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
Salesforce Proposal & Opportunity Analyst
Location: Multi-region (Americas, Europe/MEIAM, APAC)
Department: Revenue Enablement
Reports to: Salesforce Revenue Enablement Lead
Employment Type: Full Time / Permanent
We are introducing a pivotal new role to Apex to ensure the integrity and accuracy of our sales proposals and Salesforce data. The Salesforce Proposal & Opportunity 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 strong understanding of the Funds industry, excellent attention to detail, and experience working with Salesforce and ideally 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.
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 hierarchy
o 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
· Proven experience in the Funds industry, particularly regulated environments.
· Strong working knowledge of Salesforce; CPQ experience is highly desirable.
· Ability to interpret complex fee proposals and translate them into system configurations.
· High attention to detail and commitment to data accuracy.
· Strong communication and stakeholder management skills.
· Experience working in a multi-regional, cross-functional environment.
· For Europe support, experience in the regulated funds industry is required.
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.
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.
