Strategic Accounts Specialist

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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PCS Retirement

WebsiteLinkedInAll Job Openings

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

• 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.

🎯 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