Director of Executive Customer Engagement

The Financial Services Operating Unit (OU) at Microsoft is looking for a Director of Executive Customer Engagement to join our Operations team. This role focuses on Customer/Partner Engagement as well as Executive Communications, playing a crucial part in shaping and delivering impactful engagement strategies and communication initiatives that accelerate business priorities across the industry. You will work closely with executives, cross-functional teams, and industry stakeholders to ensure strategic alignment, build meaningful relationships, and enhance both internal and external communications.     This role is based in the New York City metropolitan area and requires proximity to the Microsoft New York office. Given the frequency of executive briefings, strategic customer engagements, and leadership interactions, the successful candidate must be able to regularly work onsite and travel as needed to support key business priorities.

Customer and Partner Engagement    Proactively plan and manage Financial Services (FSI) CVP engagement with customers and partners, aligning with organizational strategy, goals, and objectives. Use leadership direction and industry trends to advocate for and influence sponsorship, creating and executing plans to shift priorities to new initiatives within industry space. Define and communicate the vision and strategy for change, ensuring organizational buy-in and adoption. Develop necessary materials to support key stakeholders and onboard others. Partner with Human Resources (HR) to drive training, reskilling, and role mapping.   Provides subject matter expertise to collect and evaluate success criteria and performance metrics (e.g., Objectives and Key Results [OKRs] and Key Performance Indicators [KPIs], such as acquisition, usage, impact, effectiveness, customer feedback), to monitor programs and ensure all activities align with business and program objectives.    Run and effectively triage process for all customer engagement requests from the field. Coordinate and manage to closure all customer escalations directed towards the CVP including conducting due diligence across field teams, organizing resources to resolve, preparing and summarizing info to the leader, engaging the right owners or Subject Matter Experts (SMEs) who should take execution ownership of resolving the issues.    Plan and support customer and partner visits to the Microsoft Executive Briefing Center (EBC) where the CVP is engaged. Ensure the engagements are appropriately leveled and supported with content and insights that address the team’s and the customer’s most critical and strategic priorities.    Ensure all executive engagements/field visits at CVP level and above are run smoothly with the right customers / partners engaged and productive meeting outcomes achieved. Leverage monthly business review revenue (MBR) to drive strategic and overall performance decisions with stakeholders and runs rhythms regularly to identify what is working and what is not and makes improvements accordingly.   Act as a single point of contact aligning with local teams and stakeholders to prepare for site visits, working directly with associated Executive Offices from planning to execution, and driving follow up actions and communications.    Maximize CVP customer, partner, and field engagements during domestic and international travel, including aligning with local teams and stakeholders to prepare for site visits, prepping the leader, and driving follow up actions and communications.    Coach account teams on exec engagement strategy, including overseeing all requests from Americas accounts for the upper-level Leadership Team.    Actively participate in the Americas Customer Engagement and Communication Community, leveraging best practices and actively contributing to process improvements.         Executive