RevOps Adoption & Enablement Analyst

CO_AFATI Apex Fund Services LLP; Pune District; Hybrid; INR 900,000 - 1,300,000; Full time

Job summary

Apex Group is seeking an RevOps Adoption & Enablement Analyst in Pune, India, to stabilise and improve Salesforce usage, and to create clear guidance, training, and communications grounded in how Salesforce supports business processes today.

This role focuses on enablement rather than technical configuration, and requires collaboration across Sales, Operations and RevOps to drive adoption and readiness for change.

Qualifications

• Experience creating user guidance, training materials, or operational documentation.
• Experience working with Salesforce-enabled processes.
• Strong communication with Sales, Operations, and RevOps

Responsibilities

• Develop and maintain role-based guidance on Salesforce and RevOps processes.
• Design and deliver regular, lightweight training aligned to user roles.
• Create centralized enablement materials and refresh them as processes change.
• Communicate upcoming changes clearly to users and stakeholders.
• Monitor adoption and collect feedback to improve guidance.
• Collaborate with Governance, Roadmap and Analytics teams.
• Serve as voice of the user in RevOps discussions.
• Operate as a project/change delivery manager, not responsible for Salesforce configuration.

Skills

Salesforce-enabled environment

User guidance creation

Stakeholder engagement

Attention to detail

Tools

SharePoint

PowerPoint

Visio

Job description

About us

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
• 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
• 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)
• Does not own Salesforce configuration or technical build

Essential Experience

• 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

• 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

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in 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. We’re a people‑powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech‑enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. 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.