Mental Health Foundation Job Description & Person Specification Database Officer July 2017

Dear Applicant, Thank you for your interest in joining the Mental Health Foundation. We are the leading UK-wide charity in the field of mental health. For 65 years, we have been the source of fresh thinking about mental health. We believe that everyone has the right to good mental health. We are committed to making that right a reality. Thanks to the support of our donors, funders and benefactors, we are independent. This gives us the freedom to speak truth to power. There has never been a more urgent need to change the way we tackle mental health issues in our society. Mental health problems have a huge impact on the lives of individuals, families and communities, as well as costing the UK economy over £100 billion each year. The Foundation argues that we have to change our approach and focus far more on prevention – the only way that fundamental change can be achieved. The Mental Health Foundation focuses its attention and resources on the areas where it can make most difference. At the same time, we aim to grow our resources so that our reach and impact can be greater. We have some pretty ambitious plans. We are at a pivotal moment. Working with other leading charities and professional bodies we have succeeded in getting mental health recognised as a priority at the highest levels of government. The opportunities to create significant change have never been greater. You would join at a time when we have the resources to keep up the momentum on improving the Foundation to make it fit for the future and sustainable in the long term. Please see the attached information pack for more details and visit our website at www.mentalhealth.org.uk Once you have had the opportunity to find out more about us, I hope you will be inspired to join us. I look forward to receiving your application. With best wishes I look forward to receiving your application. With best wishes

Jenny Edwards CBE Chief Executive

About the Mental Health Foundation Good Mental Health for All Our passionate belief is that good mental health is fundamental to a good life. We believe that people can often prevent mental health problems when they understand how to protect and sustain their mental health. Prevention is at the heart of what we do. We create and share knowledge that empowers people, helps them to reduce their risks, increases their resilience and we act to promote wider improvements to the mental health of the public.

-limited programs that give us

We use and share what we learn to help everyone, by offering straightforward and clear information on mental health and tools for commissioners and services in many areas to make an impact through effective prevention.

We influence senior policymakers at national and local levels, advocating for change, using firm evidence and drawing on the expertise of people with direct lived experience of the issues.

The Mental Health Foundation is a UK charity, established for 65 years, that uses public donations and grants from trusts and foundations to deliver and advocate for good mental health for all. Every year we reach out to the public on a major mental health issue through our Mental Health Awareness Week. Our values set out the principles which we aim to embody Knowledgeable, Passionate, Practical, Courageous , Innovative Our vision is for a world with good mental health for all. Our mission is to help people to thrive through understanding, protecting and sustaining their mental health. For full information on our activities see our website www.mentalhealth.org.uk Our strategy, A New Way Forward, is at www.mentalhealth.org.uk/publications/new-way-forward Websitementalhealth.org.uk Twitter @mentalhealth Facebookfacebook.com/mentalhealthfoundation Instagraminstagram.com/mentalhealthfoundation

Mental Health Foundation Employment Benefits Employment Benefits Pension (non-contributory) The Mental Health Foundation considers it is important to encourage people to save for their retirement and as such provides staff with a 2% contribution as part of auto enrolment from 3 months service. After successful completion of a probation period this contribution increases to 10% non-contributory. Employee Assistance Service At times staff members may face and need help with a variety of issues throughout their lives and as part of the commitment to staff members the Foundation provides an independent and confidential counselling and information telephone service. Support is available on a range of issues including legal, financial, emotional, health issues and work-related concerns. Wellbeing Days Staff may take up to 3 days per annum for their personal mental health needs. Annual leave Staff receive 25 days annual leave plus bank holidays, rising to 26 days after 3 years’ service and 27 days after 5 years’ service. Christmas leave Staff will receive an additional 3 days leave at Christmas when the office closes between Christmas Day and re-opens after New Year’s Day. This is in addition to the annual leave entitlement. Life Assurance Scheme Staff will receive death in service life cover at four times their annual salary. Child Care Vouchers This is a flexible way to meet the costs of your childcare. These vouchers are nontaxable and exempt from National Insurance contributions and therefore present a saving for employees. Available following a qualifying period Family friendly leave Enhanced maternity pay is in place of 6 weeks full pay, 20 weeks half pay + SMP, and 26 weeks at SMP only. Available after a qualifying period. Flexible working/work life balance the right to request flexible working is available to all employees. There are a number of different flexible working arrangements available throughout the organisation, which can be arranged by mutual consent. Season ticket loan Interest free loans are available to purchase season tickets for the journey between home and work. Cycle to Work Scheme The Cycle to Work scheme is a UK Government tax exemption initiative introduced to promote healthier journeys to work and to reduce environmental pollution. Employees will be able to purchase a bike of a value of up to £1,111 tax free.

Mental Health Foundation

Job Description

Job title Database Officer

Reporting to Head of Individual Giving and Legacies

Department / team Fundraising

Job location London Bridge SE1

Hours Full-time – 35 per week

Salary £29,286– 31,857

Contract length Permanent Purpose of post

Lead on the strategic development of Raiser’s Edge fundraising database and supporter care processes, to enable the development of strong relationship with supporters to retention and maximise life time value. Main Duties

Data analysis- recommending, developing and providing reports as required

Develop and provide data selections for communications

Review and update policies and procedures

Provide detailed and expert knowledge and training on Raisers Edge

Promote best practice for accurate data handling, data protection guidelines and new GDPR guidelines

Manage the database and budgets

Make regular Gift Aid claims, ensuring data is up to date and compliant with HMRC guidelines

Supervision of one member of staff Duties and responsibilities

Strategic

Manage the Raisers Edge fundraising database, developing and enhancing processes for the capture, storage and analysis of information stored within it.

Develop a model for measuring supporter engagement to inform our supporter journeys, that translates into better supporter experience to maximize retention and life time value

To take the lead on ensuring that Fundraising is data compliant including on appeal messaging, data capture and data handling. Compliant with all rules, recommendations and regulations in the sector to enable Fundraising to meet and exceed best practice.

Database Management

Lead on the setting and monitoring of the database budget in agreement with Head of Individual Giving and Legacies including software procurement, use of consultants/temps and licenses and advise on the costs of further enhancements and developments

Lead on creation of data selections for fundraising campaigns and analysis to support the maximisation of supporters life time value

Build robust tests into campaigns in order to track response and evaluate learnings that can be applied to future communications

Responsible for the development and review of administrative processes that involve the database across the Fundraising department, helping ensure a high level of supporter care through excellent data management..

Support the Fundraising Administrator in their day to day database administration including processing daily gifts, coding them accurately, exporting to Raisers Edge and thanking as appropriate

Manage data processes, imports and exports of all fundraising data including direct debits, new donors, email sign ups etc..

Test and pilot existing/new systems, protocols and procedures, document them and ensure all complex technical information is presented in an open accessible way

Undertake database housekeeping procedures such as cleaning and compacting the database, identifying and merging duplicate records, removing or archiving redundant data and similar tasks to ensure the efficient operation of the system and accuracy and reportability of all records held.

Ensure that the use of the Fundraising database and the capture of all data from supporters or prospects conforms to data protection guidelines and new GDPR guidelines in particular where relate to supporter preferences. . Supporting colleagues who are using the database across the organisation to comply.

Champion accurate data capture of supporter communication preferences and supporter insight on Raisers Edge.

Lead on developing a training strategy for the team on Raiser’s Edge and ensure all members are trained and kept up to date on new features and enhancements.

Identify and refer fundraising database issues to Head of Individual Giving and

Legacies

Database reporting

Monitor giving patterns and attrition rates, return on investment and lifetime value of all fundraising supporter types to build supporter engagement and life time value models to maximise income

Produce report templates and queries for standard monthly payment and collection reports as requested by the Finance Department, external agencies and the Head of Individual Giving and Legacies, that can then be utilised ongoing by colleagues in Fundraising to help manage their areas of responsibility.

Produce adhoc reports as requested to support business decisions and fundraising campaigns

Reconcile the bank statement with Raisers Edge and provide details to Finance to enable accurate coding for management accounts.

Ensure that all documentation, processes and database functionality relating to Gift Aid declarations are adhered to.

Run, verify and submit quarterly Gift Aid claims promptly and accurately.

Ensure that the Fundraising database is up-to-date including adding all campaign, appeal and fund codes on an annual basis.

Supply the relevant information needed for reporting and financial reconciliations, by ensuring that all donations are correctly attributed to the database contact records using correct and appropriate codes.

Maintain data and reporting integrity and accuracy to support the Fundraising Team inreaching and surpassing income and donor development targets

Individual Giving Campaign Management

Work with Head of Individual Giving and Legacies, and Individual Giving Officer to plan and deliver a programme of acquisition, retention and development initiatives to maximise the retention and long term value of our supporters

Contribute to the planning and delivery of individual giving campaigns and

communication strategies including appeals, newsletters and e-news

When applicable, work with external suppliers to ensure acquisition, reactivation and

upgrade campaigns are run to budget and on schedule with particular focus on excellent data management

Work with colleagues to develop customers and enquirers to the Mental Health Foundation into becoming financial supporters.

Relationships

Internal

This role will work closely with other colleagues across the organisation, including, ICT, Fundraising Communications, Finance and Programmes teams.

External

Maintain excellent supporter relationships by telephone, email and post.

Oversee the work of specialist external suppliers such as those pertaining to the upkeep of the Fundraising database, telemarketing and fundraising agencies, printers and copywriters, ensuring projects run according to brief, budget and schedule.

Other duties

Undertake other reasonable duties as required by the Head of Individual Giving and Legacies

Contribute to the general running of the Fundraising team attending meetings as required, sharing knowledge and expertise.

Uphold and promote the Mental Health Foundation’s commitment to equal opportunities and respect for people with mental health problems and learning disabilities.

This job description is not contractual and is liable to change over time

Mental Health Foundation Person Specification

Experience, knowledge and understanding

Minimum three years’ experience working in Fundraising, or charity database team role using Raisers Edge, with experience of Raisers Edge NXT and Citrix,

E

Minimum two years’ experience of working on direct marketing campaigns, donor acquisition, telemarketing and donor retention and dealing with the data and processes needed to deliver and enhance such campaigns

E

Experience of managing high volumes of personal data using a large and complex supporter/CRM database

E

Demonstrable experience of dealing with finance and figures in a work context, with excellent numerical, analytical and financial skills

E

Experience of importing, exporting and reporting from a relationship database, preferably Raiser’s Edge

E

Experience of troubleshooting and contributing to the management of administrative/process based systems.

E

Knowledge and experience of the principles of database management, direct marketing and donor development

E

Working knowledge of the Data Protection Act, Fundraising standards and Codes

E

Experience of Gift Aid rules and HMRC claim requirements and audits.

D

Demonstrable problem solving skills, working on own initiative to identify problems and apply solutions with a focus on service improvement

D

Skills

Ability to think analytically and deliver the most effective and accurate solutions for data capture, manipulation and reporting

E

Excellent communication, interpersonal/ relationship building and negotiating skills

E

Excellent written skills including ability to write, edit and appraise supporter communications

E

Excellent IT skills including Excel to an advanced level and Word

E

Excellent project management E

Good attention to detail

E

Excellent organisation skills and ability to manage a varied workload E

Personal Qualities

Target driven, focused and able to manage tight and conflicting deadlines

E

Works well in a team; ability to support and train colleagues and learn from them

E

Self-motivated, innovative, pro-active, excellent communicator and negotiator

E

Qualifications

5 GCSE’s or equivalent

D

A marketing or fundraising qualification

D

How to apply To apply please send your completed application form, CV and an equal opportunities monitoring form by 10am on Tuesday 15th August 2017 to: vacancies@mentalhealth.org.uk The selection process Shortlisted candidates will be invited to interview on 23rd August 2017 Please note that this role is subject to a DBS check and suitable references. Location The interview will be held at the Mental Health Foundation offices in London: Mental Health Foundation Colechurch House 1 London Bridge Walk London SE1 2SX See over the page for our address