Salesforce Data Analyst

Apex Group — Mumbai

Job Details

Job Description

The Apex Group was established in Bermuda in 2003 and is now one of the worlds 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. Thats 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 well 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: SoPaulo, 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 Apexs 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. Comfortab

Skills Required

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