Roger Miller Email and Phone Number
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With a strong foundation in data analysis and workshop facilitation, I've been pivotal in optimizing Salesforce databases for program management, fundraising, and engagement. My proficiency in process automation and data management is reflected in the seamless integrations and migrations I've executed.My commitment to enhancing non-profit technology drives transformative change. Leveraging my Salesforce certifications, including specialties in AI analytics and user engagement, I've empowered organizations to reach new heights in efficiency and impact. Projects and solutions that I've developed have culminated in robust, user-centric solutions that forward client's missions.
Causemic
View- Website:
- causemic.com
- Employees:
- 15
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CausemicSoda Springs, Ca, Us -
Senior ConsultantIdlewild Partners Jun 2024 - PresentBrooklyn, New York, Us -
Solution Architect/Senior ConsultantPresence Product Group, Llc Jan 2023 - Jun 2024San Francisco, California, Us -
Senior Salesforce ConsultantCoastal Cloud Sep 2021 - Jan 2023Palm Coast, Fl, Us -
Summer OffSummer Off Jun 2021 - Sep 2021* Backpacked 540 miles of the Pacific Crest Trail* Mountain biked 215 miles from Durango, CO to Moab, UT
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Principal Consultant, Strategic AdvisorAlpenglow Consulting Jun 2010 - Sep 2021• Discovery, Salesforce implementation, migration and final delivery for 20+ nonprofit client projects with project budgets of $20-120K working in agile teams with 1-4 members. Includes contract work for Idealist Consulting and Swift River Consulting.• NPSP Salesforce implementations and upgrades including form management for case management and fundraising, V4S, fundraising, forms and event registration, Communities, HIPPA compliant case management, document generation, Flow, email marketing.Applications:• Salesforce: Einstein chatbots, B2C Communities, Lightning Flow, Knowledge• Data: DemandTools, Apsona Dedupe & Match, Magic Mover, RingLead, Eclipse IDE, DLRS, Rollup Helper, CMTD, FieldTrip, SFDC Dataloader, dataloader.io, SQL Studio• Merge: Apsona, Conga, CongaSign, Agiloft, Nintex, SDocs• Email marketing: Pardot, Campaign Monitor, Predictive Response, Vertical Response• Fundraising: iWave, RelSci, Wealth Engine, MobileCause, Rallybound, Click & Pledge, iDonate, Blackbaud Sphere, Exceed, Raiser's Edge, Crowdrise, DonorPerfect, Indigogo• Project Managment: Asana, MS Teams, Slack, Jira• Integration: Zapier, FormAssembly, FormStack, Salesforce Connect• Other: MapAnything, FoundationConnect, GridBuddy, Lightning for Outlook, Apsona Batch, CalendarAnything, Volunteers for Salesforce, V4S Mobile -
Director Of Salesforce DevelopmentHonors Pathway, Pbc Mar 2020 - May 2021• Implemented Salesforce Education Data Architecture and Student Advisor Link, Student application (customer) and school district (partner) communities, Drift chatbot and AdmitHub AI chatbot, transactional Twilio and bulk SMS marketing, built new Wordpress website, Conga Sign doc merge for admissions process and school district partnership contracts• Integrations: Tray.io data integration with Student Information System, Workato: Zoom to Salesforce lead process and Nonprofit Salesforce to University Salesforce for student application and financial aid data• Managed 5-7 external Salesforce consultants/internal resources (both on and offshore) for Apex Batch/Trigger development, Marketing Cloud implementation, and QA/testing
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Cloud ConsultantCloud For Good Aug 2018 - Mar 2020Asheville, Nc, Us• Discovery, Salesforce implementation, migration and final delivery for 25+ nonprofit client projects with project budgets of $30-550K working in agile teams with 1-10 members. • NPSP Salesforce implementations and upgrades including form management for case management and fundraising, V4S, fundraising, forms and event registration, Communities, HIPPA compliant case management, document generation, Flow, email marketing.Applications:• Salesforce: Einstein chatbots, B2C Communities, Lightning Flow, Knowledge• Data: DemandTools, Apsona Dedupe & Match, Magic Mover, RingLead, Eclipse IDE, DLRS, Rollup Helper, CMTD, FieldTrip, SFDC Dataloader, dataloader.io, SQL Studio• Merge: Apsona, Conga, CongaSign, Agiloft, Nintex, SDocs• Email marketing: Pardot, Campaign Monitor, Predictive Response, Vertical Response• Fundraising: iWave, RelSci, Wealth Engine, MobileCause, Rallybound, Click & Pledge, iDonate, Blackbaud Sphere, Exceed, Raiser's Edge, Crowdrise, DonorPerfect, Indigogo• Project Managment: Asana, MS Teams, Slack, Jira• Integration: Zapier, FormAssembly, FormStack, Salesforce Connect• Other: MapAnything, FoundationConnect, GridBuddy, Lightning for Outlook, Apsona Batch, CalendarAnything, Volunteers for Salesforce, V4S Mobile -
Grants Director (Contract)Transform Jun 2016 - Apr 2017Oakland, California, Us* Collaborated to craft foundation strategies and proposals and cultivate the relationships to make them successful. * Wrote grant proposals & reports and cultivated foundation and government relationships for $1.8 million in annual grants and enhanced our grant cultivation systems in Salesforce.* Enhanced Salesforce database, streamlined foundation cultivation systems. -
Executive DirectorMind Body Awareness Project Feb 2014 - Jan 2016Oakland, Ca, Us* Managed government contracts, systems for performance metric tracking and organization and program budgets.* Built foundation relationships, overhauled grant solicitation pipeline and wrote grants and foundation reports.* Rehired all of the office staff and executive leadership.* Developed a Salesforce donor and constituent database from scratch, launched new IT infrastructure, moved the office,* Launched newsletter, transitioned the organization to a mobile responsive website and rebranded. -
Interim Director Of DevelopmentAs You Sow Nov 2013 - Mar 2014Berkeley, California, Us* Wrote over 50 foundation proposals and reports and facilitated the internal strategy discussions to get them funded.* Acted as Director of Development during a maternity leave.* Enhanced Salesforce database and automated systems with new workflows and data validation systems. -
Traveled In South America, Europe And Hiked 1,500 Miles Along The Pacific Crest TrailN/A Oct 2012 - Sep 2013An amazing year filled with checking things off the bucket list: * Learned tango and Spanish in Buenos Aires* Trekked in Patagonia, explored the Rocky Mountain national parks, visited family and friends in the US and Europe.* Hiked 1,500 miles of the Pacific Crest Trail.
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General Manager - El Portal Office (Yosemite National Park)Yosemite Conservancy Apr 2011 - Oct 2012San Francisco, Ca, Us• Managed the El Portal office, programs and general operations of the Yosemite Conservancy including education, wilderness, art, theater, volunteer programs, human resources and general administration. • Directed, coached and mentored management staff based in Yosemite, including the Volunteer Program Manager, Wilderness Program Manager, Resident Naturalist, Art and Education Coordinator, the Office Manager/Human Resources Administrator as well Theater Program staff and independent contractor performers. Total direct reports include 11 full-time staff in five diverse programs (Outdoor Adventures, Wilderness, Volunteer, Art and Theater) that serve nearly 1 million visitors in the park annually. • Managed human resource and morale management processes for 43 in-park staff after a challenging organizational merger and during a transition to Insperity, a professional employment organization.• Coordinated cross-department Retail, Volunteer, Communications and Development team for systems, hardware and training for an effective in-park donor acquisition program.• Developed success metric dashboards and evaluation methodology and tools for determining program impact, pricing and profitability. -
Institutional Giving OfficerYosemite Conservancy Jan 2011 - Apr 2011San Francisco, Ca, Us• Brought on by Yosemite Conservancy to manage their $3 million revenue portfolio of foundations, corporate sponsors and cause related marketing efforts. I served in the position for 4 months, before I was asked to move to Yosemite National Park to take on the job of General Manager, first in an acting role and in October, 2011, I accepted the position on a permanent basis.• Managed a part-time contract grantwriter and directed the solicitation process for $1.7 million in annual foundation and corporate giving.• Wrote collaborative $625,000 partnership grants and developed solicitation materials and strategies to make them successful.• Developed partnerships to expand $300,000 annual revenue, low-maintenance, cause-related marketing activities in partnership with hotels near Yosemite. -
Treasurer And Development ChairpersonWalk Oakland Bike Oakland Dec 2006 - Jul 2011UsBoard of Directors member for Walk Oakland Bike Oakland (WOBO), a bicycle and pedestrian advocacy group for Oakland, CA.* Wrote grants and individual donor appeals. Developed corporate sponsorship strategy and implemented. Raised funds for first staff person: an Executive Director position.* Managed finances, budgeting process and board financial decision making.* Developed content, strategy and code for the website from a simple 4-page website to 45 page, interactive, donation real time process and Salesforce.com database-integrated website.* Managed database migration to Salesforce.com platform, set up online donation systems and optimized for volunteer-driven grassroots organization.* Created, and implemented management structure and organizational development for a small nonprofit as we move from an all-volunteer to a staffed organization. -
Executive DirectorBay Area Wilderness Training Jun 2005 - Jun 2010Oakland, Ca, UsAs Executive Director, I was responsible for all of BAWT's fundraising and financial management and shared program development, marketing and strategic planning oversight with my Co-Executive Director, Kyle MacDonald.• Cultivated, wrote & budgeted over 150 4-6-figure grant proposals & successful long-term foundation engagement strategies that resulted in more than $1.2 million in grants awarded.• Created strategy, reliable budgets and cash flow forecasts for three year organization budget growth from $180,000 to $750,000, and establishment of two satellite offices.• Developed Climbing for Kids™ fundraising event through which media organizations & 24 outdoor retail sector corporate sponsors contributed $1,300,000 in in-kind donations & 250 climber-solicitors collectively raised over $980,000 for programs.• Facilitated team process for brand, visual identity & materials development, national print & online advertising & local print, mail, radio PSA & street team marketing.• Coordinated inter-organizational collaborative program development to leverage strengths of more established nonprofits enabling BAWT to grow from serving 700 to more than 5,000 youth/year during my tenure.• Secured gifts as high as $50,000 in individual face-to-face asks & launched individually tailored strategies for personalized donor cultivation & annual campaigns that capitalized on existing board & staff relationships with donors. • Supervised 3.5 FTE fund development, accounting & administration staff & interns & trained dozens of non-direct report interns & hundreds of volunteers. • Managed database conversion from Filemaker Pro to cloud-based Blackbaud Sphere.• Led board & staff multi-year strategic planning retreats & annual workplan development.• Orchestrated successful 250 person high-donor ask brunches & silent & live auction events.• Recruited & developed dozens of successful fundraising board members from diverse corporate, nonprofit & government backgrounds. -
Executive Director Of Bay Area Wilderness Training (Bawt)Earth Island Institute 2005 - Jun 2010Berkeley, Ca, Us -
Political Campaign ConsultantNext Generation Aug 2004 - Nov 2004Us* Provided political campaign consulting services to progressive advocacy campaigns throughout Northern California.* Produced & managed advocacy direct mail for 14 simultaneous ballot measure & local political candidate campaigns & fundraising for successful ballot measure campaign.* Wrote, designed & produced press kits, web & email materials for pro/oppose & Get Out the Vote grassroots education campaigns. -
Development ManagerRedefining Progress Sep 2002 - Aug 2004Us* Managed foundation solicitation strategy & grantwriting for 4 program teams totaling over $1,200,000 annually (80% of organization budget).* Finished incomplete database conversion to Raiser's Edge and built the systems to make it successful for grant and individual donor cultivation.* Stabilized revenue sources & secured several multiple-year grants for the organization after joining the team during low morale period after a layoff of 50% of staff. -
Traveled Around The World For A Year13 Countries, 5 Continents Sep 2001 - Aug 2002* Got married, quit our jobs and traveled around the world for a year.* Researched the solutions that local folks were using to address local environmental programs. * Worked on permaculture farms, rural solar electrification projects, community forestry initiatives, eco-tourism ventures.* Attended the Delhi Sustainable Development Summit.
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Membership ManagerRainforest Action Network Apr 1999 - Sep 2001San Francisco, California, Us* Wrote, produced & managed direct mail program including 6 renewals, 5 appeals & 2 acquisition mailings and 2 tele-fundraising campaigns/year.* Created reliable income-expense, cash flow projections & achieved above target results for: membership programs with income budgets of $550,000 & expense budgets of $130,000;* Planned an aggressive donor acquisition, retention, activation & upgrading strategy that boosted renewal rates, enhanced donor life-span & increased gift size using a combination of direct mail, phone outreach & targeted email efforts.* Led database conversion team to plan, migrate data to Raiser’s Edge & created systems.
Roger Miller Skills
Roger Miller Education Details
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University Of San FranciscoMasters Thesis: Leadership Styles For Successful Collaboration Between Nonprofit Organizations -
University Of Illinois Urbana-ChampaignGerman And Finance -
Wu (Vienna University Of Economics And Business)Year Abroad At The Economics University Of Vienna
Frequently Asked Questions about Roger Miller
What company does Roger Miller work for?
Roger Miller works for Causemic
What is Roger Miller's role at the current company?
Roger Miller's current role is Senior Consultant | 15X Salesforce Certified | Innovative problem solver.
What is Roger Miller's email address?
Roger Miller's email address is rj****@****won.com
What is Roger Miller's direct phone number?
Roger Miller's direct phone number is +151041*****
What schools did Roger Miller attend?
Roger Miller attended University Of San Francisco, University Of Illinois Urbana-Champaign, Wu (Vienna University Of Economics And Business).
What skills is Roger Miller known for?
Roger Miller has skills like Youth Development, Public Speaking, Annual Giving, Raiser's Edge, Non Profit Administration, Event Planning, Data Analysis, Grants, Community Engagement, Outdoor Recreation, Fundraising, Strategic Planning.
Who are Roger Miller's colleagues?
Roger Miller's colleagues are Shauna Weaver, Chris Frees, Pauline Lewis, Brack Hassell, Jennifer M., Elizabeth Carena, Hailey Carter.
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