Revenue Strategy Lead

Theapexgroup Open · verified Oct 22, 2026

Hybrid New York Full-time Senior Revenue & Sales Operations

At a glance

Senior Revenue & Sales Operations role at Theapexgroup. New York · full-time · $130,000–$150,000 base.

SalaryStated by Theapexgroup

$130,000 – $150,000

Base salary for this role, in USD per year, as published in the posting.

This role, from TheapexgroupOur estimate for the market: $127,638–$188,125Median $162,500

Below the market median of $162,500 for senior revenue & sales operations roles in New York.

Worked out from 68 postings that stated pay, median $162,500. Last updated Oct 22, 2026.

RoleRevenue & Sales Operations

SenioritySenior

LocationNew York

WorkplaceHybrid

EmploymentFull-time

Base pay$130,000–$150,000

PostedApr 21, 2026 · 6mo ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Set a regular sales rhythm across regions, from weekly pipeline reviews to monthly forecasts and quarterly planning
Keep regional forecasts accountable and reliable by enforcing shared rules for pipeline quality, deal movement and sales stages
Spot shortfalls in pipeline creation, conversion and deal speed, then work with regional leaders on fixes
Run annual and quarterly go-to-market planning, including customer segments, sales coverage, capacity and territories
Partner with CRM and other commercial teams to turn system insights into sales decisions and remove execution roadblocks

What you bring

Five to ten years in revenue or sales strategy, sales operations, commercial management or a related business role
A strong track record in financial services, asset management, funds or another regulated environment
Experience working across multiple geographies and complex sales structures
A solid grasp of CRM-led selling, forecasting and revenue controls

Who this fits

This senior role suits someone comfortable advising sales leaders while also driving hands-on execution, and influencing peers without formal authority. You will work with global and regional teams and have no direct P&L ownership. The role requires four days in the office.

From the employer

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.

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.