Responsibilities

Main Duties

• Responsible for delivery of assigned funding programmes

• Accurate and complete recording of all funding data using Salesforce CRM

• Advice and support to applicants and potential applicants including occasional outreach visits.

• Reporting on activity as required

Specific Responsibilities:

Grant and loan programme management:

• Grants and loan programme management including:

• be the team “expert” on your programmes

• pre-launch development of programme and systems

• Salesforce/CRM recording and programme related development

• application enquiries

• due diligence and eligibility assessment and enquiries

• facilitating Grants Panel meetings and other relevant decision-making meetings

• communication with groups and preparation for payment

Sourcing applications and making recommendations to donors as required

• End of grant monitoring assessment and reporting

• Work as a team to ensure that group mailboxes and telephones are monitored between 9am and 5pm, Mon to Fri.

• Work with the Finance Team to ensure that the grant and loans programmes are delivered within the available budget.

Community Engagement/Outreach

• Undertake VCSE engagement to extend and maximise impact of our grant making, including online and in-person funding advice, new programme promotion, occasional site visits to grantees and potential grantees and other meetings with groups

• Support grantee user testing as required.

Communications, Marketing and Events

• Identify appropriate case studies and news stories

• Provide content for the promotion of your programmes

• Contribute to the smooth delivery of HoB events

Record keeping and reporting

• Use of our Salesforce database to ensure records are accurate, up to date and GDPR compliant

• Provide activity and other reports on your area of work as required

General

• Develop a good working knowledge and understanding of the local VCSE sector

• Develop a good working knowledge of external funding and other information and advice sources

• Ensure compliance with all HoB policies and relevant external legislation (eg GDPR)

• Other reasonable duties as required.

Person Specification

Essential:

• Financially literate
• Ability to interpret and analyse applications
• Strong IT skills, particularly MS Office
• Tactful, clear communication skills, including a good command of written English
• Excellent interpersonal skills, able to work with a variety of internal and external stakeholders
• Excellent organisational and administrative skills, able to manage multiple priorities and meet deadlines
• Self-motivated, flexible and responds positively to opportunities
• Confident addressing/presenting to groups of people on work-related subjects

Desirable:

• Previous experience in a similar role
• Knowledge of GDPR and the need for confidentiality and discretion with sensitive information
• Salesforce (or similar CRM system)
• Not for profit sector governance
• Not for profit sector funding
• Not for profit sector in Buckinghamshire