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Strategic Accounts Director

🕒 June 2

🇺🇸 United States – Remote

💵 $127k - $165k / year

⏰ Full Time

🔴 Lead

👔 Director

Where this job comes from

Posted on PCS Retirement's careers page, not through a job board

First seen by Remote Rocketship June 2

Still open on PCS Retirement's site. Checked 3 hours ago.

Logo of PCS Retirement

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

• Manage overall relationships with assigned strategic distribution partners • Develop and execute strategic plans focused on sales growth, operational efficiency, training, and marketing • Develop understanding of National Account partners’ culture, strategy, and navigation • Position PCS Retirement as a key distribution partner within partner systems • Identify opportunities to connect at all levels of partner organizations • Advocate for strategic partners and drive initiatives within PCS to maximize growth opportunities • Collaborate with Sales, Sales Management, Marketing, Product, and Service teams • Identify trends and escalate them to appropriate parties • Support internal sales prospecting, campaign development and execution, and sales/service promotional efforts • Represent PCS at partner and industry functions and conferences • Network and prospect new advisor and plan opportunities • Serve as a product/service expert and resolve issues • Monitor key-account activity, measure progress, and implement actions supporting strategies and initiatives • Manage workflows and improve processes for operational efficiency • Lead, coordinate, and participate in special projects, including workflow development, new product rollouts, training, and delivery • Communicate with other units and managers to support Retirement Plan Operations, customer service, and plan/asset retention • Develop strong working relationships with organizational leadership • Perform other tasks assigned by the manager

🎯 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 required • High-level competency with Microsoft, Salesforce, Excel, and PowerPoint required • Ability to exercise independent, mature judgment • Ability to prioritize tasks and maintain confidentiality • Ability to multitask • Proven ability to work in a high-pressure environment with deadlines • Calmness under pressure, positive attitude, excellent communication and interpersonal skills • Ability to travel up to 20%

🏖️ Benefits

• Incentive component in addition to base salary • 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Remote work arrangement • Uninterrupted virtual workspace expectation • Family care during business hours • Internet work speed requirement of 50 MBps or better for individual use • Reasonable accommodation for disabilities

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