A best practice guide for recruitment to CRM roles

Bryony Bell Head of Content at Spektrix

Practical tips and inspiration for arts, culture, & live experience organisations recruiting to customer and donor relationship management roles.

Venues and production companies worldwide are struggling to fill marketing, fundraising, and ticketing roles. Yet at the same time, the Creative Industries Policy and Evidence Centre warns that more than 250,000 working class voices are still missing from the UK Creative Industries, that progress to improve that is slow, and that the impact of Covid risks driving things in the wrong direction.

Why we’re rethinking our approach to hiring

These and many other questions have been in our minds at Spektrix over recent years. Our CEO and co-founder, Michael Nabarro, explains why we’ve been rethinking recruitment, and what it means for us and for the organisations we work with.

In the past, when organisations asked for experience with our system as a job requirement, I saw that as a positive – an indicator that we are a valued partner in that organisation's success. Now, I wonder, is it a necessary requirement for every role? By including this requirement for a skill that can be quickly taught, I think the sector risks missing out on hiring great people with less obvious backgrounds.><br><br />
These questions led to more… If these are not necessary requirements, what are the core qualities needed to be a great cultural sector marketer, fundraiser or sales team member? Can changing the way we look at job requirements and recruitment practices help us find people with these qualities and give us a better chance of increasing the diversity of our teams?

Michael Nabarro
CEO & co-founder, Spektrix

These are just some of the questions we are asking ourselves on our own journey towards better diversity, equity and inclusion, and in our recent certification as a B Corporation. They’re also the questions that will help ensure we continue hiring for the strongest possible team โ€“ one that represents our users and their audiences, drawing on best practice from the cultural sector as well as customer service roles, teaching and training, tech and more. Representation and diversity of experience will help us continue to fully meet our users‘ needs, just as we believe it will help cultural leaders to serve their audiences and communities.

Rethinking Recruitment: A practical guide for arts leaders

Guide Cover Cta Rethinking Recruitment
A best practice guide for recruitment to CRM roles 4

That’s why we’ve created a practical resource on CRM recruitment best practices for anyone recruiting to customer and donor relationship management roles. Rethinking Recruitment offers step by step guidance, expert advice from sector leaders, and templates to help you build inspiring job descriptions and objective assessment criteria.

It’s designed to help you make a real, practical difference to the quality and diversity of candidates you attract.

If you only have an hour to spare, start here with these five CRM recruitment best practice essentials.

1. Set criteria for success

Challenge yourself on each of your criteria, and consider whether they’re truly essential or if they’re describing knowledge which could be easily learned.

2. Set the scene with your job description

Honest and inviting, a good job description demonstrates what recruitment means to you. Make sure you’ve planned every step of the process, and put candidates on an equal footing by sharing that plan with them from the start.

Stick to truly necessary skills over ’nice to haves‘; spell out acronyms and remove jargon; show the salary, tell non-graduates they’re welcome, and if you’ve made a commitment to inclusive hiring, tell people what you’re doing and why.

The application pack created for my role was an invaluable resource and made the entire process incredibly accessible and straightforward. It outlined the whole structure of the recruitment process with detailed in-depth explanations, whilst still being easy to follow and understand. I found this incredibly beneficial as the wording and phrases used within the document were inclusive, personable and encouraged people from different backgrounds to apply. This made a huge difference in how I approached my application and how easy it was for me to apply.

Warda Abbasi
Resident Designer, Leeds Playhouse in partnership with tutti frutti
supported by the
Weston Jerwood Creative Bursaries Programme

3. Promote the role

Create a transparent, inclusive description of your organisation, recognising that potential applicants might not know who you are. Think carefully about what you need from your new recruit, and where you might find people using similar skills, to target your adverts effectively.

4. Assess, interview and select

Test candidates using objective criteria and a range of formats. An interview may be a valuable test of communication skills for a member of the front of house team, but a great data analyst may showcase their knowledge better in front of a computer screen than an interview panel. Make sure you know which criteria you’re testing for at every stage, and design tasks and questions that help people perform at their best.

5. Welcome new colleagues on board

Help new team members explore your artform and navigate your organisation, building both practical knowledge and an understanding of culture, connections and opportunities to learn more.

We’re still learning about CRM recruitment best practice, and there’s real value in the lessons so far. If you find the resource useful, pass it on to others, or delve deeper using the links to expert knowledge, networks and research. If you have ideas, improvements or additional resources to share, let us know. We’d love to work with you to build a stronger cultural sector, led by a workforce that’s accessible and inviting to all โ€“ and just as invested in staying and growing with the organisations they join.

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