Salesforce Account Administrator

2 weeks ago

Cape Town, Western Cape, South Africa LRI Invest Full time
Salesforce Account Creation Administrator

Role Location:
Cape Town, South Africa

Department:
Sales/Client Intelligence

Employment Type:
Permanent

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

What you will get in return:

  • Be part of a dynamic and fast-paced team that makes a genuine impact on sales pipeline and CRM support
  • Opportunity to work with a diverse, agile and global team.
  • The opportunity to bring discipline to the use of core systems

Additional information:


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.

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