Junior Sales Analyst

theapexgroup; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

The Apex Group seeks a meticulous Junior Sales Analyst in Cape Town to bridge Sales, CRM, Onboarding and Data teams, translating fee proposals into Salesforce Opportunities that drive automated billing and revenue recognition.

You will collaborate across regions to support the global sales process, ensuring data accuracy, compliance, and smooth handoffs between Sales, CRM, CSMs, and Client Data teams.

Qualifications

• Ability to interpret complex fee proposals and translate them into system configurations.
• High attention to detail and commitment to data accuracy.
• Strong interest in Sales and customer outcomes.
• Excellent communication and stakeholder management across regions.
• Experience working in a multi-regional, cross-functional environment.
• For Europe support, experience in the financial sector is beneficial.

Responsibilities

• Partner with Sales and other staff involved in the sales process - all Opportunity owners.
• Interpret proposals and build these in Salesforce.
• Confirm that the fee proposal is coherent and the right product mix is sold.
• Configure quotes in Salesforce, add products and pricing.
• Execute administrative preparation for the Opportunity: new accounts, account hierarchy, data enrichment, document addition.
• Ensure Deal team and split accuracy to capture commissions; collaborate with Sales, CRM, CSMs, Onboarding, Client Data and Data Quality teams.

Skills

Fee interpretation

Attention to detail

Sales mindset

Communication

Stakeholder management

Multi-regional experience

EU finance exposure

Tools

Salesforce CPQ

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.

Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Junior Sales Analyst

The Analyst will act as a control point between Sales, CRM, CSM, Onboarding and Data teams, ensuring that fee proposals are correctly interpreted, configured, and translated into Salesforce Opportunities that drive automated billing and revenue recognition. This role requires a good understanding of the Funds industry, excellent attention to detail, and ideally having experience working with Salesforce and CPQ tools. The successful candidate will collaborate across regions and departments to support our global sales process. The team will be multi-region to support all time zones where Apex is located.

Importance of the Role:

This role is critical to ensuring that proposals are not only commercially sound but also accurately reflected in Salesforce to enable seamless billing and revenue recognition. By acting as a control point, the Salesforce Proposal & Opportunity Analyst helps safeguard data quality, compliance, and operational efficiency across the sales lifecycle.

Responsibilities:

• Partner with Sales and other staff involved in the sales process - all Opportunity owners.
• Interpret proposals, including fee proposals sold to prospective clients, and build these in Salesforce.
• Confirm that the fee proposal makes sense and the right combination of products has been sold.
• Configure quotes in Salesforce, add necessary products and pricing
• Undertake administrative work associated with the Opportunity, including:
  • Creation of any new accounts.
  • Establishing an accurate account hierarchy
  • Enrichment of account data.
  • Adding necessary documents.
  • Ensure accuracy of Deal team and split to capture commission correctly.
  • Collaborate closely with Opportunity Owners (Sales, CRM, CSMs), plus Onboarding, Client Data team, and Data Quality team.

Required Skills & Experience:

• Ability to interpret complex fee proposals and translate them into system configurations.
• High attention to detail and commitment to data accuracy.
• Strong interest in Sales.
• Strong communication and stakeholder management skills.
• Experience working in a multi-regional, cross-functional environment.
• For Europe support, experience in the financial sector is required.

Nice to have:

• Proven experience in the Funds industry, particularly regulated environments.
• Strong working knowledge of Salesforce; CPQ experience is highly desirable.