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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lpl.com.
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Senior Salesforce Manager

Job ID: R-011238 Date posted: 09/16/2020 Primary Location SC-Fort Mill

Are you interested in enabling sales teams through CRM technology?

Do you have a Salesforce administration background?

Do you want to work for a company where you can grow your career?

Job overview:

The Sales Enablement team within LPL’s Business Development team is responsible for delivering high impact sales processes, content, technology, tools, and training to sales representatives to help them increase their efficiency and effectiveness. An integral part of our mission is to provide the sales team with technology solutions to help them save time and increase their sales velocity. This role will help us to drive our mission forward by providing expert Salesforce management.

What will you do?

This role will be responsible for managing and enhancing Salesforce including, system administration; user experience design; dashboard, reporting, and analysis deployment; campaign management, and technology integration. You’ll work with a diverse group of sales representatives, leaders and cross-functional partners to deliver creative insights and solutions. The ideal candidate will have a complete understanding of Salesforce functionality, best practices and administration, coupled with strong communication skills. You’ll enjoy this role if you like working in fast-paced environments where you autonomously manage projects to completion and collaborate with cross-functional teams.

Specifically, you will:

  • Serve as primary manager for the Business Development Salesforce.com environment with 150+ users.
  • Handle all basic administrative functions including user profiles and roles, permission sets, sales territory alignment, data loads, data management, reporting and dashboards, and other routine tasks.
  • Customize workflows, page layouts, Lightning record pages, formula fields, and applications.
  • Complete regular internal system audits and prepare for upgrades.
  • Manage Salesforce.com data feeds, 3rd party applications, and other integrations.
  • Set-up, manage, and track campaigns.
  • Work with team-members to establish consistent processes and guidelines.
  • Assist in training of new users, and grow the Salesforce.com skill set across roles.
  • Effectively act as the liaison and primary point of contact with 3rd party vendors, including orders and invoicing.
  • Participate in tests and pilots to understand new functionality/technology use cases and deployments.
  • Uphold and adhere to the company system security and policy.

Experience and Skills:

  • Bachelor's Degree
  • 3-5 years experience in Salesforce administration and/or management
  • Certified Salesforce Administrator preferred. Trailhead badges and Superbadges are bonus
  • Strong understanding of Salesforce, including Classic and Lightning, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity
  • A documented history of successfully driving projects to completion
  • Excellent written/verbal communication skills
  • Creative and analytical thinking with strong problem-solving skills
  • Ability to understand and articulate complex requirements
  • Attention to detail and a commitment to quality
  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards.
  • Ability to critically evaluate information gathered from multiple sources, align business strategy with technical requirements, translate technical language into business language, interpret and understand user requests, and articulate strategies to business managers.
  • Ability to assess the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems and processes

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 @lpl.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 (800) 877-7210.

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