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- Tasks: Lead data management for a national charity, ensuring CRM integrity and compliance.
- Company: Join a passionate national charity focused on data transformation.
- Benefits: Gain valuable experience in a meaningful role with potential for future opportunities.
- Other info: Dynamic team environment with a focus on innovation and automation.
- Why this job: Make a real difference by optimising data processes for charitable fundraising.
- Qualifications: Experience with CRM data management and strong knowledge of Gift Aid rules.
The predicted salary is between 30000 - 40000 ÂŁ per year.
Protech Site Services are currently recruiting for a Salesforce Data Lead to join a National Charity for a 3-6 month contract.
ROLE PURPOSE
We are a national charity currently undergoing a data transformation programme. This contract role will be central to that work, maintaining CRM data integrity, managing our mailing-house data workflows, and ensuring Gift Aid compliance, while we build longer-term processes and capability.
KEY RESPONSIBILITIES
- Manage and maintain Salesforce as the primary donor CRM, including bulk data imports and updates using Omatic Cloud or equivalent tooling.
- Process, quality‑assure, and sign off mailing‑house data files for Woodsvall Data (our direct‑mail supplier), covering raffle and Cold Fundraising Pack campaigns — including segmentation, ticket allocation, and audit URN tracking.
- Reconcile post‑campaign data from Woodsvall Data back into Salesforce, managing responses, suppressions, and version control of all files.
- Own the end‑to‑end Gift Aid process: identifying eligible donations, maintaining declaration records, and preparing timely HMRC claim submissions.
- Conduct regular audits of Gift Aid data to identify gaps or compliance risks, reporting to finance and senior leadership.
- Ensure all data handling complies with GDPR, PECR, and the Fundraising Regulator’s Code, including managing suppression files and opt‑out requests.
- Identify and help implement automation to reduce manual data processes across the team.
- Liaise with external consultants and developers on Salesforce requirements, testing, and deployments.
ESSENTIAL REQUIREMENTS
- Proven experience managing CRM data at scale, ideally within a fundraising or charity environment.
- Hands‑on Salesforce experience (Sales Cloud or NPSP) — imports, deduplication, reporting.
- Strong working knowledge of Gift Aid rules and HMRC.
- Experience working with mailing‑house data: preparing segmented files, working with suppliers, and reconciling post‑campaign data.
- Confident handling large CSV/Excel datasets — cleaning, transforming, and validating.
- Solid understanding of GDPR and data protection principles in a fundraising context.
- Highly organised, detail‑focused, and comfortable managing multiple campaign deadlines.
DESIRABLE
- Experience with Omatic Cloud or similar Salesforce import tooling.
- Familiarity with Salesforce Marketing Cloud or Data Cloud.
- Knowledge of direct‑mail raffle operations within the charity sector.
Data Lead employer: Protech Site Services Ltd
Contact Detail:
Protech Site Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Data Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity sector or Salesforce community. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! If you’ve got experience with Salesforce, why not create a mini-project or case study? Share it on LinkedIn or during interviews to demonstrate your hands-on knowledge and problem-solving abilities.
✨Tip Number 3
Prepare for the interview by brushing up on Gift Aid rules and data compliance. Be ready to discuss how you’ve tackled similar challenges in the past. We want to see your expertise shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Data Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Data Lead. Highlight your experience with Salesforce and data management, especially in a charity context. We want to see how your skills align with our mission!
Showcase Your Achievements: Don’t just list your responsibilities; show us what you’ve achieved! Use numbers and examples to demonstrate how you've improved data integrity or streamlined processes in previous roles. We love seeing results!
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so make sure you explain why you're the perfect fit for the Data Lead role without rambling on.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Protech Site Services Ltd
✨Know Your Salesforce Inside Out
Make sure you brush up on your Salesforce skills before the interview. Be ready to discuss your hands-on experience with data imports, deduplication, and reporting. It’s a good idea to have specific examples of how you've managed CRM data in the past, especially in a charity or fundraising context.
✨Understand Gift Aid Like a Pro
Since this role involves managing the Gift Aid process, you should be well-versed in the rules and regulations surrounding it. Prepare to talk about your experience identifying eligible donations and maintaining declaration records. Having a few success stories about timely HMRC claim submissions will definitely impress.
✨Show Off Your Data Handling Skills
Be ready to demonstrate your confidence in handling large datasets. Discuss your experience with cleaning, transforming, and validating CSV/Excel files. If you’ve worked with mailing-house data before, share how you prepared segmented files and reconciled post-campaign data.
✨Highlight Your Organisational Skills
This role requires someone who is highly organised and detail-focused. Think of examples where you successfully managed multiple campaign deadlines. You might also want to mention any automation processes you’ve implemented to streamline data handling, as this shows initiative and problem-solving skills.