Revenue Strategy Lead

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

• Partner with global and regional sales leadership to translate revenue strategy int
• Drive consistent operating cadence across territory-level execution plans regions (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.