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# CRM and Insights Officer

- **Company:** Worldwide Veterinary Service
- **Location:** Cranborne, UK (Remote available)
- **Experience:** Experienced
- **Salary:** £30,000.0 - £35,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Data Analysis, Databases, Customer Data Management, Power BI, Google Data Studio, Performance Monitor
- **Published:** August 5, 2026
- **Apply:** https://uk.indeed.com/viewjob?jk=0e12d56ace7fca40

## About the Role

· Two years+ experience working with CRM databases and supporter/customer data. (Donorfy is our current CRM but relevant experience across any CRM system is valuable)

· Strong Excel and data analysis skills.

· Experience producing reports and communicating insights to non-technical audiences.

· Understanding of audience segmentation and campaign targeting.

· Strong attention to detail and commitment to data accuracy.

· Knowledge of GDPR and data protection principles.

· Excellent organisational and communication skills.

· A passion for animal welfare.

· Ability to work collaboratively within a team.

· Right to work in the UK.

Desirable Skills & Experience

· Experience using Donorfy.

· Experience within a charity or not-for-profit organisation.

· Familiarity with fundraising and marketing principles, supporter engagement or individual giving.

· Experience creating dashboards using Power BI, Looker Studio or similar tools.

· Experience working with email marketing platforms and campaign reporting.

· Full UK driving licence., * CRM software: 2 years (required)

## Description

This is an exciting opportunity for a data-driven and organised individual to help us better understand, engage and grow our supporter base.

As CRM & Insights Officer, you will be responsible for maintaining and developing our CRM database (Donorfy), ensuring data quality and compliance, and providing actionable insights that support fundraising and marketing activity. Working as part of the Marketing Team and reporting to the Individual Giving Manager, you will play a key role in supporting wider team decisions on supporter acquisition, engagement and retention, helping to engage audiences and raise funds to support the charities work, which in turn will mean more animals receive life-saving veterinary care.

You will work closely with colleagues across fundraising and marketing to produce audience selections, campaign reporting and donor insights that help maximise income

and supporter lifetime value. In addition, you will liaise with Finance and Technical teams to ensure our internal systems run cohesively.

This role would suit someone with experience using a CRM system who enjoys working with data and translating information into practical recommendations.

Main Duties & Responsibilities

CRM Oversight

· Lead on and administer Donorfy, ensuring accurate and up-to-date supporter records.

· Maintain excellent data quality, integrity and compliance

· Support the implementation of CRM best practice across the organisation.

· Ensure data is managed in accordance with GDPR and internal policies.

· Act as the first point of contact for day-to-day CRM queries from colleagues.

Reporting & Insights

· Produce regular fundraising and marketing reports, dashboards and KPI tracking.

· Analyse supporter and donor data to identify trends, opportunities and risks.

· Provide actionable insights to support donor acquisition, retention and reactivation activity.

· Monitor campaign performance and produce post-campaign analysis.

· Support the wider team in evaluating fundraising and marketing performance and supporter journeys.

Segmentation & Campaign Support

· Build audience selections and supporter segments for fundraising and marketing campaigns.

· Work with colleagues to ensure campaigns are accurately targeted and evaluated.

· Support the development of data-driven supporter journeys and stewardship programmes.

· Assist with testing and measuring campaign effectiveness.

Collaboration & Development

· Work collaboratively with Technology and Finance teams to reconcile supporter and income data, maintain CRM data integrity, and represent fundraising priorities, constructively influencing system developments where needed.

· Support colleagues in making effective use of supporter data.

· Contribute to continuous improvements in data processes and reporting.

· Keep up to date with developments in CRM systems, fundraising data and supporter engagement best practice.

· Occasionally support events and activities outside normal working hours where required., · Improve the quality and consistency of supporter data within Donorfy.

· Deliver regular reporting and insights that support decision-making.

· Increase the use of supporter segmentation across fundraising campaigns.

· Help identify opportunities to improve donor retention and supporter engagement.

· Establish clear reporting processes and dashboards for key fundraising KPIs.

Pay: £30,000.00-£35,000.00 per year