Strategic Account Executive

1 Month ago • 5-8 Years • Business Development

Job Summary

Job Description

As a Strategic Account Executive at Microsoft, you will drive digital transformation and build strategic partnerships with leading financial organizations. Responsibilities include developing and executing account plans, managing complex accounts, fostering executive-level relationships, and ensuring high-value outcomes. You'll leverage deep industry knowledge to position Microsoft solutions, upsell/cross-sell opportunities, and collaborate with internal/external teams. Success requires strong communication, leadership, and the ability to navigate the financial services sector. The role involves driving customer success, achieving revenue targets, and contributing to Microsoft's growth within the financial services industry.
Must have:
  • 5+ years Financial Services experience
  • Digital transformation expertise
  • Executive relationship management
  • Account planning & execution
  • Upselling & cross-selling
  • Strong communication skills
Good to have:
  • Master's degree in Business Administration
  • Experience with Microsoft products
  • Consulting experience
Perks:
  • Industry-leading healthcare
  • Educational resources
  • Product and service discounts
  • Savings and investments
  • Maternity/paternity leave
  • Generous time away
  • Giving programs
  • Networking opportunities

Job Details

Overview

As a Global Account Manager in the financial services sector, you will play a pivotal role in driving digital transformation and fostering strategic partnerships with some one of the world’s leading financial organizations. This position requires a deep understanding of the financial services industry, customer needs, and market dynamics to deliver innovative solutions that align with client priorities and create measurable business value.

You will be responsible for cultivating and maintaining trusted relationships with executive stakeholders, leveraging your expertise to align Microsoft’s capabilities with customer strategies. By proactively developing a comprehensive understanding of each client’s goals, industry direction, and competitive landscape, you will lead the creation and execution of account plans that ensure high-value outcomes for both Microsoft and its customers.

Your role involves managing complex accounts, overseeing planning and prioritization to address evolving customer needs, and strategically guiding resource allocation. Through collaboration with internal teams and industry experts, you will design and promote long-term, mutually beneficial transformation strategies. Additionally, you will act as a trusted advisor, delivering compelling value propositions, crafting specialized business plans, and identifying opportunities to expand engagements through upselling and cross-selling initiatives.

This role requires exceptional communication skills and the ability to lead extended virtual teams, ensuring seamless execution and alignment across stakeholders. By translating features into meaningful business impacts, you will drive the customer’s digital transformation and accelerate their market presence.

The Global Account Manager is instrumental in shaping Microsoft’s partnership approach within financial services, delivering innovation, and creating sustainable growth for all parties involved.

Qualifications

Required/minimum qualifications

 

Bachelor's Degree in Business, Technology, or related field AND 5+ years experience working in Financial Services Industry driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Master's Degree in Business Administration AND 4+ years experience working in an Financial Services Industry, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR 7+ years experience in working in an Financial Services Industry, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience.

 

 

Additional or preferred qualifications
Bachelor's Degree in Business, Technology, or related field AND 8+ years experience working in an Financial Services Industry, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Master's Degree in Business Administration AND 6+ years experience working in an Financial Services Industry, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience. 5+ years account management experience OR equivalent.
 
 

Responsibilities

We are seeking an experienced and motivated professional to join our team as a Global Account Team in the financial services sector. This role is pivotal in managing and growing strategic relationships with our most valued clients, driving innovation and delivering transformative solutions that align with customer goals. You will work across diverse teams, both internal and external, to create and execute impactful account strategies.

 

Responsibilities

 

Account Management
As the Global Account Manager, you will lead the development and execution of comprehensive account strategies tailored to each client's unique needs. You will collaborate with internal teams, such as Industry Solutions, and external partners to provide a seamless account management experience. This includes engaging with mainstream partners to foster long-term, mutually beneficial business and technology strategies, while promoting joint solutions and driving momentum on opportunities. You will ensure that account plans align with Microsoft’s sales and delivery methodologies, overseeing multiple, complex accounts to achieve revenue and consumption targets.

Your ability to expand your network of influence on the client’s board and within key decision-making circles will be essential. You will lead virtual teams, prioritize projects, and streamline processes to reduce complexity for both the customer and internal teams, ensuring all activities drive measurable business outcomes.

 

Customer Engagement
You will play a crucial role in supporting business transformation through technology by leveraging consultative and innovative approaches. By understanding your client’s business and technology strategies, you will anticipate their needs and provide solutions that address their priorities. Your ability to position Microsoft as a trusted advisor will be instrumental in guiding customers through change and delivering business value.

Establishing and maintaining executive-level relationships is a key aspect of this role. You will proactively connect the customer with Microsoft executives and partners, building trust at multiple levels within the organization. By creating a rhythm of business with key customer stakeholders, you will demonstrate the value of Microsoft’s solutions and highlight their return on investment (ROI).

 

Industry Knowledge
Your expertise in financial services will allow you to apply a deep understanding of industry trends, market dynamics, and regulatory requirements. You will use this knowledge to position Microsoft’s solutions as innovative drivers of business transformation, showcasing their relevance and impact within the industry context.

 

Sales Excellence
Driving growth is a core part of this role. You will develop and implement strategies for upselling and cross-selling opportunities, leveraging virtual teams to identify and act on new business prospects. Your ability to craft compelling value propositions and business cases will be essential in demonstrating how Microsoft’s solutions address specific client challenges.

In addition to delivering on sales goals, you will actively seek customer feedback to continuously improve the customer experience. By identifying potential risks to satisfaction and implementing recovery plans where necessary, you will ensure a high level of customer trust and loyalty.

 

What You Bring

You will bring a strong track record of success in managing large, complex accounts within the financial services or a similar industry. Your ability to navigate and influence at the executive level, combined with deep industry expertise, will enable you to develop and execute strategies that drive customer success and business growth.

You will have excellent communication and relationship-building skills, with the ability to lead diverse, cross-functional teams. A demonstrated ability to deliver measurable outcomes, manage multiple priorities, and leverage insights to influence decision-making is essential.

 

Why Join Us?

This is an opportunity to make a significant impact by shaping the future of financial services partnerships. You will be part of a dynamic and inclusive environment that values innovation, collaboration, and professional growth. Microsoft offers competitive rewards, career development opportunities, and the chance to work on transformative initiatives with some of the world’s leading organizations. Take the next step in your career and help drive the future of financial services with us.

Benefits/perks listed below may vary depending on the nature of your employment with Microsoft and the country where you work.
Industry leading healthcare
Educational resources
Discounts on products and services
Savings and investments
Maternity and paternity leave
Generous time away
Giving programs
Opportunities to network and connect

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