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.
Job Description
We are looking for an organized, efficient sales development specialist to be responsible for sales origination activities and assisting the sales department in gaining and keeping new prospective clients. The sales support specialist's responsibilities include tracking sales leads, helping with the coordinating of quotes with sales packs, providing customer service, and managing and initiating prospective client lists. The sales support specialist is also responsible for monitoring sales and the performance of the sales team as well as recording sales data which is centrally managed through our CRM systems. To be a successful sales support specialist, you should have good time management and organizational skills. You should also demonstrate excellent interpersonal, communication, and customer service skills. We are also looking for creative individuals who can look at existing processes and help find new ways to generate sales activity. Key Responsibilities
Answering sales enquiries, scheduling meetings, and sales appointments, and following up with clients. Compiling a list of sales leads, delegating leads to the sales department, and providing sales data and guides to the sales teams. Developing and monitoring performance indicators for sales and staff members, managing sales tracking tools, and compiling reports. Recording sales trends and liaising with sales managers to develop and execute sales strategies. Creating and processing new quotes in conjunction with sales in a timely manner, processing orders through the central CRM, and reviewing pending orders and stale orders to ensure customers receive an efficient and prompt response to new engagements. Managing customer accounts, which will involve following up with stale contacts in the CRM, and identifying whether the contact would benefit from an engagement from the sales team. Ensuring such prospecting activities are updated in the CRM system and managed through to completion with Sales teams. Performing data entry tasks for sales figures, metrics, and other relevant information and maintaining an organized and accessible database which enhances use of our CRM. Handling administrative duties for the company and its executives and management teams. Scheduling customer meetings and conferences. Reporting any unusual activity to your supervisors. Minimum Requirements
A high school diploma or equivalent. A bachelor's or associate's degree in marketing, business, or a related field may be advantageous. Experience in administration and high-volume office work may be advantageous. Strong analytical, organizational, and time management skills. Excellent team working, motivational, interpersonal, communication, and customer service skills. The ability to multitask and quickly switch your focus. Computer literacy, IT skills, and typing skills. Adept at handling large amounts of data in spreadsheet formats. An understanding of sales principles and customer service practices. Eagerness to learn financial products dedicated to servicing the Asset Management industry. About Apex Group
We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Working at Apex
Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.
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We are looking for an organized, efficient sales development specialist to be responsible for sales origination activities and assisting the sales department in gaining and keeping new prospective clients. The sales support specialist's responsibilities include tracking sales leads, helping with the coordinating of quotes with sales packs, providing customer service, and managing and initiating prospective client lists. The sales support specialist is also responsible for monitoring sales and the performance of the sales team as well as recording sales data which is centrally managed through our CRM systems. To be a successful sales support specialist, you should have good time management and organizational skills. You should also demonstrate excellent interpersonal, communication, and customer service skills. We are also looking for creative individuals who can look at existing processes and help find new ways to generate sales activity. Key Responsibilities
Answering sales enquiries, scheduling meetings, and sales appointments, and following up with clients. Compiling a list of sales leads, delegating leads to the sales department, and providing sales data and guides to the sales teams. Developing and monitoring performance indicators for sales and staff members, managing sales tracking tools, and compiling reports. Recording sales trends and liaising with sales managers to develop and execute sales strategies. Creating and processing new quotes in conjunction with sales in a timely manner, processing orders through the central CRM, and reviewing pending orders and stale orders to ensure customers receive an efficient and prompt response to new engagements. Managing customer accounts, which will involve following up with stale contacts in the CRM, and identifying whether the contact would benefit from an engagement from the sales team. Ensuring such prospecting activities are updated in the CRM system and managed through to completion with Sales teams. Performing data entry tasks for sales figures, metrics, and other relevant information and maintaining an organized and accessible database which enhances use of our CRM. Handling administrative duties for the company and its executives and management teams. Scheduling customer meetings and conferences. Reporting any unusual activity to your supervisors. Minimum Requirements
A high school diploma or equivalent. A bachelor's or associate's degree in marketing, business, or a related field may be advantageous. Experience in administration and high-volume office work may be advantageous. Strong analytical, organizational, and time management skills. Excellent team working, motivational, interpersonal, communication, and customer service skills. The ability to multitask and quickly switch your focus. Computer literacy, IT skills, and typing skills. Adept at handling large amounts of data in spreadsheet formats. An understanding of sales principles and customer service practices. Eagerness to learn financial products dedicated to servicing the Asset Management industry. About Apex Group
We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Working at Apex
Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.
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