LPL Financial

Salesforce Support Analyst

LPL Financial

full-time

Posted on:

Location Type: Office

Location: San Diego • California • United States

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Salary

💰 $74,971 - $124,952 per year

Job Level

Junior

About the role

  • Work closely with the AVP to support the day-to-day management, optimization, and continuous improvement of the Client Success Enablement Salesforce platform including the following key areas:
  • Perform data updates, data pulls, and data uploads to support reporting, leadership insights, and campaign execution.
  • Execute Salesforce campaigns including audience segmentation, campaign logic, testing, and performance tracking; Campaign operations support
  • Support end-to-end execution of BAU Salesforce processes following defined standards and procedures.
  • Conduct regular data hygiene reviews and resolve issues such as duplicates, incomplete records, and stale data.
  • Support the AVP in reviewing and prioritizing Salesforce requests to improve operational efficiency and transparency.
  • Own assigned tasks from start to finish with a focus on clarity, accuracy, and timely delivery.
  • Identify process gaps or improvement opportunities and recommend solutions to improve effectiveness.
  • Support the AVP in gathering requirements, validating business needs, and coordinating testing activities to ensure high quality delivery.
  • Maintain alignment across cross functional partners to ensure clarity of expectations, timelines, and business outcomes.
  • Serve (with the AVP) as a primary point of contact for Client Success Salesforce platform related questions, feedback, and issue resolution.
  • Troubleshoot user-reported Salesforce issues and analyze trends to identify root causes or improvement areas.
  • Track and report on performance metrics related to campaigns, data hygiene, user activity, and support requests.
  • Provide day-to-day platform support and basic troubleshooting for Client Success Salesforce users.

Requirements

  • Bachelor’s degree in business, information systems, or equivalent work experience.
  • 1–3 years of experience in Salesforce support, CRM operations, business operations, or a related role
  • Hands‑on experience with Salesforce (Sales, Service, or custom applications) including data updates, reporting, troubleshooting, or campaign execution.
  • Analytical, writing, documentation, and communication skills.
  • Computer proficiency with CRM tools, productivity software, and collaboration platforms (e.g., Excel, Smartsheet, PowerPoint, SharePoint/Box, Slack/Teams).
  • Ability to manage multiple tasks and requests simultaneously in a structured, organized manner.
  • Demonstrated ability to collaborate effectively with cross‑functional teams, stakeholders, and end users.
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Salesforcedata updatesreportingcampaign executiondata hygieneaudience segmentationperformance trackingtroubleshootingbusiness operationsCRM operations
Soft Skills
analytical skillswriting skillsdocumentation skillscommunication skillsorganizational skillscollaborationproblem-solvingtime managementattention to detailstakeholder management