Client Relationship Manager, Charity, cGBP35-GBP40k

35000.00 - 40000.00 GBP Annual + Salary negotiable DOE + benefits
07 Jun 2021
05 Jul 2021
Contract Type
Full Time
Client Relationship Manager, Charity, cGBP35-GBP40k

An exciting and brand new opportunity has arisen with our Oxfordshire based Charity client for a Client Relationship Manager to join their expanding team to focus on developing and expanding their network of private donors. This key role will work with individuals, families, Businesses, Trusts and Foundations and Professional Advisors / Solicitors to promote the services the charity provides, including philanthropy advice, charitable giving, legacy planning, and trust migration. The successful candidate does not have to have specific Charity / NfP / Third sector experience and can come from a commercial environment but will have the skills, passion and enthusiasm to transfer their ability and knowledge into the sector. Day-to-day responsibilities will include working with professional advisors to communicate the work of the organisation, introducing philanthropic solutions for their client base, and develop income (for funds and endowment) from charitable giving, legacies and trust migration. You will identify new private donors and work with them to help develop and deliver their philanthropic ideas and ambitions, identify and manage relationship with suitable trusts and foundations, work with the team to onboard and steward new donors, ensuring a consistent and high level of service, including thanking. In addition you will support events and activities that introduce new donors to the charity and further develop activity to engage new supporters, including the charities established Patrons and Friends programmes. You will report on and maintain accurate donor and prospect information using their Salesforce database (experience of Salesforce or similar CRM systems highly desirable) and identify opportunities and content for donor, supporter and prospect communications.

A team player with excellent interpersonal, communications and relationship building skills and high personal integrity, you will represent the charity to ensure that its profile, integrity and reputation is protected and where possible enhanced, developing effective working relationships with colleagues, staff, trustees and volunteers to maximise their contribution to the successful development of the organisation. In your career to date, you will be able to demonstrate evidence of managing high-quality relationships with senior executives, high-net-worth individuals and / or trusts. A good understanding of high-net-worth individual financial planning needs and the benefits of charitable investments/ donations, excellent negotiation skills, including spoken, written and presentation skills - on the phone, online and in person, proven organisational, project management and research skills and database management experience, to record and report information on potential supporters and new donors, as well as analyse and manipulate data to plan future action and activities.

Sound interesting? Would you like to know more? Then for more information please e-mail us or call for an informal chat during the day or to request an out of hours conversation. Ref: MD00431. Salary dependent upon experience cGBP35000 - GBP40000 + benefits with flexible hours and some home-working. Possible part-time role may be considered at full-time salary for exceptional candidates

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