CRM & Finance Executive, full‑time, 5 days per week, hybrid: 2 days in‑office, £28,500 per annum.
Join the David Shepherd Wildlife Foundation as a CRM & Finance Executive and play a key behind‑the‑scenes role in keeping our data, systems and income running smoothly. This detail‑driven position supports fundraising and finance operations, ensuring every donation and sale is accurately recorded. You will quickly become the internal expert on the newly onboarded CRM system (Beacon), helping the whole team make the greatest possible impact for wildlife conservation.
Role: CRM & Finance Executive – Department: Development/Finance (shared) – Reports to: Finance Manager – Works closely with: Development Executive – Hours: Full Time – Location: Hybrid working between the DSWF Shalford Office (GU4 8JU) two days per week (Tues and Thurs) and home, with occasional travel and attendance at events – Annual Leave: 25 days per annum plus Bank Holidays. The office usually closes between Christmas and New Year at DSWF’s discretion (additional leave). – Salary: £28,500 per annum.
Key responsibilities
CRM & Data Management
* Act as DSWF’s internal expert on the CRM system, ensuring confident and consistent use across all teams.
* Maintain accurate, complete, and up‑to‑date supporter, donor and art buyer records.
* Ensure data integrity through regular data cleansing, validation and quality control.
* Develop and maintain clear data processes, documentation and guidance for users.
* Support staff training on CRM usage and best practice, including dashboards.
* Support the Finance Manager to ensure that all income is accurately recorded and aligned within the CRM and finance systems.
* Support accurate tracking of income by fund, by campaign and by source.
* Ensure Gift Aid is processed correctly with appropriate evidence and compliance.
Reporting & Insight
* Produce regular and ad‑hoc reports from the CRM to support fundraising performance, forecasting and decision‑making.
* Provide accurate data selections and exports from the CRM for appeals, events and supporter communications.
* Support the Development team with pipeline reporting, income tracking and KPI monitoring.
* Assist with Trustee, SMT and statutory reporting as required.
Compliance & Governance
* Ensure all data handling complies with GDPR, Fundraising Regulator guidance and internal policies.
* Support audit processes by providing clear, accurate data and documentation.
* Maintain secure data access controls and permissions.
Systems & Process Improvement
* Act as a key contact for CRM development, upgrades or integrations.
* Support the Digital Marketing Executive with imports and exports between the CRM, website, email platforms and third‑party fundraising systems.
* Identify opportunities to improve data efficiency, accuracy and reporting capability.
* Troubleshoot data issues and work proactively to resolve system challenges.
* Lead on ad‑hoc checks to ensure all staff are using the CRM system correctly and, where necessary, implement further training, guidance and support.
Person specification
* Excellent attention to detail and commitment to data accuracy.
* Demonstrable aptitude for maths (minimum maths GCSE B/Grade 6 or above).
* Experience producing reports and managing complex data sets.
* Strong organisational skills and ability to manage competing priorities.
* Collaborative approach with confidence working across Development and Finance teams.
* Enjoyment of problem‑solving within data and technology settings.
* Experience working with CRM systems, ideally within a charity or fundraising environment.
* Confidence working with financial data.
* Experience working with charity finance or management accounting systems.
* Experience supporting Gift Aid processing and compliance.
* Good understanding of GDPR and data protection principles for charities.
* Experience supporting fundraising teams or income generation activity.
* Interest in conservation, wildlife and DSWF’s mission.
This position carries a shared responsibility for fundraising and income generation, ensuring work actively contributes to the sustainability of DSWF’s conservation, education and art programmes.
We are committed to building a diverse and inclusive team and particularly encourage applications from communities and backgrounds currently not widely represented in conservation and the arts.
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