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
Head of Sales Strategy
London, UK
Role Summary
The Head of Sales Strategy is the strategic partner to the Global Head of Sales, responsible for driving Apex’s commercial rhythm, forecasting discipline, business performance analysis, GTM planning, and strategic execution across all sales regions.
This leader ensures Apex’s revenue organisation operates with clarity, consistency, and data-driven decision making, and plays a central role in shaping how Apex positions, targets, and wins business in the global funds and financial services market.
This role blends GTM design, analytics interpretation, commercial judgement, financial acumen, and operational excellence.
Key Responsibilities
1. Forecasting & Pipeline Governance
- Own the global forecasting process; establish forecasting methodologies, cadences, and accuracy measures.
- Partner with regional sales leaders and CRM teams to validate pipeline quality and ensure consistent forecasting standards.
- Build executive-ready insights on pipeline health, conversion trends, and commercial risks.
2. Business Performance & Commercial Insights
- Translate complex data into actionable recommendations for senior leadership.
- Provide regular commercial performance reporting, including product-level trends, pricing insights, channel performance, and cross-sell / upsell opportunities.
- Partner closely with Revenue Analytics to ensure clean, accurate, decision-grade data.
3. Sales Partnering & Leadership Support
- Serve as the operational and strategic right hand to the Global Head of Sales.
- Act as the central coordination point for global sales leaders, ensuring alignment on goals, execution standards, and performance drivers.
- Support board/executive presentations, business cases, and investment decisions.
4. Commercial Process Ownership
- Own global sales rhythms: QBRs, MBRs, forecasting cadences, pipeline reviews.
- Drive consistent opportunity management, qualification standards, pricing governance, and account planning discipline.
5. 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.
6. Cross-Functional Leadership
- Work with Deal Desk, Comp/Territory Ops, Programs/Enablement, Revenue Analytics, and IT to ensure end-to-end commercial alignment.
- Contribute to the evolution of Salesforce processes, GTM tooling, and standardised reporting.
Experience Required
Industry / Market
- Mandatory: Experience in financial services, fintech/SAAS asset management, fund administration, corporate services, or related regulated industries.
- Strong understanding of institutional sales cycles and B2B financial products.
Functional
- 8–12+ years in Sales Strategy, Revenue Operations, Sales Operations, or Commercial Strategy roles.
- Proven ownership of forecasting, pipeline governance, or GTM planning in a complex, multi-region organisation.
- Strong commercial intuition and ability to challenge sales leaders with data-backed insights.
- Technical
- Strong understanding of Salesforce and broader GTM systems.
- Ability to interpret data from BI tools (PowerBI / Qlik).
- Comfortable setting requirements for analytics, dashboards, and automation.
- Leadership & Influence
- Highly influential communicator capable of driving alignment with senior stakeholders.
- Able to operate in a high-growth, evolving environment with incomplete information.
- Experience building operational rhythms in distributed global organisations.
Competencies
- Strategic thinker with a practical execution mindset
- Exceptional communication and narrative-building
- Strong analytical and financial skills
- Commercially sharp, able to detect risk and opportunity
- High organisational discipline
- Calm, confident partner to senior executives
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
