Junior Sales Analyst

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 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:

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.
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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.