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
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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