Job Description - Fundraising Database Training and Engagement Officer

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1 Job Description - Fundraising Database Training and Engagement Officer 1. Main purpose of job The Fundraising Database Training and User Engagement Officer will fulfil the CRM learning needs of the organisation particularly across the Fundraising directorate and will be the main support contact for CRM. The post-holder will co-ordinate and deliver training to all CRM users at all levels throughout the Society, working closely with the Fundraising Database Executive to champion and extend the use of the CRM database across all departments and directorates. 2. Position in Organisation Reports to the Fundraising Database Executive Member of the Fundraising Database Team within the Fundraising Directorate Works with all users of CRM at all levels across multiple directorates 3. Dimensions and limits of authority Responsible for the design, creation, delivery and evaluation of learning opportunities for CRM Responsible for maintaining and developing strong working relationships with colleagues across the organisation in order to understand and fulfil their CRM training requirements Responsible for advancing data knowledge and implementing processes and reporting across the organisation within guidance from the Fundraising Database Executive 4. Duties and Key Responsibilities Strategy Key input into the CRM training and user engagement strategy Database Training To develop a deep understanding of how various teams use CRM and what their needs are in order to adapt training bespoke to each team Develop a suite of engaging and effective learning materials for delivery via faceto-face, online and offline methods Deliver induction training to all users of CRM and adapting where appropriate to suit the users needs

2 Develop and deliver refresher and advanced training to users to ensure continued practise of correct CRM usage Assist the Fundraising Database Executive in developing a strategy to fulfil the organisation s training needs Assist colleagues across the Society in optimising the use of CRM with regard to record-keeping Keep up-to-date with modern training methods and techniques to ensure training is delivered to the maximum effect Ensure that all changes to procedure are updated in training materials User engagement Be the main point of contact for colleagues with regards to the day to day use of the database Develop a strategy to recruit and maintain a CRM Champions programme in various teams to ensure a wide proliferation of best practices Support procedures for regular house-keeping; ensuring data is accurate and complies with the Society s business rules and Data Protection legislation To support users in assessing and developing how best to use the database without creating conflict to existing processes Database Support Assist in devising and implementing best practices for database support procedures Understand the needs of all teams and directorates and advise on proper use of the database To be prepared to stand in for other members of staff to complete day-to-day tasks in the fundraising database team To undertake any other duties or projects commensurate with the nature and grade of this post as required. This job may involve working outside normal office hours and at weekends to carry out database related tasks without affecting service to the users for which time-off in lieu will be given. Additional Responsibilities To adhere to all the Society s service standards, policies and procedures. To comply with the data protection regulations, ensuring that information on clients remains confidential. To be responsible for personal learning and development, to support the learning and development of others and the whole organisation.

3 To work in a manner that facilitates inclusion, particularly of people with dementia. To implement the Society s health and safety policy and procedures, ensuring that all practices and procedures are undertaken in accordance with a healthy and safe working environment and that all staff and volunteers for whom you may be responsible are aware of their responsibilities in respect of their role, monitoring data and recommending action as required. To administrate and organise own work to ensure that it is accurate and meets quality targets, reasonable deadlines and reporting requirements. To follow the Society s management information guidelines and requirements, including ensuring appropriate monthly measures on service usage levels are collected and submitted on the services database or other systems in accordance with deadlines.

4 Person Specification All of the following requirements are essential, unless marked with a * when they are desirable, and will be assessed from a combination of information provided from the application form and interview process. Education and qualifications Numerate and literate, with a good standard of education up to degree standard Professional training qualifications* Skills and Experience Extensive experience of developing and delivering training programmes using a variety of mediums and techniques Experience of working closely with Database or IT system users to identify and detail processes and tasks Experience of independently identifying issues and inefficiencies, and proposing sound solutions Experience of supporting large, multi-user CRM databases Experience of working in a customer-facing environment Strong ability to interpret complex user requirements as database processes and articulate them in clear jargon free documentation Strong ability to adapt presentational style to suit target audiences of varying skill level Strong Microsoft Office skills; in particular Word, Excel, PowerPoint and Outlook Experience of working in the charity/not for profit sector* Experience of ASI Progress CRM* Personal attributes/qualities Strong negotiating and influencing skills Strong team working and interpersonal skills Excellent written and verbal communication skills Able to work effectively on own initiative and as part of a team, without close supervision Able to work to multiple deadlines and under pressure Strong attention to detail Ambitious, innovative, self-motivated and target driven Demonstrate flexibility in adapting to changing work conditions, including learning new tools and technologies as required

5 Value Based Behaviours Alzheimer s Society has a value-based behavioural framework which brings our values to life in everything we do. The framework is applied across the full employment (and volunteering) life-cycle. This includes individual objectives, appraisals, performance management, reward and recognition and personal and professional development. You will be given a full copy of the framework if appointed, as part of your induction. For this role, the key value based behaviours you will need to evidence in your application and which will be assessed during the recruitment process are: Adapt my communication style to meet the needs of those I m communicating with. Promote partnership and collaboration within and across teams Contribute constructively to changes, embracing these positively Use my initiative to anticipate and overcome problems and obstacles Engender a customer focused culture in my team or area of expertise Work within and contribute to the development of our policies and procedures Take responsibility for my own development by proactively seeking opportunities for learning and development. Actively seek and share knowledge, skills and expertise with colleagues.

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