We are looking to recruit a Donor Relationship Manager to join our clients Fundraising team. The main purpose of this role is to secure funds by building relationships with existing and prospective major donors who support the Trust. We are looking for a self-confident, personable, self-motivated, persistent individual with well-developed communication skills who could come from the charity or commercial sector. Experience in a sales role would be an advantage
- This role’s primary responsibilities will be as follows:
- Manage the relationships of a caseload of major donors who support the Trust.
- Increase the number of individuals on the caseload by identifying new prospects on the database and applying the in-house qualification process to assess their propensity to give and determine their preferences.
- Create a communication and management strategy for each individual major donor on your caseload based upon the donor’s history and your assessment of their potential.
- By strict and timely adherence to each individual’s plan, retain and upgrade the donors.
- Working with colleagues in other departments and in Nepal, create proposals and cases for support that will be sent to donors on the caseload to secure gifts. Create progress and completion reports for donors funding specific projects.
- Ensure major donor records are kept up to date by utilising the data management system currently in use by the Trust (Progress).
- Manage the caseload using the department’s relationship management Excel spreadsheet tool - the Marketing Impact Chart (MIC).
- Work closely with the Major Donor Manager to ensure the MIC and Progress are kept up to date. Provide administrative support to the Major Donor Manager as and when required.
- Ensure that all donations are thanked appropriately within a 24-hour timescale.
- Work with the database team to ensure all major donor donations are coded and added to Progress correctly.
- Run analytical reports from Progress so as to report to the Major Donor Manager and Head of Fundraising on income and expenditure to date and to reconcile with finance reports.
- Work with the Individual Giving Coordinator to re-purpose main appeals for major donors on the caseload.
- Speak to major donors on the phone on a regular basis and develop innovative 'touchpoint’ communications in order to keep them motivated and interested in the work of the Trust.
- To perform other duties as and when required.
• Travel will be involved on a regular basis to meet with major donors and this will occasionally involve overnight stays.
• The successful candidate will be expected to attend and assist at some events in aid of the Trust.
Required Background, Skills and Qualifications:
The successful candidate should be able to demonstrate:
• The ability to express themselves clearly in all situations
• Confident, positive, enthusiastic and conscientious attitude
• Emotional perception, natural curiosity, conversation skills and a sense of humour
• An eye for detail and strong, systematic organisational skills
• Experience working with a relationship management database or similar
• Having managed budgets and worked to KPIs in a previous role
• A clean driving license and be able to spend some nights away from home
• The ability to work independently and as part of a team, being able to work closely and supportively with the Major Donor Manager as well as with other members of the fundraising team, working transparently and sharing ideas with a collaborative approach, specifically when compiling project reports in partnership with the Trust Fundraiser.
• Strong IT skills with a good working knowledge of the Microsoft Office package of products as well as some experience of CRM databases and data analysis.
• Knowledge of Gift Aid and a good grasp of Data Protection.
• Experience of working in the charitable sector is NOT essential but some commercial experience would be most valuable, especially if client-facing and involving sales.
Salary: £30,000 per annum
Hours of work: Full-time (37.5 hours)
Probation: Six months
Place of work: Salisbury - City Centre Location
Annual Leave: 25 days plus Bank Holidays
Pension: The Trust runs a contributory pension scheme that will match your contribution up to a maximum of the Trust contributing 10% of your salary.
Private Health Insurance: Available upon successful completion of the probationary period
The closing date for applications is 18 March 2018.
Interviews will take place at the Trust’s head office in Salisbury on Tuesday 27 March 2018.
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