Strategic Accounts Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Cultivate a profound understanding of culture, strategy, and navigation within our National Account relationships.

• Champion strategic partners by driving initiatives within PCS to ensure that we are maximizing growth opportunities.

• Collaborate effectively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product, and Service teams.

• Identify trends and escalate them to the relevant parties for consideration.

• Support distribution initiatives, including internal sales prospecting, campaign development/execution, and sales/service promotional activities.

• Represent PCS at partner and industry events/conferences.

• Act as a product/service expert to champion PCS and efficiently manage/resolve issues.

• Monitor engagement with key accounts, assess progress, and implement actions to ensure the success of strategies and initiatives.

• Process Improvement - Oversee workflows with a focus on maintaining consistency.

• Lead, coordinate, and engage in special projects that support our overall sales distribution and retention strategy.

⛳️ Requirements

• Bachelor’s degree is preferred.

• A minimum of 10 years of experience in defined contribution markets.

• Experience in working with a sales quota.

• A solid understanding of investments and qualified plans is essential.

• High-level proficiency in Microsoft Office, Salesforce, Excel, and PowerPoint is required.

• Ability to exercise independent, mature judgment, prioritize tasks, maintain confidentiality, and manage multiple tasks simultaneously is necessary.

• Proven capability to operate effectively in a high-pressure environment with strict deadlines.

• Outstanding communication and interpersonal skills.

🏝️ Benefits

• 401(k) match.

• Medical, dental, and vision insurance.

• Life insurance.

• Short and long-term disability coverage.

• Paid time off.