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

As part of the ERISA sales team, the Business Analyst turns sales data into insight and action. Reporting to the Director, Sales Operations, this position owns the reporting, analysis, and data quality behind the team’s goals, including pipeline and stage-duration tracking, territory and quota performance, incentive compensation metrics, and advisor market data. The Business Analyst partners with Sales Regional Vice Presidents, Regional Sales Consultants, and Sales Enablement Associates to spot trends, improve sales processes, and help leadership make faster, better-informed decisions. 

Job Responsibilities 

Reporting and Analytics

• Build and maintain Salesforce and CRM Analytics reports and dashboards that track pipeline, stage duration, proposals, sales, and activity goals by territory and role.
• Produce the weekly and monthly reporting behind territory meetings, one-on-ones, and quarterly territory reviews, including the Sales Velocity Spreadsheet.
• Calculate and validate quarterly incentive compensation metrics, such as territory quota attainment, case management, and pipeline stage duration, and reconcile sales credit with the Implementation and Billing teams.
• Analyze pipeline conversion, sales velocity, lead source, and activity trends to identify what drives results and where deals stall, and present findings and recommendations to sales leadership.

Market and Advisor Data

• Manage advisor and plan market data from BrightScope and other sources, including scheduled data refreshes in CRM Analytics, to support territory planning and lead list development.
• Develop data-driven criteria for advisor segmentation and tiering, and keep segment designations accurate in Salesforce.
• Track channel partner and lead source performance from referral through close.

Data Quality and Systems

• Own Salesforce data quality for the sales team: audit key fields, merge duplicate records, and fill gaps in advisor data such as CRD numbers and contact details.
• Document the team’s sales processes end to end, from lead intake and qualification through proposals, client agreements, IGO review, and handoff to New Business, and keep process guides current as workflows change.
• Define and maintain standard business definitions, such as sales stages, activity types, lead qualification criteria, and how activity and sales goals are counted, so the team works and reports consistently across territories and roles.
• Gather requirements from the sales team and partner with Salesforce administrators and IT to deliver system enhancements, automation, and new fields or workflows.

Planning and Projects

• Support territory business planning, goal setting, and territory alignment with data and modeling.
• Maintain the database used for RFP and consultant questionnaire responses, keeping its content and data accurate and current for the Strategic Accounts Operations Specialist, who leads RFP execution.
• Support, coordinate, and participate in special projects that advance sales distribution and retention strategies, including new product rollouts and process improvements.
• Perform other duties as assigned. 

REQUIRED   SKILLS/EXPERIENCE: 

• Bachelor’s Degree in business, finance, economics, information systems, or a related field required.
• 3+ years of experience in business analysis, sales operations, or a related analytical role.
• Advanced Excel skills (pivot tables, lookups, data modeling).
• Experience building Salesforce reports and dashboards.
• Ability to turn data into clear recommendations and present them to sales leaders.
• Experience gathering requirements and documenting business processes.
• Strong attention to detail and commitment to data accuracy.
• Excellent written and oral communication skills.
• Highly self-motivated, with the ability to manage multiple priorities in a fluid environment.
• Ability to exercise independent, mature judgment.
• Sitting, typing and computer monitor viewing for extended periods.

PREFERRED   SKILLS/EXPERIENCE: 

• Financial services or retirement industry experience.
• Working knowledge of qualified retirement plans and Form 5500 or BrightScope data.
• Experience with CRM Analytics (Tableau CRM).
• Experience with SQL, Power BI, Tableau, or similar tools.
• Proficiency with Claude and other AI tools to speed up analysis, reporting, and documentation.

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace 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 $65,000-85,000 per 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. 

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.

EEO-1 STATEMENT:

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.