CRM and Data Specialist

Support our nature-based youth CIC by helping us design and set up a CRM that truly works for our team and participants. Your support in selecting and embedding the right CRM will strengthen every area of what we do, from frontline wellbeing work to organisational sustainability and long-term growth.
A well-designed CRM will help us manage referrals more efficiently, respond quickly to young adults in need and ensure that no one slips through the gaps. It will enable us to store safeguarding information securely and consistently, giving our team confidence that we are meeting our responsibilities and protecting those we support. It will also improve how we track attendance, measure wellbeing outcomes and communicate clearly with participants—freeing up staff time and improving the quality of our support.
A CRM with strong communication and marketing tools will allow us to track leads, manage relationships, follow up consistently, and create a more coherent sales pipeline. This will help us grow the part of our organisation that brings in earned income—an essential element of our long-term financial resilience.
Modern CRMs also offer powerful marketing features automated email flows, segmentation, targeted updates, branded communication templates and clearer insight into who engages with our work. The system you help us choose and embed will become the backbone of our organisation—shaping how we communicate, how we manage enquiries, how we evidence impact and how we sustain our work financially. By building strong foundations now, you will be helping us improve the lives of hundreds of young adults while also supporting the growth of a resilient, values-driven social enterprise.
Your expertise won’t just support our systems—it will expand our impact and help secure our future.
Because this role will shape a system that our team uses every day, the most important qualities are patience, good communication and the ability to translate technical concepts into simple, human-friendly language. We are a small, close-knit team working from a small office space in central Bristol, so we really value people who enjoy working alongside others, asking good questions and helping us understand the “why” behind each decision.
Experience with CRM systems is essential—whether that’s implementation, system architecture, data migration, user onboarding or technical consultancy. You don’t need to be an expert in all of these areas, but you should be comfortable guiding a small charity through the key decisions involved in choosing and setting up a CRM. Familiarity with platforms commonly used in the voluntary sector—such as Beacon, Blackbaud eTapestry or CharityLog—would be a real advantage, but we are equally open to people with broader CRM experience who are confident assessing new tools.
Because this role involves supporting us to choose and work alongside an external consultant, we are looking for someone who can read proposals critically, help us shape a clear brief and ensure we are commissioning the right kind of work. Experience liaising with consultants or suppliers, or supporting an organisation through a systems change or digital transformation process, would be extremely valuable.
We would also appreciate someone who is confident thinking about data flows, structures and processes, even if not in a formal data-management role. Understanding how information moves through an organisation—and how to simplify or strengthen those pathways—will be key to helping us prepare for migration and embed good habits in the long term. An understanding of safeguarding considerations, data protection or confidentiality principles would also be helpful, though not essential.
Equally important are the personal qualities. Happy to ask questions, challenge assumptions and help us prioritise what actually matters
Values-driven, comfortable working with a youth-focused social enterprise with a strong relational ethos
You do not need to be local, though being able to visit our small central Bristol office occasionally would be helpful. Remote volunteers are welcome as long as they are happy to work collaboratively via calls and shared documents.
Above all, we are looking for someone who enjoys making systems clearer, simpler and more human—and who wants to use their skills to make a meaningful difference to the lives of the young adults we support.
We are looking for a skilled and thoughtful volunteer to guide us through selecting, setting up and embedding a new CRM system that genuinely supports our work. As a small but quickly growing organisation, our current spreadsheets and manual processes can’t keep pace with the volume of referrals, safeguarding information, attendance data, impact reporting and communications we now manage. We want a CRM that is simple, ethical, secure and designed around the real needs of our team and participants.
We have secured funding to cover some of the key elements of this project, including time with a CRM consultant, support with data migration, staff training and the initial subscription fees. We are now seeking a volunteer whose independent insight can complement this funded support , helping us make confident decisions at each stage of the process.
A central part of the role will involve helping us compare the CRM platforms most commonly recommended for charities of our size Beacon, Blackbaud eTapestry and CharityLog . We would value support assessing how well each one fits our context—our multi-programme model, safeguarding requirements, referral pathways, communication needs, reporting, user experience, cost and long-term sustainability. Your guidance will help us avoid choosing a system that looks good on paper but doesn’t work for our day-to-day reality.
This may include reviewing proposals, sense-checking technical language, helping us clarify our priorities and ensuring the consultant’s scope of work genuinely matches our needs. Your involvement will help us make the best use of the funding we have and avoid commissioning unnecessary or misaligned work.
Alongside platform selection, we would appreciate help mapping our current data flows to prepare for migration. Once the CRM is implemented, we would value support with team onboarding and training . You may help us design simple guides, run short demonstrations or support team members as they begin using the platform.
Finally, we would appreciate a volunteer who can offer light-touch oversight for a short period after launch—checking that the consultant’s work is functioning correctly, ensuring data flows make sense and helping to resolve small issues before they become embedded.
In short, we’re seeking a volunteer who can help us make thoughtful decisions, collaborate effectively with a consultant and support our team to adopt a CRM that will strengthen our work with young adults for years to come.