Solution Area Specialist - Financial Services

Job description

**Overview** 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 connections (i.e. GPS) to drive share, partner health, that aligns with execution plans to accelerate customer value realization at scale. Sales & Pipeline Management Analyzes business and emerging opportunities to improve the customer portfolio and encourage customer innovation. Leverages technology (e.g., AI sales agents, automation, Power Platforms) to drive growth within assigned domain. Utilizes propensity, renewal, consumption, and usage data to prioritize sales strategy. Optimizes partners assigned to each account and/or opportunity to facilitate handoffs with other teams (e.g., Global Partner Solutions [GPS], Customer Success Unit [CSU], Industry Solutions Delivery [ISD], Partner) throughout the deal lifecycle. Engages in sales pipeline reviews with internal stakeholders to drive forecasting accuracy and meeting sales targets, ensuring the use of AI-powered analytics and forecasting tools to enhance precision. Maintains sales and/or consumption pipeline hygiene to enable tracking to achieve assigned sales metrics using all available tools, resources, and processes Leads usage and/or consumption pipeline hygiene to actively monitor adoption trends, identify opportunities for intervention, enabling customers to realize the value of solutions purchased, drive expansion, and ensure healthier, more predictable renewals Sales Strategy Evaluates solution area(s) and market and develops insights to align sales plays with customer business priorities and outcomes, incorporating AI-driven predictive analytics to forecast future market needs. Partners across teams to propose solutions and strategies that align with customer business objectives. Identifies and addresses gaps, driving market engagement and sales execution. Partners with others cross-organizationally and supports the development of solutions to enable AI- and cloud-driven transformations for existing and new customers within the region, emphasizing the integration of cutting-edge AI technologies and cloud services. Leverages established strategies and participates in conversations with customers to distinguish Microsoft’s offerings in the competitive landscape. Serves as a trusted advisor for customers and guides the adoption of technologies and solutions that align with their goals and drive digital transformation. Leverages whitespace analysis and partners with others to identify business opportunities and market gaps within the assigned market domain, utilizing AI-driven market intelligence tools to assess trends and insights. Evaluates and disseminates market intelligence, trends, and insights across the team. Leverages established market analysis approach to ensure alignment with strategic directives and market trends. Leads discussions with customer stakeholders and decision makers to identify, qualify, prioritize and accelerate sales opportunities. Acts as a point of contact and collaborates with internal stakeholders within and across organizations to drive to customer success. Engages with account teams to align the customer's artificial intelligence (AI) transformation vision with their business priorities and success objectives. Incorporates and reinforces security principles in customer interactions, opportunity, and pursuits to maintain trust and compliance standards. **Qualifications** Required Qualifications Bachelor's Degree in Computer Science, Information Technology, Business Administration, Information Security, Information Security, or related field AND 4+ years experience in technology-related sales or account management OR equivalent experience. Additional Qualifications Master's Degree in Business Administration (i.e., MBA), Information Technology, Information Security, or related field AND 6+ years experience in technology-related sales or account management OR Bachelor's Degree in Computer Science, Information Technology, Business Administration, Information Security, or related field AND 8+ years experience in technology-related sales or account management OR equivalent experience. 4+ years solution or services sales experience. Solution Area Specialists IC4 - The typical base pay range for this role across Canada is CAD $103,500 - CAD $170,700 per year. Find additional pay information here: Solution Area Specialists IC4 - L'échelle salariale de base typique pour ce rôle dans l'ensemble du Canada est de 103,500 $ CAD à 170,700 $ CAD par année. Pour plus d'information au sujet de la rémunération, veuillez cliquer ici: Ce poste sera ouvert pendant au moins cinq jours et les candidatures seront acceptées de façon continue jusqu’à ce que le poste soit pourvu. This position will be open for a minimum of 5 days, with applications accepted on an ongoing basis until the position is filled. --- Microsoft est un employeur offrant l’égalité d’accès à l’emploi. Tous les candidats qualifiés seront pris en considération pour l’emploi, sans égard à l’âge, à l’ascendance, à la citoyenneté, à la couleur, aux congés médicaux ou familiaux, à l’identité ou à l’expression de genre, aux renseignements génétiques, à l’état d’immigration, à l’état matrimonial, à l’état de santé, à l’origine nationale, à un éventuel handicap physique ou mental, à l’affiliation politique, au statut de vétéran protégé ou au statut militaire, à la race, à l’ethnie, à la religion, au sexe (y compris la grossesse), à l’orientation sexuelle ou à toute autre caractéristique protégée par les lois, ordonnances et règlements locaux applicables. Si vous avez besoin d’aide avec des accommodements religieux et/ou d’un accommodement raisonnable en raison d’un handicap pendant le processus de candidature, apprenez-en plus sur la [**demande d’accommodement.**](https://careers.microsoft.com/v2/ca/fr/accessibility.html) 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.**](https://careers.microsoft.com/v2/global/en/accessibility.html)