Global Revenue Strategy Lead

CO_AFSLB Apex Fund Services Ltd.; New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Four days in office

Job summary

Apex Group in New York, NY seeks a Revenue Strategy Lead to drive predictable, governed revenue performance across global sales and CRM organizations. You will align commercial strategy with local market realities, partner with Sales, CRM, and regional leadership, and ensure revenue plans translate into execution and forecasts into outcomes.

Ideal candidates have 5–10 years in revenue or sales strategy within financial services, experience with Salesforce, and the ability to influence senior

Qualifications

• 5–10 years of revenue and sales strategy experience in financial services or asset management.
• Experience operating across geographies with complex sales structures.
• Deep understanding of sales motions, forecasting, and revenue governance.
• Strong ability to influence senior stakeholders without direct authority.
• Experience with Salesforce and enterprise CRM ecosystems preferred.

Responsibilities

• Partner with global and regional sales leadership to translate revenue strategy into actionable plans.
• Own forecasting discipline and governance with Sales and CRM teams.
• Ensure pipeline hygiene, deal progression, and stage discipline across regions.
• Lead annual and quarterly GTM planning with cross-functional teams.
• Drive CRM adoption and translate insights into commercial actions.

Skills

Revenue strategy

Sales operations

CRM governance

Stakeholder influence

Salesforce

Tools

Salesforce

Job description

Apex Group in New York, NY seeks a Revenue Strategy Lead to drive predictable, governed revenue performance across global sales and CRM organizations. You will align commercial strategy with local market realities, partner with Sales, CRM, and regional leadership, and ensure revenue plans translate into execution and forecasts into outcomes.

Ideal candidates have 5–10 years in revenue or sales strategy within financial services, experience with Salesforce, and the ability to influence senior