Remote Senior Account Manager & Technical Lead

Pentegra Services, Inc.; Northern (KY); Hybrid; USD 90,000 - 105,000; Full time

Job summary

Pentegra Services, Inc. is seeking a Senior Account Manager – Technical Lead to maintain client relationships and independently manage assigned accounts. The role involves compliance testing, Form 5500 filings, and collaboration with auditors to ensure accurate, timely plan administration.

The position offers a remote work arrangement in the US with a competitive salary range and opportunities to mentor teammates and contribute to process improvements.

Qualifications

• 8+ years in retirement account management or similar role.
• Strong verbal and written communication skills.
• Excellent client service and relationship management.
• Ability to mentor teammates and lead projects.

Responsibilities

• Interpret plan and client documents to improve administration and service delivery.
• Perform compliance testing and prepare filings with regulators.
• Coordinate with clients, auditors, and payroll on eligibility and funding.
• Lead year-end deliverables and corrective actions.
• Manage complex client relationships and ensure timely responses.

Skills

Client service

Communication

Mentoring

Project coordination

Education

Bachelor's degree

Tools

Salesforce

Relius

Excel

Job description

Pentegra Services, Inc. is seeking a Senior Account Manager – Technical Lead to maintain client relationships and independently manage assigned accounts. The role involves compliance testing, Form 5500 filings, and collaboration with auditors to ensure accurate, timely plan administration.

The position offers a remote work arrangement in the US with a competitive salary range and opportunities to mentor teammates and contribute to process improvements.