Salesforce Data 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

Salesforce Data Analyst

Team: Client Data

Location: São Paulo, Brazil

Reports to: Salesforce Client Data Manager

Role Summary

The Salesforce Account Administrator plays a key role in maintaining and improving the quality of client data within Salesforce, which serves as Apex’s Master Client List and the single source of truth for all client records. This role supports the lead-to-cash process by ensuring that client data is complete, accurate, and structured to meet downstream requirements, including invoicing in Workday. The role will work closely with client-facing teams to educate and guide them on critical and mandatory data points, while also executing account creation, enrichment, and cleansing activities.

Key Responsibilities

Client Data Management

Create new client accounts in Salesforce, ensuring compliance with minimum data standards and validation rules.
Enrich account records using publicly available sources to improve completeness and usability.
Identify and resolve duplicate accounts, maintaining clean and structured data across the platform.
Manage contact data, ensuring accuracy and alignment with account records.
 

Governance & Quality Assurance

Uphold Salesforce as the source of truth for client data, ensuring consistency across systems and processes.
Support data cleansing initiatives, including structured clean-up campaigns and ad hoc remediation.
Monitor and report on data quality metrics, contributing to continuous improvement efforts.
 

Stakeholder Support & Education

Partner with client-facing teams to guide them on account creation best practices and required data fields.
Act as a point of contact for account-related queries, helping teams navigate Salesforce client data processes and standards.
Collaborate with Sales, Onboarding, and Finance teams to ensure account data supports operational needs, including billing and reporting.
 

Skills & Qualifications

Strong attention to detail and commitment to data accuracy.
Ability to interpret business rules and apply them to account validation and structuring.
Comfortable working with structured data inputs and dropdowns.
Previous experience with Salesforce is advantageous but not essential.
Strong communication skills and ability to work collaboratively across teams.
Knowledge of Territory OPPs
 

KPIs

Timely and accurate account creation (e.g., within 24-hour SLA).
Reduction in duplicate accounts and manual rework.
Improvement in client data completeness and validity.
Stakeholder satisfaction with account support and guidance.
 

What will you get in return:

A genuinely unique opportunity to be part of an expanding large global business.
Competitive remuneration commensurate with skills and experience.
Training and development opportunities
 

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement. 

Must submit English CV upon applying.

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decisions are made based on skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

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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.