At a Glance
- Tasks: Lead sales strategy and drive commercial performance across global regions.
- Company: Join Apex Group, a leading fund administration provider with a global presence.
- Benefits: Competitive salary, career growth opportunities, and a dynamic work environment.
- Why this job: Shape the future of financial services and make a real impact in a fast-paced industry.
- Qualifications: 8-12+ years in Sales Strategy or Revenue Operations, with strong analytical skills.
- Other info: Collaborate with senior leaders and be part of a transformative journey.
The predicted salary is between 72000 - 108000 £ per year.
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.
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
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
Head of Sales Strategy in London employer: Apex Group Ltd (UK Branch)
Contact Detail:
Apex Group Ltd (UK Branch) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Sales Strategy in London
✨Tip Number 1
Network like a pro! Reach out to connections in the financial services sector, especially those who know Apex Group. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by diving deep into Apex's values and recent projects. Show us how your skills align with their mission and how you can contribute to their growth journey.
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience in sales strategy and how it can drive Apex's commercial rhythm. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Apex team.
We think you need these skills to ace Head of Sales Strategy in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Head of Sales Strategy role. Highlight your experience in sales strategy and financial services, and show us how your skills align with our needs at Apex Group.
Showcase Your Data Skills: Since this role involves a lot of data interpretation, don’t shy away from showcasing your analytical skills. Include examples of how you've used data to drive business decisions or improve sales performance in your previous roles.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to see your key achievements and skills. We love a well-structured application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen on joining our team!
How to prepare for a job interview at Apex Group Ltd (UK Branch)
✨Know Your Numbers
As the Head of Sales Strategy, you'll need to demonstrate a strong grasp of forecasting and pipeline governance. Brush up on your data interpretation skills and be ready to discuss how you've used analytics to drive business performance in previous roles.
✨Showcase Your Strategic Mindset
This role requires a strategic thinker with a practical execution mindset. Prepare examples of how you've successfully led GTM planning cycles or influenced sales strategies in complex environments. Be ready to articulate your thought process and decision-making.
✨Communicate with Confidence
Exceptional communication is key for this position. Practice presenting your ideas clearly and concisely, as you’ll need to engage with senior stakeholders. Consider preparing a mock presentation to refine your narrative-building skills.
✨Align with Apex's Values
Apex Group values energy and passion. Research their culture and think about how your personal values align with theirs. Be prepared to share how you can contribute to their mission of empowering clients and driving industry change.