Jake Roesler

CRM Database Director at United Way of Central Indiana

Jake Roesler's work experience is as follows:

1. United Way of Central Indiana (2016-present):

- CRM Database Director: Responsible for managing the local fundraising and marketing instance of a shared Salesforce NPSP database. Acts as the liaison between United Way Worldwide, Salesforce, and UWCI team members. Manages security profiles, maintains data integrity, and provides training and support for about 100 users. Also handles the integration of other software with Salesforce.

- CRM Manager: Collaborates with United Way Worldwide to develop a new donor and volunteer engagement platform. Builds and formalizes business processes for a custom Salesforce NPSP and Salesforce Communities environment for the community impact department. Designs formalized Accreditation process and manages grants management of outgoing funds.

2. RICS Software (2015-2016):

- Support Consultant: Provides support to customers, assisting with any software-related issues.

3. Blackbaud (2013-2015):

- Senior Customer Support Analyst: Responsible for problem-solving and providing customer service for Blackbaud's Raiser's Edge software. Builds customer relationships, instills confidence in Blackbaud as a partner, and ensures timely resolution of issues.

4. LeadingAge Indiana (2010-2013):

- Membership & Marketing Manager: Manages communications, member benefits, and corporate relations for three healthcare associations. Produces email communications, updates social media, coordinates marketing efforts, and manages sales for partner organizations.

5. Indiana Youth Institute (2008-2009):

- Manager of Fund Development & Marketing: Conducts research, generates proposals, and provides reporting for grant renewals and prospects. Develops corporate partnerships and manages individual giving campaigns. Creates web and email content and utilizes social media for outreach.

6. Indianapolis Museum of Art (2003-2008):

- Membership & Annual Fund Manager: Manages membership and annual fund programs.

7. Goodwill Industries of Central Indiana (2002-2003):

- Development Associate: Coordinates campaign mailings, provides support for fundraising functions, and maintains the donor database.

Overall, Jake Roesler has extensive experience in database management, CRM, customer support, marketing, and fundraising in various organizations and industries.

Jake Roesler began their education at Indiana State University in 1995 and completed their studies there in 1998. The field of study during this period remains unspecified. From 1998 to 2000, Jake attended Butler University, where they pursued Arts Administration. Additionally, Jake has obtained a certification from edX for Introduction to Cloud Computing, although the specific month and year of completion are not provided.

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