As the CRM Database Director at United Way of Central Indiana (UWCI), Jake Roesler plays a pivotal role in bridging technology and nonprofit management to enhance organizational efficiency and impact. With a robust background in IT and extensive experience in nonprofit operations, Jake specializes in...
As the CRM Database Director at United Way of Central Indiana (UWCI), Jake Roesler plays a pivotal role in bridging technology and nonprofit management to enhance organizational efficiency and impact. With a robust background in IT and extensive experience in nonprofit operations, Jake specializes in developing data-driven systems tailored to the unique needs of UWCI’s executive team and its diverse network of stakeholders. His expertise in CRM administration, particularly with platforms like Salesforce and Marketing Cloud, positions him as a subject matter expert within the organization.
Jake oversees the local fundraising and marketing instance of a shared Salesforce Nonprofit Success Pack (NPSP) database, ensuring seamless integration and functionality. He acts as a vital liaison between United Way Worldwide, Salesforce, and UWCI team members, facilitating communication and collaboration to optimize data usage. His responsibilities encompass managing security profiles, maintaining data integrity, and implementing best practices in CRM administration, all of which are critical for effective decision-making and strategic planning.
In addition to his technical skills, Jake is adept at visualizing data through tools like Power BI, enabling stakeholders to glean actionable insights from complex datasets. His proficiency in creating intricate forms and integrations using FormAssembly further enhances UWCI’s ability to capture and analyze donor and community engagement data. With a commitment to continuous improvement, Jake also focuses on training and empowering team members to leverage these systems effectively, fostering a culture of data-driven decision-making within the organization. Through his innovative approach, Jake Roesler is not only advancing UWCI’s mission but also setting a standard for how technology can transform nonprofit operations.
