CRM Implementation Specialist

CRM Implementation Specialist

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

What we look for

This is an excellent opportunity for a highly motivated professional to join our global ESG Team as Implementation Specialist – Analyst role. The candidate will be responsible for providing support to Global Client Success Managers (CSM) in achieving company’s client deliverables, research, and marketing materials and for other related tasks. This role demands a high-quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives.

We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member in the team plays a part in making our business what it is today and the more we grow, the more important that becomes.

Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish.

The Role & Key Responsibilities

• Provide day-to-day support to the Global CSMs team.
• Coordinating on-boarding and kick-off calls with clients. Mapping out the project timeline and workload.
• Ensure all aspects of client engagement and delivery are coordinated, aligned and efficient.
• Prepare and maintain project tracker to ensure all the projects are updated on timely basis.
• Maintenance of internal tools used for project tracking
• Support Global CSMs to prepare client feedback presentations / client proposals / weekly check-ins
• Assist in client questionnaire and perform analysis on the results.
• Manage client queries on ESG products
• Support CSMs to build strategies with ongoing contact with clients and Portfolio companies for upsell opportunities.
• Manage sales support function for ESG.
• Work independently and in collaboration with a wide team of CSMs across regions.
• Coordinate new portfolio companies set up in ESG Portal.
• Coordinate with clients / PCs facing issues related ESG Portal.
• Prepare dashboard for management team to monitor progress of prospects.

• The role involves extensive on-the-job learning and candidates must be self-motivated.

• The role requires strong project management and coordination skills, as candidates will be responsible for managing multiple projects simultaneously, tracking progress against timelines, monitoring key deliverables, and ensuring successful execution through effective stakeholder communication and reporting.

• Skills Required

• Bachelor’s degree in Sustainability / ESG / business administration would be an advantage.
• 4+ years of experience as Client support / ESG Operations for Private Equity services is preferred.
• Experience in a client support role, preferably with high profile, international clients.
• The ability to engage, build rapport and influence a wide range of stakeholders, internal and external, for the good of our philosophy to drive positive change for people and planet.
• Excellent organizational skills, attention to detail, time management and prioritization.
• IT skills: Advance Microsoft Office (Excel, PowerPoint, Word) to a high level is essential.

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 Level