Proposal And Opportunity Analyst

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 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 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 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