Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead data management for a national charity, ensuring CRM integrity and compliance.
- Company: Join a passionate charity undergoing a transformative data journey.
- Benefits: Remote work, competitive pay, and the chance to make a real difference.
- Other info: Flexible contract with opportunities for professional growth.
- Why this job: Be at the forefront of data transformation in a meaningful charity environment.
- Qualifications: Experience with CRM data management and strong knowledge of Gift Aid rules.
The predicted salary is between 30000 - 40000 £ 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.
Please email
Job Type: Fixed term contract
Contract length: 3-6 months
Work Location: Remote
Data Lead in London 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 in London
✨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 CRM data management, consider creating a portfolio or case study showcasing your past projects. This can really set you apart during interviews.
✨Tip Number 3
Prepare for those interviews! Research common questions related to data integrity and Gift Aid compliance. Practising your answers will help you feel more confident and ready to impress.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Data Lead in London
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!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for data and how it can drive change in the charity sector. Let us know why you’re excited about this opportunity and how you can contribute to our data transformation programme.
Showcase Relevant Experience: When detailing your experience, focus on specific projects where you've managed CRM data or worked with mailing-house data. We love numbers, so if you can quantify your achievements, even better!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
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 knowledge before the interview. Be ready to discuss your hands-on experience with data imports, deduplication, and reporting. They’ll want to know how you’ve managed CRM data at scale, so have some specific examples ready to share.
✨Understand Gift Aid Like a Pro
Since this role involves owning the Gift Aid process, it’s crucial to be well-versed in Gift Aid rules and HMRC requirements. Prepare to talk about your experience identifying eligible donations and maintaining declaration records. Showing that you can navigate compliance risks will definitely impress them.
✨Showcase Your Data Handling Skills
Be prepared to discuss your experience with large CSV/Excel datasets. They’ll want to know how you clean, transform, and validate data. Bring examples of how you’ve worked with mailing-house data and reconciled post-campaign data to demonstrate your attention to detail and organisational skills.
✨Familiarise Yourself with GDPR and Compliance
Since data protection is key in this role, make sure you understand GDPR and PECR principles, especially in a fundraising context. Be ready to discuss how you’ve managed suppression files and opt-out requests in previous roles. This will show that you take data handling seriously and are committed to compliance.