We are seeking a highly motivated and detail-oriented individual to join our team. In this pivotal role, you will provide vital support to the Quality & Information Manager while collaborating closely with cross-functional teams. You will use your analytical expertise to extract actionable insights, identify trends, and uncover opportunities for continuous organisational improvement.

Key Responsibilities Quality & Information Support

 Data Management: Maintain and update client and therapy records within the Integrated Management System (IMS).

 Survey & Feedback Processing: Code and record completed client questionnaires.

 External Provider Tracking: Log attendance data from external suppliers (e.g., hydrotherapy pools) and input session details for therapists without direct IT access.

 CRM Integration: Import and create new client records in the fundraising CRM (Beacon) when needed.

 Operational Continuity: Serve as a backup to the Quality & Information Manager to generate therapist payroll extracts when required.

 General Support: Assist the Quality & Information Manager with ad-hoc reporting and operational tasks.

Fundraising Data & CRM Management

 Data Cleansing: Maintain database integrity by regularly de-duplicating records within the CRM.

 KPI Reporting: Extract monthly CRM data to generate KPI reports for the Head of Fundraising, providing initial analytical commentary and insights.

 Campaign Support: Build, manage, and track campaigns and events in the CRM, ensuring all participant and donor data is seamlessly imported and updated.

 Donor Insights: Filter, manipulate, and extract data to analyse donor journeys and optimise engagement strategies.

 Campaign Management: Assist with the Donation Station fundraising campaign, collaborating with marketing on promotions and delivering monthly performance reports.

 Direct Mail & Lottery Support: Produce targeted data extracts for direct mail shots, reconcile player extracts, and support external Lottery Management operations.

Financial Data & Compliance

 Income Reconciliation: Reconcile weekly online income (website, regular giving, JustGiving, TryBooking, PayPal, Facebook, etc.) against BACS payments and log them accurately into Beacon CRM.

 Payment Processing: Record cash and cheque payments in the CRM, allocating funds accurately according to specific streams and payouts.

 Gift Aid Compliance: Upload Gift Aid declarations, maintain precise records, and ensure full compliance with HMRC regulations.

 Income Coding: Adhere strictly to guidelines for coding all incoming funds, including restricted income.

 Audit Preparation: Work with the Head of Finance to ensure imported data accurately reflects charity accounts for audit purposes.

 Reporting & Design: Advise on the structure, design, and preparation of database reports, creating complex custom reports as requested.

 Data Protection & GDPR: Maintain absolute confidentiality and security of donor details, adhering rigorously to GDPR and organisational data policies.

Organisational Responsibilities

 Proactive Engagement: Contribute positively to team effectiveness and organisational growth.

 Workload Management: Independently manage daily time and tasks using organisational tools (e.g., Microsoft Outlook).

 Flexibility: Maintain a flexible approach to working hours and patterns based on organisational needs.

 Continuous Development: Participate in team meetings, training sessions, and charity events.

 Compliance & Values: Uphold all organisational policies and complete mandatory training, while embodying the charity’s core values and mission.

 Ad-hoc Duties: Undertake additional tasks as reasonably requested by the Executive Leadership Team.