CRM Data Transformation Manager

For 60+ years British Heart Foundation (BHF) has been focused on transforming the nation s heart and circulatory health. Growing income and support for our cause means we need access to the right systems, tools, and brilliant data insight. This is where our Enterprise Foundations (EF) Programme comes in to provide the best possible technology systems to support our work.

Comprising of four workstreams; Retail, Finance, Customer and Data Architecture and Reporting, this programme will deliver cutting-edge technologies, better systems, and data to provide the foundations for growing our income so we can support the lifesaving breakthroughs millions of people desperately need.

About the role

As our Transformation Manager for this programme of work you ll support our migration to Microsoft Dynamics 365, from Blackbaud CRM, and will work closely with our Head of Transformation and Head of Customer Platforms to prepare existing customer data for migration, leading the data quality deliverables and support the creation of an ongoing data governance framework.

Acting as a subject matter expert within the team you ll gather requirements for the new CRM platform, ensuring that our Customer Platforms team is represented throughout the process.

This is a pivotal role, working and supporting the work of one in shaping how British Heart Foundation (BHF) manage customer relationships, streamline business processes, and drive efficiency across the organisation.

Working arrangements

Please note this is a 12-month fixed term contract.

This is a blended role, where your work will be dual located between your home and our London office.

At BHF we believe in the power of being together, so our colleagues on blended contracts can expect to spend some time in their office, at least one day each week, on average. The use of our office spaces is driven in part by your role and the activities you need to do. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.

About you

The ideal candidate will possess a blend of CRM expertise, operational acumen, and a deep understanding of CRMs, including Blackbaud and Dynamics 365 functionality.

With a proven track record in managing CRMs, with a focus on data migration, process optimisation, and user adoption, you ll have strong knowledge of Blackbaud. It would be advantageous to have Dynamics 365 configuration experience in customisation, and integration, with hands-on experience in migrating data and setting up CRM processes.

You ll also have a strong understanding of business processes, particularly in charity sector with regards to customer service, and marketing, and how CRM systems like Dynamics 365 can support these functions.

With extensive experience working in operations, with a deep understanding of business workflows and process automation, you ll have an understanding of data governance and ETL processes, as well as expertise in CRM-related analytics and reporting tools. You ll also have demonstratable experience in conducting training sessions and workshops to ensure user adoption across different departments.

You ll also have the following skills and experience:
• Strong written communication skills, able to develop clear, concise user manuals, training materials, and system documentation.
• Able to manage complex projects from conception through to execution, balancing multiple priorities and meeting deadlines.
• Comfortable working with cross-functional teams and leading initiatives that require both strategic planning
• Able to translate business needs into system configurations and automation processes that improve organisational efficiency.
• Excellent interpersonal skills, able work closely with stakeholders at all levels and influence decisions.
• Proactive and results-oriented, with the ability to thrive in a fast-paced environment.

About us

Every single one of us is vulnerable to the heartbreak caused by heart and circulatory diseases they are the world s biggest killers. But the research we fund represents hope. And nothing matters more than finding cures and treatments that give us more time with the people we love.

We value and respect every individual s unique contribution, celebrate diversity, and make inclusion part of what we do every day.

Our Equality, Diversity and Inclusion (EDI) Strategy, Igniting Change, along with our internal EDI group, Kaleidoscope, and a growing number of employee network groups (our Affinity Groups), help us create an environment where all our colleagues and volunteers can succeed.

What can we offer you?

We offer excellent benefits including 30 days annual leave, private medical insurance, dental health cover, pension, and flexible working. We commit to actively developing you and offer learning and development opportunities to support, inspire and help you unlock your full potential.

Interview process

Interviews will be held during and shortly after the closing date for this position.

How to apply

It s quick and easy to apply for a role at the BHF. Just click through to our careers site to apply. All you ll need is an up-to-date CV and a supporting statement, outlining your interest in the role and how you meet the role s criteria.

As part of our commitment to be an inclusive employer and ensure fairness and consistency in selecting the best candidate for this role, BHF will use anonymous CV software as part of the application journey.

Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert early.

Should you need any adjustments to the recruitment process, at either application or interview, please contact us.