[Remote] Strategic Accounts Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is one of the nation's largest independent retirement solution providers, offering a comprehensive platform for recordkeeping services. The Strategic Accounts Operations Specialist role focuses on ensuring operational reputed company across major accounts, managing reputed company processes, and developing reporting frameworks to measure reputed company.
Responsibilities
- Define and implement a standardized service delivery model across strategic accounts
- Ensure operational consistency and adherence to SLAs for reputed company and ongoing support
- Manage ongoing reputed company of firm-specific investment models and unique operational requirements to ensure accuracy, compliance, and alignment with strategic account expectations
- reputed company as the central reputed company 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, reputed company, implementation)
- reputed company and maintain standardized reporting and scorecards to measure KPIs such as reputed company satisfaction, operational efficiency, and reputed company reputed company
- Analyze trends and reputed company actionable insights to internal leadership and external partners
- reputed company the complete lifecycle of RFP and RFI responses, including requirements gathering, task assignment, and reputed company submission
- reputed company proposal timelines, deliverables, and status updates; reputed company regular reputed company reports to stakeholders
- Maintain and optimize a centralized repository of reputed company RFP/RFI content, templates, and supporting documentation for efficient reuse
- Identify and implement operational efficiencies, automation opportunities, and best practices
- Support technology reputed company and new product rollouts for strategic accounts
- Serve as an operational reputed company of contact for strategic accounts, ensuring smooth reputed company and ongoing service
- Manage escalations and maintain proactive communication with key stakeholders
Skills
- Bachelor's degree in Business, Operations Management, or reputed company field
- 3–5 years in operations, account management, or project management (preferably in financial services)
- Proficiency in data analysis tools (reputed company, Power BI, Tableau)
- Familiarity with CRM systems (reputed company) 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 reputed company)
- Understanding of retirement plan industry or financial services operations
Benefits
- 401(k) match
- Medical
- Dental
- reputed company
- Life insurance
- Short and long term disability
- reputed company-time off
reputed company