CRM & Data Officer

CHARITY PEOPLE; City Of London; Hybrid; GBP 35,000 - 43,000; Full time

Job summary

A leading charity is seeking a detail-oriented CRM & Data Officer for a hybrid role in Central London. The successful candidate will manage income processing and data accuracy within a supportive team, contributing to impactful fundraising initiatives. This position offers significant potential for extension after an initial 3-month period.

Qualifications

• Experience importing income data into CRM systems, ideally Dynamics 365.
• Understanding of reconciliation and income processing in a nonprofit context.
• Strong Excel skills and attention to detail required.

Responsibilities

• Import and process income data; conduct weekly reconciliation.
• Maintain CRM accuracy and support Gift Aid preparation.
• Assist with fundraising integration and improve data quality.

Skills

Attention to detail

Data accuracy

Excel

Communication

Collaboration

Tools

Dynamics 365

Job description

CRM & Data Officer
Location: Central London (hybrid working - initial training onsite, then hybrid)
Duration: 3 months initially, with strong potential to extend
Working schedule: Full-time, 35 hours per week
Pay: £20.86 per hour plus £2.52 holiday pay per hour
Interviews: w/c 23rd June
Start date: w/c 30th June

Charity People are delighted to be supporting a well-known medical aid charity in the search for a CRM & Data Officer to join their small but growing data operations team.

This is a fantastic opportunity for a detail-oriented and process-driven individual to contribute to the efficient and accurate handling of income and supporter data. The successful candidate will support the smooth running of income processing, reconciliation, and Gift Aid preparation within a busy fundraising environment.

Working closely with Finance and Fundraising colleagues, you'll be responsible for maintaining the accuracy and integrity of the charity's CRM (ideally Dynamics 365), ensuring data is correctly coded, imported, and reconciled, and supporting documentation and reporting for audit-readiness.

Key Responsibilities

• Import and process income data from platforms such as CAF and direct bank transfers
• Apply correct fund, project, and donation method coding to CRM records
• Conduct weekly income reconciliation using templates and bank reports
• Track and resolve data discrepancies or missing information
• Prepare and maintain documentation for reconciliation and data handling
• Support accurate Gift Aid preparation and legacy income coding
• Coordinate closely with Finance to ensure journal outputs are accurate
• Contribute to data cleansing and reporting to improve CRM data quality
• Assist with fundraising platform integration and support wider CRM projects

What We're Looking For

Experience & Skills:

• Experience importing income data into CRM systems (Dynamics 365 preferred)
• Understanding of reconciliation and income processing within a nonprofit or fundraising setting
• Strong Excel skills and the ability to work with reports and reconciliation tools
• Excellent attention to detail and ability to maintain high data accuracy
• Good knowledge of Gift Aid, coding, and financial tracking
• Familiarity with GDPR and other relevant data protection standards
• Strong communication skills and ability to work collaboratively across teams

Personal Attributes:

• Organised, self-motivated, and proactive
• Comfortable working with both routine processes and project work
• Able to work independently and as part of a small, supportive team
• Confident engaging with Finance and Fundraising stakeholders
• Open to learning and improving systems and documentation

This is a hands-on role, ideal for someone who thrives on structure, accuracy, and collaboration. You'll be based in the London office for your initial training period (around 1-2 weeks), then move into a hybrid working model.

How to Apply

If you're available immediately and interested in this role, please send your CV as soon as possible, as we're reviewing applications on a rolling basis.

Closing date: Tuesday 25th June at 9:00 am

Interviews: w/c 23rd June
Start date: w/c 30th June

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.