Strategic Accounts Specialist

PCS Retirement

Strategic Accounts Operations Specialist at PCS Retirement ensuring operational excellence and managing onboarding initiatives. Collaborating across teams to drive service delivery and reporting frameworks.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

Tech Stack

Tools & technologies

PMPTableau

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisreporting frameworksKPI measurementproject management

Soft Skills

analytical skillsproblem-solving skillscommunication abilitiescollaboration abilities

Certifications

PMP