Senior Crm Analyst Senior Crm Analyst …

LPL Financial
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Competitive
LPL Financial
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Senior Crm Analyst
Sr. CRM Analyst - Salesforce.com San Diego/en-US/External/job/San-Diego/Sr-CRM-Analyst---Salesforcecom_R-008693/apply

We are seeking a talented Sr. CRM Business Analyst who can work with our business users, development, and delivery teams to ensure successful identification and implementation of requirements for maintenance of the application. The Business Analyst would be responsible for defining, analyzing, validating and documenting business requirements, needs and processes. Successful candidates must be resourceful, detail-oriented, and self-directed, with a passion for understanding LPL's business process in regards to Sales, Marketing, and Service. Outstanding listening skills, genuine interest in fostering teamwork, a willingness to provide honest feedback, and extreme ownership are keys to the success of our team.

Please note, this full-time, salaried position. We do not offer relocation assistance at this time.

Description of Duties:

  • Lead and/or participate in requirements gathering and analysis sessions with users of our Sales, Service, and Marketing Clouds and Pardot to determine requirements.
  • Able to elicit and identify requirements from end users.
  • Responsible for validating requirements by providing option comparisons and justifications.
  • Capable of providing gap analysis and needs assessments to uncover business need.
  • Accountable for reviewing and finalizing extensive functional and technical documentation.
  • Able to elicit and translate high-level business needs into specific and concise processes.
  • Proficient in testing to ensure successful execution and appropriate application of solutions.
  • Can provide high-level status updates and prepared reports to designated recipients.
  • Accountable for self-organization and tracking completion of assigned tasks including successful delivery of assigned project milestones.
  • Prepare and present training content to business users as needed.
  • Documentation to include user manuals, training deliverables, business requirements documentation, test scripts and work product validation.

Desired Skills and Experience:

  • Excellent communication skills to include internal/external interaction, documentation and presentations.
  • Experience working in SDLC, testing and validating solutions, and working as a Business Analyst.
  • Proficiency in Microsoft CRM, Visio, Microsoft Project and SharePoint preferred.
  • Proven ability to self-manage and complete deliverables.
  • Confident in making decisions, accurate, detailed-oriented and able to problem solve/analyze.
  • Good interpersonal, listening, written and verbal communication and basic project management skills.
  • Functional and/or Technical Certifications as deemed appropriate for specialization.

Education:

  • Bachelors degree in information technology, computer science or business administration required.

Job Type: Full-time

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

Join the LPL team and help us make a difference by turning lifes 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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.

Posted 2 Days AgoFull timeR-008693

As the nations leading independent broker-dealer*, we offer an

integrated platform of proprietary technology, brokerage, and

investment advisor services to more than 14,000 financial

advisors and approximately 700 financial institutions, enabling

them to help their clients turn life's aspirations into financial

realities. We also support more than 4,000 other financial

advisors with customized clearing solutions, advisory

platforms, and technology.

Weve told you what we do for our customers, but what can we

do for you? 

Well provide you with a work environment that encourages your

creativity and growth, a leadership team thats supportive and

responsive, and the opportunity to create a career that has no

limits, only amazing potential.

*As reported by Financial Planning magazine, June 1996-2017,

based on total revenue.

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