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Fundraising Insights Manager Birmingham St Mary’s & John Taylor Hospices

Birmingham St Mary’s & John Taylor Hospices are looking to recruit a Fundraising Insights Manager to unlock and tell the story behind organisational data, guiding the fundraising team to future success.

  • Location: Birmingham with flexible working options
  • Salary: £33,561 - £40,503
  • Closing date: open recruitment process

Role Purpose

As part of the Fundraising Team, you will process and maximise the quality of its data, so that it can be used to deliver insights that will help to increase voluntary income.

Great insights are vital to helping us on our way. As our Fundraising Insight Manager, you will be pivotal in helping us to unlock and tell the story behind our organisational data. You will ensure that we’re using our CRM data to really understand our supporters, hold ourselves accountable and answer important questions to gain insight into making our fundraising even more effective.

You will be the lead in analysing our data using data science methodologies (including descriptive, predictive, prescriptive and diagnostic analytics) to develop insights into our audiences that will drive new and maximise existing income.

This role is responsible for the management of the Donorflex CRM system, which incorporates all data for fundraising and engagement purposes and records all voluntary gifts and Gift Aid.

You will review, develop and implement appropriate data management processes; proactively leading improvements to the database and leading the development and training of staff members on how to use and maximise the database. The Fundraising Insights Manager will champion a culture of capturing, recording and managing quality data.

As the fundraising team GDPR lead, this role will ensure that the HCP is compliant in all aspects of storage and usage of data.  You will assist the team in trouble-shooting and carry out routine maintenance, acting as the primary system administrator for the Donorflex environment.

Main Duties and Responsibilities

Data Analysis & Insights:

  • Undertake a programme of data analysis to understand who our donors are, what their motivations and preferences are and how best fundraisers can communicate with them in order to grow income from fundraising campaigns, appeals and events
  • Make recommendations for new approaches – what’s working and what’s not;
  • Test assumptions and gain an understanding donor behaviours
  • Analyse different donor groups to better understand their needs; targeting and optimising services, products and campaigns to suit those needs.

Measuring & Reporting:

  • Provide key data metrics to fundraisers to support the measuring and evaluation of key fundraising campaigns, appeals and events
  • Provide monthly reports on donor acquisition, retention and attrition
  • Test segments of data through mechanisms such as A/B testing via email marketing and action any findings.

Data Processing & management:

  • Review and update all fundraising data processes and procedures
  • Conduct an annual data cleanse and data messaging audit across all fundraising marketing materials and channels
  • Work with the Supporter Experience team to ensure that all duplicate records are removed, data errors are corrected, unsubscribe requests and marketing preferences are processed.
  • Maximise income gained through Gift Aid by managing the declaration process
  • Take responsibility for the claiming of all Gift Aid income, and ensure The HCP is operating within the guidelines set by HMRC and maximising all opportunities.

Database and information governance:

  • Give guidance on all Donorflex training programmes, both with supplier and internal teams, develop appropriate training materials and courses to deliver training to staff to support their knowledge and skill development.
  • Maintain knowledge of technological developments for Donorflex and their impact or benefit to the charity.
  • Ensure the Donorflex database supports fundraising activities, whilst retaining the integrity of the financial information needed.
  • Ensure the IG&M department are GDPR compliant and provide advice and guidance as the department GDPR lead.
  • Act as lead contact for the Fundraising Regulator providing reports when required.

Who we are looking for

We are seeking an exceptional data driven and analytical fundraising expert to drive insight and innovation across multiple departments. You will play the role of a critical friend to support informed decision making and investment in key fundraising activities, leading to successful fundraising outcomes.

Suitable candidates will have experience in data project management and understand the complexities of multiple donor journeys and experiences.

Candidates who have outstanding relationship skills will be successful in this position as you act as a guardian of the data as well as working with multiple teams to provide strategic support.

For further information about the role, or to arrange a confidential discussion, please contact our advising consultant at Peridot Partners:

Eddie Taylor |eddie@peridotpartners.co.uk | 07904 814273

Eddie Taylor, Head of Fundraising Appointments, Peridot Partners

If you would like to know more about this role please contact Eddie Taylor

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    Thank you for your interest in this role.

    Please download the Role Description and Person Specification and complete this Equality Monitoring Survey.

    To formally apply, please submit a CV and supporting statement (ideally maximum 2 sides of A4 each) that clearly outlines your suitability for the role against the criteria provided in the person specification, including your interest and motivation in applying for this position.

    Please ensure that your application is emailed to response@peridotpartners.co.uk inserting “Fundraising Insights Manager | Birmingham St Mary’s & John Taylor Hospices” into the subject field.

    For further information about the role, or to arrange a confidential discussion, please contact our advising consultant at Peridot Partners:

    Eddie Taylor |eddie@peridotpartners.co.uk | 07904 814273

    We wish to encourage applications regardless of race, colour, nationality, ethnic or national origins, sex, disability, sexual orientation, gender reassignment, marital or civil partner status, pregnancy or maternity, age or religion or belief.

    All applications will be considered solely on merit.

    Disabled applicants are invited to contact us in confidence at any point during the recruitment process to discuss steps that could be taken to overcome operational difficulties presented by the role, or if any adjustments or support are required regarding the recruitment process.

    Closing date: open process


    Equal Opportunities Monitoring

    Peridot and Birmingham St Mary’s & John Taylor Hospices are committed to promoting equality and diversity. To help us raise awareness and support a culture that is diverse and recognises and develops the potential of all, we need to appreciate the profile of candidates who apply for positions. We would therefore be most grateful if you would complete this equality monitoring survey.

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