Note: The job is a remote job and is open to candidates in USA. PCS Retirement, LLC is one of the nation's largest independent retirement solution providers, offering a comprehensive platform for recordkeeping services. The Strategic Accounts Operations Specialist role focuses on ensuring operational excellence across major accounts, managing onboarding processes, and developing reporting frameworks to measure success.
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
Skills
- 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
- 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 Overview