Our mission is to help make charity data sparkle. To do that, we need colleagues who sparkle.
At the heart of Productle’s mission is working with data and their clients’ senior staff on their strategy, systems, people, and technology. They seek someone with the curiosity to figure out what a director needs, the sophistication to develop plans and the skill to play that back.
Productle are a relatively new organisation but are a supportive, positive and life-friendly place to work. There are huge opportunities to change how data is leveraged in charities, and to get there they need talented, passionate colleagues who’ll enjoy helping charities reach their full potential.
They have a small and supportive team of around ten consultants and several associates who have all worked for charities and love the challenges they face. The team are passionate about helping charities and not for profits use their data and systems to make a positive impact on the world.
Productle consultants bring decades of experience in areas such as fundraising, CRM analysis, application development, data analytics, and global software deployment. They have worked with charities of all sizes, from small organisations like Scene & Heard to national entities like Crohn’s and Colitis UK, Beat Eating Disorders, Christian Aid, and Alzheimer’s Research UK.
Their services cover “day-to-day” support: managed services to help maintain or temporarily support CRMs, and projects to help with significant change such as supporting integrations, onboarding new departments or retiring older software. As CRM strategy consultant, you will be the specialist in helping their clients improve their use of a wide range of CRM technologies.
Productle are looking for a CRM Strategy Consultant to join their team. If you have a deep understanding of CRM technologies and a love for solving complex data challenges, we want to hear from you! This is a key position for Productle, with 70% of the work being client facing, 20% working internally and with senior leadership team, and 10% ongoing sector knowledge development.
About the role
As CRM Strategy Consultant, you will:
- Serve as a senior client-facing representative and charity data expert
- Lead CRM solution implementations, guiding clients through the entire lifecycle
- Facilitate business process design sessions and identify areas for improvement
- Deliver presentations to audiences ranging from senior management to system end users
- Translate business processes into documentation and solution designs
- Train clients to effectively navigate CRM solutions
- Actively report opportunities or concerns arising from client work
- Lead project work and deliverables
About you
Ideal skills and experience:
- You may have held roles such as Head of Data/Senior Data Manager within the charity sector or be a senior level fundraising professional from the charity sector, such as Head of Individual Giving, Head of Fundraising or Head of Digital with a strong interest and ability in data
- Candidates already in a consultative function will also be considered
- Excellent relationship building ability, confident with dealing with senior leadership teams at our client organisations
- You thrive on being autonomous, providing solutions to problems but you also know when to use expertise that exists within your organisation
- Excellent communication skills, both written and verbal, ability to produce high-quality documentation for clients
- Genuine interest in data efficiency in the sector and to be seen as a trusted advisor to clients
- Commercial acumen and business intelligence coupled with emotional intelligence
- Strong organisational skills and the ability to manage multiple projects
Nice to haves:
- Experience supporting fundraising roles and managing GDPR-related processes
- Technical competencies in SQL, PowerAutomate, and PowerBI
Employee Benefits
- Flexible working
- 25 days leave per annum, in addition to bank holidays
- 5% employer pension contribution adding up to a minimum 10% overall
- Employee Assistance Programme