Cloud and AI Platform Specialist - Financial Services

Job ID: 200053044Posted: 2026-09-08Location: United States, New York, New YorkSalary: USD $133,000 - $222,700 per yearEmployment type: Full-TimeWork site: 0 days / week in-office – remoteRole type: Individual ContributorTravel: 25-50%Profession: SalesDiscipline: Solution Area SpecialistsCompany: MicrosoftOverviewLeads discussions with customer stakeholders and decision makers to identify, qualify, prioritize and accelerate sales opportunities. Supports the development of solutions to enable AI- and cloud-driven transformations for existing and new customers within the region. Engages in sales pipeline reviews to drive forecasting accuracy and maintains sales and/or consumption pipeline hygiene to enable tracking to achieve assigned sales metrics using all available tools, resources, and processes. Analyzes business and emerging opportunities to improve the customer portfolio and encourage customer innovation, while leveraging technology to drive growth. Assesses and qualifies sales opportunities following sales frameworks and guidelines, utilizing AI-driven insights and tools to provide personalized solutions, tailored recommendations, and strategic guidance that foster long-term trusted relationships throughout the customer sales journey, while incorporating and aligning within the customer’s security priorities.Leads discussions with senior stakeholders and decision makers for high-value customers to identify, qualify, and accelerate sales opportunities. Leads collaborations with others on whitespace analysis and leverages expertise to identify and capitalize on business opportunities and market gaps within the assigned market domain, utilizing AI-driven market intelligence tools to assess trends and insights. Synthesizes evaluation of the solution area(s) and market to strategically align sales plays with complex customer priorities and outcomes, incorporating AI-driven predictive analytics to forecast future market needs. Leads partnerships with others cross-organizationally and guides the development of solutions to enable AI- and cloud-driven transformations for existing and new customers within the region, emphasizing the integration of cutting-edge AI technologies and cloud services. Leads sales pipeline reviews with internal senior stakeholders to drive forecasting accuracy and meeting sales targets, ensuring the use of AI-powered analytics and forecasting tools to enhance precision. Leads the sales strategy tailored to each customer's security priorities, showcasing Microsoft's dedication to secure, AI-powered transformation and addressing their specific needs within the customer success plan, fostering long-term partnerships through AI-driven insights.ResponsibilitiesCustomer EngagementLeads the sales strategy tailored to each customer's security priorities, showcasing Microsoft's dedication to secure, AI-powered transformation and addressing their specific needs within the customer success plan, fostering long-term partnerships through AI-driven insights. Leads partner teams and resources, and fosters lasting relationships that activate co-selling strategies and drive partner attach to each opportunity through every stage in the sales lifecycle. Leads partner organization connections (i.e. GPS) that lead to enduring relationships, shared gains, partner health and alignment with execution plans to accelerate customer value realization at scale.Assesses and qualifies sales opportunities following sales frameworks and guidelines, ensuring alignment with AI-enhanced sales methodologies and best practices. Leads strategy development for driving and closing complex, high-value opportunities. Partners across organizations (e.g., Account Team Unit [ATU], CSU, ISD, GPS) to drive deal orchestration and ensure seamless handoffs throughout the deal lifecycle. Advances best practices to gain customer trust, secure deals, and strategically mitigate risks to enhance sales activities across the market.Sales & Pipeline ManagementStrategically analyzes business and emerging opportunities to enhance the customer portfolio and drive customer innovation. Integrates technology (e.g., AI sales agents, automation, Power Platforms) to accelerate growth across assigned domain. Employs comprehensive analysis of propensity, renewal, consumption, and usage data to refine and execute sales strategy. Manages optimization of partners assigned to each account and/or opportunity to ensure seamless handoffs with other teams (e.g., Global Partner Solutions [GPS], Customer Success Unit [CSU], Industry Solutions Delivery [ISD], Partner) throughout the deal lifecycle.Leads sales pipeline reviews with internal senior stakeholders to drive forecasting accuracy and meeting sales targets, ensuring the use of AI-powered analytics and forecasting tools to enhance precision. Coaches others on and maintains sales and/or consumption pipeline hygiene to enable tracking to achieve assigned sales metrics using all available tools, resources, and processes Coaches others on and leads to achieve usage and/or consumption pipeline hygiene targets to actively monitor adoption trends, identify opportunities for intervention, enabling customers to realize the value of solutions purchased, drive expansion, and ensure healthier, more predictable renewals.Sales StrategyLeads discussions with senior stakeholders and decision makers for high-value customers to identify, qualify, and accelerate sales opportunities. Serves as a key point of contact for, and partners with internal senior stakeholders within and across organizations to strategically drive customer success. Proactively engages with account teams to align the customer's artificial intelligence (AI) transformation vision with their business priorities and success objectives. Ensures the integration of security principles in customer interactions, opportunity, and pursuits to maintain trust and compliance standards.Leads collaborations with others on whitespace analysis and leverages expertise to identify and capitalize on business opportunities and market gaps within the assigned market domain, utilizing AI-driven market intelligence tools to assess trends and insights. Integrates and translates market intelligence, trends, and insights to inform team strategy. Refines and evolves the established market analysis approach to ensure proactive alignment with strategic directives and emerging market trends.Synthesizes evaluation of the solution area(s) and market to strategically align sales plays with complex customer priorities and outcomes, incorporating AI-driven predictive analytics to forecast future market needs. Drives cross-functional collaboration to propose and prioritize solutions and strategies that drive customer business objectives. Proactively identifies and addresses gaps, setting the direction for market engagement and sales execution.Leads partnerships with others cross-organizationally and guides the development of solutions to enable AI- and cloud-driven transformations for existing and new customers within the region, emphasizing the integration of cutting-edge AI technologies and cloud services. Crafts and refines strategies and engages with customers to distinguish Microsoft’s offerings in the competitive landscape. Acts as a subject matter expert and trusted advisor for customers and drives the adoption of technologies and solutions that align and advance their strategic goals and drive digital transformation.QualificationsRequired/minimum qualificationsBachelor's Degree in Computer Science, Information Technology, Business Administration, Information Security, or related field AND 6+ years experience in technology-related sales or account management OR equivalent experience.Additional or preferred qualificationsMaster's Degree in Business Administration (i.e., MBA), Information Technology, Information Security, or related field AND 8+ years experience in technology-related sales or account management OR Bachelor's Degree in Computer Science, Information Technology, Business Administration, Information Security, or related field AND 12+ years experience in technology-related sales or account management OR equivalent experience.6+ years solution or services sales experience.Understanding of the financial services industry, including banking regulations, compliance requirements, and digital transformation priorities.Ability to translate Azure's technical capabilities into business value and industry-specific outcomes for financial services customers.Experience leading complex, multi-stakeholder sales engagements and driving consensus across business and technology decision-makers.Proven ability to engage and influence senior executives, including C-suite and line-of-business leaders.Strategic partnership mindset with experience co-selling alongside Global Systems Integrators (GSIs) and Independent Software Vendors (ISVs).Demonstrated success delivering high-impact cloud and digital transformation solutions through partner ecosystems.Strong executive presence, customer empathy, and relationship-building skills.Ability to navigate complex organizational structures using a consultative, customer-centric, and outcome-driven approach.High degree of sales rigor, including effective deal orchestration, opportunity management, and pipeline discipline.Familiarity with consumption-based sales motions and cloud consumption selling frameworks.Excellent collaboration, communication, and stakeholder management skills in highly matrixed environments.Track record of driving business growth and customer success through strategic account planning and execution.Solution Area Specialists IC5 - The typical base pay range for this role across the U.S. is USD $133,000 - $222,700 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 $170,300 - $239,800 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.