Strategic Accounts Specialist

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

📋 Description

• Ensure consistent service delivery and operational excellence across PCS’s largest accounts.

• Oversee onboarding processes and technology initiatives.

• Create reporting frameworks to evaluate success.

• Define and implement a standardized service delivery model for strategic accounts.

• Serve as the primary liaison among internal teams (Sales, Marketing, Product, Technology, Legal).

• Develop and maintain standardized reporting and scorecards to assess KPIs.

⛳️ Requirements

• Bachelor’s degree in Business, Operations Management, or a related field.

• 3–5 years of experience in operations, account management, or project management (preferably within financial services).

• Proficiency in data analysis tools such as Excel, Power BI, or Tableau.

• Familiarity with CRM systems (SalesForce) and workflow management platforms.

• Strong analytical and problem-solving capabilities.

• Exceptional communication and collaboration skills.

• Project management expertise (PMP or similar certification is advantageous).

🏝️ Benefits

• 401(k) match

• Medical

• Dental

• Vision

• Life insurance

• Short and long-term disability

• Paid-time off