RevOps Adoption & Enablement Analyst

The Apex Group was established in Bermuda in 2003 and is now 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

Purpose

The RevOps Adoption & Enablement Analyst is responsible for ensuring Salesforce and RevOps processes are

understood, consistently applied, and effectively adopted

across the business.

The role focuses on

stabilising and improving the as‑is

, while preparing the organisation for future change by creating clear guidance, training, and communications grounded in how Salesforce actually supports business processes today.

This is a

business enablement and adoption role

, not a technical configuration, project delivery, or change management execution role.

There will be a requirement to align to other time zones as needed.

Key Responsibilities

Salesforce & RevOps Enablement (As‑Is Focus)

• Develop and maintain

clear, role‑based guidance

on how Salesforce and RevOps processes are used in practice

• Document “how the system works today” from a user perspective (including approved workarounds where relevant)

• Translate complex processes into

simple, consumable materials

(guides, visual flows, FAQs)

Training & Knowledge Management

• Design and deliver

regular, lightweight training

aligned to user roles and responsibilities

• Establish and maintain a

centralised, trusted source of enablement materials

• Refresh training and guidance as processes or standards change

• Reduce dependency on ad‑hoc, reactive support through proactive enablement

• Partner with Learning and Development to make the materials available

Communications & Change Readiness

• Support Salesforce and RevOps changes through

clear, timely communications

• Partner with Process & Governance and Roadmap roles to:

• prepare users for upcoming changes

• explain what is changing, why, and what it means for them

• Ensure communications focus on

practical impact

, not technical detail

Adoption Insight & Feedback Loops

• Monitor and assess

adoption, pain points, and common user issues

• Use insights from:

• support queries

• training feedback

• user engagement
  to inform improvements to guidance, training, and future change planning

• Act as the voice of the user in RevOps design discussions

Collaboration Across RevOps

• Work closely with:

Salesforce Process & Governance Analyst

(to align guidance with standards and controls)

RevOps Lead

(to reflect operating‑model decisions in enablement materials)

RevOps Roadmap & Planning role

(to support readiness for upcoming change)

• Reinforce governance standards through

education and clarity

, not enforcement

This Role Does

• Improve consistency, confidence, and understanding in Salesforce usage

• Reduce avoidable support requests and user frustration

• Support audit and control objectives through clear guidance and repeatable behaviour

• Enable effective adoption of both current‑state and future‑state processes

This Role Does Not

• Own Salesforce configuration or technical build

• Act as a project or change delivery manager

• Own process design or operating‑model decisions

• Replace formal training delivered by external partners or programmes (where applicable)

Skills & Experience

Essential

• Experience working in a

Salesforce‑enabled business environment

• Strong ability to explain complex processes

simply and clearly

• Experience creating user guidance, training materials, or operational documentation

• Confident engaging with stakeholders across Sales, Operations, and RevOps

• Strong attention to detail and user empathy

Desirable

• Experience supporting system or process adoption initiatives

• Familiarity with Salesforce concepts and terminology (user‑level, not configuration)

• Experience working with governance, audit, or regulated environments

• Experience using tools such as SharePoint, PowerPoint, Visio, or similar documentation platforms

Personal Attributes

• Practical, user‑focused, and pragmatic

• Clear communicator with a bias for simplicity

• Curious about how processes work in reality, not just on paper

• Comfortable working in evolving environments with ambiguity

• Proactive and improvement‑oriented

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.

• Experience supporting system or process adoption initiatives