Salesforce Account Administrator - Cape Town at Apex Group

The Role & Key Responsibilities:   

This newly created role will form part of a newly created team being established to provide control and governance around the key business function of managing the Master Client List and Pipeline accounts within Salesforce.  The team will be responsible for controlling the establishment of all new accounts into Salesforce and will be expected to adhere to strict requirements to maximise effective use of the system and ensure data quality and validity.  

• Manage account creation requests from the business
• Ensure adherence to minimum standards of data quality and validity
• Verify the validity of account opening requests by having or developing a good knowledge of our client base and client profile to ensure all accounts create are bone fide clients or opportunities
• Adhere to internal KPIs for the creation of all accounts
• Work with the Sales/Client Intelligence team to ensure effective Client Account maintenance and structuring to maximise Management Reporting

Skills Required:  

• Higher education/university graduate
• Knowledge and experience within the Asset Management financial services industry would be an advantage but not essential
• Soft/Behavioural skills; Excellent Attention to detail and experience working in a procedural environment
• Languages skills; Business English
• IT skills - Experience using Client Relationship Systems in particular Salesforce would be desirable but not essential