Director of Product Strategy, Commerce

Job ID: 200061756Posted: 2026-10-14Location: United States, California, Mountain ViewSalary: USD $130,900 - $251,900 per yearEmployment type: Full-TimeWork site: 4 days / week in-officeRole type: Individual ContributorTravel: Less than 25%Profession: Business Development & VenturesDiscipline: Business StrategyCompany: MicrosoftOverviewMicrosoft Commerce is placing large bets across Consumer, Merchant, Partner, and Payments in a market being reshaped by agentic commerce and a live contest over the protocols and payer models that will govern it.We are looking for a Director of Product Strategy, Commerce to own the analytical and narrative spine of Commerce strategy: the person who can look across the whole agentic-commerce field and our position in it, size the opportunity, name the bet, and prove the business model works — then write it so it lands in the room. This is an individual-contributor force-multiplier to the VP. The role sets net-new strategic direction that the pillar teams build against, holds the entire Commerce picture at once, and reaches a defensible call: what we bet on, who pays and why, how big the prize is, and the story that carries it through review. The ideal candidate reasons from first principles about business models and market opportunity, brings structure to high-stakes product decisions, and turns dense analysis into one clear, defensible narrative. Leverage comes from the quality of the thinking and the clarity of the call rather than the size of a team.In this role you will own strategy across the full Commerce portfolio, including: Market & competitive strategy: a first-principles POV on agentic commerce — the protocol landscape, the incentives of each major player, and where our advantage is real. Monetization & business-model design: who pays and why across Consumer, Merchant, and Partner; payer models, methods, and sequencing that give the strategy a working economic engine. Opportunity sizing & forecasting: market, feature, and monetization sizing from first principles — TAM SAM capturable, unit economics, ARR and ROI. Decision frameworks for major bets: structure for high-stakes, ambiguous calls — build / buy / partner, sequencing, reversible vs. one-way-door, and where to place a bet across pillars. Cross-thread synthesis: one coherent strategy across Consumer, Merchant, Partner, and Payments, with the conflicts surfaced before they collide in review. Narrative & decision support: the strategy spine — MMM narrative, FY strategy papers, the investment case — written to land with senior stakeholders. Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.AI Experiences employees who live within a 50- mile commute of a designated Microsoft Hub in the U.S. are expected to work from the office at least four days per week. This expectation is subject to local law and may vary by jurisdiction.ResponsibilitiesOwn a current, first-principles POV on the agentic-commerce market, the protocol landscape (for example ACP, UCP, AP2, MCP), and where Microsoft’s advantage is real. Design and pressure-test monetization: the payer model across Consumer, Merchant, and Partner, the methods, and the sequencing. Build the opportunity models and forecasts that let the org rank bets and defend investment asks with numbers, including ARR- and ROI-based justification. Bring repeatable decision frameworks to major product bets so the reasoning is structured and legible. Synthesize the Consumer, Merchant, Partner, and Payments threads into one coherent strategy and surface where they conflict. Turn the analysis into the strategy spine — the MMM narrative, FY strategy papers, and investment cases — and prep the VP with a sharp POV and the two or three things that would change it. Operate as a peer to senior leaders: form a POV, defend it, and change it on evidence. QualificationsRequired Qualifications:Master's Degree in Business Administration or related field AND 4+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experienceOR Bachelor's Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 6+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experienceOR equivalent experience.Preferred Qualifications:Master's Degree in Business Administration or related field AND 8+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experienceOR Bachelor's Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 12+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experienceOR equivalent experience.10+ years in product strategy, corporate strategy, strategy consulting, investing (PE / VC / banking), or a strategy-heavy product leadership role, with depth on platform or marketplace businesses. Business-model & monetization judgment: a demonstrated record of reasoning from first principles about who pays and why, and designing monetization that works. (Primary screen.) Opportunity sizing & forecasting: can build a credible market or monetization model from the ground up and defend every assumption. Decision frameworks: a track record of bringing structure to large, ambiguous product or investment decisions. Commerce domain depth: genuine fluency in the economics of retail, marketplaces, and payments — productive on day one. Narrative synthesis: turns dense analysis into one clear, defensible story that moves a senior room. (Close-second screen.) Excellent communication and executive-influence skills. Direct experience in agentic commerce, digital payments, or commerce platforms, and familiarity with the emerging commerce-protocol landscape. Fluency in AI / LLM product economics and how they reshape unit costs and monetization. Experience shaping investment or funding cases that cleared a senior bar. #AIXBusiness Strategy IC5 - The typical base pay range for this role across the U.S. is USD $130,900 - $251,900 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $165,600 - $272,300 per year. Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here:This position will be open for a minimum of 5 days, with applications accepted on an ongoing basis until the position is filled.Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance with religious accommodations and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations.