Head of Deal Desk & Commercial Support

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

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.

Position: Head of Commercial Operations & Deal Desk

Location: Barcelona
Level of the role: Senior Vice President
Employment Type: Full time Permanent

Role Purpose

The Head of Commercial Operations & Deal Desk owns the end-to-end deal execution process from pricing approval through contract readiness and handover to onboarding and billing. This role ensures all deals are commercially sound, operationally clean, compliant, and ready to scale. You are accountable for deal velocity, pricing governance, data quality, and revenue integrity across Salesforce and Workday, acting as the single point of ownership for getting deals over the line efficiently and correctly. The role acts as the operational counterpart to Product, with Product retaining authority to override or approve exceptions where required.

Key Responsibilities

1. End-to-End Deal Ownership

• Own the full deal lifecycle from opportunity support through contract issuance and onboarding handover.
• Ensure all deals comply with Product-defined pricing, financial models, and commercial policies.
• Act as the escalation point for complex, high-value, or non-standard deals.
• Ensure deals meet Apex’s commercial, operational, and compliance standards before Won.

2. Commercial Operations (Deal Administration)

• Lead the team responsible for client data readiness, entity validation, billing and tax accuracy, and disclosures.
• Ensure Salesforce records are complete, accurate, and compliant for downstream systems (Workday).
• Eliminate onboarding and billing delays caused by missing or incorrect upstream data.

3. Deal Desk (Pricing & Commercial Strategy)

• Own pricing governance, review of applied discount policy, margin thresholds, and commercial approval frameworks.
• Approve deals that are compliant with established price books, discount thresholds, and margin tolerances.
• Provide strategic pricing guidance to Sales on complex or high-impact opportunities.
• Ensure pricing decisions align with Apex’s revenue and growth strategy.

4. Process, Controls & Governance

• Define and enforce “Contract Ready” and “Onboarding Ready” stage gates.
• Establish SLAs, approval workflows, and quality controls across the deal process.
• Partner with Product, Legal, Finance, Tax, and Compliance to embed required controls without slowing velocity.

5. Systems & Data Integrity

• Own the integrity of Salesforce deal data and its integration to Workday.
• Reduce failed contract pushes, rework, and revenue leakage caused by data or process issues.
• Partner with Revenue Strategy and Technology teams to automate and improve deal workflows.

6. Leadership & Team Development

• Build, lead, and develop a high-performing team across Commercial Ops and Deal Desk.
• Clearly separate pricing strategy from deal administration while maintaining a unified mission.
• Create a culture of accountability, speed, and quality.

7. Stakeholder Management

• Act as the primary partner to Sales leadership on deal execution and commercial strategy.
• Align closely with Client Onboarding to ensure seamless client activation.
• Provide visibility and reporting to senior leadership on deal health, risks, and bottlenecks.

Success Metrics

• Reduced deal cycle time
• Improved Salesforce data quality
• Fewer onboarding delays and billing errors
• Lower volume of Workday sync failures
• Consistent pricing and discount governance
• Increased seller satisfaction

Required Experience & Skills

• 8–12+ years in Commercial Operations, Deal Desk, Sales Operations, Revenue Operations, or similar roles.
• Proven experience leading pricing governance and deal execution teams.
• Strong Salesforce expertise; experience with ERP integrations (Workday preferred).
• Background in financial services, fund administration, or regulated environments strongly preferred.
• Ability to balance commercial velocity with operational and compliance rigor.
• Strong executive communication and stakeholder management skills.

What you will get in return:

• Private health insurance.
• Performance Bonus.
• Award System.
• 27 working days holiday + Public holidays
• Opportunities for professional development.
• Professional Development (CPD) and Study Guidance programs
• Positive and hospitable work environment.
• Opportunity to work with a diverse, agile and global team.
• Exposure to all aspects of the business and cross-jurisdiction.
• A genuinely unique opportunity to be part of an expanding large global business + more

At Apex Group, we are committed to creating a diverse and inclusive workplace. In Spain, this includes our obligation under the LGD to ensure that people with disabilities are represented within our teams. If you have a recognised disability (≥33%), we welcome your application and will provide reasonable adjustments throughout the recruitment process.

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.

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.

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. 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.

Find out more about us