Head of customer engagement jobs

Are you a highly experienced, driven and proactive finance & operations professional? Are you passionate about creativity and social impact? Would you like to join a multi-award-winning charity at a time of exceptional growth and impact? We would love to hear from you.

Create has just entered Year Five of its ambitious seven-year strategy to double its reach/impact by the charity’s 25th anniversary in 2028. As the charity progresses into this critical phase of development, we have been awarded a major (£320k) grant to support capacity building. This will enable the further implementation of Salesforce as the charity’s CRM, focusing on the project management and finance functions of operation, transforming efficiency and reducing administrative strain. This will be achieved by creating the position of Technical Project Lead to project manage and oversee implementation of Salesforce; increasing capacity in the finance team by appointing a Finance Manager; and implementing new cloud-based financial accounting software to work alongside Salesforce. This is an incredibly exciting time to join the charity and make your mark.

The Director of Finance & Operations will direct, administer and coordinate the financial, governance, HR, IT and operational activities of the charity in accordance with company policies and the Strategic Plan established by the Chief Executive (CE) and the Board of Trustees, and to assure the quality, effectiveness and efficiency of the planning, delivery and reporting of these activities.

Salary: £46,000-£51,000 per annum depending on experience.

How to apply

Download the application pack from our website which includes a full job description and person specification.

The deadline for applications is 9am on Wednesday 7 May 2025.

1st Interviews: Thursday 15 May at Create’s offices
2nd Interviews: Tuesday 20 May at Create’s offices

To apply, please send a completed application form with a short email providing a telephone number where you can be contacted in confidence.

Completed application forms should be returned to Create with the job title in the subject field).

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

No agencies / consultancies.

Job Title: Finance Officer 

 Job Description 

 Job purpose 

You will be responsible for managing the financial transactions of the organisation. Working closely with the Finance Manager to ensure all financial systems are implemented effectively while ensuring data integrity and compliance with accounting standards. In addition, you will assist the Finance Manager in maintaining a functional and safe office environment in accordance with employment and health and safety laws. 

 Key duties:

 Financial:

 Accounts Payable

• Manage the day-to-day accounts payable activity to support the organisation's short-term obligations owed to its creditors or suppliers, including but not limited to: 
• Utilise cloud-based software to manage supplier invoice activity.
• Dealing with external creditor and supplier queries. 
• Assisting the Finance Manager with supplier contract renewals.
• Manage and reconcile expense activity across all business cards utilising cloud-based software where appropriate. 
• Resolve accounting discrepancies.

Account Receivable

• Manage the day-to-day accounts receivable activity between the organisation and its clients, customers, and donors, including but not limited to: 
• Process all incoming post and utilise the CRM database to record any fundraising income.
• Ensure cheques are deposited weekly in accordance with finance policy and procedures.
• Ensure accurate billing for goods or services, not including those related to healthcare.
• Reconcile incoming payments against all invoices. 

 Month End and Period End

• Assist the Finance Manager in the preparation of accurate monthly, quarterly, and yearly accounts by performing activities including but not limited to: 
• Auditing and correcting where necessary the accounting allocation of transactional detail in accounting software. 
• Monitor and audit aged debtors and creditors- correcting errors, reconciling unallocated payments, and chasing missing invoices where needed. 
• Utilise the CRM database to calculate and submit the monthly gift aid return and perform the journal entry into accounting software.

 Payroll Administration

• Collate salary transactional data from payroll reports, update payroll apportionment sheet and prepare journal for entry into accounting software.

 Participate in Finance Audits

• Maintain records at a level which meets the needs of external auditors. Assist the Finance Manager in the preparation of document evidence and be on hand to assist during the field week section of the external audit.

 Office Duties

• Assist the Finance Manager in various office duties including but not limited to: 
• Monitoring office supply levels and replenish where necessary.
• Maintaining the organisation's small asset register.

 Other duties 

• To maintain a high level of confidentiality at all times throughout all duties and responsibilities 
• Attend and contribute constructively to meetings as required. 
• Positively promote the work and activities of Action for M.E. at all times.
• Keep up-to-date with best practice and comply with relevant legislation and regulatory requirements, working within the organisation’s policies and procedures and ensure that good practice is observed. 
• Undertake any other reasonable activity in line with the responsibilities of the post as requested by the Finance Manager, Chief Executive or any other member of the Senior Leadership Team. 

 Person specification  

 Qualifications 

• Relevant qualifications or demonstrable experience relevant to the job role  

 Experience and Knowledge 

• Experience in finance administration. 
• Working knowledge of data protection requirements relevant to the role 
• Track record of delivering results and team support 
• Demonstrable administrative skills with attention to detail
• Knowledge of accounting principles (desirable) 
• Experience of working with Sage (desirable)
• Experience of using databases (preferably Raiser’s Edge; desirable) 

 Skills and Behaviours 

• Accuracy, numeracy and an attention to detail 
• Excellent communication skills with people from a range of backgrounds at all levels in an organisation including good telephone manner 
• Ability to learn on the job 
• Able to work methodically, managing and prioritising a varied workload 
• Ability to use own initiative and work well in a team 
• Ability to use own initiative, work independently and to work well in a team 
• Flexible and adaptable approach 
• Strong MS Office skills including the ability to use Word, Excel, databases and web-related programmes and software 

 Attitudes 

• Perseverance 
• Enthusiasm
• Integrity 
• Openness 
• Compassionate 
• Courageous 
• Resilient 

 Key Competencies 

• Effective communicator 
• Collaborative 
• Values-based approach 

Governance Manager

Home/Office Based (Matlock)

Fixed, 37.5 hour per week permanent contract

£45,560 - £53,600 per annum

Our Governance Manager is responsible for managing and coordinating all governance work, providing support to the Board, CEO and Executive Team in all matters relating to governance and in particular for the Board and Committee meetings.

You’ll ensure that transactional activities are accurately completed within specified timeframes and co-ordinate all committees of the YHA Board and advise on and implement good governance practice.

Why work for YHA?

Join our team and enjoy a range of exclusive staff benefits that support your well-being and career growth:

• 10 nights free hostel stays per year for you and up to 3 friends or family
• Access to YHA’s staff discount and cash back portal
• Free YHA Membership each year
• Access to support via our Employee Assistance Program

What will you be doing?

• Lead and advising on all matters relating to governance including the constitution, memorandum and articles of association, standing orders and codes of conduct, including leading the implementation of any changes agreed by the Board.
• Provide best practice governance advice and support to the Chair, Board, CEO and Executive team, ensuring regulatory/codes of practice compliance, ongoing review of consultations on charity governance and promoting good governance in practice.
• Provide governance support to the Board, Audit and Risk Committee, Finance Committee, People, Remuneration, Impact and Engagement Committee, and the National Officers and Committee Chairs meeting and any other meetings linked to governance.
• Monitor changes in relevant governance legislation and the regulatory environment and take appropriate action.
• Project manage the organisation and delivery of the Annual General Meeting
• Plan and co-ordinate the annual Trustee induction programme.
• Responsible for the administration of the Company, for example: maintaining statutory company records and making the appropriate governance filings to Companies House and the Charity Commission.
• You’ll be the Company Secretary for YHA (England and Wales) and YHA Trading Limited.
• Assist the CEO and Executive with internal and external promotion, PR or other publications and events as required and particularly in relation to corporate governance and Board related issues.
• Develop relationships of trust and confidence, working pro-actively with the Chair, individual Board members, the CEO, Executive team, and external lawyers, where appropriate. You’ll be key in liaising between National Office teams and Board members.

What Skills and Experience do you need?

• Experience of providing governance support at Board level.
• Chartered Membership of the Chartered Governance Institute (or equivalent) or studying towards the qualification or suitable other experience. Experience of working independently, pro-actively and sensitively with senior stakeholders (Chair, CEO, Board members, Exec directors).
• Excellent project management skills and experience.
• Project team leadership skills and experience.
• Experience of budgetary control.
• Experience and in-depth knowledge of corporate and charity governance, including of company secretary functional requirements.
• Friendly, supportive, authoritative and approachable with the ability to adapt communication style to build positive relationships and provide proactive support for internal and external stakeholders at all levels.
• Able to take comprehensive and accurate minutes at speed.
• Able to adapt written communication style to deal with formal Board and governance communications, but equally at home with more informal communications when appropriate.
• Good level of IT skills particularly Word, Excel, Outlook and PowerPoint and a working knowledge of portals for distributing and viewing board and committee papers.
• Very well organised, self-motivated and able to demonstrate initiative, to deal authoritatively with providing best practice advice, peaks and troughs in workload, and conflicting priorities including between departments and individuals.
• Able and willing to flex hours worked in order to cover Board and AGM meeting at weekends and frequent evenings and occasional early mornings (for committee meetings and distribution of Board and Committee papers) and travel to hostels throughout the network to support Board and other meetings, for which Time Off in Lieu will be provided.
• Flexible and adaptable, and willing to support the Chair, Board, CEO, Executive Team, and External Affairs Team.
• A good understanding of charity governance, operational and departmental organisation and requirements.
• A discreet and trusted confidante and source of advice for the Chair and CEO when needed, including tactful handling of sensitive/political issues.
• An advocate of YHA at all times, supporting our charitable object, vision and HEART values.
• Holds a current driving licence or able to travel independently, including to rural locations. For more information about the role and the skills and experience required, please refer to the job description.

At YHA, we understand the richness of life experiences, and we place just as much importance on lived experiences as we do on skills and knowledge. We provide a robust induction, ongoing training, and opportunities for personal growth. While certain roles may require specific skills, we welcome applicants from all backgrounds.

Who are YHA?

YHA is a social enterprise with a mission to enrich the lives of all, especially young people. YHA does this by providing brilliant hostel stays and experiences that improve physical health, mental wellbeing and life skills.

We are looking for an experienced Trust Fundraiser with a background in securing income from charitable trusts and foundations to join our team to help Groundswell continue to create positive change in the lives of people, services and systems on their mission to tackle homeless health inequalities. Recently kicking off our new ‘Creating Positive Change’ strategy, coproduced by over 130 staff, volunteers, clients and partners, we have ambitious plans and a compelling model which in its simplest form promotes healthier lives and a better future for anyone who has experienced homelessness.  

The successful post holder will have experience in leading the development of well-written, compelling proposals and reports to charitable trusts and corporate foundations; demonstrating key relationship management skills to ensure all our funders feel part of Groundswell’s mission. You will be a flexible worker with strong organisational, research and written communication skills. You will pride yourself in collaborative working to ensure the most successful chance of securing income, whilst being a self-starter who can manage their own workload effectively.

Legacy and In Memory Manager

Do you want to be part of a passionate team and help support a lifesaving cause? If so then read on for more details as to how you can work for our Charity!

The Legacy and In Memory Manager is responsible for developing and delivering plans to maximise gifts in wills and in memory giving, ensuring a sustainable income stream for the charity whilst providing exceptional levels of supporter care.

This role will oversee the administration of legacies, drive the growth of the charity’s Free Wills programme, steward legacy pledgers, and expand in memory fundraising. The Legacy and In Memory Manager will also ensure supporter journeys, audience insight and effective targeting are at the heart of the charity’s programme, working with the Individual Giving and Development Lead to create impactful marketing campaigns across a variety of channels.

The post holder will raise awareness of the importance and impact of gifts in wills and in memory giving to a wider audience, both internally and externally, ensuring these vital income streams are embraced at all levels of the organisation.

#Legacy_and_In_Memory_Manager #Legacy #Supporter_Journey #Gifts_and_wills #In_Memory #Legacy

INDIVIDUAL GIVING AND EVENTS FUNDRAISER

OASIS HUB WATERLOO

32 hours per week (negotiable)

Two-year Fixed Term Contract

£26,737 per annum (Including London Weighting) £33,422 for 1 FTE

We are looking for a person with:

· Great character, chemistry and competency.

· Recent and proven experience in raising funds from individuals and events.

· Progressive and successful fundraising experience and approaches.

· First class team spirit and cohesion.

Is this you? Great – read on.

Oasis Hub Waterloo co-develops and co-delivers a wide range of integrated community services including a community centre, primary and secondary Academies, adult and further education opportunities, early years support, a Foodbank, advice services, a community farm, and well developed and diverse programmes for young people.

Purpose of job

This new role will lead on individual giving and events fundraising for Oasis Hub Waterloo with a focus on securing funds for Lambeth & Croydon Foodbank and our associated advice services. This will include developing our awareness and capacity to gain income from high-net-worth individuals, events and legacies.

To apply please email your CV (max of two pages) and a Supporting Statement.

Your Supporting Statement (max of two A4 pages) must share specific and relevant examples demonstrating how your qualities and experience will enable us to increase our income generation through individual giving and events.

Inspire and impress us!

Return your CV and Supporting Statement by Midday on Monday 5th May 2025

Face to face Interviews will take place in London Waterloo on the Monday 12th May 2025

If you want an informal chat about this role, please visit the Oasis Charity Jobs Website. 

As part of the package, Oasis offers:

· Flexible working where possible with family friendly policies

· A non-contributory pension scheme, currently offering 7% employer contribution

· A generous holiday allowance, starting at 25 days per year (plus 8 Bank Holidays)

We actively encourage applications from people of all ethnic backgrounds and minority and underrepresented groups.

Oasis is committed to making a difference to the lives of the communities it works in, and as such you must show a willingness to demonstrate commitment to the values and behaviours which flow from the Oasis ethos. We are committed to safeguarding and promoting the welfare of children/young people and vulnerable adults. We expect all staff to share this commitment and to undergo appropriate checks, including enhanced DBS checks. 

The successful candidate must have the right to work in the UK.

Oasis supports Equal Opportunities. Registered Charity No. 1163889

A fantastic opportunity has arisen within our award-winning fundraising team, to join us in an exciting new role of Legacy and In Memory Fundraiser.

At Birmingham Women’s and Children’s Hospital Charity, we believe there’s always more we can do for our sick kids and women, and that’s why we will always strive to do more for our patients and families. It’s our mission to raise the vital funds needed to make a real difference to all who use our hospitals, and to make our hospital feel just like home. 

This role requires someone with experience in legacy or in-memory fundraising, excellent communication skills and a strategic mindset. You will be able to connect meaningfully with supporters, manage multiple campaigns, and drive forward our strategy for growth and supporter engagement. You will be an ambitious, experienced, target driven relationship fundraiser, who is passionate and well-equipped to join our fast-paced team. 

To be successful in this role you will: 

• Have previous experience in relationship management and income generation - ideally within a legacy and/or in memory setting, and able to lead and inspire our supporters in order to generate long term income and awareness for the charity 

• Be self-motivated, independent and target-driven 

• Possess a natural confidence in talking to people and encouraging their support 

• Have excellent communication and relationship building skills - be friendly, compassionate, inspiring and engaging 

• Have experience of producing compelling supporter creative and fundraising messages 

What we offer: 

• Flexible and hybrid working to support work-life balance 

• Generous annual leave entitlement with additional leave for long service  

• Enhanced sick pay 

• Enhanced Maternity Pay 

• Free flu jabs 

• Cycle to work scheme 

• Charity events throughout the year 

• Employer enhanced auto-enrolment pension scheme with 8% employer contribution 

• Ongoing commitment to education and professional development 

The Charity is committed to equal opportunities and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.  

Successful candidates will have access to vulnerable beneficiaries therefore the role is subject to Disclosure and Barring Service (DBS) clearance.  

If you think you have the qualities we are looking for and the desire to contribute, please download the Job Vacancy Pack and then send us a CV and covering letter explaining how you meet the criteria for the role and making clear why you would like to be considered for it. 

The closing date for return of applications is 30th April 2025. Interviews will be held on 7th May.

Ambitious, professional, committed and friendly.  That describes us.  If it also describes you and you have a passion for corporate fundraising, then we’re keen to hear from you.

We have 600 volunteers supporting unrepresented litigants in the civil and family courts in England and Wales, helping over 50,000 times last year.  At a time when legal support is increasingly limited, we have a vision that no one should have to go to court alone.  To make this vision a reality we have a focused fundraising strategy to ensure the charity has the resources it needs and our corporate partnerships are key.

We’re looking for a Corporate Partnerships Manager (Maternity Cover) to join our team, to steward existing partnerships and grow new connections, especially with those in the legal sector.  As well as running our Guardians’ network, you’ll arrange key supporter events and develop bespoke partnerships.

It’s a busy role and you’ll be supported by an assistant and a close working fundraising team. You’ll also be able to build on the firm foundations we already have in place. 

We’re open to applications from experienced corporate fundraisers, as well as corporate fundraisers ready to step up into managing the corporate income streams.

Interviews will be held on the 14th May 2025

Are you a focused individual with an analytical mindset, seeking new challenges where you can showcase your expertise as an experienced Technical Business Analyst?

If so, we invite you to apply to this unique opportunity and become a vital part of our team. Make a difference in a growing healthcare organisation and help us enhance the client journey for over 110,000 clients annually.

�� Location:  Hybrid/remote (expectation to travel to key national sites as business requires)

⌚ Contract Type: Permanent, 35 hours per week

�� Salary: Starting from £53,608.48 - £58,969.32 dependant on experience

What is a Technical Business Analyst?

As a Technical Business Analyst, you will lead the analysis, design, prioritisation, and implementation of process and technical changes to enhance business operations and services. Your role involves identifying improvement opportunities, leveraging technology (including automation), defining costs and benefits, and establishing success metrics. You will manage DDaT-enabled process improvements.

Your objective is to enhance the client journey, from small pathway changes to large technical projects and process improvements. You’ll collaborate closely with Product Owners, Project Managers, Business Intelligence, IT, Digital teams, Governance, Contact Centre, Clinical colleagues, Clinical Safety, Learning & Development, Global Information Services, and other stakeholders, including board-level directors.

What can we offer you?

• �� Expenses incurred while traveling outside your base location will be reimbursed.
• �� Birthday Bonus with an additional day of annual leave dedicated to celebrating your birthday and long service recognition rewards programme
• �� Perks and discounts at over 4000 retail and hospitality outlets through the Blue Light Card

In addition to the perks outlined above, there are many more benefits alongside what is written above for you to enjoy. Find out more during your interview!

What you’ll be doing:

• Identify and assess challenges or opportunities for improvement.
• Collaborate with healthcare colleagues to map workflows and ensure technology solutions meet clinical needs.
• Design systems that enhance client safety, experience, and satisfaction.
• Facilitate seamless integration of new solutions with existing clinical systems.
• Support staff in adopting new technologies through training and assistance.
• Define success metrics to track improvements in client pathways.
• Communicate between clinical staff, IT, and other teams to integrate new solutions.
• Collect and align business and user requirements for new systems.
• Document how new solutions will integrate with existing systems.
• Ensure new systems enhance patient experience and care delivery.
• Establish KPIs to measure the effectiveness of new systems.
• Evaluate risks and develop mitigation strategies.
• Use data-driven insights to prioritise features and deliver value.

What we’re looking for:

• An experienced Technical Business Analyst with a strong understanding of Agile principles and iterative approaches.
• Skilled in identifying, analysing, and communicating business problems.
• Utilise AI and automation for process enhancements.
• Lead process changes and support implementation.
• Strong risk management skills.
• Build and maintain effective stakeholder relationships.
• Apply strategic thinking with strong technical skills.
• Excellent communication and interpersonal abilities.
• Find simple solutions for complex issues.
• Expertise in all stages of the agile lifecycle.
• Present technical information clearly to non-IT staff.
• Understand digital trends, especially AI and automation.
• Willingness to work outside core hours (including weekends) and travel as needed.

Brain tumours kill more children and adults under the age of 40 than any other cancer, yet historically just 1% of the national spend on cancer research has been allocated to this devastating disease. Brain Tumour Research is determined to change this. 

Their vision is to find a cure for all types of brain tumours. To achieve their mission, they are looking for a Community Fundraiser who will proactively engage with supporters, community groups and volunteers across the West Midlands to join their team of 12 Community Fundraisers across the UK.

The Community Fundraiser (West Midlands) is responsible for providing support and guidance to fundraisers within their communities to achieve their ambitions and ultimately raise vital funds for Brain Tumour Research. This is achieved through a wide variety of activities such as helping supporters to make the most of their own fundraising, engaging participants with externally organised events such as the Great Birmingham Run, and encouraging communities to get involved in events organised by Brain Tumour Research such as Wear a Hat Day and Walk for Hope. The Community Fundraiser will be the face of Brain Tumour Research in the area, providing excellent stewardship to existing supporters, and building great relationships with new supporters.

This post has been vacant since Autumn, and as such needs a fundraiser with confidence and capability in fundraising to join the team, provide donor love to the loyal supporters in the area, and approach developing the areas potential with energy and enthusiasm. If you have fundraising experience and are keen to join a charity with ambition and an amazing supporter base, then this could be the role for you.

Please note the successful candidate will need to live within the region (Warwickshire, Staffordshire, Herefordshire, Worcestershire, Shropshire and Gloucestershire), have access to a car and be willing to travel around their region. If you are not currently based in this area, please clarify if you have plans to relocate.  

Application notes 

Please download the Candidate Info Pack provided for further information about the role, timelines and next steps.

To progress your application, please follow instructions in the pack to organise an informal screening call. Please note, we cannot shortlist candidates who have not had a screening call. 

As this role has been vacant for some time, we are running rolling interview to see suitable candidates as they apply. Interviews will be kept to one stage, and organised to suit the candidate, where possible. Don’t delay – apply today!