‘full self’ to work.
WWF-UK believes anyone who is involved in our work or connected to it, especially children, should be safe from harm. Our first priority will always be to safeguard anyone at risk of harm or abuse. WWF-UK operates robust recruitment practices to ensure candidates for all roles are suitable. Our process includes values-based questions during interviews and annual performance reviews, reference checks that we verify orally, criminal records checks (at the appropriate level) and pre-employment declarations. We do not tolerate any form of abuse or exploitation and act robustly to any allegations or concerns.
Our world needs you like never before. We are the first generation to know we are destroying the world, and we could be the last that can do anything about it. We are looking for people who are passionate about making it politically, socially and economically unacceptable to destroy our planet’s natural resources. We need you to join us in the fight for our world.
Prospectus is delighted to be partnering with the Motor Neurone Disease Association, in the recruitment of their new CRM Business Analyst. There are currently 5,000 people living with MND in the UK and the Association focuses on improving access to care, research and campaigning for those people living with or affected by motor neurone disease in England, Wales, and Northern Ireland. This position is offered as a 12-month FTC initially and will report to the CRM Project Manager.
As the CRM Business Analyst, you will be responsible for reviewing, creating, improving, updating, and implementing business processes that are impacted by the implementation of new CRM & Data Platforms built on Dynamics 365 and the Microsoft PowerPlatform. You will manage and actively implement agreed process improvements, which should include new, effective, and efficient processes and workflows that are compatible with Dynamics 365. You will document and map processes and make recommendations based on solid evidence, with a clear understanding of their impact on the organisation and the ability to follow these through to completion. During implementation, you'll develop a robust user acceptance test programme with case scenarios to ensure processes are thoroughly tested end to end. You will ensure user feedback drives ongoing refinement, ensuring systems are effective and user-friendly. Where relevant, you will recommend further improvements following testing and user feedback. You will prepare training material as required and deliver training sessions and workshops to guide relevant teams in the use of new processes and systems.
To be successful in this role, you will have an excellent understanding of business environments, with proven experience of process improvement and process design in business and/or non-profit organisations. You will have experience of CRM systems, preferably Dynamics 365, together with the ability to challenge the status quo, identify more efficient ways of doing things and redesigning processes for new systems. You should have experience of producing user guides, manuals and/or training materials. You will need excellent research and analytic skills, as well as the ability to think critically. You will have experience of working with cross functional teams and colleagues from a range of disciplines to produce and ensure the adoption of improved ways of working and better results and outcomes.
To apply, please submit your CV in the first instance. Following your application, you may be contacted by Prospectus for an informal discussion and be asked to provide further information to assist with this recruitment process. Prospectus are committed to building inclusive and diverse organisations, and welcome applications from all sections of the community, including those with lived experience. We invest in your journey as a candidate and are committed to supporting you in your application.
Age UK are recruiting for a Retail Support Administrator with exceptional customer service skills to join their busy Retail Help Desk team based in Warrington. In this role you will offer specific administrative and operational support to a Divisional Sales Team and provide first line support through the Customer Services Helpline. Thus, playing your part in supporting the Retail Division in generating much needed income to help Age UK in its mission to improve the lives of older people.
This unique opportunity to be part of a Divisional Team consisting of Area Managers and covering a wide geographical base from your operating desk in Warrington will not only support the Division, but also the national charities 265 shops alongside your fellow Retail Support Administrators.
No two days will be the same, whether it be receiving inbound calls and emails or customer enquiries. A vital element of the role will be processing all stock donation calls that the Help Desk receives, and then contacting the relevant field staff for a final action plan. Your support in all aspects of customer and shop enquiries will be crucial to the Divisional Sales Manager to ensure the Division's administrative operations are run efficiently and cost effectively.
This opportunity will require you to have strong IT skills, especially Excel and the ability to collate accurate information from a variety of sources to supply to the Retail Division.
This role is based at the Warrington office.
Must haves:
- Office based experience working within an administrative environment or supporting a retail estate.
- Ability to work with range of peer groups within the organisation to include volunteers, staff and senior managers.
- Empathic approach to customer service/signposting
- Proficient in the use of Microsoft365 and Windows 10 applications, particularly Excel, MS Teams & Outlook.
- Ability to work on own initiative and as part of a team.
Great to haves:
- Knowledge of logistical requirements that service a multi-site retail organisation, preferably system based
What we offer in return
- Competitive salary, 26 days annual leave + bank holidays + annual leave purchase scheme
- Excellent pension scheme, life assurance, health cashback plan and EAP
- Car Benefit Scheme, Cycle to Work Scheme and Season Ticket Loan
- Techscheme - buy any tech from Apple or Currys, up to £1000, and spread the cost over 12 months, interest free
- Blue Light Card Scheme
- You Did It Awards - recognition awards from £100-250.
Additional Information
All CVs will be anonymised by our recruitment system when you apply for a role at Age UK. Please note that our system is unable to anonymise cover letters, and we would therefore ask that to support the work we are doing on making our recruitment selection process fairer and more unbiased, that you remove any personal information from your cover letter/supporting statement, including your name before uploading this. All equalities monitoring information is also anonymised and not shared with the hiring panel. Your name and address will only be known to us once you are invited for an interview.
Age UK is an Equal Opportunities employer and positively encourages applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. We guarantee an interview to disabled candidates who meet the minimum criteria under the Disability Confident Scheme. Please note that on occasion, due to high numbers of applications, Age UK reserves the right to limit the overall number of interviews offered, and therefore, it may not always be practicable or appropriate to interview all disabled people that meet the minimum criteria for the job.
Age UK is committed to safeguarding adults at risk, and children, from abuse and neglect. We expect everyone who works with us to share this commitment.
Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert at any time.
Age UK politely requests no contact from recruitment agencies or media sales. We do not accept speculative CVs from recruitment agencies nor accept the fees associated with them.