Customer and Industry Insights
- Generates business insights based on knowledge of the customer's technology landscape, engagement experience, and proactive collaboration with the customer, internal teams, and industry, to conduct forecasting and develop recommendations for managing accounts. Challenges customers to consider alternative business models to meet business and market needs, and adapts plans to insights. Orchestrates teams to gather information, collaborate on performance markers, and identify potential risks in customer accounts. Leads technical teams for driving opportunities with other teams, as necessary. Brings in business and industry insights to address the broader business challenges for the customer and deliver solutions.
- Applies expertise (deep expertise across few accounts or broad expertise across many accounts) in customer businesses. technology platforms, and maturity to build digital technology strategy with the customer that is aligned to business outcomes. Challenges customers assumptions with constructive dialogue about their business and technology. Leverages industry trends to gather insights and develop an informed perspective on similar issues that may occur within their industry/industries.
Mapping and Account Planning
- Helps customer technical specialists build the message to sell Microsoft offerings to other parts of their business. Creates stakeholder maps for accounts, and determines, and orchestrates a coverage plan.
- Drives account planning for budgeting, quota attainment, consumption goals, and customer consumption gaps to inform quarterly and fiscal objectives. Coordinates extended account teams and drives forecasting and tracking of the business. Owns the technical portion of the account plan and leads the customer plan delivery. Captures all Account Planning input in MSX D365 Account Plan.
- Orchestrates internal teams and local partners (inclusive of global systems integrators and consultancy partners) to ensure sufficient technical resources for demand generation, when appropriate.
Trusted Advisor
- Proactively builds and maintains a broad knowledge of Microsoft's product landscape, solutions, and strategy in the industry of assigned accounts, as well as of the business priorities and potential threats the customers face. Leverages leaders from the partner ecosystem to bridge process gaps. Coordinates with internal industry experts (e.g., Regional Experts) to gather industry data of assigned accounts and leverages knowledge of competitors to improve planning. Demonstrates a strong understanding of the customer's business strategy and the direction of the industry.
- Leverages account information technology (IT), industry, and business strategy to provide coaching to internal Microsoft teams on customer technology profiles and strategies. Provides technical guidance to internal teams to position technology while using customer landscape knowledge.
Technology Strategy Formulation
- Creates mid- to long-term (e.g., 12 or more months) technology and business roadmaps for one or more accounts, to outline the digital transformation journey and core wins. Updates and articulates business changes in the roadmaps around foundational, traditional capabilities. Builds technical engagement or enablement plan, captures baseline, and drives envisioning to support mid- to long-term business plans. Discusses the strategy and plan with customer stakeholders. Translates an understanding of the customer's business objectives and scenarios in conjunction with Industry Sales Kits and Solution Plays to develop technology architecture. Ensures that developed architecture influences cloud journey to position all Microsoft clouds and drives consumption, usage, and a higher share of customer potential and propensity (CPP).
- Ensures execution of technology strategy and/or digital transformation by identifying and resolving technical blockers that arise during strategy planning and implementation and driving technology adoption.
Differentiated Value Proposition
- Acts as the customer's Technology Mentor in established relationships with senior leaders including technical decision makers (TDMs) and/or Business Unit leaders at the CIO or CIO direct-report level by researching organization charts, identifying and contacting TDMs/BDMs, and beginning to advise on solutions and position Microsoft capabilities to best meet the customer's needs.
Education and Thought Leadership
- Uses existing and new readiness resources to support enablement plans for customer technology adoption at the national and regional level. Contributes to innovations to accelerate meeting goals for customer capacity, maximize reach and impact, and drive long-term engagement and thought leadership on the Microsoft platform. Supports customer skilling initiatives and execution.
Technology Sales: Demand Generation and Orchestration
- Leads Account Strategy Envisioning (ASE, formerly IDTA) with the extended account team, customer, and partner to deliver the outcomes for the customer through joint envisioning, as a vehicle for Industry Sales Kits and Solution Plays. Creates new Stage 1 opportunities, both billed and consumed, with technical decision maker (TDM) customer stakeholders, managing consumption pipeline with extended team to maintain velocity, and unblocking issues.
- Identifies customer issues, creates demand, and creates opportunities to uncover new solutions. Creates and qualifies a set number of opportunities for product sales, solution sales, or consumption.