Salesforce Data Analyst

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 structu...