CRM Project Analyst
Role details
Job location
Tech stack
Job description
We are seeking an experienced CRM Project Analyst to support the redevelopment of our CRM platform using Microsoft Dynamics 365.
The Role
This 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 Responsibilities
Requirements & Stakeholder Engagement
Lead workshops and interviews to gather functional and non-functional requirements * Translate requirements into user stories, process maps, and acceptance criteria * Act as a bridge between business users and technical teams
CRM Development & Improvement
Support configuration of entities, workflows, forms, dashboards, and reports * Ensure alignment with charity processes such as donor journeys, Gift Aid, and case management * Contribute to system testing and user acceptance processes
Data Quality & Governance
Support development of a tailored data model * Improve data standards and validation processes * Ensure GDPR compliance (lawful basis, consent tracking, retention policies) * Produce documentation including data dictionaries and governance guidelines
Project Support
Contribute to planning, risk management, and documentation * Support training and mentoring of internal CRM users
Requirements
Proven experience as a CRM Analyst or Business Analyst * Hands-on experience with Microsoft Dynamics 365 * Experience within a charity, non-profit, or membership organisation * Strong requirements gathering and documentation skills * Understanding of GDPR and UK data compliance * Excellent stakeholder engagement skills
Desirable
Experience with the Microsoft Nonprofit Data Model * Knowledge of fundraising, Gift Aid, or donor management * Experience with Power BI or Power Automate * System integration experience (finance systems, marketing platforms, payment providers)