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
Role Overview
Apex Group is seeking a strategic and execution-driven Head of Revenue Productivity & Activation to design, lead, and scale the programs, tools, and enablement initiatives that maximise our global sales performance. This role sits at the centre of the commercial engine; aligning systems, processes, training, and cross-functional programs to ensure our go-to-market organisation is equipped, efficient, and consistently improving.
This leader will oversee Sales Programs, Enablement, Strategic Initiatives, Tools & Systems Ownership, and the overall activation of revenue-generating motions across the commercial organisation. As a global financial services and fund administration provider, Apex requires a leader with a deep understanding of complex products, multi-jurisdictional go-to-market models, and a strong bias for operational excellence.
Key Responsibilities
1. Revenue Productivity & Enablement
- Build and own the global enablement strategy for all commercial roles (Sales, SDR, CSM/CRM partnership audiences).
- Define onboarding, product training, playbooks, and certification paths tailored to Apex’s financial services offerings.
- Establish a measurement framework for enablement effectiveness, including ramp time, quota attainment, win rates, and deal velocity.
2. Sales Programs & Strategic Initiatives
- Lead strategic revenue programs including top-account programs, alliances, pipeline generation campaigns, and cross-business commercial initiatives.
- Partner with Product, Marketing, and Business Units to activate new product launches and commercial motions.
- Own the operating rhythm for global sales programs, ensuring visibility, adoption, and measurable results.
3. Commercial Systems, Tools & Process Ownership
- Serve as business owner for commercial tools
- Define the commercial technology roadmap based on productivity and revenue impact.
- Champion consistent processes (opportunity stages, data hygiene, pipeline discipline).
4. Cross-Functional Activation & Change Management
- Act as the central orchestrator across Sales, Marketing, CRM, Product, RevOps, and IT to ensure aligned execution of GTM initiatives.
- Lead change management for new processes, tools, governance models, and commercial programs.
- Drive adoption of analytics, dashboards, and standards across regions and business units.
5. Performance & Productivity Insights
- Work closely with Revenue Analytics and Sales Strategy to translate insights into actions: enablement plans, program adjustments, system improvements.
- Identify root causes of sales productivity gaps and design interventions to improve deal velocity and sales efficiency.
Experience & Background
Must-Have
- 10+ years in Revenue Operations, Sales Strategy, Enablement, or Commercial Leadership within financial services, fund administration, fintech, or regulated financial environments.
- Demonstrated ownership of sales enablement, productivity programs, or GTM systems in a global organisation.
- Strong understanding of complex B2B enterprise sales cycles in multi-product, multi-jurisdiction contexts.
- Experience partnering with CIO/IT teams on Salesforce and commercial tech stack evolution.
- Proven success running cross-functional commercial initiatives with quantifiable impact (pipeline, conversion, velocity).
Preferred
- Experience in fund services, custody, corporate services, capital markets, or asset management technology.
- Familiarity with pricing governance, product/market alignment, and global sales motion optimisation.
- Track record building or scaling enablement functions, playbooks, competency models, and learning frameworks.
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.
Top Skills
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
.png)
