Microsoft

Cloud and AI Platform Specialist - Financial Services

Microsoft • $145K — $205K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a relevant field such as Computer Science or Business Administration, and 4+ years in technology sales or account management, or equivalent experience.
  • Master's degree in a relevant field and 6+ years in technology sales, or 8+ years with a bachelor's degree.
  • 4+ years of experience in solution or services sales.
  • Demonstrated experience leading AI strategy within a major insurance or financial services organization.
  • Expertise in designing AI solutions leveraging Microsoft Azure AI or similar platforms.
  • Proven track record as a trusted advisor to executive stakeholders in AI adoption strategies.
  • Strong understanding of AI frameworks and organizational change management in regulated industries.

Responsibilities

  • Engage with stakeholders to qualify and prioritize sales opportunities using AI-enhanced sales methodologies.
  • Collaborate across teams to contribute to sales deal orchestration and lifecycle management.
  • Drive sales strategies focused on customer security priorities and Microsoft's AI-powered transformation.
  • Utilize tech solutions to optimize sales strategies by analyzing customer insights and trends.
  • Conduct regular sales pipeline reviews to ensure accuracy in forecasting and sales metrics.
  • Monitor pipeline health to identify opportunities for customer engagement and solution expansion.
  • Lead market analysis to align sales plays with customer business needs using AI-driven insights.

Benefits

  • Comprehensive health benefits and wellness programs.
  • Flexible work arrangements, including remote work options.
  • Professional development opportunities, including training and certifications.
  • Generous paid time off and vacation policies.
  • Retirement savings plans with company matching contributions.
Full Job Description
Overview

Leads 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 customer stakeholders and decision makers to identify, qualify, prioritize and accelerate sales opportunities. Leverages whitespace analysis and partners with others to identify business opportunities and market gaps within the assigned market domain, utilizing AI-driven market intelligence tools to assess trends and insights. Evaluates solution area(s) and market and develops insights to align sales plays with customer business priorities and outcomes, incorporating AI-driven predictive analytics to forecast future market needs. Partners with others cross-organizationally and supports 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. Engages in sales pipeline reviews with internal stakeholders to drive forecasting accuracy and meeting sales targets, ensuring the use of AI-powered analytics and forecasting tools to enhance precision. Drives sales strategies 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.

Responsibilities

Assesses and qualifies sales opportunities following sales frameworks and guidelines, ensuring alignment with AI-enhanced sales methodologies and best practices. Participates in strategy development for driving and closing moderately complex, significant value opportunities. Collaborates across organizations (e.g., Account Team Unit [ATU], CSU, ISD, GPS) to contribute to deal orchestration and handoffs throughout the deal lifecycle. Utilizes best practices to earn customer buy-in, secure deals, and mitigate risks to facilitate sales activities across the solution area.

Drives sales strategies 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. Reviews and translates customer and partner feedback to establish recovery action plans. Develops relationships with key customer and partner stakeholders to understand sentiment and satisfaction goals Drives partner teams, resources and relationships are activated, driving co-selling strategies and partner attach to each opportunity through every stage in the sales lifecycle. Drives partner organization connections (i.e. GPS) to drive share, partner health, that aligns with execution plans to accelerate customer value realization at scale.

Sales & Pipeline Management

Analyzes business and emerging opportunities to improve the customer portfolio and encourage customer innovation. Leverages technology (e.g., AI sales agents, automation, Power Platforms) to drive growth within assigned domain. Utilizes propensity, renewal, consumption, and usage data to prioritize sales strategy. Optimizes partners assigned to each account and/or opportunity to facilitate handoffs with other teams (e.g., Global Partner Solutions [GPS], Customer Success Unit [CSU], Industry Solutions Delivery [ISD], Partner) throughout the deal lifecycle.

Engages in sales pipeline reviews with internal stakeholders to drive forecasting accuracy and meeting sales targets, ensuring the use of AI-powered analytics and forecasting tools to enhance precision. Maintains sales and/or consumption pipeline hygiene to enable tracking to achieve assigned sales metrics using all available tools, resources, and processes Leads usage and/or consumption pipeline hygiene 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 Strategy

Evaluates solution area(s) and market and develops insights to align sales plays with customer business priorities and outcomes, incorporating AI-driven predictive analytics to forecast future market needs. Partners across teams to propose solutions and strategies that align with customer business objectives. Identifies and addresses gaps, driving market engagement and sales execution.

Partners with others cross-organizationally and supports 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. Leverages established strategies and participates in conversations with customers to distinguish Microsoft's offerings in the competitive landscape. Serves as an trusted advisor for customers and guides the adoption of technologies and solutions that align with their goals and drive digital transformation.

Leverages whitespace analysis and partners with others to identify business opportunities and market gaps within the assigned market domain, utilizing AI-driven market intelligence tools to assess trends and insights. Evaluates and disseminates market intelligence, trends, and insights across the team. Leverages established market analysis approach to ensure alignment with strategic directives and market trends.

Leads discussions with customer stakeholders and decision makers to identify, qualify, prioritize and accelerate sales opportunities. Acts as a point of contact and collaborates with internal stakeholders within and across organizations to drive to customer success. Engages with account teams to align the customer's artificial intelligence (AI) transformation vision with their business priorities and success objectives. Incorporates and reinforces security principles in customer interactions, opportunity, and pursuits to maintain trust and compliance standards.

Qualifications

Required/minimum qualifications

Bachelor's Degree in Computer Science, Information Technology, Business Administration, Information Security, Information Security, or related field AND 4+ years experience in technology-related sales or account management OR equivalent experience.

Additional or preferred qualifications

Master's Degree in Business Administration (i.e., MBA), Information Technology, Information Security, or related field AND 6+ 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 8+ years experience in technology-related sales or account management OR equivalent experience.

4+ years solution or services sales experience.

  • Demonstrated experience leading AI strategy, transformation, or innovation initiatives within a major insurance carrier, broker, or financial services organization.
  • Deep expertise designing and implementing enterprise AI solutions leveraging Microsoft Azure AI, AWS AI/ML, and/or Google Cloud AI platforms.
  • Proven success serving as a trusted advisor to executive stakeholders and customer-facing teams, translating business objectives into scalable AI adoption strategies.
  • Experience leading or operating an AI Center of Excellence (COE), including governance, operating models, talent planning, and AI program execution at scale.
  • Ability to support AI growth planning through capacity management, resource forecasting, and quota management aligned to evolving customer demand and business priorities.
  • Strong understanding of AI adoption frameworks, responsible AI practices, and organizational change management within highly regulated industries such as insurance and financial services.


Solution Area Specialists IC4 - The typical base pay range for this role across the U.S. is USD $107,600 - $187,500 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 $145,600 - $205,600 per year.

Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here:
https://careers.microsoft.com/us/en/us-corporate-pay

This position will be open for a minimum of 5 days, with applications accepted on an ongoing basis until the position is filled.

About Microsoft

Microsoft is an American multinational corporation that develops, manufactures, licenses, supports, and sells a range of software products and services. Microsoft’s devices and consumer (D&C) licensing segment licenses the Windows operating system and related software, Microsoft Office for consumers, and the Windows Phone operating system. The company’s computing and gaming hardware segment provides Xbox gaming and entertainment consoles and accessories, second-party and third-party video games, and Xbox Live subscriptions; surface devices and accessories; and Microsoft PC accessories. Its phone hardware segment offers Lumia smartphones and other non-Lumia phones. Its D&C segment provides Windows Store, Xbox Live transactions, and Windows phone store; search advertising; display advertising; Office 365 Home and Office 365 Personal; first-party video games; and other consumer products and services as well as operating retail stores. Microsoft’s commercial licensing segments license server products, including Windows Server, Microsoft SQL Server, Visual Studio, System Center, and related Client Access Licenses (CALs); Windows Embedded; Windows operating system; Microsoft Office for business, including Office, Exchange, SharePoint, Lync, and related CALs; Microsoft Dynamics business solutions; and Skype. Its commercial segment offers enterprise services, including premier support services and Microsoft consulting services; commercial cloud comprising Office 365 Commercial, other Microsoft Office online offerings, Dynamics CRM Online, and Microsoft Azure; and other commercial products and online services. The company markets and distributes its products through original equipment manufacturers, distributors, and resellers, as well as online.

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Learn more about Microsoft
Size
181,000 employees
Market Cap
$1,762.4 billion
Industry
Net Income
$51.3 billion
Founded
1975
5 Year Trend
+15.5%
Revenue
$153.2 billion
NASDAQ

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