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
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.
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.
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.
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.
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.
Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
