Data Officer

Please note: this is a temporary, fixed term contract position of 6-8 months for maternity cover.

Purpose:

To support our fundraising efforts by managing all aspects of the fundraising database (CRM).

Build and maintain efficient procedures to ensure high standards of data quality and integrity through accurate and compliant data processing.

Produce data segmentations and analysis to help maximise income from all fundraising activity.

Proactively support colleagues to make optimal use of the database, enhancing the efficiency and effectiveness of the charity’s fundraising and the quality of the supporter experience.

This role provides the opportunity to leverage cutting edge AI and data analytics tools in a purpose-driven charity setting.

You will play a key role in spearheading the implementation of the new CRM (Salesforce), a significant step-change in the future of fundraising at the charity.

Location & Travel:

Remote.

Home worker with some UK-wide travel to attend meetings and visit Communities in Hertfordshire, Gloucestershire, Yorkshire, and West Midlands.

Duties & Responsibilities:

Main Responsibilities:

Data management:

• Lead on the data aspect of all fundraising initiatives to help us to increase our knowledge about our donor base and enhance fundraising potential.
• Support the implementation of a new CRM (Salesforce) to enhance the information provided to fundraisers to support their income generating potential including data segmentation, analysis, and reporting.
• Provide technical support to colleagues using the CRM (currently only fundraising but will expand in time), and creating documentation and help guides as required.
• Ensure that all data on the CRM is appropriately recorded and coded in a timely fashion, protected, and regularly backed up - including managing and controlling database permissions.
• Produce clean, accurate and appropriate segmentations for selected mailings working in collaboration with colleagues across the fundraising and communications directorate.
• Support fundraising colleagues to develop strong and effective supporter journey protocols within the CRM.
• Provide high-quality data analysis, reports, and responses to fundraising colleagues to support planning and analysis.
• Ensure that all fundraising data processing is compliant with charity and data regulations and sector best practice.
• Ensure that all team members receive appropriate CRM training, confirming that they are aware of its potential and making sure they use and store data in accordance with charity guidelines, compliantly and with current best practice.
• Maintain up-to-date CRM, fundraising and charity regulation knowledge, attending relevant seminars and conferences as agreed by the Fundraising Operations Manager.
• Assist the Fundraising Operations Manager with bank reconciliation of fundraised income.

General:

• Embrace diversity and share in our commitment to equity, diversity, inclusivity and belonging.
• Contribute to our fundraising efforts by embracing opportunities to fundraise yourself, to promote fundraising and to support the fundraising team, acting as an advocate for the work of our charity.
• Use the charity’s resources efficiently and effectively to ensure that our financial resources are demonstrably used for the benefit of people we support.  
• This role may require occasional travel and overnight stays.
• To comply with the Trust’s Policies and Procedures, including Safeguarding, Equality & Diversity and Data Protection.
• To comply with the statutory provisions of the Health and Safety at Work Act 1974.
• Employees must look after their own health, safety and welfare and be mindful of other persons who may be affected by their acts or omissions. Employees must co-operate and comply with management instructions regarding Health and Safety issues and report all accidents, incidents and problems as soon as practicable to their manager or other senior members of staff where necessary.
• To attend and participate in Team Meetings, 1-2-1 Supervision sessions and other meetings as required in line with the post.
• To undertake any other duties which are consistent with this post, as directed by line management.

This job description is not an exhaustive list of duties and responsibilities and is subject to change in accordance with the needs of the department.

Person Specification:

Qualifications:

Essential:

• GCSE English & Maths.

Desirable:

• Qualification in data such as Level 3 Data Technician or similar.

Knowledge & Experience:

Essential:

•  Experience of building strong working relationships with external agencies, colleagues, and internal stakeholders. 
• Experience of problem solving within the context of a CRM system.

Desirable:

• Experience with CRM systems specifically in relation to a charity or not-for-profit environment.
• Salesforce experience
• Knowledge of Advantage NFP.
• Experience using AI Large Language Models to augment your own research and troubleshooting abilities.

• Working knowledge of GDPR, charity law and fundraising regulations.

• Proven experience with reporting tools such as SQL, Pivot Tables, Power BI/ Power Query/ Tableau.

Personal Attributes:

• Able to work on own initiative and part of a team.
• Willingness to undertake training as and when required.
• Proactive and engaged, willing to suggest change and improvements and to ask questions.
• Commitment to ensuring work is completed and targets met within agreed timescales.
• Methodical approach with strong organisational skills and attention to detail.

Key Competencies:

• Excellent IT skills and computer literacy specifically relating to Microsoft products, in particularly Excel.
• Able to manage data segmentation for individual giving appeals, delivering to tight deadlines and to a high standard.
• Excellent numerical and analytical skills, able to assess campaign performance and investigate data. 

We reserve the right to close this vacancy early if we receive a sufficient number of applications.

Camphill Village Trust is an equal opportunity employer.

Camphill Village Trust is committed to safeguarding and promoting the welfare of all adults who use our services and as such expects all staff and volunteers to share this commitment. The successful applicant will be required to complete the relevant pre-employment checks including a DBS check.