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 RevOps Adoption & Enablement Analyst is responsible for ensuring Salesforce and RevOps processes are understood, consistently applied, and effectively adopted across the business.
The role focuses on stabilising and improving the as‑is, while preparing the organisation for future change by creating clear guidance, training, and communications grounded in how Salesforce actually supports business processes today.
This is a business enablement and adoption role, not a technical configuration, project delivery, or change management execution role.
There will be a requirement to align to other time zones as needed.
Key Responsibilities
Salesforce & RevOps Enablement (As‑Is Focus)
Develop and maintain clear, role‑based guidance on how Salesforce and RevOps processes are used in practice
Document “how the system works today” from a user perspective (including approved workarounds where relevant)
Translate complex processes into simple, consumable materials (guides, visual flows, FAQs)
Training & Knowledge Management
Design and deliver regular, lightweight training aligned to user roles and responsibilities
Establish and maintain a centralised, trusted source of enablement materials
Refresh training and guidance as processes or standards change
Reduce dependency on ad‑hoc, reactive support through proactive enablement
Partner with Learning and Development to make the materials available
Communications & Change Readiness
Support Salesforce and RevOps changes through clear, timely communications
Partner with Process & Governance and Roadmap roles to:
prepare users for upcoming changes
explain what is changing, why, and what it means for them
Ensure communications focus on practical impact, not technical detail
Adoption Insight & Feedback Loops
Monitor and assess adoption, pain points, and common user issues
Use insights from:
support queries
training feedback
user engagement
to inform improvements to guidance, training, and future change planning
Act as the voice of the user in RevOps design discussions
Collaboration Across RevOps
Work closely with:
Salesforce Process & Governance Analyst (to align guidance with standards and controls)
RevOps Lead (to reflect operating‑model decisions in enablement materials)
RevOps Roadmap & Planning role (to support readiness for upcoming change)
Reinforce governance standards through education and clarity, not enforcement
This Role Does
Improve consistency, confidence, and understanding in Salesforce usage
Reduce avoidable support requests and user frustration
Support audit and control objectives through clear guidance and repeatable behaviour
Enable effective adoption of both current‑state and future‑state processes
This Role Does Not
Own Salesforce configuration or technical build
Act as a project or change delivery manager
Own process design or operating‑model decisions
Replace formal training delivered by external partners or programmes (where applicable)
Skills & Experience
Essential
Experience working in a Salesforce‑enabled business environment
Strong ability to explain complex processes simply and clearly
Experience creating user guidance, training materials, or operational documentation
Confident engaging with stakeholders across Sales, Operations, and RevOps
Strong attention to detail and user empathy
Desirable
Experience supporting system or process adoption initiatives
Familiarity with Salesforce concepts and terminology (user‑level, not configuration)
Experience working with governance, audit, or regulated environments
Experience using tools such as SharePoint, PowerPoint, Visio, or similar documentation platforms
Personal Attributes
Practical, user‑focused, and pragmatic
Clear communicator with a bias for simplicity
Curious about how processes work in reality, not just on paper
Comfortable working in evolving environments with ambiguity
Proactive and improvement‑oriented
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
- Experience working in a Salesforce-enabled business environment
- Strong ability to explain complex processes simply and clearly
- Experience creating user guidance, training materials, or operational documentation
- Confident engaging with stakeholders across Sales, Operations, and RevOps
- Strong attention to detail and user empathy
- Experience supporting system or process adoption initiatives
- Familiarity with Salesforce concepts and terminology (user-level)
- Experience working with governance, audit, or regulated environments
- Experience using tools such as SharePoint, PowerPoint, Visio, or similar documentation platforms
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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