Head of Pricing, New Business and Onboarding

Head of Pricing, New Business and Onboarding

Guernsey, Jersey
Posted 4 years ago

Alexander Daniels Offshore is working with a business to recruit a Head of Pricing, New Business and Onboarding.


  • 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 CategoryAD Offshore
Job LevelPartner
Job IdAD-GSY-2199
Job TimeFull Time

Key Details

CategoryAD Offshore
Ref NumberAD-GSY-2199
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