Dynamics 365 Customer Insights & Marketing Data Consultant

RABI; Oxford; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

The role of Dynamics 365 Customer Insights & Marketing Data Consultant at RABI focuses on transforming supporter engagement strategies through data-informed journeys. The consultant will lead analysis, segmentation, and predictive modeling efforts, aligned with GDPR standards, enhancing RABI’s interaction with its community of supporters and partners.

Qualifications

• Extensive hands-on experience with Microsoft Dynamics 365.
• Strong understanding of email deliverability and domain warmup strategies.
• Proven ability to conduct data profiling and build audience segments.

Responsibilities

• Analyze engagement history and behavioral data.
• Develop predictive models for donor behavior.
• Design automated journeys tailored to different supporter types.

Skills

Data Profiling

Audience Segmentation

Predictive Modelling

Email Deliverability

GDPR Compliance

Education

Experience in Customer Insights

Experience in Charity Sector

Tools

Microsoft Dynamics 365

Job description

Dynamics 365 Customer Insights & Marketing Data Consultant

Dynamics 365 Customer Insights & Marketing Data Consultant

Digital Comms & Content Manager | Driving Impactful Digital Strategies | 13+ yrs exp | Finalist for The Drum Social Buzz Awards 2014

• Key relationships: Digital Communications Manager & Head of IS
• Location: Hybrid (occasional travel to Shaw House, Oxford may be required)
• Contract: Consultant
• Salary: Day rate to be negotiated

We are RABI – the farmers charity.

RABI support farming people across England and Wales with expert, one-to-one practical, financial

and emotional help, 365 days a year. From confidential advice and mental health support to direct

financial assistance, our tailored services respond to the unique challenges of farming life.

At the heart of our mission is a commitment to strengthening resilience; helping farming people feel

valued, supported and better equipped to navigate uncertainty and change. We’re working to close

the farming wellbeing gap and build a future where farming people can thrive.

Over the past 25 years alone, we’ve delivered around £250 Million in direct financial support to the

farming community, whilst our wrap-around support services continue to evolve, reaching more

people before crisis hits.

Together, we’re on a journey to help shape a future our farmers deserve.

--------------------------------------------------

PROJECT CONTEXT

This project is taking place alongside the implementation of our new CRM system, built on Microsoft

Dynamics 365. As a result, we are starting from a low email sender reputation and many of our

contacts have not received communications from us in recent years.

A key part of this role will involve designing a safe and strategic re-engagement approach including

domain warm-up, batch testing, and audience sensitivity to ensure communications are delivered

effectively, ethically, and in line with supporter expectations. All activity must align with GDPR

regulations and best practice in re-permissioning and supporter consent.

PURPOSE OF ROLE

This role will be central to transforming how we engage our supporters: from one-off donors and

regular givers to volunteers and corporate partners. You’ll lead the development of practical, data-

informed supporter journeys, meaningful audience profiles, and predictive models that help us

anticipate behaviours and target communications more effectively.

You’ll also create clear documentation and frameworks so our internal teams can manage and evolve

this work confidently in the future. You’ll work closely with internal stakeholders, taking a

collaborative and proactive approach to knowledge-sharing and upskilling the wider team.

EXPECTED OUTCOMES: By the end of the project, we expect to have:

• Live, automated journeys for key supporter types, supported by documented templates and

guides for future adaptations.

• Actionable audience segments, based on support behaviours and preferences, built and

accessible within Customer Insights.

• An engagement scoring model to guide and prioritise communications.

• A clear, documented data profiling and segmentation framework the that RABI’s wider team

can use and maintain with confidence.

• A practical roadmap for future data growth and supporter insight, helping us deepen

engagement across fundraising, volunteering, and partnerships.

• A warmed-up CRM and email sending infrastructure, with a re-engaged supporter base and

solid foundation for future digital campaigns.

• A predictive model that anticipates supporter actions, with full documentation and training

for internal use.

KEY RESPONSIBILITIES

Data Profiling and Audience Segmentation

• Analyse engagement history and behavioural data to build meaningful supporter profiles

• Create dynamic audience segments (e.g. regular donors, lapsed supporters, volunteers,

corporate partners)

• Recommend what additional data should be captured to improve segmentation over time

Predictive Modelling and Engagement Scoring

• Develop basic predictive models (e.g., likelihood to donate again, risk of lapse) using

Customer Insights

• Create and implement an engagement scoring model to help prioritise outreach and

stewardship

Journey Design and Implementation

• Manage the re-engagement of legacy or inactive contacts, using staged batch sending and

domain warm-up techniques to build sender reputation and reduce risk.

• Design and build automated journeys in Dynamics 365 Marketing tailored to different

• Incorporate A/B testing and optimisation frameworks to improve journey performance

Future-Proofing and Strategic Insight

• Advise on the data structure and architecture required to support evolving insight and

• Recommend improvements to data capture points, supporter preferences and consent

management

Documentation and Knowledge Transfer:

• Produce clear documentation and user guides for segmentation, journeys, scoring models

and reporting

• Deliver walkthrough sessions to build team capability and confidence in using Dynamics 365

tools

SKILLS & EXPERIENCE

• Hands-on experience with Microsoft Dynamics 365 Customer Insights and Marketing,

including journey creation and segmentation.

• Strong understanding of email deliverability, sender reputation, and domain warmup strategies.

• Proven ability to conduct data profiling, build audience segments, and develop predictive

• Solid knowledge of GDPR and best practices in supporter consent and re-permissioning.

• Skilled in creating clear documentation, process guides, and delivering training to nontechnical users.

• Experience working in fixed-term or consultancy roles, with a track record of delivering

sustainable outcomes.

• Understanding of data governance and maintaining data quality in CRM environments.

• Previous experience working in the charity or nonprofit sector.

• Ability to support cross-functional collaboration between marketing, fundraising, and IT

teams.

This role profile is not exhaustive and is subject to review in conjunction with the post holder

according to future developments at RABI.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

• Industries

  Farming

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