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- Tasks: Lead sales strategy and drive commercial performance across global regions.
- Company: Join Apex Group, a leading fund administration provider with a global reach.
- Benefits: Competitive salary, career growth opportunities, and a supportive work environment.
- Why this job: Shape the future of financial services and make a real impact in a dynamic industry.
- Qualifications: 8-12+ years in sales strategy or operations, with strong analytical skills.
- Other info: Be part of a diverse team of 13,000+ employees across 112 offices worldwide.
The predicted salary is between 43200 - 72000 ÂŁ per year.
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. 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.
Company 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.
Head of Sales Strategy in City of Westminster employer: Apex Group Ltd
Contact Detail:
Apex Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Sales Strategy in City of Westminster
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their sales strategy and be ready to discuss how your experience aligns with their goals. We want you to show them that you’re not just another candidate, but the perfect fit for their team!
✨Tip Number 3
Practice your pitch! You need to be able to articulate your value clearly and confidently. Think about your past achievements and how they relate to the role of Head of Sales Strategy. We recommend doing mock interviews with friends or using online resources to refine your delivery.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the best choice. And remember, apply through our website for the best chance!
We think you need these skills to ace Head of Sales Strategy in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Head of Sales Strategy. Highlight your experience in sales strategy, forecasting, and pipeline governance, and don’t forget to sprinkle in some of that financial services know-how!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Share specific examples of how you've driven commercial success and aligned teams in previous roles.
Show Off Your Data Skills: Since this role is all about data-driven decision making, make sure to showcase your analytical skills. Mention any tools you’ve used, like Salesforce or PowerBI, and how you’ve turned data into actionable insights.
Apply Through Our Website: We love it when candidates apply directly through our website! It helps us keep everything organised and ensures your application gets the attention it deserves. So, don’t hesitate – hit that apply button!
How to prepare for a job interview at Apex Group Ltd
✨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 Leadership Skills
This role requires you to be a highly influential communicator. Prepare examples of how you've successfully aligned teams and driven strategic initiatives in a complex environment. Highlight your experience in building operational rhythms and supporting senior executives.
✨Understand the Market
Familiarise yourself with the financial services landscape, especially in fintech and asset management. Be prepared to discuss current trends and how they impact sales strategies. This will show that you can think strategically about Apex's position in the market.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and commercial intuition. Think of scenarios where you've had to challenge sales leaders with data-backed insights or navigate incomplete information. Practising these responses will help you feel more confident during the interview.
