External Identity Support Analyst providing advanced technical support for identity platforms. Ensuring stable and secure identity services across Managed Solution Support portfolio in a collaborative environment.
About the role
- Salesforce Support Analyst focusing on optimizing Salesforce platform for Client Success at LPL Financial. Responsible for data management, campaign execution, and process improvements in a collaborative environment.
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:
- 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
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