Revenue Strategy Lead

CO_AFSLB Apex Fund Services Ltd.; São Paulo; On-site; BRL 520,000 - 820,000; Full time

Benefits offered by this job

Global exposure

Competitive pay

Training & development

Job summary

Apex Group is seeking a Revenue Strategy Lead in São Paulo to define and govern the global revenue architecture, aligning strategy with execution and driving data-driven performance. This role supports revenue executives and partners with cross-functional teams to implement strategies that meet targets.

The role emphasizes leading planning cycles, KPI setting, and governance across regions, with a focus on scalable commercial models and stakeholder influence.

Qualifications

• 9 - 15+ 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
• Understands the business and its challenges and can translate business needs into HR solutions

Responsibilities

• Global Revenue Strategy & Portfolio Leadership: translate strategy into a global revenue roadmap and align GTM across regions.
• Executive Advisory & Strategic Integration: advise revenue leadership, develop exec materials, and set KPIs.
• Commercial Planning, Forecasting & Investment Governance: drive planning cycles, modeling, OKRs, and investment governance.
• Rhythm of Business & Global Governance: manage RoB, dashboards, procurement workflows, and compliance docs.
• Cross-Functional Leadership & Operating Model Optimization: align with product/marketing/sales; define decision rights.
• Organizational Development & Workforce Planning: define charters, close capability gaps, lead planning cycles.

Skills

Revenue strategy

Sales operations

Financial services

Asset management

Geographic experience

CRM & Salesforce

Stakeholder influence

Strategic execution

HR solutions translation

Job description

About Apex Group

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.

Revenue Strategy Lead Description

The Revenue Strategy Lead is responsible for defining, governing, and operationalizing the company’s global revenue architecture. This role aligns enterprise strategy with execution, oversees global revenue programs, and ensures disciplined, data-driven commercial performance.

Job Specification

The role will focus on primarily supporting revenue executives supporting strategic initiatives and act as a strategic advisor guiding decision making including guiding business partners on implementing the wider corporate strategy. Primary focus will be on execution to ensure successful performance against targets.

• Global Revenue Strategy & Portfolio Leadership Translate enterprise strategy into a unified global revenue roadmap; govern global GTM frameworks including segmentation, coverage, and motions; ensure global coherence across product marketing, brand, and regional execution.


• Executive Advisory & Strategic Integration Serve as strategic advisor to executive revenue leadership; lead development of executive materials, decision frameworks, and market analysis; convert executive directives into cross-functional execution. Partner with revenue leadership setting goals, KPIs, targets and success metrics.


• Commercial Planning, Forecasting & Investment Governance Own & drive Sales’ global planning cycles, long-range modeling, OKRs/KPIs, forecasting alignment, and investment governance to ensure high-ROI resource allocation. Identify performance gaps, track progress and support course correction to achieve the annual plan.


• Rhythm of Business & Global Governance Run the global Revenue Strategy RoB; oversee governance, cadence structures, dashboards, procurement workflows, and compliance documentation. Deliver on strategic projects to support transformation of the wider revenue strategy and governance team where necessary.


• Cross-Functional Leadership & Operating Model Optimization Partner with product, marketing, sales, finance, ops, and regional leaders to align execution; define decision rights and improve commercial operating models. Influence decision making, partner with other revenue strategies and governance teams to improve reporting, tools and platforms. Provide subject matter expertise in setting the roadmap for tooling and analytics needs. Provide guidance and mentorship to junior team members, embody a high-performance culture and help set the standards for what good looks like.


• Organizational Development & Workforce Planning Define operating charters, identify capability gaps, lead workforce planning, strengthen leadership systems, and support a high-performance culture. Drive annual planning for business partners take leadership of specific work streams in the annual planning cycle where necessary.

Success Outcomes

A globally aligned revenue strategy, predictable revenue engine, strong program adoption, unified executive narrative, ROI-positive investments, and scalable operating models. Support the delivery against revenue targets and ensuring forecasting accuracy inside 10%.

Skills Required

• 9 - 15+ 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


• Understands the business and its challenges and can translate business needs into HR solutions

What you will get in return

• A genuinely unique opportunity to be part of an expanding large global business.


• Competitive remuneration commensurate with skills and experience.


• Training and development opportunities

Additional Information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

Company Culture

We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us.