AVP, Salesforce Analytics

LPL Financial•Charlotte, NC

16h

About The Position

What if you could lead the transformation of how Salesforce drives Client Success? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. As AVP, Salesforce Analytics, you’ll play a critical role in optimizing our CRM strategy, ensuring data integrity, and delivering innovative solutions that enable our Client Success organization to thrive. If you’re ready to make an impact with cutting-edge tools and strategic thinking, discover what’s possible with LPL Financial. Job Overview: The AVP, Salesforce Analytics will serve as the Salesforce subject matter expert for the Client Success organization, leading CRM strategy, data governance, and system optimization. This role is responsible for driving adoption and enhancements of Salesforce, managing critical initiatives, and acting as a liaison between business stakeholders and technology teams. The AVP will combine product management, analytics, and operational rigor to deliver scalable solutions that improve efficiency and enable growth.

Requirements

5–10+ years of experience in Salesforce analytics, product management, or CRM strategy
Proven expertise as a Salesforce SME
Strong leadership, communication, and stakeholder management skills
Ability to work cross-functionally and drive outcomes in an agile environment
Proficiency in data analysis, Excel, and PowerPoint

Nice To Haves

Experience in financial services or fintech
Familiarity with agile methodologies and product lifecycle management
Advanced presentation and roadmap development skills
Salesforce certification preferred

Responsibilities

Own the Salesforce roadmap for Client Success, including optimization and new feature implementation.
Conduct monthly CRM audits to maintain data integrity and trust in the platform.
Act as the primary liaison between Client Success stakeholders and Product/Technology teams, translating business requirements into actionable solutions.
Develop and maintain campaign reporting and playbooks to support strategic initiatives.
Prioritize and manage backlog items, balancing current needs with future opportunities.
Support change management and training efforts to drive adoption of Salesforce tools.
Monitor downstream impacts of new configurations and ensure scalability across teams.