CRM and Membership Engagement Manager

Bring your CRM, customer journey and membership experience into an environment where you can build processes and journeys from the ground up, delivering measurable results within impactful environments that drive real social impact.

We are looking for a hands-on operator to build the engine behind how a group of membership-based incubations grow, engage and thrive. This role is employed by Purposeful Ventures and will work across two of our incubated organisations The Baby Bank Alliance and Open Education AI (OEAI), where you will design and build their CRM, marketing, onboarding and membership engagement infrastructure.

This is a standalone role where you will be the person researching, selecting, configuring and running the systems, giving you the opportunity to really get stuck in with shaping growth infrastructure.

If you have built CRM or growth infrastructure in a commercial setting and are looking to apply that skillset to organisations achieving real social impact, this is an opportunity to own the entire membership and engagement process end-to-end and to see the difference that it makes.

This role is about combining sharp systems thinking with practical implementation designing the strategy and then rolling up your sleeves to make it work. You will also have:

• Real ownership You will design and run the entire system.
• Visible impact Your work directly influences growth and sustainability.
• Intellectual challenge Multiple organisations, evolving needs, real complexity.
• Purpose-driven work Apply your skills to organisations that exist for public benefit.
• Room to grow As the organisations scale, the role could evolve with them

The Baby Bank Alliance

The Baby Bank Alliance is a membership organisation which supports and advocates for UK baby banks, to ensure babies and children have the essentials they need to thrive. We are run by and for baby banks themselves, and founded by Save the Children, Purposeful Ventures, Baby Bank Network Bristol, and Little Village.

Open Education AI

Open Education AI is a sector-led data transformation initiative that provides the education sector with an off-the-shelf route to usable data and AI Insight capability. We are a membership organisation and we work with the sector to enable all school groups to take control of and leverage their data to inform strategic action.

Responsibilities and duties

CRM selection, setup and ownership

• Research, evaluate and procure a CRM system which is best suited to membership organisations
• Lead on the implementation and configuration of the procured CRM system
• Design all the data structures, tagging, pipelines and reporting within the CRM system and ensure that these are best designed to serve the incubations
• Ensure that all data practices are robust and GDPR compliant
• Maintain and continuously improve the CRM system, and act as the internal CRM owner

Membership onboarding and member value (OEAI)

• Map and redesign the full member journey from awareness sign-up onboarding engagement renewal
• Create clear and straightforward processes that improve member experience
• Lead membership engagement activities, including the utilisation of our community on Circle
• Create campaigns that encourage members to use the features that matter the most and which will give them maximum value
• Play a significant role in shaping the roadmap based on real customer insights
• Be the overall membership engagement owner

Community growth and communications (OEAI)

• Source and implement appropriate tools to underpin and enhance this infrastructure, for example, Zoom, sales demo tools, email platforms and automation software
• Ensure system integration across CRM, website, events, communications and finance to enable a seamless experience
• Improve on the capturing, tracking and reporting of sales leads
• Ensure the operational backbone is strong enough to support growth

Membership operations

• Run and maintain the membership database, ensuring high data quality
• Improve internal processes for tracking and reporting membership engagement
• Develop clear dashboards and insights for our leadership and board
• Design practical systems for member support and communication

The job description is subject to change and the postholder may be required to undertake tasks not specifically referred to above. Such duties, however, will fall within the scope of the job description.

Who we are looking for

We are looking for someone with experience in CRM systems, marketing operations, revenue and growth, commercial operations or startup operations, with experience in building systems and processes from scratch. This role would suit someone seeking a role or continuing their career in a not-for-profit environment where you will apply your skills to enhance purpose-driven organisations, take full ownership of systems and processes and build something meaningful from the ground up.

You will have had previous exposure to selecting, implementing and driving use and functionality of a CRM system (such as Hubspot or Salesforce) and building customer journeys and lifecycle automation. You understand the importance of healthy data and reporting and can work independently to build and maintain impactful systems and processes.

We are also looking for someone who is hands-on, methodical and process-driven, with the ability to see the entire customer journey from commercial and user perspectives. You will be motivated by working at pace and to ultimately build a strong foundation for Purposeful s incubations.

Key requirements

Essential:

• Passionate about creating a fairer society where all young people thrive.
• Demonstrable track record of taking ownership of commitments and working hard to succeed.
• Experience of selecting and implementing CRM systems such as Hubspot, Salesforce etc.
• Ability to understand client needs and translate them into effective technical system solutions.
• Demonstrable experience of building customer journeys and lifecycle automation.
• In-depth understanding of segmentation, reporting and data hygiene.
• Experience of integrating tools across a sales and marketing stack, and continuously enhancing these.
• Demonstrable success in leading membership engagement activities, and creating campaigns which highlight impact.
• A systems thinker with the ability to see the whole journey.
• A practical execution-focused individual with the ability to get things done.
• Ability to work independently.
• Right to work in the UK.

Desirable:

• Experience within membership organisations, charities or subscription models.
• Familiarity with GDPR requirements, with experience of building GDPR compliant systems and processes.
• Experience of improving retention and renewal processes.