Temporary Database & Insight Officer
Rate: £16.06 per hour
Contract: Temporary – 21st February to mid-April
Location: Hybrid – home-based with a minimum of two days every two weeks in the Bristol hub (or Bristol-based)
We’re supporting a national charity to recruit a Temporary Database & Insight Officer to join their Fundraising and Supporter Engagement team during a period of development and change.
This role is ideal for someone with strong CRM and data processing experience who enjoys improving systems, ensuring data integrity, and supporting colleagues to use data effectively.
The role
Reporting to the Database and Insight Manager , you’ll take responsibility for the administration of financial and supporter data from a range of internal and external sources. You’ll play a key role in managing data imports, maintaining regulatory compliance, improving processes and supporting users across the organisation.
A key focus will be maximising the benefits of a recent Donorflex V12 upgrade and supporting ongoing work towards a more integrated organisational CRM.
Key responsibilities
- Managing regular giving instructions within Donorflex, including BACS set-up, amendments, cancellations and reconciliation
- Processing and auditing Gift Aid claims
- Executing and developing data imports from multiple platforms, ensuring accuracy, reconciliation and correct income coding
- Liaising with third-party suppliers and internal stakeholders on data specifications and transfer routines
- Running data integrity reporting, audits and investigations, making recommendations to improve data quality
- Undertaking regular data cleansing and deduplication (in-house and externally supported)
- Developing and improving database and financial data processes
- Onboarding new Donorflex users, managing permissions, delivering training and producing guidance materials
- Managing a shared inbox and acting as first point of contact for database queries
- Supporting the wider Fundraising and Supporter Engagement team with data selections and insight reviews
About you
Essential experience:
- Proven experience working with CRM systems
- Experience processing direct debits and financial data
- Experience importing and exporting data using different rules and criteria
Technical knowledge:
- Knowledge of BACS, Gift Aid and relevant legislation and codes of practice
- Working knowledge of GDPR, PECR and information security
- Advanced IT skills, particularly Excel (pivot tables, complex formulas, data visualisation; SQL desirable)
Skills & attributes:
- Excellent attention to detail and accuracy
- Confident problem-solver who works independently
- Strong reporting and data analysis skills
- Experience delivering training and creating process documentation
- Ability to manage competing priorities and collaborate across teams
Applications will be reviewed on a rolling basis so please apply without delay.