Revenue Strategy Lead

Location: New York

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 youAs 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

Forecasting, Predictability & Governance Own revenue forecasting discipline in partnership with Sales and CRMEnsure forecast accuracy, transparency, and accountability across regions

Implement and enforce governance standards for pipeline hygiene, deal progression, and stage discipline

Sales Performance & Business Management 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 decisionsGTM Strategy & Planning 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.

CRM & Commercial Execution Partnership 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

Cross-Functional Leadership 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

Key Stakeholders Global & Regional Sales Leadership Country HeadsCRM Leadership Revenue Operations & Commercial Operations Executive Leadership

Skills Required:

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,…