Sara Switzer Email and Phone Number

This role supports 275+ users (internal and external). Responsible for the overall Salesforce Platform (including, but not limited to: Accounting apps, Sales Cloud, Salesforce Maps, Service Cloud, CPQ+, Experience/Community, and FSL). Developed/maintains a Contractor Experience/Community that allows third party sales reps to quote with CPQ+ and submit approvals, create CongaQuote docs and send via CongaSign. Designed/tested sharing rules to ensure the contractor users could only access their own data.Maintains roles, profiles, permission sets, and permission set groups.Maintains the FSL App and Dispatcher Console. Trains dispatchers and technicians.Managed development team to launch CPQ+/Advanced approvals. Sustains the application, including, but not limited to: accurate product records, data lookup tables, pricing actions and rules, and approval rules. Creates and maps Conga Composer docs and AdobeSign docs. Troubleshoots issues with CongaSig.Maintains over 50 process builders and flows across accounting, service, and sales applications. Creates additional as needed.Maintains customized Apex batch for recurring billings and payment processing.Maintains PDFformat object and VisualForce Invoice Component used by Accounting Seed.Updates and troubleshoots Chargent Anywhere application, Chargent Orders, and Chargent Terminal.Updates approval process for purchase orders and payables.Experience in migrating large amounts of data using Dataloader, Dataloader.io, and XL Connector.Maintains and refreshes a series of sandboxes; including full, partial and developer orgs.Well-versed in report creation, incl. custom report types.Creates and maintains validation rules.Trains users on Maintenance Plans and Maintenance Asset creation.Worked with the project team to implement Accounting Seed Financial Suite and ERP system. Worked with a project team to create and edit templates for data migrations for five separate acquisitions.

Identify and understand clients' business practices and suggest the best solution for their ice needs.Manage account load, while meeting monthly sales goals. Regularly follow-up with clients regarding installation and contracts.Assist in keeping all sales tools up to date and work as part of a team to reach quarterly sales goals.Communicate with installation and customer service departments to give the best service possible to our clients.

• Sells all types of consumer and business products, including but not limited to: deposit accounts, savings accounts, certificates of deposit, individual retirement accounts, money market accounts, and merchant processing. Also refers clients in need of wealth management and trust planning to the appropriate department within Range Bank.• Creates trusting relationships with clients in order to gain their confidence in Range Bank’s products.• Manages the teller staff, including: hiring, reviews, discipline, and dismissal when necessary.• Assists clients in setting up online banking, mobile banking, commercial remote products, and ACH management products for business customers.• Installs hardware and implements software to commercial customers for cash management and remote deposit products. Trains customer's employees both individually and in a group setting to utilize these programs.• Completes monthly branch reports for board meetings to track branch profitability.• Troubleshoots a variety of IT related problems within the branch.• Communicates effectively with other regional managers and superiors to make the best decisions possible for the company.• Maintains compliance with internal policies and procedures, as well as external regulatory compliance.• Composes internal policy, procedure, and instruction documents for bank wide use and assists coworkers with their implementation.• Makes business development calls to customers and noncustomers throughout the Marquette Township Region.• Assists the Regional Branch Administrator with other projects as needed, including but not limited to: proposal and document creation, commercial and consumer lending issues, communication with clients regarding their banking security, training various levels of employees, and commercial product marketing. • Creates and presents proposals to a wide range of businesses throughout the bank's market area.

•Sold all types of consumer and business products, including but not limited to: deposit accounts, savings accounts, certificates of deposit, individual retirement accounts, money market accounts, and merchant processing. Also referred clients in need of wealth management and trust planning to the appropriate department within Range Bank.•Created trusting relationships with clients in order to gain their confidence in Range Bank’s products.•Managed the teller staff, including: hiring, reviews, discipline, and dismissal when necessary•Completed real estate evaluations and property inspections for in-house and delinquent loans.•Assisted clients in setting up online banking, mobile banking, commercial remote products, and ACH management products for business customers.•Completed monthly branch reports for board meetings to track branch profitability.•Assisted coworkers in troubleshooting a variety of IT related problems within the branch.•Communicated effectively with other regional managers and superiors to make the best decisions possible for the company. •Maintained compliance with internal policies and procedures, as well as external regulatory compliance.•Composed internal procedures and instructions for bank wide use and assists coworkers with their implementation.•Made business development calls to customers and noncustomers throughout the Copper Country Region. •Assisted the Community Bank President with all projects as needed, including but not limited to: proposal and document creation, commercial lending issues, communication with clients regarding their banking needs as determined by the president, and scheduling meetings both on-site and outside of the office.

Scheduled and conducted individual and group campus tours for prospective students, as well asprospective new faculty and staff members. Also planned their travel arrangements as needed.• Represented Finlandia University at regional college fairs, high school visits, and community happenings.• Participated in campus affairs and aided in the organization and set‐up of admissions‐based events.• Supervised work‐study students within the Admissions Department.• Was available to prospects, applicants, and currently enrolled students before and after typical office hours to assist them with questions and concerns regarding both admissions and financial aid issues.• Regularly volunteered to represent the university at community events, such as Canal Run and local parades.• Updated and coordinated the department’s social networking sites.• Organized travel arrangements (which included: transportation, meals, events, and lodging) for a variety of recruitment events during spring and fall. Typical travel lasted for a minimum of six to eight weeks.• Created marketing pieces for a variety of events, including Meet Finlandia Day.

Scheduled all appointments for four appraisers and cataloged work coming in and going out.• Took all incoming calls using a multiple‐line phone system and transferred them to the correct personnel.• Researched all property data needed to complete appraisal assignments, including creating and editing maps, aerial photos, and topographical maps to be used in the final appraisal reports.• Designed and maintained the company website and marketing documents (i.e. brochures, mailings to potential clients, etc).• Maintained accounts receivable department and collected delinquent accounts. Prepared a weekly deposit and tracked the status of client accounts.• Composed and edited commercial narrative appraisal reports and residential appraisal reports under the direct supervision of a Certified General Real Estate Appraiser.• Evaluated and completed contract bids for government clients on major evaluation projects throughout the Upper Peninsula of Michigan.• Addressed general computer issues for office staff and maintained the integrity of the office network (including anti‐virus, anti‐spam programs, and general file back‐up when needed).• Analyzed quarterly “appraisal tracking” and compared total orders received and revenue earned from year to year.• Analyzed purchase contracts on residential and commercial property, including government agreements that included, but were not limited to, eminent domain cases.