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Apex Group

Global fund administration and related services

Senior Deal Desk Manager

Sales OperationsConfirmed live in the last 24 hours
Full-timeState of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • At least 7 years of senior-level experience in Deal Desk, Commercial Operations, or Revenue Operations.
  • A track record of structuring and closing complex, non-standard commercial deals in partnership with Sales.
  • Fluency working in a customer relationship management system such as Salesforce across the full opportunity lifecycle.
  • Hands-on experience with Contract Lifecycle Management tools and understanding of how they connect commercial terms to downstream contract execution and risk.
  • Strong understanding of internal controls and governance frameworks for deal approval.
  • Financial acumen in pricing and margin, and sufficient grounding in revenue recognition principles to identify downstream risks in deal structures.
  • A process-and-systems mindset and judgment about where automation is useful.
  • Ability to operate at pace without treating governance as an obstacle.
  • Credibility as a cross-functional relationship-builder with Sales, Product, Business Operations, and Legal.

Responsibilities

  • Partner with Sales and CRM throughout the opportunity lifecycle, working in the CRM to identify risks early, shape deal strategy, and support winning complex pursuits.
  • Structure and negotiate complex, non-standard deals across the portfolio, including Apex Invest subscriptions and Fund Administration engagements.
  • Design and operate internal controls and a tiered governance model for deal approval, review, and escalation.
  • Balance pricing, margin, deal structure, and commercial outcomes with financial accuracy and revenue recognition principles.
  • Build working relationships across Sales, Product Management, Business Operations, and Legal.
  • Contribute to process and systems design, identifying where automation can reduce friction and return value.
  • Apply commercial judgment across subscription, usage-based, professional services, and complex fee models for regulated fund administration products.

Desired Qualifications

  • Experience helping build a commercial operations function for a revenue business is ideal.

About the Company

Apex Group

Global fund administration and related services

Apex Group provides a single-source suite of financial services, including fund administration, corporate services, banking, custody, depositary services, and ManCo offerings, with digital onboarding and ESG advisory for private markets. Its platform lets clients choose individual services or an integrated package that covers the whole value chain, all supported by technology and data. The company differentiates itself through its global scale, reach, and growth through numerous acquisitions that expand capabilities and local expertise while keeping a single-provider experience. Its goal is to deliver high-quality, consistent client service worldwide with local delivery and to advance its integrated offering in private markets, tokenization, and cross-asset support.

Company size
5,001-10,000
Company stage
Debt Financing
Total funding
$1.5B
Headquarters
Hamilton, Bermuda
Founded
2003

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