Fundraising Data Specialist

Salary : £29,000 - £34,000 per annum

Contract type : Permanent / Working hours: Full time

Location : Taunton, Somerset

Hybrid working available with 1-2 days per week expected in the office

The Fundraising Data Specialist is an exciting role managing the Trust’s supporter database and ancillary systems. Whilst undertaking data analysis the role helps provide insights to inform trust wide decision-making, particularly for fundraising, engagement and supporter development.

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

We offer fantastic benefits of working for the Somerset Wildlife Trust including:

• 7% employer pension contribution
• Life assurance
• Flexible and agile working
• Wellbeing support - Employee Assistance Program
• Diversity networks through RSWT/TWT
• Paid volunteer days
• Continuous Professional Development opportunities
• 33 days of holiday (25 + bank holidays)
• Staff social calendar and events
• The opportunity to make a real and positive difference to nature, communities, and the climate!

Closing date: Sunday 8 June 2025

Interested? If you would like to apply and find out more about this position, please click the apply button to be directed to our website.

Somerset Wildlife Trust has an Equality, Diversity and Inclusion Plan and is committed to continuing to improve the equality, diversity and inclusion of every aspect of our work; we know we need to engage with everyone to live our values and achieve our goals. We welcome applications from everyone and are happy to discuss any accommodations or arrangements that would make the recruitment process better for you, and the working environment should you be employed.

No agencies please.