CRM Assistant

What will you be doing?

The Donorfy CRM Assistant will support the effective use, maintenance and optimisation of the Donorfy CRM system.

The volunteer will help maintain and update supporter records within Donorfy, ensuring data accuracy and completeness. They will support regular data cleansing, validation and de-duplication, as well as manage imports and exports such as donations, event attendees and mailing lists.

The role will also involve supporting the setup and maintenance of campaigns, funds and activities within Donorfy. The volunteer will generate regular and ad-hoc reports covering donations, campaigns and supporter activity, and support dashboard creation and reporting optimisation.

They will assist with campaign setup and tracking, segment audiences for communications and campaigns, and support gift processing and reconciliation where required.

The volunteer will also act as first-line support for Donorfy users across the organisation, troubleshoot basic system issues and escalate where necessary. They will help identify opportunities to improve CRM processes and workflows.

A key part of the role is supporting GDPR-compliant data handling, maintaining audit trails, protecting data integrity and supporting data governance standards and policies. 

What are we looking for?

We are looking for a volunteer with experience using Donorfy CRM or a similar CRM system, with strong attention to detail and a high level of data accuracy.

The ideal volunteer will be comfortable working with data and systems, and able to support CRM maintenance, data cleansing, imports, exports, segmentation and reporting. They should be proficient in Excel and have good organisational and time management skills.

They should also have strong communication skills, as the role includes supporting Donorfy users across the organisation and escalating basic system issues where necessary.

The role would suit someone who is analytical, detail-oriented, proactive, solution-focused and collaborative. Experience in a charity or non-profit environment would be desirable, along with an understanding of supporter journeys, fundraising processes, data imports, segmentation, reporting tools and basic knowledge of GDPR.

What difference will you make?

This role will help Supporting Humanity use Donorfy more effectively by improving the accuracy, completeness and reliability of supporter data.

Accurate CRM records will support fundraising and engagement activity by helping the organisation manage supporter information, track campaigns, segment audiences and generate useful reports. This will help teams access better data insights and make more informed decisions.

The role will also support more consistent CRM processes and workflows, helping Donorfy users across the organisation with basic system support and troubleshooting. This will contribute to better use of the system and reduce data quality issues.

By supporting GDPR-compliant data handling, audit trails, data integrity and data governance standards, the volunteer will help strengthen the organisation’s approach to responsible data management.

Overall, the role will support fundraising performance, reporting, supporter engagement and effective decision-making through better CRM maintenance and data management.

Additional information

You can download the following documents:

Before you apply

Thank you for your interest in Supporting Humanity. Please apply through Reach with a short message outlining your experience using Donorfy or a similar CRM system, your Excel skills, and any experience with data cleansing, reporting, segmentation or GDPR-compliant data handling.

Suitable applicants may be invited to an informal online conversation to discuss their relevant experience, availability and how they could support the effective use and maintenance of Donorfy.