Salesforce Support Analyst
LPL Financial, San Diego, CA, United States
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview This role is a part of LPL’s Client Success organization, a growing team within LPL Financial . As part of the Client Success team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they cans take care of their clients.
We are seeking a reliable and detail‑oriented Salesforce Support Analyst to join the Client Success Enablement (CSE) team, with a focus on supporting, optimizing, and elevating the impact of our Salesforce environment. This role plays a critical part in ensuring Client Success teams have a stable, efficient, and user‑friendly platform that enables effective execution, informed decision‑making, and improved collaboration across the organization.
The role will support an AVP in the day‑to‑day management of Salesforce, including data updates, campaign execution, troubleshooting, reporting, and enhancement coordination. They will also contribute to process improvements, user enablement, and the ongoing evolution of the platform as it matures beyond stabilization.
The ideal candidate is an organized self‑starter with strong attention to detail, excellent follow‑through, and a collaborative mindset. They are comfortable managing recurring operational responsibilities while also supporting time‑sensitive needs, identifying optimization opportunities, and helping the platform grow into a strategic asset for the business.
Is this a fast‑paced environment? Yes. Is this a role for a person who enjoys collaborating with people? Absolutely. Will you be a part of a growing team that is supportive, fun, and flexible? 100%.
Responsibilities Administration & Platform Execution
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.
Operational Excellence & Process Management
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.
Collaboration & Stakeholder Partnership
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.
Coordinate with the Salesforce vendor lead on escalations, enhancements, and platform updates.
Platform Optimization, Insights & Continuous Improvement
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.
Implement UX and design best practices for page structure, content layout, and platform usability based on insights and stakeholder feedback.
Develop and deliver recurring reporting and insights to support informed decision making and continuous platform improvements.
Frontline Support
Provide day‑to‑day platform support and basic troubleshooting for Client Success Salesforce users.
Develop quick reference guides, short training sessions, or other materials to support user adoption and platform engagement.
Support execution of platform related communications including emails, newsletters, and announcements for feature releases or updates.
What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates
pursue greatness ,
act with integrity , and are
driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together
and
create and share joy
in our work.
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.
Core Competencies
Highly organized with strong execution and follow‑through.
Excellent attention to detail and quality control mindset.
Clear, professional communicator with strong stakeholder management skills.
Comfortable operating in a fast‑paced, evolving environment.
Ownership mentality—takes initiative and sees tasks through end‑to‑end.
Preferences
Experience with Salesforce administration or support; Salesforce certifications a plus.
Familiarity with engagement tools (e.g., campaign management, segmentation, reporting).
Experience with workflow tools or project tracking systems (e.g., Smartsheet, Jira, etc.).
Understanding of data hygiene best practices and basic reporting/analysis.
Financial services experience a plus; not required.
Pay Range $74,971‑$124,952/year. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources that need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards:
Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at 855‑575‑6947.
EAC12.9.25
#J-18808-Ljbffr
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview This role is a part of LPL’s Client Success organization, a growing team within LPL Financial . As part of the Client Success team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they cans take care of their clients.
We are seeking a reliable and detail‑oriented Salesforce Support Analyst to join the Client Success Enablement (CSE) team, with a focus on supporting, optimizing, and elevating the impact of our Salesforce environment. This role plays a critical part in ensuring Client Success teams have a stable, efficient, and user‑friendly platform that enables effective execution, informed decision‑making, and improved collaboration across the organization.
The role will support an AVP in the day‑to‑day management of Salesforce, including data updates, campaign execution, troubleshooting, reporting, and enhancement coordination. They will also contribute to process improvements, user enablement, and the ongoing evolution of the platform as it matures beyond stabilization.
The ideal candidate is an organized self‑starter with strong attention to detail, excellent follow‑through, and a collaborative mindset. They are comfortable managing recurring operational responsibilities while also supporting time‑sensitive needs, identifying optimization opportunities, and helping the platform grow into a strategic asset for the business.
Is this a fast‑paced environment? Yes. Is this a role for a person who enjoys collaborating with people? Absolutely. Will you be a part of a growing team that is supportive, fun, and flexible? 100%.
Responsibilities Administration & Platform Execution
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.
Operational Excellence & Process Management
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.
Collaboration & Stakeholder Partnership
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.
Coordinate with the Salesforce vendor lead on escalations, enhancements, and platform updates.
Platform Optimization, Insights & Continuous Improvement
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.
Implement UX and design best practices for page structure, content layout, and platform usability based on insights and stakeholder feedback.
Develop and deliver recurring reporting and insights to support informed decision making and continuous platform improvements.
Frontline Support
Provide day‑to‑day platform support and basic troubleshooting for Client Success Salesforce users.
Develop quick reference guides, short training sessions, or other materials to support user adoption and platform engagement.
Support execution of platform related communications including emails, newsletters, and announcements for feature releases or updates.
What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates
pursue greatness ,
act with integrity , and are
driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together
and
create and share joy
in our work.
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.
Core Competencies
Highly organized with strong execution and follow‑through.
Excellent attention to detail and quality control mindset.
Clear, professional communicator with strong stakeholder management skills.
Comfortable operating in a fast‑paced, evolving environment.
Ownership mentality—takes initiative and sees tasks through end‑to‑end.
Preferences
Experience with Salesforce administration or support; Salesforce certifications a plus.
Familiarity with engagement tools (e.g., campaign management, segmentation, reporting).
Experience with workflow tools or project tracking systems (e.g., Smartsheet, Jira, etc.).
Understanding of data hygiene best practices and basic reporting/analysis.
Financial services experience a plus; not required.
Pay Range $74,971‑$124,952/year. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources that need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards:
Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at 855‑575‑6947.
EAC12.9.25
#J-18808-Ljbffr