
Emily Jarvis
Sales Consultant

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About me
Salesforce Platform Manager at National Lottery Heritage Fund
Education

Tadcaster Grammar School Sixth Form
2009 - 2011A Levels History, Mathematics, Drama & Theatre Studies, Music and General Studies ABBDB respectively
Tadcaster Grammar School
2004 - 2009GCSEs 11 GCSEs including Maths, English and Science 2A*, 8A, 1B
University of East Anglia
2011 - 2014BA History History 2:1
Experience

Sheridan UK Limited
Oct 2009 - Aug 2011Sales Consultant
Browns Department Stores
Sept 2011 - Oct 2014Sales Assistant
University of East Anglia
Sept 2013 - Jun 2014Student AmbassadorAmbassador for the university working in a number of different roles including student guide and administrative roles. This positions uses skills such as organisation, interaction with the public and interaction with young people.

University of East Anglia
Oct 2014 - Jan 2017Key responsibilities included: management of the Scholarship Programme, and the portfolio of donors who supported it; writing reports on projects to demonstrate the impact of a donor’s gift; organising donor events; managing over 100 endowments and accounting all income coming into the department.This maternity cover became a permanent position on the return of my colleague. Key responsibilities included supporting the regular giving programme and undertaking prospect research. This was an internship that was extended to allow me to apply for the maternity cover role of Stewardship Officer within the office.
Stewardship Officer
May 2015 - Jan 2017Fundraising Assistant
Oct 2014 - May 2015

National Theatre
Jan 2017 - Apr 2019Major Gifts OfficerReporting directly to the Head of Development Operations.Key responsibilities included: - Managing the cultivation and stewardship programme for a portfolio of major donors- Responsible for prospect tracking and moves management- Using Tessitura to record and extract data- Writing proposals and reports to demonstrate the impact of a gift- Organising events and opportunities for donors to see the impact of their support first-hand- Project managing donor accreditation- Supporting the Prospect Researcher in identifying prospects- Supporting the Head of Development Operations in aspects of policy including GDPR and Donor Communications Show less

THE OLD VIC THEATRE TRUST 2000
Apr 2019 - Sept 2020Senior Development Operations ManagerThis was a new role created to lead the strategic development of a centralised fundraising operations function. Key responsibilities include:- Developing fundraising strategy alongside Co-Directors of Development including case for support, budgeting, KPIs and reporting- Line management of Prospect Researcher and Development Assistant - Promoting good practice of the use of Tessitura (Ticketing and Fundraising CRM Database) by developing monitoring and evaluation processes and training colleagues, to better streamline how information is recorded and shared - Monitoring fundraising income and expenditure against agreed budgets and targets and producing reports and forecasts.- Developing a new way of working with the Head of Finance and finance team to ensure that budgeting processes are accurate and robust, whilst refining reporting for delivery to the Exec team, Board and committees- Overseeing risk management, due diligence, GDPR and other financial policies and procedures, ensuring that they are upheld by all team members- Developing and implementing a prospect research and prospect tracking strategy- Implementing a comprehensive stewardship and recognition programme of communications and experiences; ensuring that it is rewarding and consistent, and that contracts and funding agreements are in place and upheld- Overseeing the professional development of the Development Team, including monitoring KPIs, developing ways to measure and reward success and providing training opportunities- Processing quarterly Gift Aid claims according to HMRC instructions Show less

The National Lottery Heritage Fund
Sept 2020 - now- Part of an Agile team, focussed on Digital Service Design, developing, testing and implementing a new grants management service- Working towards Salesforce Administrator qualification- Lead contact and relationship management of multiple contracts with external providers, including exit plan management- Ownership of knowledge and business process management for legacy systems- Communication across the Business about the system and its roadmap, including to senior stakeholders- Creation and development of centralised service support function Show less
Salesforce Platform Manager
May 2022 - nowGrants and Investment System Support Manager
Sept 2020 - May 2022
Licenses & Certifications

Salesforce Administrator
SalesforceNov 2022
Volunteer Experience
Race Cheerer
Issued by Alzheimer's Society on Apr 2017
Associated with Emily JarvisVolunteer Sports Rep
Issued by University of East Anglia on Sept 2013
Associated with Emily JarvisEvent Volunteer
Issued by BBC on May 2012
Associated with Emily Jarvis
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