Junior Sales Analyst

Apex Group

Cape Town

On-site

ZAR 400,000 - 600,000

Full time

4 days ago
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Job summary

Apex Group in Cape Town is seeking a Junior Sales Analyst to serve as a governance point between Sales, CRM, and Onboarding teams, ensuring fee proposals are accurately translated into Salesforce Opportunities for billing and revenue recognition.

The successful candidate will work across regions, align with CPQ tools, and support a scalable sales process with strong attention to data quality and stakeholder communication.

Qualifications

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

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:o Creation of any new accounts.o Establishing an accurate account hierarchyo Enrichment of account data.o Adding necessary documents.o Ensure accuracy of Deal team and split to capture commission correctly.o Collaborate closely with Opportunity Owners (Sales, CRM, CSMs), plus Onboarding, Client Data team, and Data Quality team.

Skills

Salesforce
CPQ
Attention to detail
Stakeholder management
Sales interest
Multi-regional experience

Tools

Salesforce
CPQ

Job description

## Junior Sales AnalystApply: Onsite: Cape Town, Apex House: Full time: Posted Today: End Date: October 30, 2026 (30+ days left to apply): JR-0016857The 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:o Creation of any new accounts.o Establishing an accurate account hierarchyo Enrichment of account data.o Adding necessary documents.o Ensure accuracy of Deal team and split to capture commission correctly.o 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.Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
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