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
As a Revenue Strategy Lead you are responsible for driving predictable, governed, and scalable revenue performance across Apex’s global sales and CRM organizations.
Acting as the strategic operating partner to Sales Leadership, Country Heads, and CRM, this role ensures commercial execution is aligned to global strategy while optimized for local market realities. The position blends revenue strategy, operating rigor, forecasting discipline, and performance governance, functioning as the de-facto operating leader for the commercial engine—without direct P&L ownership.
This role works hands-on with Sales, CRM, and regional leadership to ensure revenue plans convert into execution, forecasts translate into outcomes, and data drives decisions.
The Role & Key Responsibilities:
Revenue Strategy & Operating Rhythm
- Partner with global and regional sales leadership to translate revenue strategy int
- Drive consistent operating cadence across reo territory-level execution plans gions (weekly pipeline, monthly forecast, quarterly planning)
- Ensure alignment between global revenue priorities and local market execution
- Own revenue forecasting discipline in partnership with Sales and CRM
- Ensure forecast accuracy, transparency, and accountability across regions
- Implement and enforce governance standards for pipeline hygiene, deal progression, and stage discipline
- Act as senior commercial advisor to Country and Regional Heads
- Diagnose performance gaps and drive corrective actions across pipeline generation, conversion, and velocity
- Support strategic account prioritization and resource deployment decisions
- Lead annual and quarterly GTM planning cycles including segmentation, coverage models, capacity planning, and territory strategy.
- Align with Product, Marketing, and Finance to shape Apex’s commercial strategy across fund admin, corporate solutions, depositary, and emerging products.
- Build and refine ideal customer profiles, target segments, and prioritised account strategies.
- Work closely with CRM leadership to ensure systems, data, and processes support sales execution
- Ensure CRM insights are translated into actionable commercial decisions
- Champion adoption of standard sales processes while accommodating local nuances
- Coordinate with Deal Desk, Commercial Operations, Revenue Analytics, and Compensation teams
- Influence without authority to unblock deals, resolve execution issues, and accelerate revenue outcomes
- Leverage associate teams (managed by another leader) for analysis, reporting, and operational support
- Global & Regional Sales Leadership
- Country Heads
- CRM Leadership
- Revenue Operations & Commercial Operations
- Executive Leadership
- 5-10 years' experience in revenue/sales strategy, sales/revenue operations, commercial management, or business management roles
- Strong background in financial services, asset management, funds, or adjacent regulated environments
- Proven experience operating across multiple geographies and complex sales structures
- Deep understanding of sales motions, CRM-led execution, forecasting, and revenue governance
- Exceptional ability to influence senior stakeholders without direct authority
- Comfortable operating at both strategic and executional levels
- Experience working with Salesforce and enterprise CRM ecosystems strongly preferred
We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.
Salary ranges from USD $130,000 - $ 150,000 additional market competitive variable uncapped compensation based on performance. Compensation within this range is dependent on individual's skills, experience and qualifications.
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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.
Skills Required
- 5-10 years' experience in revenue/sales strategy
- Strong background in financial services or asset management
- Proven experience operating across multiple geographies
- Deep understanding of sales motions and CRM-led execution
- Experience working with Salesforce and enterprise CRM ecosystems
Apex Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.
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Flexible Benefits — Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
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Wellbeing & Lifestyle Benefits — Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
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Retirement Support — Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.
Apex Group Insights
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
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