Director, Global CRM

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

Client Relationship Management(“CRM”)

The Role & Key Responsibilities

You willdevelopa deep understanding ofeachclient’s strategy, goals and future demands, beingresponsible for maintaining existing clientbookand ensuring that the revenues of the client portfolio grow, both in volume and in profitability.

You will achieve this bybuilding strong relationships with key decision makerstomaximiseour existing commercial relationship across the group.

Target Outcome of the Role and the CRM Team

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Relationship Management

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• Build excellent long-term relationships withclients;
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• Responding to clients’ needsin a solution-orientedmanner;
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• Foster awareness of client satisfaction with product offering and delivery; and
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• Collaborate across internal teams to address any required significant service improvements.
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Commercial Strategy

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• Influence decision makers to ensure stability of existingrevenue;
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• Identify and deliver product solutionsopportunities;
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• AssureApex is and remainstheclient’s preferred partner;and
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• Assist in the successful rollout of relevant campaigns to meet key group objectives.

GlobalRelationshipManager(SVP/Director)

• Acts as Global CRM forseveralTop Tieror High Growth potentialclients working with Executive & Growth Sponsors andwideraccount team members to build and deliver a strategic global accountplan;
• Act as executiveand point of escalationfor majorissueswhich will likely impact therelationship;
• Partner with product, operations and sales to deliver foryourclients;
• Managingand coordinating a virtualGlobal CRM team byclient, engaging with senior management at Apex to ensure accountgrowth;
• Ensuring Apex’s Client Oversight Framework is embedded for all Top TierClients;
• Preparing and planning client engagement effectively, to deliveron Growth plans; and
• Actively participatingin RFPs for new and existing clients.

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.