Senior Fulfillment Analyst (Hybrid - Philadelphia) jobs in United States
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PCS Retirement ยท 23 hours ago

Senior Fulfillment Analyst (Hybrid - Philadelphia)

positionPhiladelphia,PA,US
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$65K/yr - $75K/yr

PCS Retirement, LLC is one of the nation's largest independent retirement solution providers. The Senior Fulfillment Analyst will leverage Microsoft SQL expertise to extract, analyze, and interpret complex data sets, supporting strategic business decisions and contributing to process improvements and automation initiatives.

ConsultingFinanceFinancial ServicesRetirement
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H1B Sponsor Likelynote

Responsibilities

Develop, maintain, and optimize advanced SQL queries, stored procedures, and scripts
Perform in-depth data analysis to identify trends, anomalies, and actionable insights
Ensure data integrity and accuracy across multiple systems and reporting platforms
Create and maintain documentation for SQL processes and data models
Support ad-hoc reporting and provide timely, accurate analysis to internal teams
Troubleshoot and resolve complex SQL-related issues, including performance tuning
Contribute to process improvements and automation initiatives
Perform other duties and special projects as assigned

Qualification

SQLData analysisMicrosoft ExcelSalesforceAttention to detailProblem solvingCommunication skillsSelf-motivated

Required

Bachelor's degree or equivalent work experience
Proficiency in SQL required
Demonstrated strong PC skills including Microsoft Suite, especially Excel and Teams
Strong attention to detail
Ability to meet deadlines in a fast-paced environment
Self-motivated, takes initiative and ownership, and develops meaningful and effective working relationships
Ability to work independently with minimal supervision and build relationships across the organization
Strong problem solving and decision-making skills
Excellent written and verbal communication skills
Proven ability to comprehend technical systems and processes
Knowledge and experience with data retrieval and manipulation with SQL queries

Preferred

Retirement plan experience is a plus
Salesforce experience highly recommended

Benefits

401(k) match
Medical
Dental
Vision
Life insurance
Short and long term disability
Paid-time off

Company

PCS Retirement

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Professional Capital Services is an independent provider of retirement plan solutions.
dateFounded in 2001
location
Philadelphia, Pennsylvania, USA
people-size201-500 employees
web-link
https://www.pcsretirement.com/

H1B Sponsorship

PCS Retirement has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (6)
2023 (1)
2022 (4)
2021 (8)
2020 (1)

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
LLR Partners
2024-03-04Acquired
2017-10-31Private Equity

Leadership Team

M
Michael Coluzzi
President and Chief Financial Officer
linkedin

Recent News

Business Wire
AssetMark Expands National RIA Footprint with Acquisition of Efficient Advisors, LLC
2025-11-01
PRWeb
PCS Selects iJoin to Expand Advisor Access to AMA and Income Solutions
2025-03-19
PR Newswire
PCS Strengthens Leadership Team with New Head of Product
2025-02-19
Company data provided by crunchbase