National Account Strategy Director - Financial Services

Spectraforce Technologies; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Strong cultural environment

Unlimited PTO

Health, dental, vision, and other ins

401(k) with employer matching

Expense reimbursements (gym, cell)

Job summary

Spectraforce Technologies, Inc. seeks a National Account Strategy Director for Financial Services to drive national growth across banking and related sectors.

You will shape strategic plans, map client organizations, and partner with sales, delivery, and client services to expand revenue and margins. This individual-contributor role leads account plans, coordinates cross-market initiatives, and translates insights into growth opportunities while navigating risk and governance.

Qualifications

• Minimum four to six years of enterprise account management, client strategy, business development, or staffing.
• Experience supporting banking, financial services, insurance, or similar enterprise clients.
• Ability to build stakeholder relationships and expand business across multiple divisions or locations.
• Understanding of staffing, workforce solutions, and MSP/VMS programs.
• Experience developing account plans, mapping organizations, and managing opportunity pipelines.
• Strong analytical, verbal, written, presentation, and interpersonal communication skills.
• Ability to influence and collaborate across sales, recruiting, delivery, and operational teams without direct authority.
• Commercial judgment, independent execution, adaptability, and accountability for measurable growth.
• Proficient with CRM systems and Microsoft Office Suite.

Responsibilities

• Develop and execute national account growth plans for assigned banking, insurance, capital markets, and other financial services clients.
• Map client organizations, decision makers, existing contracts, workforce spend, and addressable opportunities across business units and geographic locations.
• Build relationships with procurement, talent acquisition, program leaders, and business stakeholders to identify and advance expansion opportunities.
• Identify and pursue opportunities across staffing, direct hire, SOW, and other workforce solutions.
• Partner with regional sales and Client Development leaders to coordinate account penetration initiatives and cross-market execution.
• Analyze current account share, supplier competition, service-category coverage, and barriers to growth; recommend targeted actions.
• Maintain account plans, stakeholder maps, qualified opportunity pipelines, and clear next steps in the CRM.
• Monitor account revenue, gross margin, pipeline progression, and expansion outcomes; provide accurate growth forecasts and updates.
• Collaborate with Client Services, Delivery, and Operational Excellence to understand service performance and translate insights into growth opportunities.
• Apply knowledge of financial services hiring priorities, including technology, operations, risk, compliance, and finance, to client strategies.
• Coordinate with internal stakeholders on client governance, contractual considerations, and risk requirements as appropriate.
• Perform other duties assigned.

Skills

Account management

Strategic planning

Stakeholder management

Sales

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Who We Are:

• SPECTRAFORCE is at the forefront of redefining the staffing, technology, and consulting sectors. Privately and diversity-owned, we're among the fastest-growing firms in the US, on a short-range mission to hit the $1B revenue mark. Our success is rooted in the principle of human connection, epitomized by our NEWJOBPHORIA ethos - the joy and freedom in work that empowers our team and clients to excel.

The Opportunity:

• The National Account Strategy Director - Financial Services develops and executes national growth strategies across assigned banking and financial services enterprise accounts. This role expands SPECTRAFORCE's presence across business units, geographic markets, and workforce solution categories through strategic relationship development, account penetration, and coordinated sales execution. The position partners with Client Services, Client Development, Delivery, and Operational Excellence to build actionable growth plans, strengthen competitive positioning, and increase revenue and gross margin. This is an individual-contributor role with cross-functional influence rather than direct operational or people-management responsibility.

A Glimpse Into Your Day:

• Develop and execute national account growth plans for assigned banking, insurance, capital markets, and other financial services clients.




• Map client organizations, decision makers, existing contracts, workforce spend, and addressable opportunities across business units and geographic locations.




• Build relationships with procurement, talent acquisition, program leaders, and business stakeholders to identify and advance expansion opportunities.




• Identify and pursue opportunities across staffing, direct hire, statement of work (SOW), and other workforce solutions.




• Partner with regional sales and Client Development leaders to coordinate account penetration initiatives and cross-market execution.




• Analyze current account share, supplier competition, service-category coverage, and barriers to growth; recommend targeted actions.




• Maintain account plans, stakeholder maps, qualified opportunity pipelines, and clear next steps in the CRM.




• Monitor account revenue, gross margin, pipeline progression, and expansion outcomes; provide accurate growth forecasts and updates.




• Collaborate with Client Services, Delivery, and Operational Excellence to understand service performance and translate insights into growth opportunities.




• Apply knowledge of financial services hiring priorities, including technology, operations, risk, compliance, and finance, to client strategies.




• Coordinate with internal stakeholders on client governance, contractual considerations, and risk requirements as appropriate.




• Perform other duties assigned.

Who You Are:

• High school diploma/GED.




• Minimum four (4) to six (6) years of experience in enterprise account management, client strategy, business development, or staffing.




• Experience supporting banking, financial services, insurance, or similarly complex enterprise clients.




• Ability to build stakeholder relationships and expand business across multiple divisions or locations.




• Understanding of staffing, workforce solutions, and MSP/VMS programs.




• Experience developing account plans, mapping organizations, and managing opportunity pipelines.




• Strong analytical, verbal, written, presentation, and interpersonal communication skills.




• Ability to influence and collaborate across sales, recruiting, delivery, and operational teams without direct authority.




• Commercial judgment, independent execution, adaptability, and accountability for measurable growth.




• Proficient with CRM systems and Microsoft Office Suite.

Preferred Requirements:

• Bachelor's degree.




• Existing financial services client relationships and experience with national or multi-location accounts.




• Familiarity with technology and professional staffing categories, including risk, compliance, and financial operations.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer in close range (75-90% of time spent on computer and phone)




• Must be able to lift up to 25 pounds occasionally

Travel Requirements:

• Ability to travel up to 20% of the time

Exclusive Benefits:

• A strong cultural environment, recognized by Inc. Best Workplaces and Women's Choice Awards, with 72% female leadership.


• Unlimited PTO from your very first day - guilt-free time off is our promise!


• A comprehensive suite of health, dental, vision, and other insurances


• 401(k) plans with employer matching


• Reimbursements for both gym memberships and cell phone expenses*

Join Us:

• SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at [e-mail] if you require reasonable accommodation.


• *Please note that exact benefits and salary amounts are dependent on location, years of experience, and other factors.