Business Analyst

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit

As part of the ERISA sales team, the Business Analyst turns sales data into insight and action. Reporting to the Director, Sales Operations, this position owns the reporting, analysis, and data quality behind the team’s goals, including pipeline and stage-duration tracking, territory and quota performance, incentive compensation metrics, and advisor market data. The Business Analyst partners with Sales Regional Vice Presidents, Regional Sales Consultants, and Sales Enablement Associates to spot trends, improve sales processes, and help leadership make faster, better-informed decisions.

• Build and maintain Salesforce and CRM Analytics reports and dashboards that track pipeline, stage duration, proposals, sales, and activity goals by territory and role.
• Produce the weekly and monthly reporting behind territory meetings, one-on-ones, and quarterly territory reviews, including the Sales Velocity Spreadsheet.
• Calculate and validate quarterly incentive compensation metrics, such as territory quota attainment, case management, and pipeline stage duration, and reconcile sales credit with the Implementation and Billing teams.
• Analyze pipeline conversion, sales velocity, lead source, and activity trends to identify what drives results and where deals stall, and present findings and recommendations to sales leadership.

• Manage advisor and plan market data from Bright Scope and other sources, including scheduled data refreshes in CRM Analytics, to support territory planning and lead list development.
• Develop data-driven criteria for advisor segmentation and tiering, and keep segment designations accurate in Salesforce.
• Track channel partner and lead source performance from referral through close.

• Own Salesforce data quality for the sales team: audit key fields, merge duplicate records, and fill gaps in advisor data such as CRD numbers and contact details.
• Document the team’s sales processes end to end, from lead intake and…