DEPARTMENT: Fundraising
JOB TITLE: Fundraising CRM Manager (6 month FTC)
LAST UPDATED: January 2015
Part 1: JOB PROFILE
1. MAIN PURPOSE OF JOB
Ø Support the Fundraising department as a whole in delivering effective supporter-centric CRM strategies.
Ø To manage the thankQ application and quality of data
Ø To help ensure best practice and compliance with UK legislation such as Data Protection and DMA Code of Practice
Ø Provide support for each team towards fundraising campaigns and activities across direct marketing, supporter care, events, corporate, high value and legacy marketing
Ø Provide database support & assistance in order to help all teams achieve fundraising targets.
2. POSITION IN ORGANISATION
Ø Reports into: Head of Individual Giving
Ø Line manages: N/A
Ø Works within the team of: Fundraising
Ø Liaises with: Both Heads of Teams (Head of Individual Giving & Head of High Value Giving), Fundraising teams, Information Services team, Governance team, any other team with a vested interest in the database
3. SCOPE OF JOB
Ø Integration of Fundraising teams activities and communications.
Ø Data management (imports, exports, cleaning, etc)
Ø System integration administration (website, emails, finance, etc)
Ø Ad-hoc reporting and analysis
Ø Application user training management
Ø Contact gatekeeping for communication priorities
4. DIMENSIONS AND LIMITS OF AUTHORITY
Ø Ownership of Data on the Database
o Responsible for integrity of data. Managing structure and cleanliness.
Ø Working with Head of Governance to manage data protection compliance
Ø Supervising, with direction from Heads of Teams, team communication priorities
Ø Samaritans ‘point-of-contact’ with thankQ support for non-technical issues (IS to manage technical and hardware support)
Ø Manage user support within Fundraising
Ø Manage operational processes
Ø Manage staff training programme
5. QUALIFICATIONS
Ø Substantial experience managing and administering a complex database (thankQ preferred)
Ø Ability to analyse, interpret & use data for supporting fundraising managers in their making commercial decisions
Ø Degree level or equivalent in a numerate or IT discipline
Ø Proven skills in SQL programming, advanced Excel, Access or other database applications
6. SKILLS, KNOWLEDGE AND EXPERIENCE
Ø Proficiency in high-level database administration, query writing, prospect and contact management, data imports and exports, and report creation.
Ø Strong numerate skills and attention to detail
Ø Thorough understanding of legal requirements such as Data Protection
Ø Able to prioritise effectively in order to successfully manage pressure and stress
Ø Must be able to lead meetings, build group consensus, document, and have excellent communication skills
7. PERSONAL ATTRIBUTES
Ø Ability to communicate clearly to a range of people at different levels across the organisation.
Ø Proactive in approach, using personal initiative and confidence.
Ø Ability to liaise confidently, effectively and professionally with all levels of staff.
Ø Ability to articulate complex detail clearly.
Ø Highly effective organisational skills with ability to prioritise own workload.
Ø Flexible and methodical.
Ø Ability to take decisions within own area and level of responsibility.
Ø Excellent attention to detail.
Ø Logical thinker.
Ø Assertiveness in dealing with external suppliers.
Part 2: DUTIES & KEY RESPONSIBILITIES
CRM Administration 30%
Ø Keeping integrity and cleanliness of data up to date
Ø Data protection auditing of preferences and records
Ø Cross product management for contacts across teams (gatekeeper)
Ø Keeping up to date with changes in UK data and HMRC legislations
Ø Support Fundraising teams with marketing selections
Strategic Support 30%
Ø Reporting support for Fundraising needs
Ø Segment identification for strategic and communication purposes
Ø Product journey development mapping
Ø Strategy development & support through data capture
Ø Development of Fundraising requirements (making sure the database will meet Fundraising needs)
Operational Processes 20%
Ø 3rd party supplier management
Ø Imports & exports process development
Ø Manage integration with existing and new Samaritans systems as needed
Ø Manage User Acceptance Testing of new developments within database
System Support (CRM) 20%
Ø Point of contact with supplier for database (non-technical support)
Ø Manage ongoing staff training program
Ø End user support - point of contact
GENERAL DUTIES OF A SAMARITANS’ STAFF MEMBER
Ø Contribute to the effective and efficient running of the General Office as appropriate.
Ø Participate, as appropriate, in staff forums and meetings.
Ø Adhere to Samaritans’ polices and procedures.
Ø Represent the General Office appropriately across the movement and Samaritans to the wider community as appropriate.
Ø Treat all colleagues, volunteers and members of the public with dignity and work within and adhere to Samaritans’ equal opportunities statement and polices.
Ø Carry out any reasonable requests made that are within the broad remit of the role.
S:\People\HR\General\Recruitment\Vacancies\Current Vacancies\Fundraising\Fundraising Database Manager\DBM JD - Final.doc