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Domain > karenspence.net
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Date
IP Address
2025-12-10
51.79.45.180
(
ClassC
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Port 80
HTTP/1.1 301 Moved PermanentlyServer: nginxDate: Wed, 10 Dec 2025 23:52:52 GMTContent-Type: text/htmlContent-Length: 162Connection: keep-aliveLocation: https://karenspence.net/ html>head>title>301 Moved Permanently/title>/head>body>center>h1>301 Moved Permanently/h1>/center>hr>center>nginx/center>/body>/html>
Port 443
HTTP/1.1 200 OKServer: nginxDate: Wed, 10 Dec 2025 23:52:52 GMTContent-Type: text/htmlContent-Length: 26783Last-Modified: Mon, 02 Jun 2025 13:48:32 GMTConnection: keep-aliveETag: 683dabb0-689fStrict-Transport-Security: max-age15768000; includeSubDomainsX-Powered-By: PleskLinAccept-Ranges: bytes !DOCTYPE html PUBLIC -//W3C//DTD XHTML 1.0 Transitional//EN http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd>html xmlnshttp://www.w3.org/1999/xhtml>head>meta namekeywords content />meta namedescription content />meta http-equivContent-Type contenttext/html; charsetUTF-8 />title>Karen Spence ~ Curriculum Vitae/title>link hrefstyles/style.css relstylesheet typetext/css mediascreen />link relicon typeimage/x-icon href/images/favicon.ico>/head>body> div idwrapper> div idheader classcontainer> div idlogo> h1 classheading>Karen Spence/h1> p>curriculum vitae/p> /div> div idmenu>/div> /div> !-- end #header --> div idpage classcontainer> div idcontent> h3 classtitle>Executive summarybr /> /h3> div classentry> Senior Salesforce Administratorwith over 12 years of experience in designing, implementing, and optimizing salesforce solutions todrive business growth and operational efficiency. br />br /> Adept at collaborating with cross-functional teams to gather requirements,customize Salesforce to meet unique business needs, and streamline processes. Proven track record in managing complex data,automating workflows, and ensuring data integrity. br />br />Skilled in user training and support, with a strong ability to troubleshoot andresolve issues. Excels in delivering high-quality, scalable, and sustainable Salesforce solutions that empower organizations tomaximize ROI and customer satisfaction.br />br /> Remarkable acumen to oversee multiple tasks, perform within a fast-paced environment,work effectively under pressure, and meet tight deadlines br /> br /> /div> h3 classtitle>CORE COMPETENCIESbr /> /h3> div classentry> ul> li>Salesforce Administration/li> li>Strategic Planning and Execution/li> li>Outstanding customer/client service proficiency /li> li>Superb database and CRM proficiency /li> li>Possesses creative and effective automation and design skills/li> /ul> /div> div classpost> h3 classtitle>Work Experience/h3> div classentry> p>strong> PamTen, Inc. Contract – February 2025 – Present/strong>br /> Financial Partner - Commonwealth Financial Network – (Remote) br />Salesforce Administrator, Financial Services Cloud ul> li>Led an extensive data hygiene initiative in preparation for implementing Fintrx integration/li> li>Troubleshot and resolved complex bug tickets, collaborating with end users and stakeholders to identify root causes and implement effective solutions./li>li>Implemented and optimized Geopointe to enhance location-based data analysis, improving routing efficiency and field operations./li>li>Worked closely with the DevOps team to deploy enhancements using AutoRabit CI/CD, ensuring smooth release management and minimizing system disruptions./li> /ul> p>strong>iO Associates: Cloud Technology Staffing Specialists (Remote) August 2023 – November 2024 /strong> br /> Salesforce Administratorbr /> ul> li>Migrated 25 complex workflows and processes to Salesforce Lightning Flow, improving automation and reducing manual effort across the organization./li> li>Led the implementation of Salesforce Single Sign-On (SSO), enhancing user experience by simplifying access and increasing security across platforms./li> li>Developed and tested 75+ integrated Jotform arbitration and class action forms, streamlining intake for potential plaintiffs and enhancing data collection efficiency./li> li>Implemented the GRAX backup, recovery, and archive platform, significantly reducing storage usage by optimizing data retention and backup strategies./li>li>Played a pivotal role in rescuing a delayed Salesforce Field Service Lightning (FSL) implementation for an insurance partner, following poor execution by a previous consultancy. /li>li>Ensured organizational consistency, accurate permissions, and proper sharing settings for internal, mobile, and portal users. /li>li>Conducted thorough research and developed User documentation on Persona Permissions, a Copado cheat sheet, and all functionalities of Field Service Lightning, a new application for the company and team. /li>li>Performed in-depth research and resolved critical bugs quickly for the new Field Service Lightning implementation, ensuring the application was delivered on time and met all functional requirements./li> li>Analyzed existing Lightning flows and provided strategic recommendations for consolidating, redesigning, and building new flows to enhance system performance and efficiency./li>/ul> p>strong>SkySpecs (Remote) October 2022 - August 2023 /strong>br /> Senior Salesforce Administrator/strong>br /> ul> li>Led the successful implementation of a field service managed package (alongside the vendor), including a customizedmobile app, designed for the energy industry that added 100 Platform users to Salesforce, alongside project managers with standard profiles, with security needs for each, and custom profiles./li> li>Upgraded Ironclad legacy version to the current version, while taking the opportunity to build out more data points inSalesforce, enabling it to manage contractual terms, implement more automation, and improve reporting data. /li> li>Configure and customize Salesforce to meet business requirements, including custom objects, workflows, validationrules, and process automation (Lightning Flow)./li>/ul> p>strong>Stord, February 2022 to August 2022 (Remote)/strong> (Impacted by company-wide layoffs) br />Senior Salesforce Administratorbr /> ul> li>Configured and administered Salesforce and all managed apps/integrations installed or integrated with Salesforce,including DealHub CPQ, Zendesk, Zoominfo, Chorus, Groove, Chili Piper, LinkedIn Sales Navigator, 6sense, and HubSpot. /li> li>Supported end-users with troubleshooting, resolving inquiries, and providing training and onboarding assistance./li> li>Oversaw data integrity and hygiene within Salesforce, including data import, deduplication, and data cleanup efforts/li> /ul> p> p>strong>Cofense, April 2020 to February 2022 (Remote)/strong>br /> Sr. Salesforce Automation Systems Administrator ul> li>Spearheaded change and automation requests twice weekly with Sales Ops team members and stakeholders to ensureconsistency and overall integrity of the entire organization./li> li>Stayed updated on Salesforce best practices and new features to make recommendations for improvements./li> li>Organized, implemented, and monitored Salesforce and all managed apps/integrations installed or integrated withSalesforce, including DealHub CPQ, Zendesk, Archiver, Ironclad, Outreach, Conga, LinkedIn Sales Navigator, ZoomInfo,Marketo, HubSpot, Clari, Outpost, and Loopio./li> li>Migrated the company’s Salesforce org to Lightning shortly after starting, which involved redesigning the new UI, and user training/li> li>Developed a deep understanding of Zoominfo and Buyer Intent to train Sales as a regular part of their prospecting plan to improve lead capture and prevent lost business/li> li>Regularly analyze data integrity issues and make suggestions for improvements to ensure data is clean and deduplicated /li> li>Review(ed) and resolve(ed) Salesforce governor limit violations, minimizing to near 0% since starting the company/li> /ul> p>strong>Total Administrative Services Corporation, May 2019 to April 2020 (Remote)/strong>br /> Sales System Administrator (Salesforce, HubSpot, Pardot)br /> Supervised all Digital Sales Systems, such as Salesforce, HubSpot, Pardot, and Formstack efficiently. br /> /p> ul> li>Managed all Sales Systems including Salesforce, HubSpot, Pardot, Formstack/li> li>Rearchitected existing customization including account and opportunity hierarchy/li> li>Configured Lightning Sync for Outlook mainly for Events, but also Email/li> li>Implemented Cases (including email to case) for internal support and enhancement management/li> li>Built out and implemented HubSpot for new product launch for large market/li> li>Managed and updated complex purchaser details application built in Formstack/li> li>Identified, implemented, and managed integration opportunities with Salesforce, such as GovWin IQ Connector, to streamline the companys government contract/RFP opportunities process/li> /ul> p>strong>Independent Salesforce Consultant, March 2015 - May 2019/strong>br /> Salesforce consulting services for nonprofits, small, medium, and large businesses br /> /p> ul> li>Scrutinized, collected, and documented client requirements, developed solutions, configured, and implemented newinstances of Salesforce, including integrations, Community implementations, and data cleansing/migration./li> li>Configured Salesforce to align with clients business processes, including custom objects, fields, workflows, and automation./li> /ul>!-- p>strong>City Year, Inc. Boston, MA, October 2015 – February 2017br /> /strong> Business Systems Manager/p> p classheading>strong>Standard Salesforce Administrator responsibilities for 2 Salesforce orgs for Development, Corps Recruitment, Finance & Marcom:/strong>/p> ul typedisc> li>Setup Users; assign profiles/roles; setup SSO through Okta.com; create/manage queues, maintain/enhance sharing rules, maintain lead and case assignment rules; create/manage workflows, processes, visual flows; develop validation rules to enforce data integrity; create complex reports; train/assist users; create/build out new objects, record types, layouts, sales and lead processes, custom fields/li> li>Manage large installed nonprofit package (NGO Connect) in support of gift processing (opportunity object), custom settings, and additional custom objects/li> li>Troubleshoot technical issues for ~550 users, assist ~3,000 portal/communities users with access issues when needed Identify and build solutions for enhanced functionality /li> li>Elicit and document enhancement requirements from businesses/stakeholders/li> li>Write UAT plans and conduct testing/li> li>Deploy development from sandboxes to production via change sets/li> li>Troubleshoot and resolve integration issues/li> li>ETL tools: Demandtools and Dataloader/li> /ul> --> p>strong>Houghton Mifflin Harcourt Publishers, Boston, MA, April 2015 – October 2015br /> /strong>Senior Technical Analyst – Salesforce (Unlimited edition, Sales and Service Cloud)/p> ul> li>Managed backlog of salesforce technical enhancements and defects from various business units/li> li>Ran standing meetings with the business unit liaisons to track requests and ongoing issues/li> li>Documented detailed requirements to capture business unit requests, or, at times, oversee the documentation of same by Business Analysts/li> li>Performed SFDC configuration changes, including field maintenance, workflows, sharing rules, validation rules, and approval processes, reports and dashboards, ETL, Web-to-Lead, Email-to-Case, Web-to-Case setup, assignments and queues, etc./li> li>Troubleshot and resolve production errors and failures/li> li>Represented business units in the daily scrum, including drafting Agile Stories /li> li>Coordinated the logistics of UAT/li> /ul> p>strong>John Hancock Financial Services, Boston, MA July 2014 - April 2015/strong>br /> Senior Business Analyst /p> p>Analyzed, built and implemented enhancement requests from two business units using an Agile process, as well as troubleshot and resolved production issues for new multiphase company-wide implementation of Salesforce./p> p classheading>strong>Project Analysis and Support/strong>/p> ul> li> Managed the build-out/customization for new business group’s migration from Smart Office to Salesforce, complete with creating over 70 new text, lookup; formula; and pick list fields for Lead and Account/Contact objects (and mapping); creating new workflows and other automation including identifying and implementing solutions requiring Apex trigger development ul> li>Created Profiles, Permission Sets, Sharing Rules and Workflows to manage access to sensitive information such as Personally Identifiable Information (PII) /li> li>Employed field level security against fields and page layouts to limit user access to or visibility of certain fields/li> li>Created new record types to limit shared pick list values and notes/attachments access to current profile onlybr /> /li> /ul> /li> li> Troubleshot and resolved production issues, including those involving multiple integrations from legacy systems ul> li>Stepped in and resolved integration issues for one business unit after weeks of daily delta failures from inception/li> li>Became the go-to person for both businesses to resolve any integration breakdown/li> /ul> /li> /ul> p classheading>strong>General Business Analysis and Support/strong>/p> ul> li>Interacted with business unit members to gather and document enhancement requirements for quarterly sprints/li> li>Analyzed and identified solutions for declarative and/or development customization for business unit requests taking into consideration existing customization to avoid conflicts/li> li> Conducted preliminary testing prior to User Acceptance Testing (UAT)/li> li> Managed UAT with Business users and provide feedback to the Development team (when solution is development) for adjustments when necessary/li> li> Designed and deployed Workflows, Validation rules, Queues, Web-to-Lead, and Auto-Response Rules for automating business processes/li> li> Administered/troubleshot installed AppExchange packages like DocuSign, as well as research other apps to improve business processes/li> li> Assisted with Avaya CTI salesforce application implementation, which provides agents with click-to-dial and screen pop capabilities/li> /ul> p>strong>Tekscan, Inc., South Boston, MA, May 2012 – July 2014br /> /strong>Salesforce Administrator & Project Manager /p> ul> li>Managed day-to-day operations of Salesforce CRM and Marketo Marketing Automation systems for the sales and marketing teams, product managers, billing/order entry, and senior managers by:/li> li>Creating and customizing fields, building formulas; building and scheduling reports; designing dashboards; editing/updating VisualForce pages; creating automated workflows that include tasks, email alerts, and field updates/li> li>Developing and implementing plans and procedures to increase operational efficiency/li> li>Perform ad hoc requests, issues, and training on a daily basis/li> li>Managed companys Phase III implementation of Marketo Marketing Automation system, complete with auto task creation, workflows, scoring and lead nurture programs, Sales Insight interesting moments, and web form/landing page creation ul> li>Built and oversaw over 600 programs to accommodate the companys four divisions/li> li>Oversaw all marketing department’s creation of programs, forms, and landing pages/li> li>Provided weekly training and information sharing on Marketo best practices/li> li>Implemented combined Salesforce sharing rules, workflow and Marketo Smart Campaigns to limit Marketo’s access to certain records /li> li>Collaborated regularly with Web Specialist to ensure optimum lead handling and process flow of form fills for organic and CPC (pay per click) lead capture /li> /ul> /li> li>Managed company’s Phase II implementation of Salesforce, which involved complex customization of Opportunities including Custom Work Order, Discounts, and Shipping record Objects. In addition:/li> ul> li>Elicited multi-departmental requirements/li> li>Architected layouts and workflow processes/li> li>Performed substantial data cleansing (ongoing) /li> li>Communicated regularly with development consultant/li> li>Conducted weekly status meetings, facilitating multilevel approval processes, and developing formal training materials in preparation for rollout/li> /ul> li>Implemented new Record Types for managing Distributor, Manufacturer’s Rep and Standard Account types to provide appropriate layouts and data for each, including:/li> ul> li>Creating rollup summary fields and formulas to provide current and previous year total sales figures, current contractual discount structure, distributor and rep annual plans, exclusive and nonexclusive territories, and contractual terms for each Distributor/Rep Account record type/li> /ul> li>Analytics: built over 100 complex sales and marketing management reports and associated dashboards for senior management (President, VPs), marketing and sales teams/li> li>Created profiles and roles based on organizational role hierarchy and implemented record-level and field-level security and sharing settings for 55 users/li> li>Regularly updated and maintained data integrity using DemandTools and SFDC Data Loader /li> /ul> /div> /div> div idexperience styleclear: both;> /div> /div> div idsidebar> div classtitle> h3 classheading>recognized by management/h3> /div> br /> div styleclear: both;> ul> li>em>excellent design & development skills/em>/li> li>em>very innovative and well respected/em>/li> li>em>team builder and player/em>/li> li>em>first to volunteer/em>/li> li>em>excellent visual and verbal skills/em>/li> li>em>dedicated service/em>/li> li>em> works exceptionally well with colleagues/em>/li> li>em>exceeded expectations/em>/li> li>em>made huge improvements/em>/li> li>em>marvelous job/em>/li> li>em>major progress/em>/li> li>em>met her goals with distinction/em>/li> li>em>one of the most talented employees I have had the pleasure to work with/em>/li> li>em>super independent and proactive, yet a real team player/em>br /> br /> /li> /ul> !--h3>span classheading>recommendations/span>/h3> p> /p> p>a hrefpdf/Karen-recommend-GTE.pdf>BBN/GTE Internetworking/a> a hrefpdf/Karen-recommend-GTE.pdf>img altPDF Download width18 height18 border0 alignabsmiddle srcimages/acrobat.gif />/a>br /> a hrefpdf/Karen_recommend_ScanLogic.pdf>ScanLogic Corporation/a> a hrefpdf/Karen-recommend.pdf>img altPDF Download width18 height18 border0 alignabsmiddle srcimages/acrobat.gif />/a>/p> -->h3 classheading> recent recognition/awards/h3>br /> p>span classheading3>Cofense/span> - 2020 Friends of Sales MVP Award/p> p>span classheading3>John Hancock Financial Services/span> - recognized as the Subject Matter Expert (SME) on Salesforce.com within the company/p> p>span classheading3>Tekscan, Inc/span>. - for outstanding service/contribution (for salesforce.com implementation)/p> !--p>span classheading3>African Cultural Association Distinguished Service Award/span> - for volunteering and donating my web and graphic design services to promote the organizations annual African Festival (2 years in a row)/p> p>span classheading3>Boston Museum of Science/span> - Identifying and hiring an outside website usability expert who not only assisted with the Museums complete website redesign, but with new and existing exhibits/p> p> /p> div styleclear: both;> /div> --> div> h3 classheading>skills/applications/h3> /div> p> /p> div classentry> p>strong>PLATFORMS:/strong> Windows; Mac, iOS strong>LANGUAGES:/strong> HTML, CSS, familiarity with SQL, JavaScript, PHP, some Apex and Visualforcestrong>br /> SOFTWARE:/strong> Salesforce.com (Classic and Lightning Administration), Salesforce automation tools: Workflows, Process Builder, Flows; Marketing Automation: HubSpot, Pardot, Marketo; Clari; DemandTools, DupeBlocker and BriteVerify (Validity); Datagroomr; Ownbackup; Archiver; Gearset; Dataloader, strong>a variety of Salesforce Managed Packages/Apps, /strong>, Formstack Documents (Webmerge), Conga; PieSync (integration middleware - acquired by HubSpot), Form Assembly; Zoominfo, Chorus, 6sense, strong>Tools:/strong> Rollup Helper SFDC app; Declarative Lookup Rollup Summaries (DLRS), Workato, Copado Platform and Git Integration DevOps; SOQL, SOSL, SQL, Atlassian Jira project and issue tracking system, Atlassian Confluence; Zendesk; HTML, CSS; Adobe Creative Suite: Photoshop, Illustrator, InDesign, Dreamweaver, Acrobat; MS: Office, Word, advanced Excel skills, Powerpoint; and some ability to edit php, JavaScript, Visualforce, Apex; strong>br />As a User:/strong> Social Media, Google Docs, Sharepoint; Lucid Chart; MS: Office; FTP; CGI; content management systems, etc. /p> div> div idcolumn2> h3 classheading>education/h3> p>Salesforce.combr /> a hrefpdf/Salesforce_Certified_Administrator.pdf>Salesforce Administrator Certification /a>/p> p>University of California, San Diegobr /> a target_blank hrefhttp://extension.ucsd.edu/programs/index.cfm?vActioncertDetail&vCertificateID53&vStudyAreaID14>Web Publishing Certificate/a>/p> p>University of Massachusetts, Lowellbr /> Graduated cum laude (3.4 GPA) br /> a target_blank hrefhttp://continuinged.uml.edu/degrees/bladegree.cfm> BLA - English and Legal Studies Concentration/a>/p> /div> div idsidebar2>img width250 height383 altPortrait srcimages/photo.jpg /> /div> /div> /div> /div> /div> div styleclear: both;> /div> /div> !-- end #page -->div idfooter-content classcontainer> div idfooter-bg> p>a classlinks hrefpdf/KarenSpence CV 2025.pdf>Download resume in PDF format/a>/p> !-- p>a classlinks hrefpdf/KarenSpence CV 2024.docx>Download resume in Word format/a> /p> br /> --> div idcolumn1> h2>Contact information/h2> p>103 North Roadbr /> Chelmsford, MA 01824br /> Email: a hrefmailto:kpjs@comcast.net>kpjs@comcast.net/a>br /> Website: a hrefhttp://www.karenspence.net>karenspence.net/a>br /> /p> p>a target_blank hrefhttps://www.linkedin.com/in/kpjs/>img altLinkedIn width48 height48 border0 srcimages/linkedIn.gif/>/a>/p> /div> p>a target_blank hrefhttps://www.salesforce.com/trailblazer/kpjspence/>img width74 height74 altCertified Salesforce Administrator Image longdeschttps://www.salesforce.com/trailblazer/kpjspence srcimages/Administrator.png />/a>/p> p>a target_blank hrefhttp://certification.salesforce.com/>img width74 height74 altPlatform App Builder Certification Image longdeschttps://www.salesforce.com/trailblazer/kpjspence srcimages/SF-Certified_Platform-App-Builder.webp />/a>/p> /div> div idcolumn3> h2> /h2> /div> /div> div idfooter> p>Copyright © 2024 karenspence.net. All rights reserved/p> /div>!-- Default Statcounter code for Karenspence.nethttp://www.karenspence.net -->script typetext/javascript>var sc_project7836009; var sc_invisible1; var sc_securityb4249484; /script>script typetext/javascriptsrchttps://www.statcounter.com/counter/counter.jsasync>/script>noscript>div classstatcounter>a titleWeb Analyticshrefhttps://statcounter.com/ target_blank>imgclassstatcountersrchttps://c.statcounter.com/7836009/0/b4249484/1/altWeb AnalyticsreferrerPolicyno-referrer-when-downgrade>/a>/div>/noscript>!-- End of Statcounter Code --> !-- Start of HubSpot Embed Code script typetext/javascript idhs-script-loader async defer src//js-na1.hs-scripts.com/46585554.js>/script>End of HubSpot Embed Code -->/body>/html>
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