Solution Area Specialist - Financial Services

AI and automation are transforming how financial services organizations across Canada operate, and Microsoft is leading the way in helping banks, insurers, capital markets firms, and payments providers reimagine their business processes. From modernizing client and advisor experiences to strengthening operational resilience, risk management, compliance, and productivity, we are empowering financial institutions to achieve more through intelligent, data-driven solutions. Following a year of exceptional growth, we are expanding our team with passionate, diverse, and purpose-driven talent ready to shape the future of financial services in Canada. We welcome your ideas on how we can further our mission. Join us and explore unparalleled opportunities to grow, innovate, and make a meaningful impact.   As part of the AI Business Process Specialist team , we are looking for experienced and credible professionals who are passionate about transforming business processes using Microsoft’s comprehensive solution portfolio. As an AI Business Process Specialist focused on Financial Services in the Canadian market , you will work closely with leading financial services organizations to understand their operational challenges and design solutions that deliver measurable outcomes. You will lead consultative engagements, orchestrate cross-functional collaboration, and guide customers through the adoption of Microsoft’s Dynamics 365 , Power Platform , ERP , and AI Agent capabilities —tailored to the needs of banking, insurance, wealth, payments, and capital markets teams serving Canadian customers.   This role offers the opportunity to deepen your expertise in business process optimization and AI while accelerating your career in solution sales and strategic advisory. You will partner with customers to modernize workflows, improve decision-making, and unlock new efficiencies in areas such as client onboarding, advisor productivity, claims and servicing operations, risk and compliance workflows, finance modernization, and enterprise planning.   We are seeking a dynamic, customer-obsessed business applications specialist with a strong background in digital transformation, data-driven innovation, and enterprise solution selling. Experience in the financial services sector, particularly within the Canadian market, is highly valued. This role is flexible, allowing you to work up to 50% from home.   At Microsoft, our mission is to empower every person and every organisation on the planet to achieve more. We embrace a growth mindset, foster innovation, and collaborate to achieve shared goals. Every day, we live our values of respect, integrity, and accountability, creating a culture where everyone can thrive Responsibilities Customer Engagement   Assesses and qualifies sales opportunities following sales frameworks and guidelines, ensuring alignment with AI-enhanced sales methodologies and best practices. Participates in strategy development for driving and closing moderately complex, significant value opportunities. Collaborates across organizations (e.g., Account Team Unit [ATU], CSU, ISD, GPS) to contribute to deal orchestration and handoffs throughout the deal lifecycle. Utilizes best practices to earn customer buy-in, secure deals, and mitigate risks to facilitate sales activities across the solution area.   Drives sales strategies tailored to each customer's security priorities, showcasing Microsoft's dedication to secure, AI-powered transformation and addressing their specific needs within the customer success plan. Reviews and translates customer and partner feedback to establish recovery action plans. Develops relationships with key customer and partner stakeholders to understand sentiment and satisfaction goals Drives partner teams, resources and relationships are activated, driving co-selling strategies and partner attach to each opportunity through every stage in the sales lifecycle. Drives partner organization