PCS Retirement · 2 weeks ago
Strategic Accounts Specialist
United States
Full-time
Remote
Mid Level
$65K/yr - $85K/yr
3+ years expPCS Retirement, LLC is one of the nation's largest independent retirement solution providers. The Strategic Accounts Operations Specialist ensures consistent service delivery and operational excellence across PCS’s largest accounts, driving coordination and managing onboarding initiatives.
ConsultingFinanceFinancial ServicesRetirement
Responsibilities
Define and implement a standardized service delivery model across strategic accounts
Ensure operational consistency and adherence to SLAs for onboarding and ongoing support
Manage ongoing oversight of firm-specific investment models and unique operational requirements to ensure accuracy, compliance, and alignment with strategic account expectations
Act as the central liaison between internal teams (Sales, Marketing, Product, Technology, Legal) to manage data exchanges, contractual obligations, and operational workflows
Facilitate collaboration during critical lifecycle milestones (deal negotiations, onboarding, implementation)
Develop and maintain standardized reporting and scorecards to measure KPIs such as client satisfaction, operational efficiency, and revenue growth
Analyze trends and provide actionable insights to internal leadership and external partners
Oversee the complete lifecycle of RFP and RFI responses, including requirements gathering, task assignment, and timely submission
Track proposal timelines, deliverables, and status updates; provide regular progress reports to stakeholders
Maintain and optimize a centralized repository of standard RFP/RFI content, templates, and supporting documentation for efficient reuse
Identify and implement operational efficiencies, automation opportunities, and best practices
Support technology projects and new product rollouts for strategic accounts
Serve as an operational point of contact for strategic accounts, ensuring smooth onboarding and ongoing service
Manage escalations and maintain proactive communication with key stakeholders
Qualification
Required
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)
Ability to manage multiple priorities in a fast-paced environment
Preferred
Knowledge of data analysis, data modeling and data mapping is a plus
Experience with operational methodologies (Lean, Six Sigma)
Understanding of retirement plan industry or financial services operations
Benefits
401(k) match
Medical
Dental
Vision
Life insurance
Short and long term disability
Paid-time off
Company
PCS Retirement
Professional Capital Services is an independent provider of retirement plan solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
LLR Partners
2024-03-04Acquired
2017-10-31Private Equity
Leadership Team
M
Michael Coluzzi
President and Chief Financial Officer
Recent News
2025-11-01
2025-02-19
Company data provided by crunchbase