Database and Insight Officer

Main duties

Fundraising CRM Project Leadership

• Lead the end-to-end project to replace the current CRM system, including an audit of existing data, research into CRM options, supplier selection and full onboarding and implementation.
• Manage and maintain the current Salesforce system during the review period, ensuring it remains functional, accurate, and fit for purpose while supporting the transition process.
• Act as the day-to-day lead for the CRM system within the Fundraising and Communications team, ensuring it meets team needs and supports strategic goals.

CRM and Data Management

• Maintain and improve the quality of supporter data through regular cleansing, deduplication, and tagging to ensure accuracy and GDPR compliance.
• Working with data flows and setting up integrations, ensuring the system runs smoothly on an ongoing basis, making updates, troubleshooting issues whilst maintaining data consistency.
• Work with the Finance team to support integration between the CRM and finance systems for seamless donation and income reporting.

Data Selections, Segmentation and Campaign Support

• Collaborate with the Fundraising team to perform targeted data selections for appeals, newsletters, stewardship journeys, and events.
• Develop and maintain segmentation structures and logic to support personalised supporter journeys and strategic targeting.
• Work closely with the Marketing and Communications team to provide campaign-ready data for fundraising, advocacy, and engagement activities.

Reporting and Insight

• Design, build, and maintain dashboards and reports that provide real time insight into fundraising performance, donor behaviour and campaign results.
• Create and deliver regular and ad hoc fundraising analysis to inform strategic decisions and performance tracking.
• Proactively identify opportunities to improve donor retention, upgrade journeys and lifetime value through data driven insight.

Key responsibilities

• In conjunction with your Line Manager, continuously develop the role to ensure that all tasks are being undertaken in an effective and appropriate manner which meets the strategic aims and objectives of The Passage.
• Proactively flag any data integrity issues with Line Manager and help develop action plans as required.
• Participate in internal/external meetings as required, and attend training events, conferences and other functions as necessary.
• Participate in regular supervision and annual appraisal and help in identifying your own job-related development and training needs.
• Ensure that all The Passage s policies and procedures are adhered to and contribute to the effective implementation of The Passage s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults.
• At all times, undertake your role in a professional manner maintaining a high-quality standard of work, and to always work in accordance with the aims, values and ethos of The Passage and uphold standards expected by The Fundraising Regulator.
• Undertake any other duties that may be required which are commensurate with the role.

Desired experience

• Experience of using a database to accurately enter and manage data.
• Working extensively with Fundraising CRM systems.
• Experience of working in the charity sector.
• Implementing policies and procedures.
• Running reports and analysing data.
• Understanding of data protection and GDPR principles.

Desired knowledge

• Experience of using a database to accurately enter and manage data.
• Working extensively with Fundraising CRM systems.
• Experience of working in the charity sector.
• Implementing policies and procedures.
• Running reports and analysing data.
• Understanding of data protection and GDPR principles.

Above all we are looking for inspiring and committed individuals who have a genuine desire to support people, and to help them to rebuild their lives.

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