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

Role Purpose

The Programs Lead is responsible for designing, activating, and scaling global revenue programs that drive pipeline generation and revenue acceleration across Sales and CRM

This role owns the end-to-end lifecycle of commercial programs—from strategy and design through execution, adoption, and performance measurement. Acting as the connective tissue between Sales, CRM, Marketing, Alliances, and Revenue Strategy, the Program Lead ensures that Apex’s commercial initiatives are not just launched, but embedded, adopted, and delivering measurable pipeline impact

The role is highly cross-functional, execution-oriented, and outcome-driven, with accountability for turning strategy into activated revenue motion

Key Responsibilities

1. Revenue Activation & Pipeline Programs

• Own the design and execution of global and regional pipeline generation programs, including:

  • Target account and top-client initiatives

  • Cross-sell and upsell activation programs

  • Sector / vertical-focused GTM programs

  • CRM-led growth and expansion motions

• Ensure programs are aligned to Apex’s GTM strategy and regional revenue priorities.

• Translate strategic priorities into clear, executable program charters with defined success metrics.

2. Sales & CRM Partnership

• Act as the primary program partner to Sales leadership and CRM teams.

• Work with Country Heads and Regional Leaders to localise programs while maintaining global consistency.

• Ensure Sales and CRM teams understand what to run, how to run it, and why it matters

• Drive strong field adoption through clear communication, playbooks, and enablement.

3. Program Execution & Governance

• Own program governance, cadence, and delivery discipline.

• Define clear KPIs for pipeline creation, conversion, velocity, and revenue contribution.

• Run program reviews with Sales, CRM, and Revenue Strategy to track progress and course correct.

• Ensure programs are prioritised, sequenced, and resourced appropriately across regions.

4. Cross-Functional Orchestration

• Partner closely with:

  • Revenue Strategy: alignment to targets, territories, and commercial priorities

  • Revenue Analytics: program measurement, attribution, and insight

  • Marketing: campaign alignment, content, and demand signals

  • Alliances: partner-led pipeline programs

  • Enablement & Tools: activation playbooks and system support

• Act as the single point of accountability for program execution across functions.

5. Measurement, Insight & Continuous Improvement

• Use analytics to understand which programs drive the highest-quality pipeline and revenue outcomes.

• Identify best practices and scale successful programs globally.

• Sunset low-impact initiatives and continuously refine the program portfolio.

• Ensure learnings are fed back into GTM strategy and future program design.

Key Stakeholders

• Global & Regional Sales Leadership

• CRM Leadership

• Country Heads

• Revenue Strategy

• Revenue Analytics

• Marketing & Alliances

• Enablement & Tools Teams

Required Experience & Profile

Must-Have

• 5–10+ years in sales programs, revenue activation, GTM programs, sales operations, or commercial roles.

• Strong experience driving pipeline generation and activation programs in complex B2B environments.

• Background in financial services, fund administration, fintech, or regulated industries strongly preferred.

• Proven ability to work effectively with Sales and CRM leadership across regions.

• Demonstrated success leading cross-functional initiatives without direct authority.

• Highly execution-focused with strong program management discipline.

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.