Senior Strategic Account Technology Strategist, Financial Services

Senior Strategic Account Technology Strategist, Financial Services

United States, New York, New York +1 more

Job number 200058812 Date posted Oct 02, 2026 Work site 0 days / week in-office – remote Travel 25-50% Profession Technology Sales Discipline Strategic Account Technology Role type Individual Contributor Employment type Full-Time

Overview

The Senior Strategic Account Technology Strategist, Financial Services provides technology guidance to clients and orchestrates the interaction between clients and Microsoft resources to drive new opportunities, demand generation, digital transformation, and the mapping of industry/business scenarios to Microsoft solutions. Acts as the Technology Mentor for the customer or "go-to" person in established, long-term relationships with technical and/or business decision-makers at the Chief X Officer (CxO) level. Drives conversations with clients to present the strategic value of Microsoft solutions and acts as a trusted technology advisor both internally and externally with technical and/or business decision-makers. Gathers insights about client business and leverages existing architecture approaches to achieve Microsoft’s agreed commitments to clients. Leverages executive sponsorship, global resources, and leads the overall strategy development.

Synthesizes business insights and orchestrates global teams across the organization to deliver alternative solutions while applying deep expertise and thought leadership. Acts as a "virtual Chief Technical Officer" to provide Account Thought leadership, leverage deep knowledge of Microsoft's solutions, industry, and customer needs, and acts as the voice of the customer, industry, and team. Leads technology strategy formulation by leading alignment of customer needs and technology solutions, execution of technology strategy/digital transformation, creation of mid- to long-term technical roadmaps, and translation of customer business objectives. Develops and drives opportunities, presents opportunities to the customer, and creates demand. Coaches peers on how to create and maintain an opportunity initiation and how to map Microsoft priorities to opportunities. Leads digital transformation using corporate and cross-industry resources, and partners with line-of-business leader or senior executive to articulate the benefits of Microsoft technology over competitor solutions. Helps customer technical specialists sell Microsoft offerings. Maps technical customer requirements and business scenarios to Microsoft technology platforms. Orchestrates necessary teams and partners to ensure demand generation and establishes best practices for account planning. Delivers regular industry/technology briefings to customer technology senior decision-makers technical teams. Uses readiness resources and demonstrates expertise in creating enablement plans.

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.

Responsibilities

• Customer and Industry Insights

• Applies expertise (deep expertise across few accounts or broad expertise across many accounts) and thought leadership to identify and inform the development of the right opportunities