Charity jobs in United Kingdom

03 Mar, 2026# CRM Project Analyst* CV-Library* Sutton, London### Job DescriptionCRM Project AnalystLocation: Hybrid - 2-3 days per week in Cheam (Head Office)Salary: c. £45,000 per annumContract: Fixed Term (3-6 months, potential to extend to 12 months)Reports to: Technology ManagerAbout the OrganisationThe Charity for Civil Servants is undertaking a business-critical CRM rebuild project to strengthen supporter engagement, income generation, and service delivery.We are seeking an experienced CRM Project Analyst to support the redevelopment of our CRM platform using Microsoft Dynamics 365.The RoleThis is a key role working across Fundraising, Communications, Service Delivery, Finance, and Data teams to ensure the CRM system meets operational and strategic needs.You will gather and translate business requirements into technical specifications, improve data quality and governance, and support the delivery of a tailored CRM data model aligned to charity-sector best practice.Key ResponsibilitiesRequirements & Stakeholder EngagementLead workshops and interviews to gather functional and non-functional requirementsTranslate requirements into user stories, process maps, and acceptance criteriaAct as a bridge between business users and technical teamsCRM Development & ImprovementSupport configuration of entities, workflows, forms, dashboards, and reportsEnsure alignment with charity processes such as donor journeys, Gift Aid, and case managementContribute to system testing and user acceptance processesData Quality & GovernanceSupport development of a tailored data modelImprove data standards and validation processesEnsure GDPR compliance (lawful basis, consent tracking, retention policies)Produce documentation including data dictionaries and governance guidelinesProject SupportContribute to planning, risk management, and documentationSupport training and mentoring of internal CRM usersEssential ExperienceProven experience as a CRM Analyst or Business AnalystHands-on experience with Microsoft Dynamics 365Experience within a charity, non-profit, or membership organisationStrong requirements gathering and documentation skillsUnderstanding of GDPR and UK data complianceExcellent stakeholder engagement skillsDesirableExperience with the Microsoft Nonprofit Data ModelKnowledge of fundraising, Gift Aid, or donor managementExperience with Power BI or Power AutomateSystem integration experience (finance systems, marketing platforms, payment providers)