
CRM Oversight and Development Leadership
• Provide strategic oversight for CRM use and development, ensuring its capability
meets organisational needs for fundraising, nance, supporter journeys and reporting.
• Lead planning for CRM development projects including upgrades, integrations and
enhancements, with delivery supported by the Data Management Ocer.
• Monitor and assess future CRM system needs, scoping potential options and
contributing to business case development if required, ensuring proposals align with
strategic and operational requirements.
• Contribute to budget planning and management within the data team, including CRM
development projects, ensuring activities are delivered within agreed resources and
providing accurate budget forecasts and monitoring to the Head of Individual Giving
and Engagement.
Insights and Analysis
• Lead the provision of insights, analysis, and performance reporting to inform decision-
making processes across the charity, with particular focus on fundraising, marketing
and supporter engagement.
• Lead on the design, development, and delivery of strategic insights to optimise
supporter journeys, segmentation, targeting, and testing, working collaboratively with
fundraising colleagues where appropriate, and using analytical tools and methods to
model, predict, and evaluate donor behaviour, lifetime value, and retention.
• Support senior leaders with data-driven business planning and forecasting, presenting
insights in accessible and engaging ways.
• Embed a culture of insight-led decision making across teams, building condence and
understanding of data.
About the role
Community Fundraising Ocer
- Highlands and Islands
Data and Insights Manager