CRM Executive – Microsoft Dynamics

Permanent | Surrey / Hybrid | £35,000–£40,000

We are working with a well-established children’s charity that is looking for a CRM Executive to help improve the way supporter and fundraising data is managed across the organisation.

This is a varied role supporting the day-to-day operation of a Microsoft Dynamics CRM environment, while helping fundraising and engagement teams make better use of data for campaigns, reporting and supporter communications.

You will become an important point of contact for CRM users across the charity, helping maintain data quality, resolve system queries and ensure information is captured consistently and accurately.

What you will be involved in

You will support the ongoing administration and development of Microsoft Dynamics, including data imports, cleansing, segmentation, reporting and user support.

You will also work closely with fundraising and marketing colleagues to produce campaign selections, improve processes and identify opportunities to make the CRM more effective.

We are looking for someone with:

• Previous experience working with Microsoft Dynamics CRM / Dynamics 365.

• Good understanding of CRM administration and data management.

• Experience with data cleansing, imports, segmentation and reporting.

• Strong Excel skills.

• Excellent attention to detail and confidence working with large volumes of data.

• Strong communication skills and the ability to support non-technical CRM users.

Experience within fundraising, charities, membership organisations or supporter-focused environments would be particularly useful, although this is not essential.

This role would suit someone who enjoys combining systems, data and stakeholder support and wants to work within an organisation where better use of CRM data can directly support fundraising and engagement activity.

The position is based in Surrey with hybrid working available.

Apply now to cv@franklinbates.com for consideration.