CRM Data Consultant (Sparkle and Cradle)

Salary: £40,000-£43,000 depending on experience

What We Need

Productle are a consultancy which helps charities do better with their data. We have been steadily growing our team since 2021 and now seek a consultant who will be specialist in helping charities improve their use of a wide range of CRM technologies.

About Productle

At Productle Ltd, we believe data should inspire, not intimidate—that’s why our mission is simple: Make Data Smile . We help charities, schools, and social enterprises unlock the full potential of their CRM systems, turning complex processes into smooth, supportive experiences. From system selection and implementation to ongoing management, data improvement projects, and tailored training, Productle provides practical expertise with warmth and energy. What sets us apart is our balance of technical know-how and genuine understanding of the not-for-profit world.

Our services are centred on supporting the lifecycle of CRM for charities – often fundraising. This includes support for system selection and adoption, including testing and change management. We ground this in “day-to-day” support: outsourced system management 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.

Our team includes colleagues with experience as fundraisers, CRM analysts, application developers, building data analytics, running a social enterprise, and deploying software globally. We work in an environment of transparency, with a singular focus on our customers gaining improved performance and excellent customer service.

Please visit our website to find out more -

Our Values

We are curious : We work to gain a deep understanding of our clients and their challenges so we know how to best support them.

We are passionate : Our focus is helping organisations that do good, do better, by improving how they work with their data.

We are optimistic : We understand that every problem holds opportunity and every failure can lead us closer to success.

 Our Business Description

There are four main business areas at Productle (see About Us — Productle - We Make Data Smile for details), constructed to support charities at different stages of their CRM use. This role will focus on primarily the Sparkle and Cradle projects.

Working at Productle

Successful post holders will enjoy:

• 5 per cent employer pension contribution adding up to a minimum 10 per cent overall.
• 25 days per year holiday plus bank holidays.
• Working in a supportive, small business environment which offers growth and experience opportunities.
• Options for flexible working.
• Private health insurance.
• Life insurance.
• Employee Assistance Programme.
• Opportunity to learn new skills and get involved with various projects and aspects of the business.
• Training opportunities, team days and socials.

 Key Responsibilities

On projects:

• Act as a key client-facing representative and charity data subject matter expert throughout the relationship lifecycle, including prospect visits, onsite consultative work, and on-going client management.
• Delivering solution implementations for clients by guiding them through full life cycle of implementation from needs gathering, through procurement, discovery, design, deployment and post-deployment phases.
• Use a task management system to deliver and track progress on client work.
• Perform user requirements analysis; facilitate business process design sessions, identify gaps, issues and reporting risk areas as part of a project team.
• Deliver presentations to audiences ranging from senior management to system end users.
• Translation of business processes and requirements into business process flow documentation, solution design, and system configurations.
• Train clients on solutions that Productle design, or software we support– in particular Raiser’s Edge, Dynamics 365, Salesforce, eTapestry, Alms, ThankQ and Donorfy (training will be provided where required).
• Proactively report and/or escalate opportunities or concerns arising from client facing work as appropriate.

More widely:

• Meet utilisation targets as outlined in advance by your line manager.
• Participate in activities such as conference attendance, blog writing, calls with prospective clients as needed.
• Undertake timely expenses and time-keeping administration.
• Other duties as required by the Management team to support the organisation’s mission to deliver high-quality consulting to charities and small companies, including practice development, research, and administration activities.

This role reports to the Client Services Manager, with full access to the Founder/ CEO where needed.

Person Specification

The successful candidate will need to have an enthusiasm for data, problem solving, and providing excellent customer service. They will need to enjoy working in a small supportive team and contributing to the ongoing development of the business. The post holder will need to have a blend of technical, analytical and relationship competencies with the emphasis on their technical aptitude.

Essential

· Genuine interest in helping charities and other organisations to use their systems and data more effectively.

· Experience working with CRM and deep understanding of at least one major CRM system. E.g. Salesforce, Microsoft Dynamics, Access Charity CRM, Raiser’s Edge, Donorfy.

· Strong communication skills, both verbal and in writing.

· Ability to work well in a matrix team, including with clients and other consultants.

· Experience developing technical documentation such as documenting processes, creating user guides and process maps.

· Evidenced strong competency with technical systems e.g. Marketing Automation, Advanced Excel.

· Strong organisational skills including the ability to work on several different projects simultaneously.

Desirable

· Experience supporting fundraising roles and managing GDPR-related processes.

· Strong competency with the following systems SQL, PowerAutomate, PowerBI.

· Experience of working with clients and managing their expectations.

· Experience of working in a client/consultant relationship (including acting as the client).

· Experience of sharing knowledge and skills with colleagues.

Importantly we are looking for candidates who are excited to work in a small business in this type of role and share our values.

Training and ongoing support will be provided to the successful candidate.