OverviewSenior Director, AI Business Solutions Leader (Financial Services)The Senior Director, AI Business Solutions Leader (Financial Services) leads a team of managers and technical specialists responsible for accelerating AI transformation, customer value realization, and consumption growth across Microsoft's Financial Services portfolio. This leader helps customers move from AI experimentation to enterprise-scale deployment of Microsoft Copilot, agents, business process solutions, Dynamics 365, Power Platform, and Azure AI technologies.Serving as a trusted advisor to senior customer executives, this leader partners with Banking, Capital Markets, and Insurance organizations to identify high-value AI opportunities, modernize business processes, and deliver measurable business outcomes. They work across Microsoft Sales, Customer Success, Engineering, Partner, and Delivery teams to remove barriers, drive adoption, and ensure customers successfully realize value from their AI investments.
The role is accountable for building and leading a high-performing organization, developing technical and leadership talent, driving operational excellence, and creating a culture of accountability and customer obsession. Success is measured through customer business outcomes, AI adoption and usage, consumption growth, organizational health, and the ability to help customers transform critical business processes while meeting the security, compliance, and governance requirements of a highly regulated industry.
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ResponsibilitiesBusiness Impact
Holds team accountable for driving operational excellence and proven practice standards throughout all sales stages/activities/tools of record (e.g., pipeline updates, time tracking). Drives team on orchestrating, collaborating, and influencing across Microsoft and customer/partner teams and leadership through on-strategy delivery to achieve customer/partner objectives and increase customer/partner satisfaction. Holds team accountable for anticipating and managing business and technical risks, adapting methodology and applying governance principles to identify, communicate, and minimize business and technical risks. Executes work in compliance with industry and Microsoft guidelines and procedures. Oversees continuous prioritization among competing demands in their work and identify where impact occurs with customers, ensuring alignment with business priorities and goals.
Drives team on proactively identifying, anticipating, and setting the foundation with the customer/partner for new cross-solution opportunities for Consumption, Usage & Unified expansion (especially Enhanced Solutions) at scale based on business value to customer/partner and clear understanding of the Microsoft value proposition for supported platforms to empower cloud success, foster and strengthen security and resiliency, and drive AI innovation. Defines the need for change management to ensure team members develop thorough understanding of customer's business and operations to advise on potential solutions. Drives team on acting as a role model for strategically consulting with, actively listening to and respectfully challenging customers/partners, building trust to then advocate for alternative architectures/solutions/approaches that shape and/or enhance customer requirements. Oversees team on driving the identification, anticipation, and evaluation of industry trends (e.g., customer industry verticals, information technology [IT] industry), gathering of customer/partner insights (e.g., feedback around technical preferences, environments, business needs, competitive landscape), and mapping of both existing and novel architecture and digital transformation solutions to customer/partner business outcomes. Holds teams accountable for capturing opportunities in appropriate systems, processes, and tools, working collaboratively across the organization to execute on opportunities.
Holds team accountable for delivering solutions in line with company methodologies (e.g., product offerings such as value-based deliverables [VBDs], advice, training, technical validation), ensuring proven practices and patterns are followed to prepare highly complex and/or impactful customers for operational readiness and achievement of their business goals and targets. Leveraging knowledge of change management proven practices and/or involving the change management team, proactively helps the customer deploy for long-term organizational adoption to increase customer satisfaction and drive consumption/usage. Oversees team on guiding highly complex and/or impactful customers/partners towards a well-architected (e.g., secure, resilient, artificial intelligence [AI]-enabled), and cost- and performance-optimized solution to increase