Americas - Frontier Industry Advisor - Banking

Serves as the banking industry subject matter expert in digital and AI transformation and account planning. Engages internal stakeholders on account planning and partner business planning, including key business leaders, global systems integrators, independent software vendors, solution partners, and Microsoft account teams. Reviews customer industry plans and lends credibility by aligning Microsoft capabilities to strategic insurance priorities.

Brings a multi-year strategicIndustryperspective to digitaland AItransformation.Provides thought leadership via focus on broad global industry trendstoevangelize worldwide industry strategies and/or large ecosystem plays into local market and/or must-win accounts. Drives stakeholder mapping toidentifyand influence keystakeholders and decision makers in the customer business. Partners locally with ISVs to inform industry knowledge. Participates in planning rhythms with core account team and other team members to discussstrategyneeded to deliver on the account plan.Increases the speed of adoption of Microsoft technologies by plotting the strategic, long-term vision of the customer's/partner's business strategy and drivingappropriate actionsto bring it to fruition.

• Leads multi-horizon planning to outline an approach for industry-oriented solution selling with the customer. Creates segment-focused three-horizon roadmaps for impactful accounts based on business and technology priorities, as well asdeepunderstanding of their industry.

• Builds and Maintains relationshipswith external senior- and executive-level decision makers and partners,leveragingtargeted stakeholders at assignedcustomer.

• Actsas an industry advisor to the executive-level business decision makers at thecustomer'sbusiness by applyingdeepunderstanding of their business strategy, market dynamics, relevant technologytrendsand Microsoft's Industry point of view (POV).

Sales Execution

Identifies customer needs, industry readiness, and business-value opportunities across the banking value chain, including retail banking, commercial banking, corporate banking, payments, lending, deposits, treasury services, cash management, branch and contact center operations, customer service, marketing and personalization, financial crime and fraud, risk, compliance, regulatory reporting, data and analytics, core banking modernization, operations, and digital banking channels.

Leads industry-led conversations thatposition Frontier AI as a catalyst forbankingtransformation, connectingMicrosoft technology to measurable business outcomesacrossrevenuegrowth, operating leverage,creditandriskdecisioning, fraud reduction, regulatory confidence,customerexperience, employeeproductivity, and enterprise resilience.

Applies an outcomes-inward approach to shape market-making opportunities, starting with the customer outcome and working backward to the process, architecture, data, AI, security, governance, and change-management requirements needed to scale.Focus areas include faster customer onboarding, improved relationship manager and banker productivity, accelerated loan origination and servicing, improved fraud detection, enhanced credit and risk insights, stronger compliance controls, more efficient regulatory reporting, modernized branch and contact center experiences, personalized digital engagement, and resilient banking operations.

Collaborates with account teams, rapid deployment teams, industry solution teams, partner teams, andinternal stakeholders to build and maturebankingpipeline.Conductscustomer and marketresearchto understandoperating models, revenue levers, cost pressures,credit andrisk posture, regulatory priorities, data estates, andthe highest-valueopportunities to apply AI,cloud, and agentic workflowtechnologies to enterprise-scale transformation.

Represents thebankingindustry perspective in customer conversations and ideation sessions, helpingcreate a shared visionfor how Microsoftcan transform thebusinessfromcustomer acquisition andengagementto creditdecisioning, risk and compliance,operations, dataand analytics platforms,payments, digital channels, branch and contact center experiences, and corebanking modernization.

Identifies, advances, and scales high-impactFrontier AIscenarios for strategicbankingaccounts, including AI-assistedrelationshipmanagement, banker and contact centercopilots, intelligent document processing,loan origination and servicing automation, credit decisioning support, fraud and financial crime investigation, customer service automation, personalized digital banking, treasury and cash management workflows,regulatory and compliance automation,enterprise knowledge assistants, branchmodernization,paymentsmodernization,andcore banking transformation.

Helps customersmove beyondAI pilots to enterprise-readyFrontier AItransformation byrethinkingbankingoperating models, redesigning workflows,modernizingdata foundations, and embedding responsible AI, security, and governanceat scale.Developsabankingvision and business-value cases that connect Microsoft technology to growth, productivity, risk reduction, resilience, regulatory readiness,customerexperience, and long-term commercial success. Acts as a trusted advisor to senior decision makers,leveragingcustomer success, market insight, andbankingpriorities to shape strategic opportunities, expand solutions across business lines and regions, and incubate early-stage transformation pipeline.

Collaboration and Partner Management

Collaborates with account teams, business strategy leads, business development managers, solution architects, technical specialists, industry solution teams, consulting teams, and partner organizations to plan, orchestrate, and execute customer opportunities.

Works across the Microsoft partner ecosystem to bring together capabilities that solve complexbankingbusiness problems. Helps customers understand how Microsoft cloud, data, AI,Frontier AI,security, low-code, productivity, business applications, and partner solutions come together into practical, outcome-oriented transformation patterns.

Coordinates with commercial, legal, compliance, engineering, and customer success teams toestablishformal partnerships and advance strategic programs that support customer transformation, Microsoft growth, and long-term trust.

Industry Expertise

• Proactively builds andmaintainsknowledge of Microsoft's and other industry-relevant solutions and other capabilities. Proactively builds strong knowledge of the industry, including trends, policy implications (e.g., privacy), and competitors to act as a subject matter expert and inform decisions on pursuit or withdrawal.

• Leads communication to provide feedback across the ecosystem (i.e., cross-pollinating information across teams/industries) to other teams (e.g., sales, marketing, engineering) on future product trends or sales blockers and to guide industry solutions team members in a wide variety of specialties, leveraging deep industry knowledge to articulate nuances and anticipate gaps.

• Advises and presentsatindustryand customercommunities.Provides recommendations on accounts and establishes a learning baseline for less experienced colleagues.Proactivelyseeks outadditionaltraining to build on career competencies, includinginformation that adds to the understanding of customers' businesses, and shares it with team members.

Other * Embody our culture and values