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Strategic Account Technology Strategist - Financial Services

United States, Washington D.C. 130900.00 - 251900.00 USD / Year · Job Posted January 18, 2026
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Job Description

The 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, Microsoft’s market share, 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. Leads customer partnerships and drives conversations with clients to present the strategic value of Microsoft solutions. Acts as a trusted technology advisor both internally and externally to integrate Microsoft technology in the customer’s business. Gathers insights about client business and leverages existing architecture approaches to achieve Microsoft’s agreed commitments to clients. Holds accountability for identifying the pathway and resources necessary for building a strategy. Orchestrates global teams to gather information, collaborate on performance markers, and identify potential risks in customer accounts. Partners with customers and/or partners to provide innovative solutions in new industries, and to integrate Microsoft technology in their business. Leverages a strong knowledge of Microsoft's product landscape, solutions, and strategy to address customer's needs. Acts as the voice of the customer and internal advocate across all levels of the organization. Provides analysis of overall customer needs for some of the largest and most complex accounts, and advises on gaps that would benefit from Microsoft solutions. Leads customer business transformations through digital transformation for assigned accounts. Partners with a line-of-business leader or senior executive within a large-scale or high-impact customer organization to articulate how complex Microsoft technology/services will meet future business needs better than the competition. Contributes to the creation of stakeholder maps for accounts, determines and orchestrates a coverage plan, and builds out an execution framework. Establishes best practices and standards for aligning with quota attainment, consumption goals, and customer consumption gaps to inform quarterly and fiscal objectives. Uses existing and new readiness resources and demonstrates expertise in creating enablement plans for large and high-stakes customers, and all-up Microsoft business.

Job Responsibility

  • Provides technology guidance to clients, and orchestrates the interaction between clients and Microsoft resources to drive new opportunities, demand generation, Microsoft’s market share, 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
  • Leads customer partnerships and drives conversations with clients to present the strategic value of Microsoft solutions
  • Acts as a trusted technology advisor both internally and externally to integrate Microsoft technology in the customer’s business
  • Gathers insights about client business and leverages existing architecture approaches to achieve Microsoft’s agreed commitments to clients
  • Holds accountability for identifying the pathway and resources necessary for building a strategy
  • Orchestrates global teams to gather information, collaborate on performance markers, and identify potential risks in customer accounts
  • Partners with customers and/or partners to provide innovative solutions in new industries, and to integrate Microsoft technology in their business
  • Leverages a strong knowledge of Microsoft's product landscape, solutions, and strategy to address customer's needs
  • Acts as the voice of the customer and internal advocate across all levels of the organization
  • Provides analysis of overall customer needs for some of the largest and most complex accounts, and advises on gaps that would benefit from Microsoft solutions
  • Leads customer business transformations through digital transformation for assigned accounts
  • Partners with a line-of-business leader or senior executive within a large-scale or high-impact customer organization to articulate how complex Microsoft technology/services will meet future business needs better than the competition
  • Contributes to the creation of stakeholder maps for accounts, determines and orchestrates a coverage plan, and builds out an execution framework
  • Establishes best practices and standards for aligning with quota attainment, consumption goals, and customer consumption gaps to inform quarterly and fiscal objectives
  • Uses existing and new readiness resources and demonstrates expertise in creating enablement plans for large and high-stakes customers, and all-up Microsoft business

Requirements

  • Bachelor's Degree in Computer Science, Information Technology, Engineering, Business or related field AND 7+ years technical consulting, technical consultative selling, practice building, or related technical/sales/industry experience OR equivalent experience
  • 5+ years experience in digital transformation or using technology to drive customer business outcomes
  • This position is not eligible for visa sponsorship. Candidates must have authorization to work in the United States that does not now or in the future require employer sponsorship

Nice to have

  • Bachelor's Degree in Computer Science, Information Technology, Engineering, Business or related field AND 14+ years technical consulting, technical consultative selling, practice building, or related technical/sales/industry experience OR equivalent experience
  • 4+ years experience in business consulting, consultative selling, or change management
  • 5+ years experience leading technical, support, and/or partner teams

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