Operations Officer

CHEER Elmbridge; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A charity organization in the UK is seeking an Operations Officer to provide high-quality administrative and compliance support. The successful candidate will manage the charity's CRM, ensure governance, handle membership and subscription tasks, and coordinate meetings. Required skills include strong organizational abilities and familiarity with CRM systems. This role plays a crucial part in helping the organization maintain efficient operations and deliver services to clients and volunteers.

Qualifications

• Experience with CRM systems required.
• Strong organizational skills and attention to detail.
• Ability to manage governance and compliance documentation.

Responsibilities

• Manage and maintain the charity's CRM system.
• Ensure compliance with governance policies.
• Overhaul SharePoint for effective document management.
• Monitor and manage memberships and subscriptions.
• Coordinate meetings and take accurate minutes.

Skills

CRM management

Governance compliance

SharePoint management

Digital troubleshooting

Meeting coordination

Job description

This integral role will provide high-quality administrative, compliance and organisational support across the charity. The Operations Officer will support day‑to‑day operations, ensuring strong governance, accurate record keeping and systems efficiency all of which will allow the delivery of CHEER’s client and volunteer services. Training will be offered where required (eg : compliance, DBS checking, charity governance).

KEY RESPONSIBILITIES

1. 1. CRM management (Beacon)

   Ensure the charity’s CRM is accurate, up to date and used consistently across the team.

   Conduct regular spot checks and data quality reviews.

   Support the transition to CRM‑driven reporting.

   Develop and maintain CRM admin processes, templates and documentation (including user guide).

2. 2. Governance, compliance & policy administration

   Maintain organisational policies, procedures, training records and compliance documentation.

   Schedule review cycles and follow up with team / trustees for updates.

   Maintain accurate HR compliance records for the team (DBS renewals, training certificates etc.).

   Keep governance and compliance well‑organised and accessible.

   Contribute to improving workflows, systems and processes.

3. 3. SharePoint & digital systems maintenance

   Lead an overhaul of SharePoint structure to create a clear, user‑friendly filing system.

   Ensure documents are saved, organised, version‑controlled and archived.

   Keep SharePoint updated and functioning well.

   Support staff with basic digital troubleshooting and liaise with IT support when required.

4. 4. Memberships, subscriptions & organisational admin

   Monitor charity memberships, renewals, insurances, subscriptions, storage costs, licences, software and service contracts.

   Maintain a central register of renewal dates and ensure timely payments.

   Support procurement of equipment, supplies and services.

5. 5. Meeting coordination & minute taking

   Manage meeting schedules, invitations, and logistics for:

   • AGM
   • Board / trustee meetings
   • Trustee / team meetings
   • Working groups and subcommittees

   Prepare and circulate meeting papers.

   Attend meetings, take accurate minutes and distribute them promptly.