Junior Sales Analyst

Apex Group

Location
Cape Town, Western Cape
Closing date

First listed . Last checked at source .

In brief

Overview This is a Junior Sales Analyst role at Apex Group. The Analyst will act as a control point between various teams including Sales, CRM, CSM, Onboarding, and Data. The primary purpose is to ensure that fee proposals are correctly interpreted, configured, and translated into Salesforce Opportunities, which in turn drive automated billing and revenue recognition. The role requires an understanding of the Funds industry, strong attention to detail, and ideally experience with Salesforce and CPQ tools. The successful candidate will collaborate across regions and departments within a multi-regional team to support Apex Group's global sales process. This role is critical for safeguarding data quality, compliance, and operational efficiency by accurately reflecting commercially sound proposals in Salesforce. What you will do * Partner with Sales and other staff involved in the sales process (all Opportunity owners). * Interpret proposals, including fee proposals for prospective clients, and build them in Salesforce. * Confirm the fee proposal makes sense and that the correct combination of products has been sold. * Configure quotes in Salesforce, adding necessary products and pricing. * Undertake administrative work associated with the Opportunity, including creating new accounts, establishing accurate account hierarchies, enriching account data, and adding necessary documents. * Ensure accuracy of the Deal team and split to correctly capture commission. * Collaborate closely with Opportunity Owners Sales, CRM, CSMs, Onboarding, Client Data team, and Data Quality team. Requirements (from the original advert) * 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. Who should apply The ideal candidate is someone with excellent attention to detail, a strong interest in Sales, and commitment to data accuracy. They should be able to interpret complex fee proposals and translate them into system configurations, as well as possess strong communication and stakeholder management skills. Experience working in a multi-regional, cross-functional environment is expected. For those supporting Europe, experience in the financial sector is required. An understanding of the Funds industry is beneficial, and ideally, candidates will have experience working with Salesforce and CPQ tools. Proven experience in the Funds industry, particularly regulated environments, and strong working knowledge of Salesforce (CPQ experience is highly desirable) are considered nice-to-have qualities. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/junior-sales-analyst-apex-group-1 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

    • Salesforce

    Extracted automatically from the advert; confirm requirements on the original listing.

    Job description

    * 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.

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    Junior Sales Analyst at Apex Group | SPANi - South African Jobs