Client executive Work, Jobs in Lancaster, Lan (with Salaries)

Data Support Officer
CancerCare (North Lancs & South Cumbria) —Lancaster
- £15,846 a year
- Part-time
- CRM software
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Client Executive
Marsh —Kendal
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Analysis skills
Facilities Support Officer
CancerCare (North Lancs & South Cumbria) —Lancaster
- £13,990 a year
- Part-time
- Organisational skills
- In-person
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
9h
Insurance Account Executive
TIC (UK) Ltd —Lancaster
- Full-time
- Customer service
- English
- In-person
- Sick pay
Quick apply
8d
Business Development Executive
Forsberg Services —Heysham
- CRM software
- Military
- Business development
- Free parking
- Referral programme
Internal Sales Executive
REXEL —Barrow-In-Furness
- £27,000 - £32,000 a month
- Full-time
- Customer service
- Business development
- Annual leave
- Employee discount
Quick apply
15h
Hospitality & Events Co-ordinator
Blackpool Football Club —Blackpool
- Weekend availability
- Hospitality
- Hotel
- Organisational skills
Quick apply
3d
Business Development Executive (HF1341425)
Flourish —Preston
- £26,000 - £30,000 a year
- Full-time
- CRM software
- Business development
Quick apply
Area Sales Executive
WeBuyAnyCar —Kendal
- £27,100 - £28,200 a year
- Rotating shift
- Customer service
- IT
- Communication skills
Quick apply
Telesales Executive – Digital Screen Media
Digital Screen Media —Bispham
- £25,420.00 - £50,745.15 a year
- Full-time
- CRM software
- Computer literacy
- Communication skills
- Free parking
Quick apply
3d
Sales Executive (HF1341425)
Flourish —Preston
- £26,000 - £30,000 a year
- Full-time
- CRM software
Quick apply
Lead Generator
Johnsons Workwear Ltd —Preston
- £23,334 a year
- Full-time
- CRM software
- Health & wellbeing programme
Quick apply
14d
Showroom Sales Manager
Bathroom Showroom —Morecambe
- Full-time
- Sales
- Business development
- Annual leave
- Employee assistance programme
Performance & Continuous Improvement SME
Emcor —Barrow-In-Furness
- Up to £50,000 a year
- Full-time
- Continuous improvement
- Team management
- Organisational skills
- Annual leave
- Sick pay
Quick apply
13d
Entry-Level Account Executive (HF1341425)
Flourish —Preston
- £26,000 - £30,000 a year
- Full-time
- CRM software
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Preston
- £3,800 a month
- Full-time
- Sales
Quick apply
Junior Account Executive (HF1341425)
Flourish —Preston
- £26,000 - £30,000 a year
- Full-time
- CRM software
Quick apply
Commercial Manager
AFC Fylde —Preston
- Weekend availability
- Business development
- Communication skills
- Negotiation
Outbound Telesales - Account Manager - Freight Forwarding
LGL WORLDWIDE LOGISTICS —Blackburn
- £25,000 - £35,000 a year
- Full-time
- Customer service
- Business development
- In-person
- Free parking
- Referral programme
Quick apply
1d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Preston
- £3,800 a month
- Full-time
Quick apply

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client executive jobs near lancaster, lan

Data Support Officer

CancerCare (North Lancs & South Cumbria)
Lancaster

Quick apply

Job details

Permanent | Part-time
£15,846 a year

Benefits

Free parking
Casual dress
Health & wellbeing programme
Additional leave
Company pension
Enhanced maternity leave
Bereavement leave
Life insurance
Sick pay
On-site parking

Qualifications

CRM software
Microsoft Outlook
Report generation
Financial reconciliation support
UK GDPR
Payment allocation
Analysis skills
General Data Protection Regulation (GDPR)
Database management
Data management
Management reporting
Communication skills
Time management
Analytics

Full job description

COMPLETED APPLICATIONS ARE REQUIRED FOR THIS ROLE. Visit www.cancercare.org.uk/careers to download an application form.

Closing date 14 August 2026. Please return completed forms to [email protected]

Location: Onsite – Lancaster, Kendal or Barrow

Role Overview

We are seeking a highly motivated and detail-oriented individual to join our team. In this pivotal role, you will provide vital support to the Quality & Information Manager while collaborating closely with cross-functional teams. You will use your analytical expertise to extract actionable insights, identify trends, and uncover opportunities for continuous organisational improvement.

Key Responsibilities

1. Quality & Information Support

Data Management: Maintain and update client and therapy records within the Integrated Management System (IMS).
Survey & Feedback Processing: Code and record completed client questionnaires.
External Provider Tracking: Log attendance data from external suppliers (e.g., hydrotherapy pools) and input session details for therapists without direct IT access.
CRM Integration: Import and create new client records in the fundraising CRM (Beacon) when needed.
Operational Continuity: Serve as a backup to the Quality & Information Manager to generate therapist payroll extracts when required.
General Support: Assist the Quality & Information Manager with ad-hoc reporting and operational tasks.

2. Fundraising Data & CRM Management

Data Cleansing: Maintain database integrity by regularly de-duplicating records within the CRM.
KPI Reporting: Extract monthly CRM data to generate KPI reports for the Head of Fundraising, providing initial analytical commentary and insights.
Campaign Support: Build, manage, and track campaigns and events in the CRM, ensuring all participant and donor data is seamlessly imported and updated.
Donor Insights: Filter, manipulate, and extract data to analyse donor journeys and optimise engagement strategies.
Campaign Management: Assist with the Donation Station fundraising campaign, collaborating with marketing on promotions and delivering monthly performance reports.
Direct Mail & Lottery Support: Produce targeted data extracts for direct mail shots, reconcile player extracts, and support external Lottery Management operations.

3. Financial Data & Compliance

Income Reconciliation: Reconcile weekly online income (website, regular giving, JustGiving, TryBooking, PayPal, Facebook, etc.) against BACS payments and log them accurately into Beacon CRM.
Payment Processing: Record cash and cheque payments in the CRM, allocating funds accurately according to specific streams and payouts.
Gift Aid Compliance: Upload Gift Aid declarations, maintain precise records, and ensure full compliance with HMRC regulations.
Income Coding: Adhere strictly to guidelines for coding all incoming funds, including restricted income.
Audit Preparation: Work with the Head of Finance to ensure imported data accurately reflects charity accounts for audit purposes.
Reporting & Design: Advise on the structure, design, and preparation of database reports, creating complex custom reports as requested.
Data Protection & GDPR: Maintain absolute confidentiality and security of donor details, adhering rigorously to GDPR and organisational data policies.

4. Organisational Responsibilities

Proactive Engagement: Contribute positively to team effectiveness and organisational growth.
Workload Management: Independently manage daily time and tasks using organisational tools (e.g., Microsoft Outlook).
Flexibility: Maintain a flexible approach to working hours and patterns based on organisational needs.
Continuous Development: Participate in team meetings, training sessions, and charity events.
Compliance & Values: Uphold all organisational policies and complete mandatory training, while embodying the charity’s core values and mission.
Ad-hoc Duties: Undertake additional tasks as reasonably requested by the Executive Leadership Team.

Person Specification (Key Qualifications)

Experience: Proven experience working with CRMs (for example, Beacon) and manipulating datasets.
Skills: Strong analytical ability, advanced Excel skills, high attention to detail, and the ability to devise appropriate reporting strategies.
Attributes: Self-starter with excellent time-management skills, strong communication, and a passion for supporting the charity sector.

Pay: £15,846.00 per year

Benefits:

Additional leave
Bereavement leave
Casual dress
Company pension
Enhanced maternity leave
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

client executive jobs in lancaster, lan

Data Support Officer

Client Executive

Facilities Support Officer

Insurance Account Executive

Business Development Executive

Internal Sales Executive

Hospitality & Events Co-ordinator

Business Development Executive (HF1341425)

Area Sales Executive

Telesales Executive – Digital Screen Media

Sales Executive (HF1341425)

Lead Generator

Showroom Sales Manager

Performance & Continuous Improvement SME

Entry-Level Account Executive (HF1341425)

JUNIOR SALES ADVISOR

Junior Account Executive (HF1341425)

Commercial Manager

Outbound Telesales - Account Manager - Freight Forwarding

JUNIOR SALES CONSULTANT

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