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