CRM & Data Administrator

  • Job Reference: 11102019/SVW
  • Date Posted: 11 October 2019
  • Recruiter: Love Success plc
  • Location: City of Westminster, London
  • Salary: £22,000 to £26,000
  • Sector: Administrator/ Office Assistant/ Data Entry
  • Job Type: Temporary
  • Work Hours: Full Time

Job Description

CRM & Data Administrator

Temp to Perm

£13 per hour


We are recruiting for a CRM & Data Administrator on a temp to perm basis. You will be working in the Digital & IT Team. The focus of this role is to carry out a range of tasks to support the processing and administration of financial transactions made through the Foundation's event booking system. You need to be a really strong administrator, excellent attention to detail, numerically proficient, and a strong team player. You will need to be familiar with CRM systems and a quick learner.

  • Provide similar administrative support for other systems and processes, when required.
  • Monitor unpaid invoices and regularly pursue customers directly for payment providing a credit control function.
  • Support processes to improve data quality and service delivery for the ETF booking system and other ETF systems.
  • Provide administrative and other support to colleagues in the Digital & IT Team across their work areas as required.


  • Particular to this post:
    • To work with Digital and IT, SET, and internal finance teams to administer financial transactions processed through the booking system and CRM:
      • Monitor the Foundation's booking system transactions, checking pricing and discounts to capture any anomalies.
      • Monitor unpaid invoices and regularly pursue customers directly for payment providing credit control function.
      • Support and advise the Customer Service Team in issuing credit notes.
      • Ensuring overall that refunds, cancellations and transfers are logged and processed accurately.
      • Manually issue invoices and organise purchase orders for providers to replace auto-generated invoices, where necessary.
      • Processing payment transactions on the CRM.
      • Reconciling unallocated payments.
      • Producing specific reports when required.
      • Sending copies of invoices and statements to customers as requested.
    • Carry out operational tasks to support the maintenance and development of the digital systems, including:
      • Processing data from the Booking System, CRM and other systems.
      • Importing and exporting data from and to the Booking System, CRM and other systems.
      • Updating the CRM with direct debit amendments and returned mail and follow up with the members.
      • Processing Student and Corporate Partner registrations.
      • Carrying out regular work to ensure data quality is high, including data cleansing.
    • Work as a member of a project team to scope, test and deploy new CRM features.
    • Provide support to Digital & IT Team colleagues with the operation of their work areas, as required.
    • Support the customer service team as required.
    • Support Foundation staff in generating booking system reports when required.
    • Develop, manage, and maintain details of the standard operating procedures that describe the core functions of the role.
    • Provide support to Digital & IT Team colleagues with the delivery of the Transform program.
    • Provide general administrative support to Digital & IT Team and the Transform programme, including: purchase order, invoice, budget, and expenses management; travel and accommodation arrangements; scheduling and organising internal/external meetings and events; and setting up conference calls.
    • Ensure that all duties are undertaken observing the requirements of data protection legislation (including GDPR), especially in relation to managing personal/sensitive data, security and confidentiality. | 020 7870 7177

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