Dynamics 365 Customer Insights & Marketing Data Consultant

Dynamics 365 Customer Insights & Marketing Data Consultant Dynamics 365 Customer Insights & Marketing Data Consultant Digital Comms & Content Manager | Driving Impactful Digital Strategies | 13+ yrs exp | Finalist for The Drum Social Buzz Awards 2014 Key relationships: Digital Communications Manager & Head of IS Location: Hybrid (occasional travel to Shaw House, Oxford may be required) Contract: Consultant Salary: Day rate to be negotiated We are RABI – the farmers charity. RABI support farming people across England and Wales with expert, one-to-one practical, financial and emotional help, 365 days a year. From confidential advice and mental health support to direct financial assistance, our tailored services respond to the unique challenges of farming life. At the heart of our mission is a commitment to strengthening resilience; helping farming people feel valued, supported and better equipped to navigate uncertainty and change. We’re working to close the farming wellbeing gap and build a future where farming people can thrive. Over the past 25 years alone, we’ve delivered around £250 Million in direct financial support to the farming community, whilst our wrap-around support services continue to evolve, reaching more people before crisis hits. Together, we’re on a journey to help shape a future our farmers deserve. ————————————————– PROJECT CONTEXT This project is taking place alongside the implementation of our new CRM system, built on Microsoft Dynamics 365. As a result, we are starting from a low email sender reputation and many of our contacts have not received communications from us in recent years. A key part of this role will involve designing a safe and strategic re-engagement approach including domain warm-up, batch testing, and audience sensitivity to ensure communications are delivered effectively, ethically, and in line with supporter expectations. All activity must align with GDPR regulations and best practice in re-permissioning and supporter consent. PURPOSE OF ROLE This role will be central to transforming how we engage our supporters: from one-off donors and regular givers to volunteers and corporate partners. You’ll lead the development of practical, data- informed supporter journeys, meaningful audience profiles, and predictive models that help us anticipate behaviours and target communications more effectively. You’ll also create clear documentation and frameworks so our internal teams can manage and evolve this work confidently in the future. You’ll work closely with internal stakeholders, taking a collaborative and proactive approach to knowledge-sharing and upskilling the wider team. EXPECTED OUTCOMES: By the end of the project, we expect to have: • Live, automated journeys for key supporter types, supported by documented templates and guides for future adaptations. • Actionable audience segments, based on support behaviours and preferences, built and accessible within Customer Insights. • An engagement scoring model to guide and prioritise communications. • A clear, documented data profiling and segmentation framework the that RABI’s wider team can use and maintain with confidence. • A practical roadmap for future data growth and supporter insight, helping us deepen engagement across fundraising, volunteering, and partnerships. • A warmed-up CRM and email sending infrastructure, with a re-engaged supporter base and solid foundation for future digital campaigns. • A predictive model that anticipates supporter actions, with full documentation and training for internal use. KEY RESPONSIBILITIES Data Profiling and Audience Segmentation • Analyse engagement history and behavioural data to build meaningful supporter profiles • Create dynamic audience segments (e.g. regular donors, lapsed supporters, volunteers, corporate partners) • Recommend what additional data should be captured to improve segmentation over time Predictive Modelling and Engagement Scoring • Develop basic predictive models (e.g., likelihood to donate again, risk of lapse) using Customer Insights • Create and implement an engagement scoring model to help prioritise outreach and stewardship Journey Design and Implementation • Manage the re-engagement of legacy or inactive contacts, using staged batch sending and domain warm-up techniques to build sender reputation and reduce risk. • Design and build automated journeys in Dynamics 365 Marketing tailored to different • Incorporate A/B testing and optimisation frameworks to improve journey performance Future-Proofing and Strategic Insight • Advise on the data structure and architecture required to support evolving insight and • Recommend improvements to data capture points, supporter preferences and consent management Documentation and Knowledge Transfer: • Produce clear documentation and user guides for segmentation, journeys, scoring models and reporting • Deliver walkthrough sessions to build team capability and confidence in using Dynamics 365 tools SKILLS & EXPERIENCE • Hands-on experience with Microsoft Dynamics 365 Customer Insights and Marketing, including journey creation and segmentation. • Strong understanding of email deliverability, sender reputation, and domain warmup strategies. • Proven ability to conduct data profiling, build audience segments, and develop predictive • Solid knowledge of GDPR and best practices in supporter consent and re-permissioning. • Skilled in creating clear documentation, process guides, and delivering training to nontechnical users. • Experience working in fixed-term or consultancy roles, with a track record of delivering sustainable outcomes. • Understanding of data governance and maintaining data quality in CRM environments. • Previous experience working in the charity or nonprofit sector. • Ability to support cross-functional collaboration between marketing, fundraising, and IT teams. This role profile is not exhaustive and is subject to review in conjunction with the post holder according to future developments at RABI. Seniority level Seniority level Entry level Employment type Employment type Contract Industries Farming Referrals increase your chances of interviewing at RABI by 2x Sign in to set job alerts for “Data Consultant” roles. 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