What are the responsibilities and job description for the Director, Sales Operations position at PCS Retirement?
Description
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.
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 https://www.pcsretirement.com/
Job Summary
The Manager of Sales Operations will lead our sales team in optimizing processes, enhancing productivity, and driving revenue growth. The ideal candidate will have a strong background in sales operations, excellent analytical skills, and the ability to collaborate effectively with cross-functional teams.
Job Responsibilities
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $108,000 and $140,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
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.
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 https://www.pcsretirement.com/
Job Summary
The Manager of Sales Operations will lead our sales team in optimizing processes, enhancing productivity, and driving revenue growth. The ideal candidate will have a strong background in sales operations, excellent analytical skills, and the ability to collaborate effectively with cross-functional teams.
Job Responsibilities
- Assist Head of Sales with annual incentive design process and partners closely with Finance on quarterly commission process
- Establish a formal campaign strategy for the sales team, using CRM for deployment, engagement and success metrics
- Represent ERISA sales to orchestrate RFP responses across internal subject matter experts, ensuring a timely response that best positions PCS for advancement
- Identify onboarding efficiencies, leads process improvement initiatives and introduces automation opportunities as a process owner
- Oversee the sales operations and internal sales teams and ensure alignment with overall business objectives.
- Develop and implement sales strategies and processes to improve efficiency and effectiveness.
- Analyze sales data and metrics to identify trends, opportunities, and areas for improvement.
- Collaborate with sales leadership to set targets and develop forecasting models.
- Manage the sales technology stack, ensuring tools are effectively utilized and integrated.
- Provide training and support to the sales team on processes, tools, and best practices.
- Monitor and report on sales performance, providing insights and recommendations to senior management.
- Foster a culture of continuous improvement within the sales operations function.
- Bachelor’s degree in Business Administration, Marketing, or a related field; MBA preferred.
- 5 years of experience in sales operations or a related role.
- Strong analytical and problem-solving skills, with proficiency in data analysis tools.
- Excellent communication and interpersonal skills, with the ability to work collaboratively.
- Experience with CRM systems and sales analytics tools.
- Proven ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Strong leadership skills with a focus on team development and performance management.
- Prior management experience required
- 5 yrs retirement plan industry experience preferred
- Proficient in full Microsoft Office product suite (i.e. Excel, Word, PowerPoint, Visio, etc.)
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $108,000 and $140,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Salary : $108,000 - $140,000
