Salesforce Process and Governance Analyst

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 for the quality of demand entering the Salesforce backlog. The role ensures that change requests are well‑framed, evidence‑based, and supported by appropriate analysis and documentation before progressing to prioritisation. 

This role focuses on problem definition, analysis, process clarity, and governance. It does not own solution design, technical requirements, or delivery. 

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

Key Responsibilities 

Intake & triage ownership 

• Own the triage stage of 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 the quality and clarity of demand entering the backlog; prioritisation and sequencing decisions sit outside this role. 

 

Problem analysis & decision support 

• Perform lightweight, high‑level analysis on 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 between problem analysis and solution design, focusing on what needs to be solved and why, not how it should be built 

 

Backlog governance & reporting 

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

• Produce reporting, dashboards, and insight on backlog health, themes, ageing, and demand drivers 

• Act as a governance control point to improve signal‑to‑noise across 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 update process maps and supporting documentation related to Salesforce change governance 

• Use Visio (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 a Salesforce user in a business or operational context 

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

• Experience working with structured intake, triage, or governance processes 

• Experience maintaining and analysing work items in Azure DevOps or similar backlog management tools 

• Confidence engaging with senior stakeholders and challenging constructively 

 

Desirable 

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

• Experience producing management reporting or operational dashboards 

• Experience creating and maintaining process maps using 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.

Experience Level

Mid Level