Salesforce Support Analyst

LPL Financial • San Diego, CA

1d • $74,971 - $124,952

About The Position

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%.

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.
• 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.

Nice To Haves

• 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.

Responsibilities

• 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:
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level