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. The Strategic Accounts Operations Specialist ensures consistent service delivery and operational excellence across PCS’s largest accounts, driving coordination and managing onboarding initiatives.
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
Professional Capital Services is an independent provider of retirement plan solutions. It was founded in 2001, and is headquartered in Philadelphia, Pennsylvania, USA, with a workforce of 201-500 employees. Its website is https://www.pcsretirement.com/.