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PCS Retirement

PCS Retirement is one of the largest independent and conflict-free retirement solution providers.

Strategic Accounts Specialist

Location

United States

Posted

11 hours ago

Salary

$65K - $85K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglishPMPTableau

Job Description

Strategic Accounts Specialist

PCS Retirement

• Ensure consistent service delivery and operational excellence across PCS’s largest accounts. • Manage onboarding and technology initiatives. • Develop reporting frameworks to measure success. • Define and implement a standardized service delivery model across strategic accounts. • Act as the central liaison between internal teams (Sales, Marketing, Product, Technology, Legal). • Develop and maintain standardized reporting and scorecards to measure KPIs.

Job Requirements

  • Bachelor’s degree in Business, Operations Management, or related field.
  • 3–5 years in operations, account management, or project management (preferably in financial services).
  • Proficiency in data analysis tools (Excel, Power BI, Tableau).
  • Familiarity with CRM systems (SalesForce) and workflow management platforms.
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration abilities.
  • Project management expertise (PMP or similar certification is a plus).

Benefits

  • 401(k) match
  • medical
  • dental
  • vision
  • life insurance
  • short and long term disability
  • paid-time off

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