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Salesforce Revenue Enablement Lead

Salesforce Revenue Enablement Lead

Apex GroupSan Jose, CA, US
1 day ago
Job type
  • Full-time
  • Permanent
Job description

Salesforce Revenue Enablement Lead

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

Location : Multi-region (Americas, Europe / MEIAM, APAC)

Department : Revenue Enablement

Reports to : Head of Client Data and Salesforce Business Partner

Employment Type : Full Time / Permanent

Role Overview

We are seeking a dynamic and experienced leader to manage our newly formed Salesforce Revenue Enablement Team. This team plays a critical role in ensuring that client proposals are accurately interpreted, validated, and configured in Salesforce to support automated billing and revenue recognition.

The Salesforce Revenue Enablement Lead will oversee a multi-regional team responsible for partnering with Sales, CRM, CSMs, Onboarding and Data teams to ensure the integrity of fee proposals, product combinations, and Salesforce data. This role requires strong leadership, deep industry knowledge, and a strategic mindset to drive operational excellence across the sales lifecycle.

Key Responsibilities

  • Build, lead, and mentor a high-performing team across multiple regions.
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Ensure adequate coverage across time zones and regions (Americas, Europe / MEIAM, APAC).
  • Operational Oversight
  • Oversee the review and validation of client proposals and fee structures.
  • Ensure accurate configuration of Opportunities in Salesforce, including product selection, pricing, documentation, and commission splits.
  • Maintain high standards of data quality to support downstream billing via Workday.
  • Stakeholder Engagement
  • Act as a key liaison between Sales, CRM, CSMs, Onboarding, Client Data, and Data Quality teams.
  • Provide strategic input into sales process improvements and system enhancements.
  • Support regulated Funds industry proposals, particularly in Europe.
  • Drive consistency and efficiency in Opportunity management processes.
  • Collaborate with Salesforce and CPQ teams to optimize configuration workflows.
  • Monitor and report on team performance, data accuracy, and operational KPIs.

Required Skills & Experience

  • Proven leadership experience in a sales operations, revenue enablement, or commercial support function.
  • Deep understanding of the Funds industry, including regulated environments.
  • Strong working knowledge of Salesforce; CPQ experience is highly desirable.
  • Exceptional stakeholder management and communication skills.
  • Experience managing multi-regional teams and supporting global operations.
  • Strong analytical and problem-solving capabilities.
  • Preferred Qualifications

  • Experience with Apex or equivalent product suite and associated pricing models.
  • Familiarity with automated billing systems and integration workflows (e.g., Salesforce to Workday).
  • Background in commercial governance or proposal assurance.
  • Why This Role Matters

    This leadership role is essential to ensuring that our sales proposals are not only commercially sound but also operationally executable. By managing the Salesforce Revenue Enablement team, the Manager will safeguard data integrity, support revenue recognition, and enable scalable, automated billing processes across the business.

    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.

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    Enablement Lead • San Jose, CA, US

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