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ORX is currently seeking a CRM Administrator to join our Membership team. The ideal candidate will administer our CRM system (HubSpot) to ensure high quality data and efficient processes, as well as supporting the Membership team more generally.


ORX is an equal opportunity employer. We create an environment where everyone has an equal chance to succeed, during our recruitment phase and through their career at ORX. We are committed to building a diverse, equitable and inclusive culture where everyone can be a part of a community where you will belong and thrive.

Job description

Job Details: 

Job Title: 

CRM Administrator

 Contract and hours

 Fixed Term Contract (FTC), 12 months

 37.5 hours per week (Mon-Fri)

 Hybrid working – 10 office days per quarter

 Salary: 

 Competitive salary

Department: 

 Membership Team

Reporting to: 

Marketing & Communications Manager – Operations

 Responsible for:

 No line management responsibility

 Application deadline

 30th September 2024

Location 

Bath, United Kingdom 

About ORX 

ORX is the largest operational and non-financial risk association in the world. We work closely with over 100 firms and thousands of risk professionals globally to advance and champion the discipline. We started with exchanging highly confidential anonymised operational risk losses between members and subscribers. Alongside with this, we now undertake research on best practice, publish thought leadership, and develop data standards to drive innovation in an increasingly digitalised financial services environment.

As a small not-for-profit organisation, we are owned and controlled on an equal basis by our members. Our organisation currently employs up to 70 dedicated professionals and growing. We’re expanding our small team and operations to meet increasing demand and continue delivering exceptional value to our members.

The role

We are seeking a dynamic and highly organised CRM Administrator to play an important role in supporting a range of activities in the Membership Team. You will use your excellent CRM experience and organisation skills to administer our CRM system (HubSpot) to ensure high quality data and efficient processes, as well as supporting the Membership team more generally.

This role reports to the Marketing & Communications Manager – Operations.

Principal duties and responsibilities 

Key duties and responsibilities will include:

  • Working closely with other team members and the external agency to understand and capture business requirements and support the implementation of CRM solutions
  • Supporting CRM troubleshooting, bug fixing, user adoption, training, and documentation
  • Setting up custom objects (e.g. ORX events and ORX research projects) and creating any relevant resources (e.g. forms, lists, workflows, dashboards, surveys, etc.)
  • Managing duplicates, reviewing out of office responses, and doing other maintenance tasks to ensure high quality data hygiene  
  • Reminding data owners to update properties, e.g. participation/attendance
  • Keeping HubSpot tidy by archiving/unpublishing/deleting specific things (e.g. old workflows and surveys)
  • One-off HubSpot tasks as required in consultation with the external agency
  • Performing tasks and reviewing analysis to support an effective sales function, e.g. updating deals, creating sales email sequences and sending requested information
  • Analysing data to provide insights into operational effectiveness and productivity
More information is available in the job description below.

How to apply

How to apply: 

To apply, please email careers@orx.org with a cover letter explaining why you’re interested in the role, salary expectations for the role, and a copy of your CV.

We’re not inviting third-party recruiters to work with us on this opportunity.

Find out more about the recruitment process

Find out more about the recruitment process: 

  • 1st stage of interview process will be a virtual call with hiring manager
  • 2nd stage of interview process will be a formal interview with hiring managers in person in our central office in Bath

How can I be supported?

You can share any adjustments you need at any stage of the application process by emailing people@orx.org. If you have a disability, if you are neurodivergent, or if you have a health condition that may affect you during the application process, we encourage you to discuss adjustments with our people team.

Some reasons why candidates may need support include but are not limited to: physical disability, dyslexia, dyspraxia, hearing/visual impairment, stammer, stutter, anxiety, depression, menopause, and long-term health conditions.

Some examples of adjustments that can be made for candidates include, but are not limited to:
  • Additional time to complete online assessments or interviews
  • Providing information about assessments during a briefing call
  • Adjusted font size or contrast settings on online assessments, exercises, tasks, and presentations.
  • Completing assessments via video call rather than online

Workplace adjustments

The support we offer throughout the recruitment process doesn’t end after the application. We know that employees have varying needs in the application process and at work, which is why we want to help employees at ORX get the support they need to thrive.

ORX is committed to providing employees with the tools and support they need, we can consider adjusting, removing, or reducing any barriers you might face if you have a disability, health concern, or mental health condition.

Workplace adjustments (or accommodations) help us do this and can be considered for all our employees.

Some of the adjustments we’ve provided for our employees include but are not limited to:

  • Ordering specialist equipment (like assistive technology and ergonomic furniture)
  • Adjustments to objectives or targets
  • Changing working arrangements, using flexible working or regular breaks

What else do we offer

Hybrid working:

We offer hybrid working (mix of remote and office working) built around your role and your home life commitments wherever possible. The minimum number of days in the office are 10 per quarter. 

Benefits:

  • Hybrid working to support a healthy work/life balance
  • Competitive salary
  • Discretionary performance related bonus scheme
  • 25 days holiday a year, increasing by one day for each year of service to a maximum of 28 days
  • 8% company contribution to pension
  • Employee recognition scheme
  • Support for training and development
  • Life assurance
  • Health cash plan
  • Perks at work scheme
  • Employee assistance programme
  • Holiday trading
  • Sabbaticals and long service awards
  • Summer and Xmas social events
  • Workplace nursery scheme
  • Cycle to work
  • Inclusive and supportive working environment

Our culture

We have a great culture and we’re proud of our people and the high engagement demonstrated year after year in our employee survey. We recognise and reward hard work, whilst respecting work-life balance. Our hybrid working sees our team getting together when necessary. Days in the office are 10 per quarter, which enables our teams to establish a working pattern that suits us, and you. We recognise that family time, being there for the school run and enjoying life at home is as important as collaborating with others, socialising as a team and maximising the informal learning and innovation that happens when we’re together in the same place. 

Download more information about the position 

Click the download button below to read the full job description.

CRM Administrator

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