RECRUITMENT PACK RESEARCH AND INSIGHT MANAGER

Transcription

1 RECRUITMENT PACK RESEARCH AND INSIGHT MANAGER 1

2 INTRODUCTION FROM THE DIRECTOR OF COMMUNICATIONS & FUNDRAISING Hi, Do you have fire in your belly and water in your heart? If and only if the answer is yes, then I urge you to read on. There are 844 million reasons I need the very best change agents to drive WaterAid forward. Perhaps somebody like you. Because that daunting figure is the number of men, women and children who have yet to see, taste and enjoy the arrival of clean water. It s not an easy challenge. In fact, challenges don t come bigger than this. We have a huge number of people to reach. We must stop a killer that steals more lives than malaria and AIDS combined. Oh yes, and we want to finish the job by It s a massive ask. Which is why we need people who won t settle for second best, people who can push us even further, people who won t stop until the fight is won. WaterAid has been shaking up the industry for 30 years. If you can bring your talent to this role, you ll help to close our offices in 15 years and proudly state that we were the people who helped bring clean water to the world. And changed it forever. I truly hope you are up to the challenge of a lifetime. Marcus Missen Director of Communications & Fundraising 4

3 ROLE DETAILS PLACE OF WORK SALARY CONTRACT TYPE REPORTS TO MANAGES Durham Street, London SE11 5JD Starting salary in the region of 32-34k per annum, with potential for growth Permanent, Full Time Partnerships Lead, Philanthropy and Trusts Volunteers as and when needed TEAM DESCRIPTION Fundraising and communications at WaterAid is ambitious, dynamic and rewarding. Based at our light and airy offices overlooking the Oval cricket ground, this post will be based within Strategic Partnerships, part of the WaterAid UK Communications and Fundraising Directorate. The Philanthropy and Trusts Team is one of four teams within Strategic Partnerships, the other teams include WaterAid s relationships with the private sector, our keystone relationships with the UK water companies and our presence in Scotland and Northern Ireland. The Philanthropy and Trusts Team aims to raise c. 6.5 m per year from philanthropists, trusts and foundations. The audience is individual philanthropists (gifts between 10k and 500k per annum), and predominantly family trusts and foundations (grants between 10k and 1m + per annum). Trusts does not include institutional trusts such as Comic Relief or Big Lottery Fund. With a supportive Chief Executive and Trustee board, this highly skilled and established team has delivered transformational growth over the last three years. With team members supporting on events and communications, prospect research and grant management, we have space to innovate and put our donors first. JOB PURPOSE This role plays a vital role in the success of the Philanthropy and Trusts Team. Your insight will inform and influence management decisions on new donor prospects and other identified individuals, trusts and foundations. You ll be leading and strategically managing the research and insight programme. You will be responsible for prospect identification and management on behalf of this busy and dynamic team. You will manage all pipeline related activities and play a key role in ensuring that the customer relationship management (CRM) system (Effra, Microsoft Dynamics) delivers insight to drive forward effective donor approaches. You will lead pioneering network mapping of opportunities across the organisation and work proactively to enhance our portfolio. You will have a critical mind that analyses and assesses information to input in to the strategic direction of the team. 3

4 ACCOUNTABILITIES Delivering Insight Grow and deliver a rolling prospect research strategy in line with the wider Strategic Partnership department aims. Work with the Performance and Insight Team to develop insight and present recommendations to the team, senior management and board members as appropriate. Proactively undertake all aspects of prospect identification, research and management. Produce research profiles, reports, biographical and statistical information and analyses for the Philanthropy and Trusts Team. Provide recommendations on donor access, considering donor motivations and offering actionable insight in order to maximise the probability of success for approaches for funding to major donors and Trusts for WaterAid s programme. Facilitate the prioritisation of prospects to best achieve our financial and strategic objectives. Track the donor and prospect pipeline and movements through specific, monthly key performance indicator (KPI) reports. Recommend and manage appropriate and cost effective research tools, providing training to colleagues or volunteers as needed. Working effectively across teams Proactively develop prospect research projects that add value to fundraising activities across Strategic Partnerships. Develop relationships with Directors, Trustees and senior staff to generate lead-sharing of prospects. Proactively lead the relationship with the Performance and Insight Team, delivering analysis that maximises the team s donor approaches and drives an effective prospecting function, and work in collaboration with the Corporate Insight Manager to drive forward the ambitions of the Strategic Partnerships department. Support other teams and other members of the federation with best practice in prospect research. Create internal and external network mapping systems to identify opportunities to grow income from individuals, trusts and foundations. Leading on compliance Keep abreast of legislation, developments and due diligence requirements in the prospect research and philanthropy sector. Lead team members best practice in all areas related to compliance, ensuring effective and accurate processes that are in accordance with the Data Protection Act and other applicable legislation or regulation. Support the development and implementation of key policies around ethics, prospect research, data protection and other compliance issues. 4

5 ACCOUNTABILITIES (CONTINUE) Other accountabilities Manage, coach and develop the Team Administrator, leading by example and supporting high performance. Ensure professional and personal development goals are achieved. Recruit and manage research volunteers as appropriate. Proactively develop relationships within the sector and maintain awareness of trends. Undertake any other reasonable tasks as requested by the team leader or Strategic Partnerships Director. 5

6 THIS IS WHAT HAPPENS WHEN YOU HIT YOUR TARGETS 6

7 PERSON SPECIFICATION Essential Educated to A-level or equivalent standard, or equivalent work experience. Solid experience of carrying out prospect research, ideally in major gifts and trusts. Experience of using a fundraising or customer relationship management database (Microsoft Dynamics is used at WaterAid). Experience of developing and implementing a successful prospect research programme. Excellent written and verbal communication skills. Confidence in dealing with people and ability to influence at all levels. Ability to build relationships, influence development in systems and to work collaboratively with relevant departments. Experience of developing and embedding new systems/ ways of working to generate business benefit. Ability to identify opportunities and provide thorough research that informs decision making by analysing risk and understanding strategic advantage. Experience of leading, managing and motivating others and driving change. Strong administrative skills and computer literacy. Good numeracy; ability to use spreadsheets and work with analytical data systems and tools e.g. Microsoft Dynamics reporting tools. Excellent analytical ability and data management skills. Outstanding attention to detail. Methodical, thorough and organised approach, with ability to work under own initiative to meet deadlines. Commitment to personal learning, development and improvement in pursuit of own objectives and those of the team and organisation. Commitment to WaterAid s values and a working style that reflects these. Desirable Experience of delivering research and insight for sources beyond the UK. Experience of using Microsoft Dynamics. Experience of working in a large, complex organisation. 7

8 WATERAID BENEFITS AN OVERVIEW Annual Leave 28 days plus public holidays; 30 days after 3 years service; 31 after 5 years service Additional leave purchase (up to 5 days) Pension Employee contributions at 3%, 4% or 5% are double-matched by WaterAid at 6%, 8% or 10%, respectively. Contributions can be made via salary sacrifice Individual pensions advice on commencement of employment, and at annual review meetings Season ticket loan After completion of probation Employee assistance 24/7 free helpline; includes access to confidential counselling and lifestyle advice Salary sacrifice schemes Bike scheme with savings of over 30% Childcare voucher scheme - savings of up to 1,000 per year Medical Cashplan insurance Life insurance cover Four times annual salary Other Flexible/agile working Family friendly policies Suite of in-house training and e-learning programmes Travel health advice, wellbeing and a 24hr emergency line Free eye test (up to 25) and paid prescriptions (up to 70) Give as you earn scheme 50% off food in 7000 restaurants nationwide (when you buy a Tastecard) (If London based) Lunchtime fitness programmes in the local park; discounted indoor climbing, and seasonal, mixed gender sports teams. Discounted onsite massages. 8

9 DIRECTORATE STRUCTURE Director of Communications & Fundraising PA to the Director of Communications & Fundraising Communications & Fundraising Coordinator Mass Engagement Director Strategic Partnerships Director Head of Brand and Creative Head of Performance & Insight Head of Media Relations Community, Events & Education Corporate Partnerships Brand and & Editorial Business Insight News Digital Engagement Philanthropy & Trusts Projects and Partnerships Head of Performance Systems & Insight PR Business Process Management Innovation & Strategic Engagement Films Individual Giving & Engagement Water Industry Partnerships Photography International Communication 9

10 FIND OUT MORE /wateraid /wateraiduk /wateraid /company/wateraid See our ambitious new global strategy wateraid.org/uk/who-we-are/our-strategy Hear from our employees youtube.com/watch?v=nxxvyq3kx-i Watch Grace s Story youtube.com/watch?v=wf_hlgnwewu View our Annual Report wateraid.org/uk/who-we-are/annual-reports WaterAid transforms lives by improving access to clean water, decent toilets and good hygiene in the world s poorest communities. WaterAid Durham Street, London, SE11 5JD T: F: E: wateraid@wateraid.org Charity numbers (England and Wales) and SC (Scotland) 10