The Key Responsibilities and Tasks for the Fundraising Data Specialist are:

Responsibility 1: Database Management

• Act as Database superuser (Raiser’s Edge), demonstrating an expert level of knowledge and providing technical support, training and advice to all areas of the organisation.
• Ensure a high standard of data input and adherence to processes and procedures, including compliance with GDPR legislation, Direct Debit rules and HMRC guidance.
• Oversee the effectiveness of the CRM
• Identify and suggest Database improvements that will support the organisation in maximising its potential.
• Support the addition of new data onto the CRM from other departments – share principles on best practice to ensure all data remains clean.
• Manage the ongoing roll out of CRM automated journeys, including e-communications and cost saving initiatives.
• Work with consultants and external organisations to continue active development of the CRM including the project management of current and future systems integrations, and the cost analysis against business needs.

Responsibility 2: Analysis and Reporting

• Extract and manipulate data to undertake insightful analysis to segment and identify key trends and behaviours to enable ongoing organisational development, including membership, appeals and engagement. Prepare clear written reports as needed.
• Create dashboards and reports to help team better understand and make decisions relating to their work. E.g. Using Power BI to process data and create dashboards.

Responsibility 3: Financial Processing

• Co-ordinate the processing of accurate monthly Gift Aid and Direct Debit claims according to an agreed timetable. Ensure all Direct Debit and HMRC rules are complied with.

• Liaise with Finance to assist with the reconciliation of financial data and troubleshoot any issues arising.
• Support the Fundraising team with Gift Aid best practice, including managing the integrity of current Gift Aid records and auditing past records