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Apex Group

Global fund administration and related services

Sales Operations Analyst

Sales OperationsConfirmed live in the last 24 hours
Full-timeDalian, Liaoning, ChinaNo salary listedIn-person

About the Job

Requirements

  • Three to five years of experience in Sales Operations or Revenue Operations, ideally within SaaS, B2B technology, or financial or professional services.
  • Strong Salesforce proficiency; administrator-level skills are preferred, and comfort working in CPQ at the deal level is required.
  • Experience supporting a quota-carrying sales team day to day.
  • A track record of identifying operational gaps and turning them into scalable process improvements.
  • Strong analytical skills, including solid Excel proficiency.
  • Ability to work across multiple priorities in a fast-paced environment.
  • Interpersonal and cross-functional collaboration skills across Operations, Enablement, Marketing, Customer Success, and Finance.

Responsibilities

  • Provide hands-on, deal-level support in Salesforce and CPQ, including troubleshooting stuck deals, supporting lead routing and lead-to-cash, and conducting pipeline quality assurance to identify and address issues before they escalate.
  • Develop expertise in the product portfolio and end-to-end opportunity lifecycle, from Apex Invest subscriptions through Fund Administration engagements, to answer questions from sellers.
  • Maintain Salesforce hygiene and data governance to keep sales data accurate for forecasting, pipeline health, executive reporting, and governance routing.
  • Build dashboards, reports, and performance metrics for representatives, managers, and executives, and surface recommendations based on data.
  • Partner with Sales Enablement to provide feedback for onboarding materials, process guides, and training content.
  • Work cross-functionally with Marketing, Product Management, Business Operations, Enablement, Customer Success, and Finance to align the sales motion end to end.

Desired Qualifications

  • Sales Operations or Revenue Operations experience within SaaS, B2B technology, or financial or professional services.
  • Salesforce administrator-level skills.

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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