Microsoft

Director of Executive Customer Engagement

Microsoft • $165K — $303K *
New York, NY 10025In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business, Operations, Finance, or related field with 8+ years of relevant experience or equivalent.
  • 6+ years in enterprise software sales, business planning, operations management, or related fields.
  • 5+ years in executive communications or engagement orchestration, including marketing and public relations.
  • 5+ years of project management with successful track record in high-performing teams.
  • Business maturity with experience working alongside executives and leadership teams.
  • Proven program leadership in complex environments with a strong understanding of AI trends in Financial Services.

Responsibilities

  • Plan and manage customer engagement strategies, aligning with organizational goals.
  • Collect and evaluate performance metrics to monitor program success and align with business objectives.
  • Coordinate customer engagement requests and manage escalations effectively.
  • Support customer and partner visits to the Microsoft Executive Briefing Center with proper content and insights.
  • Ensure smooth executive engagements and meetings with productive outcomes.
  • Act as a liaison with local teams for site visits and follow-up communications.
  • Coach account teams on executive engagement strategies and oversee higher-level requests.

Benefits

  • Opportunity to work onsite in the vibrant NYC area and travel for business engagements.
  • Engagements with high-profile executives and industry partners.
  • Potential for impact on strategic business priorities in Financial Services.
  • Access to Microsoft’s resources for ongoing professional development and training.
  • Participation in a community focused on continuous process improvements in customer engagement.
Full Job Description
Overview

The Financial Services Operating Unit (OU) at Microsoft is looking for a Director of Executive Customer Engagement to join our Operations team. This role focuses on Customer/Partner Engagement as well as Executive Communications, playing a crucial part in shaping and delivering impactful engagement strategies and communication initiatives that accelerate business priorities across the industry. You will work closely with executives, cross-functional teams, and industry stakeholders to ensure strategic alignment, build meaningful relationships, and enhance both internal and external communications.

This role is based in the New York City metropolitan area and requires proximity to the Microsoft New York office. Given the frequency of executive briefings, strategic customer engagements, and leadership interactions, the successful candidate must be able to regularly work onsite and travel as needed to support key business priorities.

Responsibilities

Customer and Partner Engagement

  • Proactively plan and manage Financial Services (FSI) CVP engagement with customers and partners, aligning with organizational strategy, goals, and objectives. Use leadership direction and industry trends to advocate for and influence sponsorship, creating and executing plans to shift priorities to new initiatives within industry space. Define and communicate the vision and strategy for change, ensuring organizational buy-in and adoption. Develop necessary materials to support key stakeholders and onboard others. Partner with Human Resources (HR) to drive training, reskilling, and role mapping.


  • Provides subject matter expertise to collect and evaluate success criteria and performance metrics (e.g., Objectives and Key Results [OKRs] and Key Performance Indicators [KPIs], such as acquisition, usage, impact, effectiveness, customer feedback), to monitor programs and ensure all activities align with business and program objectives.


  • Run and effectively triage process for all customer engagement requests from the field. Coordinate and manage to closure all customer escalations directed towards the CVP including conducting due diligence across field teams, organizing resources to resolve, preparing and summarizing info to the leader, engaging the right owners or Subject Matter Experts (SMEs) who should take execution ownership of resolving the issues.


  • Plan and support customer and partner visits to the Microsoft Executive Briefing Center (EBC) where the CVP is engaged. Ensure the engagements are appropriately leveled and supported with content and insights that address the team's and the customer's most critical and strategic priorities.


  • Ensure all executive engagements/field visits at CVP level and above are run smoothly with the right customers / partners engaged and productive meeting outcomes achieved. Leverage monthly business review revenue (MBR) to drive strategic and overall performance decisions with stakeholders and runs rhythms regularly to identify what is working and what is not and makes improvements accordingly.


  • Act as a single point of contact aligning with local teams and stakeholders to prepare for site visits, working directly with associated Executive Offices from planning to execution, and driving follow up actions and communications.


  • Maximize CVP customer, partner, and field engagements during domestic and international travel, including aligning with local teams and stakeholders to prepare for site visits, prepping the leader, and driving follow up actions and communications.


  • Coach account teams on exec engagement strategy, including overseeing all requests from Americas accounts for the upper-level Leadership Team.


  • Actively participate in the Americas Customer Engagement and Communication Community, leveraging best practices and actively contributing to process improvements.


Executive Communications (Internal and External)

  • Lead, create and execute the FSI OU communications strategy (internal & external), including messaging framework and overall plan.


  • Construct, plan and execute executive communication support including leader messaging and development, org and employee communications (e.g., Town Halls/newsletters/events), internal and external presentation and content support.


  • Develop a rhythm of communication that builds upon the Americas and Microsoft Customer and Partner Solutions (MCAPS) communication plan and drives clarity and engagement for the organization.


  • Own the creating of executive content: including scripts, talk tracks, videos, and social media amplification plans.


  • Build momentum, excitement and inspire action in the field through the voice of the VP with relevant communications sent proactively and with predictable frequency.


  • Candidate should be comfortable with business & creative writing, executive PowerPoint development, and production of executive level narratives. Candidate should be experienced with the use of AI as a tool and experienced at editing content to create effective and authentic communication


Qualifications

Required/minimum qualifications

  • Bachelor's Degree in Business, Operations, Finance, or related field AND 8+ years experience in program management, process management, or process improvement OR equivalent experience.


Additional or preferred qualifications

  • 6+ years of experience in enterprise software sales, business planning, operations management, strategy, project management, program management or related.


  • 5+ years of experience in executive communications or engagement orchestration, including employee communication, marketing, public relations and/or journalism.


  • 5+ years of project management experience with a track record of success in high-performing teams.


  • Business maturity and experience working with executives/leadership.


  • Demonstrated track record of successful program leadership in complex environments.


  • Understanding of AI trends and impact in Financial Services industry, and proven ability to leverage those technologies to maximize efficiency and productivity.


Business Program Management IC6 - The typical base pay range for this role across the U.S. is USD $130,900 - $277,200 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 - $303,600 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
Enterprise Technology
Net Income
$51.3 billion
Founded
1975
5 Year Trend
+15.5%
Revenue
$153.2 billion
NASDAQ
MSFT
* Ladders Estimates

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