Microsoft

Senior Director, Product Strategy - Commerce

Microsoft • $155K — $277K *
Mountain View, CA 94040In-Person
Consumer Technology
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Master’s Degree in Business Administration or related field with 6+ years of experience in relevant roles, or Bachelor’s Degree with 8+ years of experience.
  • 2+ years in Strategy, Management Consulting, and/or Finance.
  • 10+ years in product strategy or strategy-heavy roles with a focus on platform or marketplace businesses.
  • Strong judgement in business model and monetization design.
  • Ability to build and defend credible market and monetization models from ground up.
  • Experience structuring large, ambiguous product or investment decisions.
  • Deep understanding of the economics of retail, marketplaces, and payments.

Responsibilities

  • Own the first-principles POV on the agentic-commerce market and defining Microsoft's advantage.
  • Design and validate monetization strategies across Consumer, Merchant, and Partner segments.
  • Develop opportunity models and forecasts to justify investment decisions based on ARR and ROI.
  • Establish structured decision frameworks for major product bets to facilitate clear reasoning.
  • Synthesize strategies across Consumer, Merchant, Partner, and Payments divisions to surface potential conflicts.
  • Convert analytical insights into compelling narratives and prepare strategic documentation for senior leadership.
  • Collaborate with senior leaders to present and defend strategic positions while being evidence-driven.

Benefits

  • Comprehensive healthcare coverage, including medical, dental, and vision.
  • Generous retirement savings plan with company match.
  • Paid time off (PTO) and holidays for work-life balance.
  • Professional development and continuous learning opportunities.
  • Family and parental leave assistance.
  • Employee discounts and perks.
Full Job Description
Overview

Microsoft 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 Senior Director of Product Strategy 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.

As a Senior Director of Product Strategy you will work as an individual-contributor force-multiplier to the VP. You will set 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. You will reason from first principles about business models and market opportunity, bring structure to high-stakes product decisions, and turn 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.

The Commerce Strategy Lead owns 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 12 SAM 12 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.

Responsibilities
  • Own a current, first-principles POV on the agentic-commerce market, the protocol landscape (for example ACP, UCP, AP2, MCP), and where Microsoft19s 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.


Qualifications

Required Qualifications:
  • Master19s Degree in Business Administration or related field AND 6+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience OR Bachelor19s Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 8+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience
    • OR equivalent experience.
  • 2+ years experience in Strategy, Management Consulting, and/or Finance.


Preferred Qualifications:
  • Master19s Degree in Business Administration or related field AND 12+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience
    • OR Bachelor19s Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 15+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience
    • OR 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.


#MicrosoftAI

Business Strategy IC6 - The typical base pay range for this role across the U.S. is USD $155,800 - $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 $202,400 - $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.

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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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