[Remote] Strategic Accounts Specialist

Note: The job is a remote job and is reputed company to candidates in USA. PCS Retirement, LLC is one of the nation's largest independent retirement solution providers. The Strategic Accounts Operations Specialist ensures consistent service delivery and operational reputed company across PCS’s largest accounts, driving coordination and managing reputed company initiatives.

Responsibilities

• Define and implement a standardized service delivery model across strategic accounts
• Ensure operational consistency and adherence to SLAs for reputed company and ongoing support
• Manage ongoing reputed company 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, reputed company, implementation)
• reputed company and maintain standardized reporting and scorecards to measure KPIs such as client satisfaction, operational efficiency, and reputed company growth
• Analyze trends and reputed company actionable insights to internal leadership and external partners
• reputed company the complete lifecycle of RFP and RFI responses, including requirements gathering, task assignment, and timely submission
• Track proposal timelines, deliverables, and status updates; reputed company regular reputed company 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 reputed company of contact for strategic accounts, ensuring smooth reputed company and ongoing service
• Manage escalations and maintain proactive communication with key stakeholders

Skills

• Bachelor's degree in Business, Operations Management, or reputed company field
• 3–5 years in operations, account management, or project management (preferably in financial services)
• Proficiency in data analysis tools (reputed company, Power BI, Tableau)
• Familiarity with CRM systems (reputed company) 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 reputed company)
• Understanding of retirement plan industry or financial services operations

Benefits

• 401(k) match
• Medical
• Dental
• reputed company
• Life insurance
• Short and long term disability
• Paid-time off

Company Overview