Senior Account Executive - Capital Markets

Overview

Microsoft's Financial Services organization helps customers achieve meaningful business outcomes through AI, cloud, security, and modern work solutions. As a Senior Account Executive - Capital Markets, working on-site in New York, New York, you will lead the customer relationship and account strategy for a portfolio of financial services enterprise customers. You will bring together Microsoft specialists, customer success teams, partners, and executives to translate financial services customer priorities into sustained business value and growth.

You will be accountable for the overall account plan, executive relationships, pipeline health, forecast accuracy, and revenue and consumption outcomes across the Microsoft solution portfolio. Success requires customer obsession, disciplined sales execution, business judgment, and the ability to orchestrate a broad virtual team across complex organizations.This role is based in New York, New York.

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

Own customer strategy and outcomes: Develop and maintain actionable account plans grounded in each customer's business priorities, industry context, transformation agenda, and measurable outcomes. Refresh plans regularly and use customer feedback to improve engagement.

Lead executive engagement: Build trusted relationships with C-suite, business, and technology decision-makers. Connect customer priorities to Microsoft's capabilities and secure the right executive sponsorship for pivotal opportunities and long-term transformation programs.

Drive growth across the portfolio: Own revenue, consumption, and share-growth objectives across assigned accounts. Create demand and expand qualified pipeline across AI, Copilot, Azure, Security, Modern Work, and Services in alignment with customer needs.

Execute with pipeline and forecast discipline: Maintain a healthy, balanced pipeline; establish clear opportunity strategies; inspect deal quality and risk; and provide accurate, timely forecasts. Remove blockers and drive decisions with urgency and integrity.

Orchestrate One Microsoft: Lead the account virtual team across specialists, solution engineering, customer success, services, support, partners, and leadership. Clarify roles, align resources to the highest-impact priorities, and ensure a coordinated customer experience.

Accelerate adoption and realized value: Partner with delivery and customer success teams to move from agreement to deployment, usage, and measurable value. Anticipate adoption barriers and help customers manage transformation, resilience, security, and responsible AI considerations.

Model leadership and accountability: Create clarity, foster inclusive collaboration, share learning, and uphold Microsoft's values. Use data and customer insight to make decisions, manage competing priorities, and continuously improve execution.

Other

Embody our culture and values

This role is based in New York, New York.

Required/minimum qualifications

Master's Degree in Business Administration AND 4+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education), driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Bachelor's Degree in Business, Technology, or related field AND 6+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education), driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience.

Other Requirements

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

Additional or preferred qualifications

Master's Degree in Business Administration AND 8+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education), driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR Bachelor's Degree in Business, Technology, or related field AND 12+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education), driving digital transformation, or other relevant work experience (e.g., consulting, technology) OR equivalent experience.

5+ years account management experience OR equivalent.

8+ years of relevant enterprise sales, account management, consulting, technology, or industry experience.

Experience positioning AI, cloud, security, data, and productivity solutions as part of a business transformation strategy.

Strong financial and commercial acumen, including pipeline management, forecasting, deal strategy, and value-based selling.

Executive presence, clear communication, and the ability to simplify complex topics and mobilize diverse stakeholders.

Experience working with global, regulated, or highly complex enterprise customers.

Account Management IC5 - The typical base pay range for this role across the U.S. is USD $133,000 - $222,700 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 $170,300 - $239,800 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.

Insights from previous hires

Top skills: Business Development

Common previous titles: Digital Specialist, Senior Manager Customer Success, Senior Specialist, Learning Manager, Program Manager, Human Resources Generalist, Engineer