Database & Income Processing Officer

Working with fundraisers and colleagues across the Museum, you will use our fundraising CRM to manage supporter and financial data, process income and maintain excellent data quality. You will need to be comfortable managing competing priorities, responding to the needs of different stakeholders and taking a proactive approach to identifying improvements. You will ensure our records are accurate, compliant and reliable, enabling colleagues to build strong relationships with supporters and make effective use of fundraising data.

Although the roles share many of the same core responsibilities, one position will have a greater focus on Finance and income reconciliation, while the other will have a greater focus on Systems, data quality and CRM administration.

Key areas of responsibility

• Administer and maintain data within the Development CRM, carrying out regular housekeeping and data quality activity to ensure supporter information is accurate and up to date.
• Process fundraising income accurately, including Gift Aid, donations, pledges, corporate partnerships, memberships and event-related income.
• Build effective working relationships with fundraisers and other stakeholders across the Museum, providing responsive advice and support on database, income and data-related queries.
• Take a proactive approach to identifying issues and opportunities for improvement, suggesting practical changes to systems, processes and ways of working.
• Help maintain high standards of data quality and ensure information is handled in accordance with data protection requirements and relevant fundraising and financial standards.
• Produce data selections for supporter communications, working with colleagues to ensure information is accurate and appropriate suppressions are applied.
• Provide data and reports relating to Development income and CRM data quality.

For the Finance-focused role, you will have stronger focus on income processing and financial reconciliation, ensuring information held within the Development CRM aligns with finance systems and banking information. You will also support Gift Aid claims, raise invoices for donors and corporate partners, and assist with audit activity.

For the Systems-focused role, you will have a stronger emphasis on CRM administration, data selections, data quality and system effectiveness. You will help identify and resolve database issues, support users, identify training needs and contribute to improvements in the CRM.

About you

You will have experience of working with databases or CRM systems in a fundraising environment, including data housekeeping and maintaining accurate records. Alongside this, you will have experience of income processing, including Gift Aid claims, and handling supporter and/or financial data. You'll have a good understanding of GDPR and data protection requirements, and understand the importance of accurate, well-maintained data in supporting successful fundraising and excellent supporter relationships.

You’ll be someone who can take ownership of your workload, make sensible decisions and priorities and remain responsive when requirements change. You’ll be comfortable working in collaboration with fundraisers and others who support fundraising activity, as well as a range of internal stakeholders across the Museum, building positive relationships and helping to translate their requirements into effective database, data or income-processing solutions.

Customer advert reference: Processing Officer Oct26