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

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 As 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 CRM Ensure 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 decisions GTM 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 Heads CRM 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, 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.

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. Find out more about us