Americas - Frontier Industry Advisor - Banking

Serves as the banking industry subject matter expert in digital and AI transformation and account planning. Engages internal stakeholders on account planning and partner business planning, including key business leaders, global systems integrators, independent software vendors, solution partners, and Microsoft account teams. Reviews customer industry plans and lends credibility by aligning Microsoft capabilities to strategic insurance priorities. 

Brings a multi-year strategic Industry perspective to digital and AI transformation.  Provides thought leadership via focus on broad global industry trends to evangelize worldwide industry strategies and/or large ecosystem plays into local market and/or must-win accounts. Drives stakeholder mapping to identify and influence key stakeholders and decision makers in the customer business. Partners locally with ISVs to inform industry knowledge. Participates in planning rhythms with core account team and other team members to discuss strategy needed to deliver on the account plan. Increases the speed of adoption of Microsoft technologies by plotting the strategic, long-term vision of the customer's/partner's business strategy and driving appropriate actions to bring it to fruition. 

• Leads multi-horizon planning to outline an approach for industry-oriented solution selling with the customer. Creates segment-focused three-horizon roadmaps for impactful accounts based on business and technology priorities, as well as deep understanding of their industry.  

• Builds and Maintains relationships with external senior- and executive-level decision makers and partners, leveraging targeted stakeholders at assigned customer.  

• Acts as an industry advisor to the executive-level business decision makers at the customer's business by applying deep understanding of their business strategy, market dynamics, relevant technology trends and Microsoft’s Industry point of view (POV).  

Sales Execution 

Identifies customer needs, industry readiness, and business-value opportunities across the banking value chain, including retail banking, commercial banking, corporate banking, payments, lending, deposits, treasury services, cash management, branch and contact center operations, customer service, marketing and personalization, financial crime and fraud, risk, compliance, regulatory reporting, data and analytics, core banking modernization, operations, and digital banking channels. 

Leads industry-led conversations that position Frontier AI as a catalyst for banking transformation, connecting Microsoft technology to measurable business outcomes across revenue growth, operating leverage, credit and risk decisioning, fraud reduction, regulatory confidence, customer experience, employee productivity, and enterprise resilience. 

Applies an outcomes-inward approach to shape market-making opportunities, starting with the customer outcome and working backward to the process, architecture, data, AI, security, governance, and change-management requirements needed to scale. Focus areas include faster customer onboarding, improved relationship manager and banker productivity, accelerated loan origination and servicing, improved fraud detection, enhanced credit and risk insights, stronger compliance controls, more efficient regulatory reporting, modernized branch and contact center experiences, personalized digital engagement, and resilient banking operations. 

Collaborates with account teams, rapid deployment teams, industry solution teams, partner teams, and internal stakeholders to build and mature banking pipeline. Conducts customer and market research to understand operating models, revenue levers, cost pressures, credit and risk posture, regulatory priorities, data estates, and the highest-value opportunities to apply AI, cloud, and agentic workflow technologies to enterprise-scale transformation. 

Represents the banking industry perspective in customer conversations and ideation sessions, helping create a shared vision for how Microsoft can transform the business from customer acquisition and engagement to credit decisioning, risk and compliance, operations, data and analytics platforms, payments, digital channels, branch and contact center experiences, and core banking modernization. 

Identifies, advances, and scales high-impact Frontier AI scenarios for strategic banking accounts, including AI-assisted relationship management, banker and contact center copilots, intelligent document processing, loan origination and servicing automation, credit decisioning support, fraud and financial crime investigation, customer service automation, personalized digital banking, treasury and cash management workflows, regulatory and compliance automation, enterprise knowledge assistants, branch modernization, payments modernization, and core banking transformation. 

Helps customers move beyond AI pilots to enterprise-ready Frontier AI transformation by rethinking banking operating models, redesigning workflows, modernizing data foundations, and embedding responsible AI, security, and governance at scale. Develops a banking vision and business-value cases that connect Microsoft technology to growth, productivity, risk reduction, resilience, regulatory readiness, customer experience, and long-term commercial success. Acts as a trusted advisor to senior decision makers, leveraging customer success, market insight, and banking priorities to shape strategic opportunities, expand solutions across business lines and regions, and incubate early-stage transformation pipeline. 

Collaboration and Partner Management 

Collaborates with account teams, business strategy leads, business development managers, solution architects, technical specialists, industry solution teams, consulting teams, and partner organizations to plan, orchestrate, and execute customer opportunities. 

Works across the Microsoft partner ecosystem to bring together capabilities that solve complex banking business problems. Helps customers understand how Microsoft cloud, data, AI, Frontier AI, security, low-code, productivity, business applications, and partner solutions come together into practical, outcome-oriented transformation patterns. 

Coordinates with commercial, legal, compliance, engineering, and customer success teams to establish formal partnerships and advance strategic programs that support customer transformation, Microsoft growth, and long-term trust. 

Industry Expertise 

• Proactively builds and maintains knowledge of Microsoft's and other industry-relevant solutions and other capabilities. Proactively builds strong knowledge of the industry, including trends, policy implications (e.g., privacy), and competitors to act as a subject matter expert and inform decisions on pursuit or withdrawal.  

• Leads communication to provide feedback across the ecosystem (i.e., cross-pollinating information across teams/industries) to other teams (e.g., sales, marketing, engineering) on future product trends or sales blockers and to guide industry solutions team members in a wide variety of specialties, leveraging deep industry knowledge to articulate nuances and anticipate gaps. 

•  Advises and presents at industry and customer communities. Provides recommendations on accounts and establishes a learning baseline for less experienced colleagues. Proactively seeks out additional training to build on career competencies, including information that adds to the understanding of customers' businesses, and shares it with team members. 

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