
Head of Pricing, New Business and Onboarding
Head of Pricing, New Business and Onboarding

Alexander Daniels Offshore is working with a business to recruit a Head of Pricing, New Business and Onboarding.
Responsibilities:
- Manage the Pricing and New Business teams (located in London, Guernsey, Jersey, Luxembourg and Cork)
- Ensure all quotes are prepared within SLA, meet the data accuracy targets and follow the pricing process
- Ensure that risk is identified, escalated and managed accordingly
- Assist in the sales process by attending client meetings as required
- Manage the New Business Committee meeting and support the wider new business group
- Ensure the onboarding process meets business requirements and is followed to ensure it is completed within SLA and the data quality targets etc. This includes:
- ensuring all departments are briefed on the wins
- systems are updated
- the Pricing Model, quotes and Service Agreements are completed, signed and returned
- ensuring new entitles and “Billing Profiles” are created, company formation and regulation is completed and new business tasks are billed.
- Ensure new business wins, pipeline reporting etc. are maintained, are accurate and distributed per SLA.
- Work with the relevant business teams to ensure they understand and follow the Pricing and Onboarding process
- Liaise with the Contracts team to ensure all paperwork is completed, signed, returned and filed in the contracts database and it is maintained
- Liaise with Finance to ensure that there is a fit for purpose pricing model and that it is maintained
- System owner for Salesforce to ensure Salesforce is developed and maintained to meet business requirements and that the data within it is timely, accurate and complete
- Ensure billing and operations are involved in any non-standard pricing to ensure that new wins can be serviced and billed
- Identify and participate in projects to drive improvements in the quotes and onboarding processes and assist in any other business-wide initiatives as required
- Ensure the Pricing Team are trained, coached and provide a professional service to the business
Skills and Experience:
- Experience in Fund Management
- Experience of quoting and onboarding in multiple jurisdictions (UK, Guernsey, Jersey, Cork, Lux preferred)
- At least 3 years’ financial and commercial experience
- Risk management experience
- Educated to a degree level and/or relevant professional qualification
Personal Attributes:
- Excellent interpersonal skills; persuasive and with the gravitas to deal with people at all levels of seniority
- Excellent process management skills
- Ability to manage large volumes of work and meet deadlines
- Excellent written and verbal communication skills
Job Features
Job Category | AD Offshore |
---|---|
Job Level | Partner |
Job Id | AD-GSY-2199 |
Job Time | Full Time |
Key Details
Category | AD Offshore |
---|---|
Level | Partner |
Type | Permanent |
Ref Number | AD-GSY-2199 |