Strategic Accounts Specialist

Company Overview

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.

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The Strategic Accounts Operations Specialist ensures consistent service delivery and operational excellence across PCS’s largest accounts. This role drives cross‑functional coordination, manages onboarding and technology initiatives, and develops reporting frameworks to measure success. The ideal candidate is detail‑oriented, tech‑savvy, and skilled at building collaborative relationships internally and externally.

• 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.
• Request for Proposal (RFP) or Request for Information (RFI) Management
• 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.

• Bachelor’s degree in Business, Operations Management, or related field.
• 3–5 years in operations, account management, or project management…