Senior Data and CRM Officer (Temporary)

For over 100 years, NCVO has stood shoulder to shoulder with communities, championing and celebrating voluntary action. Our membership is made up of over 17,000 voluntary organisations across England, from small, grassroots community groups and social enterprises, to large, far-reaching charities. We believe that communities are strengthened by voluntary action. We therefore want charities to thrive and be empowered to deliver for people and communities.

We focus on empowering charities and volunteers by ensuring they have the knowledge, tools, and resources they need. We advocate for and with our members, giving voice to those not often heard, and harnessing the collective power of partners to ensure the voluntary sector is valued. We bring charities together so they can learn, connect, and create a greater impact.

As the voluntary sector and volunteering adapt to new challenges and a changing context, so must NCVO. We are therefore prioritising work to evolve as an organisation to ensure we live our values of ambition, inclusion, openness, and collaboration in everything we do internally and externally.

We have around 80 staff and an income of more than £7m per year. With our members at the heart of everything we do, our mission is to unite to champion the remarkable role of charities and volunteers because stronger charities make for stronger communities.

About the role

As a Senior CRM and Data Officer, you’ll play a pivotal role in supporting staff across NCVO in making the most of our Customer Relationship Management (CRM) system. Acting as the go-to expert, you’ll provide guidance, training, and technical support to ensure the CRM is used confidently and effectively across the organisation.

Your work will help maintain the quality and integrity of our data through regular imports, cleansing, and quality checks, ensuring compliance with data protection standards. You will also be instrumental in driving the adoption of best practices, empowering colleagues with the tools and knowledge to use data efficiently and responsibly.

You’ll also take the lead on developing and managing our Power BI reporting suite, creating impactful dashboards and visualisations that support data-driven decision-making. Working closely with stakeholders, you’ll translate complex needs into clear, accessible insights, drawing from data across Microsoft Dynamics and other integrated systems.

Your role will include supporting ongoing CRM development projects, maintaining system integrations, particularly with Business Central, and contributing to a smooth rollout of new features. This is a hands-on, strategic role for someone who thrives on problem-solving, continuous improvement, and enabling others through data and technology.

Responsibilities

Supporting NCVO Staff and CRM System:

• Respond to CRM-related enquiries, troubleshoot issues, and escalate more complex cases to the Senior CRM & Data Officer where necessary.
• Troubleshoot issues across CRM workflows and integrated data systems, ensuring that bugs or performance issues are swiftly identified and addressed.
• Work closely with the Senior CRM & Data Officer to communicate known issues and contribute to resolution strategies.

Maintain and Develop Advanced Power BI Reporting and Analytics Capabilities:

• Oversee the ongoing maintenance, optimisation, and enhancement of NCVO’s suite of Power BI dashboards and reports, ensuring data accuracy, performance efficiency, and alignment with evolving organisational priorities.
• Proactively identify, diagnose, and resolve technical issues or data anomalies, escalating to the Senior CRM & Data Officer where necessary and contributing to the continuous improvement of reporting infrastructure.
• Engage with cross-functional stakeholders to elicit, analyse, and translate complex reporting and analytical requirements into scalable Power BI solutions.
• Design and implement interactive dashboards and visualisations that integrate data from multiple sources (including Microsoft Dynamics and related systems), supporting strategic decision-making and enabling self-service analytics across the organisation
• Lead on the development of new reporting solutions in instances where the Senior CRM & Data Officer is unavailable, ensuring continuity of insight delivery.

Contribute to Ongoing Development and Improvement of NCVO’s CRM Business Systems:

• Participate in system testing during development cycles and upgrades, helping to ensure the quality and stability of CRM and associated digital platforms.
• Provide technical support and CRM expertise during development projects, advising teams on best practices and functionality within Microsoft Dynamics.

Maintain and Support Integrations Between CRM and Business Systems:

• Work in partnership with NCVO’s Digital Development Team to support the maintenance and development of key integrations, including the NCVO-API and Dynamics links to the MS Events and Marketing tenants.
• Monitor and troubleshoot issues between CRM and other business systems, working with external partners and escalating to the Senior CRM & Data Officer when required to ensure timely resolution.

Promote an Inclusive and Respectful Workplace Culture

• Support NCVO’s commitment to equality, diversity, and inclusion by contributing to an organisational culture that values and respects difference, ensures accessibility, and supports staff from all backgrounds.

Experience:

• Experience of managing and helping to manage MS Dynamics as an organisational CRM system.
• Experience in managing or helping to manage a finance system, preferably Business Central.
• Experience working with data.
• Experience in providing business systems training and technical support to others.
• Experience integrating Dynamics with other systems (specific experience using Scribe is desirable).

Knowledge:

• Excellent working knowledge of CRM systems and their administration.
• Working knowledge of Power BI
• Microsoft Dynamics suite (Including real-time marketing and Business Central).
• Knowledge of Excel, including lookup functions (e.g., VLOOKUP/Index Match) and manipulating large datasets in Excel.
• Knowledge of automation tools (e.g,. Power Automate) and scripting within Microsoft technologies.
• Knowledge of the principles of data protection legislation (GDPR) and how it relates to the storage, retention, and use of personal data.

Skills:

• Managing a variable workload in a fast-paced environment.
• Proven communication skills, both written and verbal.
• Ability to maintain positive relationships with system users and suppliers alike.
• Excellent problem-solving skills.
• 25 days’ Annual Leave and office closure between 25 December and 1 January inclusive.
• 2.5 extra ‘wellbeing’ days off during the year
• Enhanced pay for sick/maternity/adoption leave
• Subsidised gym membership
• Season ticket loan
• Monthly homework allowance for permanent homeworkers
• Monthly office worker allowance
• Generous employer pension contribution of 8.5% of salary,
• Pension scheme (linked to employee contribution)
• Training and development opportunities.
• 24-hour free and confidential employee assistance programme
• Please complete both parts of the application, quoting the reference SDM, and email to (emailprotected)
• If you have any queries regarding our vacancies or experience any issues downloading or submitting your application form, please email (emailprotected) .

NCVO is fully committed to equity, diversity, and inclusion in our sector. We want this to be reflected in the diversity of the people who work for us, and we welcome applications from people from all backgrounds and identities.

We particularly welcome applications from under-represented groups in the voluntary sector and those with diverse lived experiences. As part of our commitment to employing disabled people, all disabled candidates who meet the minimum requirement for all competencies on the person specification will be guaranteed an interview.

If you have access needs or require reasonable adjustments as part of the recruitment process, please let us know.

The job vacancy information provided here is from third-parties and the AAE can not guarantee the accuracy of the information.

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