Database & Insight Officer

About the Role

The role involves managing and maintaining the integrity of donor data and financial processes.

Responsibilities

• Managing regular giving within Donorflex, including BACS set-up, amendments, cancellations, and reconciliation
• Processing and auditing Gift Aid claims
• Executing and developing data imports from multiple platforms, ensuring accuracy, reconciliation, and correct income coding
• Running data integrity reports, audits, and investigations, making recommendations to improve data quality
• Developing and improving database and financial data processes
• Onboarding new Donorflex users, managing permissions, delivering training, and producing guidance materials

This role supports a national charity's fundraising and supporter engagement efforts during a period of development and change, enabling colleagues to use data effectively and maximizing the benefits of their CRM system to enhance fundraising operations.

Required skills and experience:

• Proven experience working with CRM systems
• Experience processing direct debits and financial data
• Experience importing and exporting data using different rules and criteria
• Knowledge of BACS, Gift Aid and relevant legislation and codes of practice
• Working knowledge of GDPR, PECR and information security
• Advanced IT skills, particularly Excel (pivot tables, complex formulas, data visualisation) and SQL

Compensation: £16.06 per hour (temporary contract from 21st February to mid-April). Location: Remote.