PCS Retirement
201 - 500 employees
💸 Finance
🤝 B2B
Finance • B2B
PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.
Strategic Accounts Director
🕒 Yesterday
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PCS Retirement
201 - 500 employees
💸 Finance
🤝 B2B
Finance • B2B
PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.
📋 Description
• Develop deep understanding of culture, strategy, and navigation with our National Account relationships • Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth • Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams • Identify trends and escalate to the appropriate parties for consideration • Support distribution initiatives including internal sales prospecting, campaign development/execution, and sales/service promotional efforts • Represent PCS at partner and industry functions/conferences • Serve as product/service expert to champion PCS and effectively manage/solve issues • Monitor activity with key accounts, measure progress, implement actions to success of strategies and initiatives • Process Improvement - Manage workflows with focus on consistency • Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy
🎯 Requirements
• Bachelor’s degree preferred • Minimum of 10 years of experience with defined contribution markets • Experience working with a sales quota • Working knowledge of investments and qualified plans is required • High level competency with Microsoft, Salesforce, Excel and Power Point required • Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi-task is required • Proven ability to work in high pressure environment with deadlines • Excellent communication and interpersonal skills
🏖️ Benefits
• 401(k) match • medical, dental, vision insurance • life insurance • short and long term disability • paid-time off
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