Fundraising Operations and Data Manager

Villiers Park Educational Trust; Hartford; On-site; GBP 30,000 - 45,000; Full time

Job summary

A national social mobility charity in the UK is seeking a Fundraising Operations and Data Manager. This role involves managing the Salesforce CRM to support fundraising efforts, ensuring data accuracy, and collaborating with team members to enhance fundraising activities. The ideal candidate will have strong CRM management skills, experience with data analysis, and knowledge of GDPR compliance. Join us in making a positive impact on the lives of young people across the country.

Qualifications

• Experience managing a CRM system, preferably Salesforce.
• Ability to generate reports and dashboards.
• Experience with data management processes.

Responsibilities

• Manage and maintain the Salesforce CRM system.
• Create reports for accurate fundraising activities.
• Collaborate with colleagues to improve CRM operations.
• Ensure compliance with GDPR and data protection policies.

Skills

CRM management (Salesforce)

Data analysis

Project management

Collaboration

Knowledge of GDPR and PECR

Job description

The Fundraising Operations and Data Manager is a newly created role in our Fundraising team. They will be responsible for managing the charity's CRM (Salesforce) and working with colleagues across the team, and wider organisation, to ensure the smooth operational delivery of fundraising processes and activities. The Fundraising Operations and Data Manager will provide data and donor insights to help identify trends and opportunities that contribute to shaping fundraising campaigns and enhance our stewardship.

Responsibilities

• Be responsible for the overall management of the Salesforce CRM system, ensuring accurate and up-to-date data entry. This includes processing donations, pipeline updates and managing data imports, exports and migrations to support fundraising activities.
• Create reports and dashboards to enable accurate and timely reporting.
• Identify opportunities for improvement and automation, collaborating with colleagues across the organisation to ensure the smooth operation and optimal use of the CRM.
• Work closely with the Head of Fundraising and Finance Manager to ensure that all donations are thanked in a timely manner and recorded correctly.
• Manage pledge payment tracking and reminders and follow-up processes for multi-year donations. Ensure that data management is carried out in accordance with GDPR and PECR, Villiers Park's data protection and privacy notices, and the Fundraising Code of Practice.
• Act as the point person for all prospect research activities, liaising with third party providers and ensuring adherence to data protection requirements and best practice at all times.
• Oversee the recognition framework and stewardship of current supporters, managing a sustainable and creative stewardship programme that engages supporters with our work.
• Create templates and systems that enhance cultivation and stewardship.
• Generate mailing lists for fundraising and communications, which respond to a range of motivations to give and engagement with the charity.
• Oversee and deliver operational efficiencies in our fundraising processes, for example, with payment providers and events.
• Any other duties as reasonably requested.
• Villiers Park's vision is a future where every young person has the opportunity to realise their full potential. Yet for too many, this is limited by economic, social and personal barriers not of their making. As a national social mobility charity, we exist to change that.

We deliver targeted programmes in areas of socio-economic deprivation and inequality across the country. We have five hubs, in Hastings and Bexhill, Swindon, Tyneside, Norwich and Cambridgeshire, and reach over 2,500 young people every year. We recently developed our 2025-30 strategy, which aims to deepen our impact and double our reach over the next five years. A new fundraising strategy and campaign, Beyond Barriers, will be launched to secure the funds to help us realise our goals and make a positive and lasting impact on the lives of more young people nationwide.