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Account Manager Financial Services

Brazil, São Paulo · Job Posted April 16, 2026
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Job Description

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. The Account Manager Financial Services role seeks to deepen relationship with customers during interactions by being customer-focused; connecting the customer to Microsoft executives. Proactively develops a comprehensive understanding of customer industry and identifies opportunities to drive optimization and digitalization solutions. Engages with customers to lead strategic technology transformation. Develops and oversees the execution of account plans for multiple accounts to ensure Microsoft revenue targets and customer business needs are met. Sets priorities, focus, and resources and strengthens operations. Expands network of key internal partners to ensure execution of core tasks and account transactions. Orchestrates others to anticipate issues on customer satisfaction, determine the root cause of problems, remove blockers, and establish recovery action plans as need to improve customers' overall experience. Leads and orchestrates extended virtual teams and key stakeholders with deep industry expertise to expand customer relationships. Educates decision makers of assigned accounts on Microsoft's value proposition aligned to customers' business objectives. Develops strategies to secure buy in and execution of plans and aims to identify new opportunities within assigned accounts. Implements strategies to engage stakeholders and sells opportunities and usage of Microsoft solutions. Proactively builds and maintains a strong knowledge of Microsoft's product landscape, solutions, and strategy in customer industry.

Job Responsibility

  • Account Management: Anticipates moves within assigned accounts, as well as potential problems and ways to mitigate risks
  • Thinks strategically about customer planning for assigned accounts, setting standards and priorities
  • Expands network of key internal and external partners for accounts to ensure execution of core tasks and account transactions
  • Develops and oversees the execution of account plans utilizing common sales and delivery methodology for the Microsoft sales organization for multiple accounts to ensure Microsoft revenue targets and customer business needs are met
  • Customer Engagement: Builds and maintains relationships with executives and business and technical decision makers at high levels of the customer's organization
  • Proactively develops a comprehensive understanding of the customer's business and technology needs and priorities for each assigned account
  • Understands customer drivers of business transformation and leads new opportunities and orchestrates internal teams to accelerate the customer's digital transformation
  • Industry Knowledge: Proactively builds and maintains a strong knowledge of Microsoft's product landscape, solutions, and strategy in the industry of assigned accounts
  • Sales Excellence: Leads and orchestrates extended virtual teams and key stakeholders with deep industry expertise to expand relationship with decision makers and stakeholders of assigned accounts
  • Seeks customer feedback of assigned accounts to identify and understand the drivers of satisfaction and/or dissatisfaction
  • Develops value-proposition presentations and specialized business plans for customers that drive business outcomes to generate business and upsells
  • Implements strategies to engage relevant stakeholders of assigned accounts and create and/or identify upselling/cross-selling non-qualified opportunities and drive consumption of Microsoft solutions
  • Educates decision makers of assigned accounts on Microsoft's value proposition aligned to customer's business objectives

Requirements

  • Master's Degree in Business Administration AND 2+ years experience working in Financial Services and/or driving digital transformation OR Bachelor's Degree in Business, Technology, or related field AND 3+ years experience working in Financial Services and/or driving digital transformation OR equivalent experience
  • 3+ years account management experience OR equivalent
  • Proficiency in written, reading, and conversational Brazilian Portuguese and English

Nice to have

Master's Degree in Business Administration AND 6+ years experience working in Financial Services, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Bachelor's Degree in Business, Technology, or related field AND 8+ years experience working in Financial Services, driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience

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