Salesforce Process & Governance 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

Purpose

The Salesforce Process & Governance Analyst is responsible forthe quality of demand entering the Salesforce backlog. The role ensures that change requests arewell‑framed, evidence‑based, and supported by appropriate analysis and documentationbefore progressing to prioritisation.

This role focuses onproblem definition, analysis, process clarity, and governance. It doesnotown solution design, technical requirements, or delivery.

There will be a requirement to align to European hours as needed.

Key Responsibilities

Intake & triage ownership

• Own thetriage stageof the Salesforce change governance process

  
  

• Review incoming requests to ensure they clearly articulate: 

  
  

• The problem being solved

  
  

• The scale and impact of the issue

  
  

• Supporting data, context, and constraints

  
  

• Work with requestors to resolve gaps, ambiguity, or weak problem framing

  
  

• This role governs thequality and clarityof demand entering the backlog;prioritisationand sequencing decisions sit outside this role.

  
  

Problem analysis & decision support

• Performlightweight, high‑level analysison backlog items to: 

  
  

• Validate the nature and scale of issues raised

  
  

• Support prioritisation discussions

  
  

• Identify relevant considerations, constraints, and dependencies to inform downstream solution design

  
  

• Maintain a clear distinction betweenproblem analysisandsolution design, focusing onwhat needs to be solved and why, nothow it should be built

  
  

Backlog governance & reporting

• Maintain Salesforce change items inAzure DevOps, ensuring accuracy, completeness, and consistency

  
  

• Producereporting, dashboards, and insighton backlog health, themes, ageing, and demand drivers

  
  

• Act as a governance control point to improvesignal‑to‑noiseacross the Salesforce backlog

  
  

Business engagement & standards

• Work closely with business stakeholders to: 

  
  

• Set clear expectations around their responsibilities within the change governance process

  
  

• Improve the quality of submissions over time through guidance and feedback

  
  

• Reinforce governance standards pragmatically, without becoming a delivery bottleneck

  
  

Process documentation

• Maintain and updateprocess maps and supporting documentationrelated to Salesforce change governance

  
  

• UseVisio (Apex standard)or equivalent approved tooling to ensure documentation is consistent, accessible, and current

  
  

This role does:

• Shape, challenge, and refine problem statements

  
  

• Ensure sufficient data, analysis, and documentation exist to support prioritisation decisions

  
  

• Improve governance, transparency, and backlog quality

  
  

This role does not:

• Translate problems into detailed technical requirements or user stories

  
  

• Own solution design, delivery, or build decisions

  
  

• Act as a Salesforce developer or configuration resource

  
  

Skills & experience

Essential

• Experience working as aSalesforce userin a business or operational context

  
  

• Strong analytical skills, with the ability to assesspoorly defined or ambiguous problems

  
  

• Experience working withstructured intake, triage, or governance processes

  
  

• Experience maintaining and analysing work items inAzure DevOpsor similar backlog management tools

  
  

• Confidence engaging with senior stakeholders and challenging constructively

  
  

Desirable

• SalesforceAdministrator knowledge(configuration awareness, not hands‑on build)

  
  

• Experience producingmanagement reporting or operational dashboards

  
  

• Experience creating and maintainingprocess mapsusing Visio or similar tools

  
  

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.