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Data Services and CRM Senior Officer

Employer
Third Sector Recruitment
Location
London (Greater)
Salary
£35,000
Closing date
19 Nov 2018

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To work with the CRM & Data Services Manager to provide high quality data services and insight to support organisational activity, including but not limited to Fundraising, Membership, Marketing, Retail, Information and Finance Teams. 
To respond proactively to all end user data queries, from basic questions about a data set, to writing and running complex data selections within the CRM database or SQL if necessary.  
To import and update personal and transactional data promptly from internal and external sources into the database, ensuring compatibility of data fields and their contents and ensuring that correct data processes are followed and data is imported and updated promptly and appropriately. 
 To work closely with end users and maintain timely delivery of extensive, detailed and accurate data selections and segmentations to inform targeted communications with donors and/or supporters as well as facilitate monitoring of specific segment development activity and fundraising/marketing planning. 
 To proactively contribute to developing and improving CRM functionality, enhancing data quality, identifying areas of concern or improvement, devising processes to improve efficiency and quality of data to ensure best practice and maintain database configuration and functionality alignment to organisational needs.  
 To assist the CRM & Data Services Manager in the formulation of procedures, user guidelines and processes to ensure that end users understand and use the system efficiently and effectively.  
 To ensure that donors/supporters data held on the organisational database conforms to relevant Mind’s governance principles and legislation (for example, GDPR and the Data Protection Act). 
 To support and champion system security, including organisational, departmental and individual access controls, and password protection. 
 To contribute to the running and claiming of gift aid when required, so as to maximise income from donations as well as ensuring validity of such claims. 
  To test new and amended software, ensuring that it is error-free and that it meets the requirements of the user departments and/or organisation. 
 To work closely with the team to identify and develop efficient data processes and systems, in line with the team SLAs, GDPR, the Data Protection Act and associated performance indicators. To also deal with new data sources and developing/setting up processes and procedures around these. 
 To create new reports as required and on request from business units to support and inform business activity. 
 To assist with auditing of the system where relevant. 

What you will need:

Previous experience of using Microsoft Dynamics 365 
Previous technical experience of Advanced CARE CRM system.
Understanding of fundraising functions.
Understanding of marketing principles and approaches and how they relate to data services.  
Understanding of membership functions. 
Qualified to degree level education. 
Experience of CRM systems within the charity sector. 
Experience of delivering excellent customer care in a data environment.
Experience of gathering and refining business requirements, translating them into data specifications and implementing a solution.
Experience of MS SQL Server databases or similar SQL environments
Experience of administering large and complex CRM database systems and providing database user support. 
Experience of administering data extractions (mailings selections) and data import procedures. Experience of contributing to supporter journeys, integrated communication plans and supporter care strategies in order to improve the lifetime value of supporters.
Experience of producing analysis from customer/supporter databases to inform marketing strategies. Experience of developing and documenting operational business processes, procedures and guidance. 
 

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