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.
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
- 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.
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.
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.
Similar Jobs
What you need to know about the NYC Tech Scene
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
