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 Revenue Analytics
Role Purpose
The Head of Revenue Analytics is responsible for building, owning, and governing Apex Group's global commercial analytics capability, ensuring trusted, actionable, and forward-looking insights drive revenue predictability and growth.
This role owns the
revenue analytics layer across Salesforce and the enterprise data platform, while working in close partnership with
Apex's Global Analytics function and AI teams to integrate broader data sources, advanced analytics, and predictive insights into the commercial operating model.
The role requires a leader who is
technically credible,
commercially fluent, and able to bridge enterprise data strategy with frontline sales executionensuring analytics move from reporting to
decisioning and action.
Key Responsibilities
- Revenue Analytics Ownership & Architecture
- Own the end-to-end revenue analytics domain, including data models, metrics, dashboards, and insight delivery for Sales and CRM.
- Lead the design of scalable revenue data models across pipeline, forecasting, bookings, and performance.
- Own the semantic layer and metric definitions that power executive reporting and operational decision-making.
- Partner with IT and Data Engineering to ensure performance, security, and scalability of the revenue analytics stack.
- Partnership with Global Analytics Function
- Act as the commercial analytics lead interfacing with Apex's global enterprise analytics team.
- Align revenue analytics requirements with enterprise data standards, tooling, and governance.
- Leverage central analytics capabilities (data science, advanced modeling, data engineering) while retaining clear ownership of revenue-specific outputs.
- Ensure consistency between enterprise-wide analytics initiatives and commercial reporting.
- Advanced & Predictive Analytics
- Lead the evolution from descriptive and diagnostic reporting to predictive and prescriptive analytics.
- Develop models to forecast pipeline risk, deal slippage, win probability, and revenue confidence.
- Partner with AI and data science teams to:
- Embed predictive insights into Salesforce and commercial workflows
- Enable next-best-action recommendations for Sales and CRM
- Surface risks and opportunities proactively, not reactively
- Champion experimentation and iterative improvement of analytical models.
- Data Integration & External Data Enablement
- Drive the integration of additional internal and third-party data sources, including:
- Market and industry data
- Client and fund-level intelligence
- Benchmarking and competitive insights
- Alternative and external signals relevant to revenue generation
- Ensure third-party data is mapped, governed, and made actionable within commercial tools.
- Work with AI and product teams to operationalise insights rather than leaving them in dashboards.
- Analytics Build & Insight Delivery
- Lead the build of executive dashboards and scorecards for:
- Forecast accuracy and confidence
- Pipeline health and conversion
- Sales productivity and performance
- Regional, product, and segment trends
- Ensure insights are intuitive, timely, and aligned to commercial decision points.
- Support QBRs, MBRs, and board-level reporting with defensible, consistent analytics.
- Data Governance, Quality & Trust
- Own revenue data governance, including definitions, standards, lineage, and documentation.
- Establish monitoring and controls for data quality, completeness, and integrity.
- Partner with Sales Ops, Deal Desk, and CRM to drive upstream data discipline.
- Serve as the escalation point for revenue data discrepancies across regions.
- Leadership & Capability Development
- Build and lead a high-performing Revenue Analytics team.
- Set standards for analytical rigor, documentation, and technical excellence.
- Develop talent capable of operating confidently across data, AI, and commercial stakeholders.
Required Experience & Profile
Must-Have
- 1015+ years in analytics, data, or revenue intelligence roles.
- Experience leading analytics in financial services, fund administration, fintech, or regulated B2B environments.
- Strong hands-on background in data modeling, SQL, analytics engineering, and BI.
- Proven experience working with enterprise analytics and AI/data science teams.
- Demonstrated success translating complex analytics into commercial action.
Nice-to-Have
- Experience operationalising AI or predictive insights in CRM or GTM tools.
- Exposure to third-party data integration and alternative data sources.
- Familiarity with long-cycle, complex B2B sales and forecasting models.
Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/
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.
