Relationship Management 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.
PURPOSE OF THE POST/RESPONSIBILITIES
Caudwell Children is a national charity which works to change the lives of disabled and autistic children; change society’s understanding and acceptance of disability; and change public perceptions of the important role that charity plays in society.
Based from the award-winning Caudwell International Children’s Centre in Staffordshire, we seek an experienced relationship manager with the ability to identify opportunities and develop relationships to raise funds which support the charity’s expanding service delivery.
Responsible for the ownership and development of supporter relationships, this role will play a pivotal part in helping to grow the charity’s fundraising income and helping to change the lives of autistic and disabled children across the UK and beyond.
The successful candidate will join a growing team of enthusiastic fundraising professionals aimed at improving the donor experience and growing the charity’s repeat and sustainable income.
The role will be part of the Individual Giving fundraising strand which will be responsible for income lines including, but not limited to:
- Major Gifts
- Regular Gifts
- Wills & Legacy
- Raffles & Lottery
Success will be supported and monitored by the Director of Public Fundraising against KPI’s including lead generation, conversion rates and income growth.
Relationship development will be documented and reported using the charity’s dedicated CRM system (currently Raiser’s Edge).
PERSON SPECIFICATION
- Demonstrable experience in fundraising/sales/relationship management
- Demonstrable understanding of the charity sector and professional fundraising
- Enthusiastic advocate of relationship management and conversion
- Experience in contributing to a successful sales/fundraising team
- Experience and skill in new business development
- Willingness and ability to undertake basic administrative activities themselves (not expecting of others what you would not do yourself).
- Computer literate, with strong competence in using the mainstream computing packages and products
- Driven, proactive and productive self-starter – able to work efficiently and achieve a lot under their own steam – but not afraid to ask questions when needed
- An enthusiastic, driven and sensitive team member - able to support their peers and encourage others for the benefit of the team
- Well organised – able to prioritise and manage own workload
- Confident, professional and friendly communicator with a hands on approach
- Confident to ensure all work complies with Equal Opportunities, Health & Safety, Data Protection and other policies of Caudwell Children
- Able to travel to meet the needs of the role.
This Job Description is not exhaustive. It outlines the general ways in which it is expected you will meet the overall requirements of this post.
DISCLOSURE & BARRING SERVICE CHECKS
The Charity is committed to safeguarding children and young people and therefore adopts a safer recruitment approach through a robust recruitment and selection process. All posts within the Charity are subject to DBS checks, in line with the Rehabilitation of Offenders Act (1974). This role is eligible for a Standard DBS check.
Click "apply" or visit our website for further information.
Thank you for your interest in Caudwell Children.
To change the world so that disabled and autistic children have the choice, opportunity, dignity and understanding they deserve.
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The client requests no contact from agencies or media sales.
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!
Head of Relationships – North
£60,000 - £80,000 per Annum
Location; Hybrid with travel as and when required for the role to meet commissioners and visit services.
United Response are not just a social care provider – We are a charity dedicated to championing the rights of people who have learning disabilities, Autism and complex needs to live, work, socialise and participate in the community, free of discrimination and unnecessary boundaries.
Key Purpose of the role
As a Head of Relationships, you will Build and maintain the relationship with target local authorities, making sure we understand what local authorities need and want and grow our income and increase the provision of our services.
The role will be to ensure that exceptional business relationships are developed with our commissioners guaranteeing the long term sustainability of the contracts. You will be the subject matter expert for your assigned commissioner and Local Authority and negotiate new business outside of the frameworks and tenders. While assessing service delivery against contracts and provide feedback on any gaps in operations, you will convey any necessary changes with the commissioners.
Who you are
To be successful, you will have senior level experience of being a Relationship/Account Manager for Local Authorities, Commissioners or Multi-Million corporate clients. With credibility in building relationships with public sector funders/commissioners you will have significant experience of negotiation and able to apply different techniques to varying situations. You will have leadership and motivational experience with a multicultural staff team with the ability to create a high performance environment, for all our contracts while setting and monitoring measures that reflect the corporate objectives and customer goals.
Please refer to the full Job description and person specification attached
Who is United Response?
United Response is a leading national charity. We were founded in 1973 with just one service in West Sussex. We now support around 2,000 people, work in 400 locations across England and Wales and employ more than 3,500 staff. In our work we aim to be CREATIVE, STRONG, HONEST, RESPONSIVE and UNITED.
United Responses’ culture of inclusion, focus on health and wellbeing and working models helps ensure that everyone – regardless of background – feels included and can be the best they can be. We believe we are made stronger by the unique capabilities and qualities that each person brings to our organisation and we invest in our employees to inspire confidence and help everyone realise their full potential.
United Response is proud to be an equal opportunity workplace. We are committed to the Mindful Employer values and are a Disability Confident employer, providing support to applicants with mental and or physical disabilities.
We reserve the right to close this advert before the closing date - therefore dont delay, submit your application today!!
The client requests no contact from agencies or media sales.
Youth Futures Foundation is the What Works Centre for youth employment. We exist to address the significant disparities in youth employment for marginalised groups. We want to ensure that all young people can access and keep good quality jobs.
We are looking for a Relationships Manager to accompany local partnerships through the development and testing of potential local systemic solutions, acting as the key point of contact for Youth Futures to:
- support each partnership to make the most of their work during this period, with the aim for partnerships to establish a local shared ambition for systems change and commitment to action.
- enable Youth Futures to make informed decisions about further partnership investments to deliver their ambition.
- bring local insight and learning into Youth Futures, and to channel information and support from Youth Futures to local partnerships.
You will lead our relationship with up to three local partnerships, working as part of their team to help Youth Futures understand the potential for change, and how and where we can add value. As well as support and future investment from Youth Futures, this may include helping partnerships identify alternative sources of funding, develop business cases for future support or capture their learning to influence decision-makers. You will have the strategic vision and analytical thinking to assess future potential as well as current progress, and spot these emerging opportunities.
This is an enabling role, which requires exceptional abilities to establish and maintain close, supportive relationships that put local partners and young people in the lead. You will have excellent stakeholder management skills, helping partners navigate the tensions between different parts of the system, while keeping their eyes on the prize of connected, consistent and responsive support.
This role is fixed term until January 2026 with the possibility of extension - Full Time –37.5 hours per week. We offer flexible working and consider alternative patterns of work.
The young people we aim to serve – and the challenges they face - are all unique. We are looking to build a team that reflects this diversity. Our commitment to inclusion across race, gender, age, class, religion, identity, and experience forms the cornerstone of our work. We are an equal opportunities, Living Wage and Disability Confident employer and encourage applications from a diverse range of backgrounds representative of our communities. We offer a welcoming and inclusive workplace, where employees are encouraged to have a voice.
The client requests no contact from agencies or media sales.
I am thrilled to be partnering with a registered charity dedicated to enhancing philanthropy by providing personalised services to individuals, families, and groups of donors to find a Relationship manager to join their team.
Position: Relationship Manager
Salary: £26,000 - £30,000 per annum (dependent on skills and experience)
Role: Full-time, Permanent
Location: London, W1 (On-site, 3 to 4 days in office and 1 to 2 days WFH)
Reporting to: Senior Relationship Manager
About this Charity
This is a registered charity dedicated to enhancing philanthropy by providing personalised services to individuals, families, and groups of donors. They specialise in facilitating charitable giving for high-net-worth individuals, foundations, and collective groups, offering tailored solutions that streamline the process of giving. Tthey are committed to professionalism, dynamism, and hard work. The team consists of talented individuals who are passionate about making a positive impact in the charitable sector. Through their Donor Advised Fund (DAF) services and Collective Fund (CF) services, they work hand-in-hand with high-net-worth individuals, families, and groups to facilitate their philanthropic endeavours, making charitable giving easier, more impactful, and tax-efficient.
About the Role
Join as a Relationship Manager and become a key player in managing a variety of dynamic and impactful accounts within the organisation. You'll work hand-in-hand with our dedicated team, personally overseeing a portfolio of High Net Worth (HNW) donors and their charitable contributions, as well as several Collective Funds accounts. Your role will encompass financial administration, client engagement, due diligence, and crafting innovative strategies to enhance donor stewardship. Thrive in our fast-paced, entrepreneurial environment, and see firsthand the significant impact of your work as you drive increased funds into the charitable sector.
About You
Are you detail-oriented, highly organised, and an excellent communicator? If so, you could be the perfect fit for our team. We are looking for someone with:
- Outstanding Communication Skills: Proven ability to effectively engage with clients and stakeholders.
- Exceptional Donor Stewardship: Understanding of HNW service expectations and dedication to delivering top-notch donor care.
- Confident Public Speaker: Ability to represent the charity and clearly explain complex concepts.
- Responsible: Comfortable managing confidential information with integrity.
- Attention to Detail: Meticulous and adept at juggling multiple priorities under pressure.
- Team Collaboration: Capable of working well with others to enhance client management processes.
- Tech Savvy: Proficient in Microsoft Office and other relevant software tools for efficient administration.
- Proactive Problem-Solver: Self-motivated with a solution-driven approach to challenges.
If you are enthusiastic about this opportunity and possess the necessary qualifications and skills, we encourage you to apply. We are working in partnership with the charity. All applications will need to be made via Charity People.
The application process is CV and Supporting Statement. In the first instance, please send your updated CV to Tanya at Charity People for more information or contact Tanya for an informal confidential chat about the role and to hear more about the next steps. We are operating on a rolling basis so do get in touch asap as the role may close early.
Charity People actively promotes equality, diversity and inclusion. We match charity needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we know greater diversity will lead to even greater results for the charities we work with.
Prospectus is delighted to be supporting the Royal Society for Blind Children in their search for a High Value Relationship Manager.
The Royal Society for Blind Children offers a range of services including emotional and practical support. They provide life-changing opportunities for children and young people to build confidence and skills through both education and activities. They believe fully, that no child should feel alone or left behind in this world.
This role sits within a friendly, collaborative and wellness-orientated organisation, a and a wider fundraising team. The successful candidate will be responsible for winning new business, developing relationships and providing first-class stewardship and account management across a mixed high-value portfolio of grant-makers, funders and donors, focused on large and long-term relationships.
Working alongside the Head of Relationship Fundraising, the High Value Lead and the Community & Events Fundraising Manager, you will form part of a core team that is on a mission to take RSBC’s relationship fundraising to the next level. You will support on testing new approaches for new business and creating plans and reports for successful relationship management.
The salary for this full-time role is £40k per annum. You will be hybrid working from their London offices approximately 3 days a week.
At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome candidates from a diverse range of backgrounds. Please let us know if we can help you with the application process in any way. We are more than happy to make any reasonable adjustments to enable all interested candidates to apply. If you have any disability and would like assistance with completing an application, then please contact Flora Cunningham at Prospectus.
If you are interested in applying to this position, please submit your CV in the first instance. Should your experience be suitable, we will send you the full job description and will arrange for a call and/or meeting to brief you on the role. You’ll then have all the information you need to formally apply. We are really looking forward to connecting with you soon.
There are just under 37,000 blind and partially sighted children and young people in England and Wales. Every day, four more children will be diagnosed with sight loss. RSBC believes that every blind young person should have the chance to live life without limits. By giving young people the essential skills to take control of their life, they can unleash their true potential. Prospectus is excited to be helping with their search for a Strategic Partnerships Manager.
Working alongside the Head of Relationship Fundraising, the High Value Lead and the Community & Events Fundraising Manager this role is responsible for winning new business, developing relationships and providing first-class stewardship and account management across a mixed portfolio of individual, organisational and grant-making relationships. The focus will be on long-term mutually rewarding, strategic and/or commercial partnerships.
An accomplished partnerships manager the successful applicant will have a demonstrable track record of securing funding from corporate and/or philanthropic supporters, working to an annual income target of £300k or above. You will be dynamic and results-focussed, thriving when proactively spotting opportunities and converting them into something concrete. If you are curious, tenacious and passionate about the cause then this exciting role could be for you!
At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process then please contact Rhiannon Mehta at Prospectus.
If you feel you meet some of the criteria but not all, we really hope you'll enquire and learn more. Prospectus can advise and support on each part of the role and hopefully your application, so we look forward to hearing from you.
In order to apply please submit your CV in the first instance. Should your experience be suitable, we will arrange for a meeting to brief you on the role. You'll then have all the information you need to formally apply. We are looking forward to connecting with you soon.
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.
Are you looking for a new role in Trusts and High-Value Fundraising? Are you ready to make a significant impact for spinal cord injuries? Charity People are delighted to partner with Spinal Research to find their new Trusts & High Value Relationships Manager. If you are passionate about securing high-value income from Trusts, Statutory, Corporate, and Philanthropic sources this could be the role for you.
Trusts & High Value Relationships Manager
£35,000- £40,000
London Bridge, Hybrid. Will consider remote
Reports to Head of Fundraising
About the Charity
Spinal Research fund medical research worldwide to develop effective treatments to cure paralysis caused by spinal cord injury. There are an estimated 105,000 in the UK living with an injury that shatters dreams, destroys ambitions and rips the very fabric of what was once considered normal.
About the role
As the Trusts & High Value Relationships Manager, you will play a key role in building and managing the charity's relationships with high-value funders. You will collaborate with senior leadership to deliver income from Trusts, Statutory, Corporate, and Philanthropy sources. Your expertise will be pivotal in identifying potential new funding sources as the charity evolves and expands its activities. You will cultivate and sustain relationships with funders and develop high-quality funding applications and reports to meet donors' monitoring and evaluation requirements.
You will contribute to developing relevant and insight-led products, campaigns, and initiatives to support income growth from high value audiences.
About you
You will have experience of trust fundraising and an understanding of high-value partnerships fundraising landscape. You will have proven experience in grant writing, management, reporting, and prospect research. You will have excellent written and verbal communication skills with the ability to develop persuasive fundraising proposals, reports, and other communications. You will have exceptional planning, organisational, and administrative skills with great attention to detail.
Your drive and ability to develop relationships will be your key to success in this role.
If you have the passion and skills to drive the fundraising efforts to new heights then please get in touch. As the role has been advertised before we are reviewing CVs on a rolling basis so do get in touch with Katharine at Charity People to book an informal chat.
At Charity People, we match charity needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we know greater diversity will lead to even greater results for the charities we work with.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
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!
It’s an exciting time to join us. Oakleaf has a proud history of helping people across Surrey who are suffering from mental ill health. The need for good mental health support is growing, as are our funding needs and ambitions. This newly created position of Relationship Fundraising Manager is an exciting opportunity to join a supportive and collaborative fundraising team as we look to develop major donor fundraising further.
The role will be responsible for overseeing all individual donor relationships, with a focus on major gifts. This includes developing and implementing a major donor strategy, as well as assisting the Head of Fundraising with corporate fundraising. You will be encouraged to use your experience and skills to shape the role, making a difference to the lives of hundreds of people attending Oakleaf every month for support.
Please refer to the attached Candidate Brief for more detailed information.
Position: Relationship Fundraising Manager
Responsible to: Head of Fundraising & Engagement
Location: Guildford, Surrey with hybrid working offered (min 40% office, 60% home as agreed); we will accommodate flexible working patterns wherever possible
Hours: 28-36 hours per week (36 hours is full time; part-time considered for the right applicant)
Salary: £32,000 – £34,000 FTE (dependent upon experience)
Annual leave and benefits:
- 32 days including public and statutory holidays. An additional day is added for each year worked (to a maximum of 4 days). Plus, an extra day off for your birthday!
- Company pension
- Cycle to work scheme
- Free parking
- Private medical insurance
- Employee Assistance Programme
- Sick pay
- Discount eye tests
- Work from home/flexible hours
- We are open to investment in training
Key Responsibilities (a full list of responsibilities is listed in the Candidate Brief):
- Manage recruitment, stewardship & retention of individual supporters with a goal of long-term financial support.
- Develop & implement a major donor strategy, including building relationships with key donors.
- Undertake tours of Oakleaf at our HQ or outreach venues to individual donors to show impact of giving.
- Research, formulate introductions & approach new prospects.
- Manage a communications plan for donors.
- Achieve agreed fundraising targets.
- Assist with corporate fundraising alongside the Head of Fundraising, including through attending networking events and supporting Oakleaf’s Mental Health Leaders Network.
Essential Criteria (a full list of essential and desirable criteria is listed in the Candidate Brief):
- At least three years’ experience in a charity/third sector fundraising position or similar
- Strong interpersonal and networking abilities; adept at building rapport quickly with people from a wide range of backgrounds
- Experience of building and managing a portfolio of both ongoing and new relationships
- Excellent written and verbal communication skills
- Experience of budgeting, forecasting and working towards financial targets
- An understanding of and empathy with the aims of Oakleaf & needs of its client group
We are committed to creating an inclusive working environment, where diversity is valued and there is equality of opportunity. We therefore welcome applications from all sections of the community, and we offer flexibility to assist employees with balancing work and other commitments. We are a Disability Confident employer.
Transforming lives through the provision of support, training and wellbeing activities, building new futures with adults managing their mental health
The client requests no contact from agencies or media sales.
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.
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!
Job Summary
We expect this role to focus on developing and maintaining relationships with key funders, stakeholders, institutions and individuals. It will undertake work to secure funding, resources and partnerships for both Shared Assets and the wider land justice movement, and to raise the profile and reputation of Shared Assets.
The role will have responsibility for securing core funding for Shared Assets from trusts, foundations and high net worth individuals, and for supporting colleagues to secure grant and commercial funding for consultancy, research, movement building and communications projects. It will have responsibility for reporting on core grants and providing quality control for colleagues for their bids, tenders and funder reports. As part of this work the role will play a key part in providing intelligence and foresight to contribute to the organisation’s strategy and business planning.
Beyond securing consistent core funding for Shared Assets the role will also work with funders and others to secure longer term resourcing of the wider land movement in order to deliver our collective ambitions for a just and sustainable land system.
As part of a self managing organisation all team members are expected to contribute to the day to day management of the organisation through participation in management circles, team days and working groups.
Main Responsibilities
Fundraising and resourcing
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Develop and maintain relationships with funders to fund work that seeks to support common good land use and to create a more just and sustainable land system.
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Work with the team to ensure we maintain a healthy pipeline of bids and tenders in order to meet income generation targets across the organisation.
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Work with the wider land justice movement and funders to secure significant, consistent and long term resourcing for the wider land movement, working in ways that are open and transparent to, and inclusive of, the wider movement and which will help to deliver systemic change that meets our collective objectives for a more just and sustainable land system.
Stakeholder relationships
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Develop and maintain relationships with key partner organisations in order to build an understanding of the wider context and system in which we are working in order to inform our strategic development and to identify opportunities for future partnership working. To understand where Shared Assets is valued and effective, and where it may need to adapt and change.
General
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Participate in the Funding & Finance circle, participate in relevant work groups and liaise with other circles where appropriate.
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Contribute to communications and raise the profile of the organisation - in particular working closely with the Communications Coordinator on external messaging with respect to Shared Assets and the wider land movement.
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Provide reports and information for the board as required.
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Provide support to colleagues where needed, including in the running of events, training and other activities.
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Participate in and contribute to the development of Shared Assets as an organisation, including involvement in collective decision making, being accountable to policies, and helping improve those policies where relevant.
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Any other duties as may be required in a small organisation.
The client requests no contact from agencies or media sales.
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.
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.
Come and join our friendly Relationship & Events Management team
We’re looking for an enthusiastic, hard-working fundraiser to build relationships with our community, corporate and NHS staff supporters and play a key role in managing our events.
Working as part of a team of five, and reporting to the Relationship & Events Team Leader, you will be responsible for delivering income through effective donor acquisition, building and maintaining effective relationships and providing fundraising support to our donors and volunteers. You will represent the Charity in the community, with local companies and in the hospitals, as well as attending and organising fundraising events.
We’re looking for someone with fundraising experience or transferable skills who is ready to hit the ground running. If you are calm under pressure, work well in a team, are flexible and conscientious, then we want to hear from you.
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About Nottingham Hospitals Charity
Nottingham Hospitals Charity exists to support patients, families and staff at Nottingham University Hospitals NHS Trust, which includes the City Hospital, Queen’s Medical Centre, Nottingham Children’s Hospital, Hayward House palliative care centre and Ropewalk House hearing centre.
As one of the biggest NHS charities in the UK, Nottingham Hospitals Charity has raised over £60million in 17 years, to fund state-of-the-art specialist equipment, medical research projects, enhancements to the hospital environment, and staff support programmes.
This has recently included a £2.9million intra-operative MRI scanner, which has transformed the care of children with brain tumours, and a £300,000 appeal to support the wellbeing of NHS staff during the Covid-19 pandemic.
This role is based at the City Hospital, in the Charity’s modern, fully equipped offices, working alongside an enthusiastic and hardworking team, in a friendly and supportive environment.
The client requests no contact from agencies or media sales.