Senior Director, Product Strategy – Commerce

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<div class="isg-job-description“>Overview

MicrosoftCommerce is placing large bets across Consumer, Merchant, Partner, and Payments in a market being reshaped by agentic commerce and a live contest over the protocols and payer models that will govern it. We are looking for a Senior Director of Product Strategy to own the analytical and narrative spine of Commerce strategy: the person who can look across the whole agentic-commerce field and our position in it, size the opportunity, name the bet, and prove the business model works – then write it so it lands in the room.

As a Senior Director of Product Strategy you will work as an individual-contributor force-multiplier to the VP. You will set net-new strategic direction that the pillar teams build against, holds the entire Commerce picture at once, and reaches a defensible call: what we bet on, who pays and why, how big the prize is, and the story that carries it through review. You will reason from first principles about business models and market opportunity, bring structure to high-stakes product decisions, and turn dense analysis into one clear, defensible narrative. Leverage comes from the quality of the thinking and the clarity of the call rather than the size of a team.

TheCommerceStrategy Lead owns strategy across the fullCommerceportfolio, including:

• Market & competitive strategy: a first-principles POV on agenticcommerce- the protocol landscape, the incentives of each major player, and where our advantage is real.
• Monetization & business-model design: who pays and why across Consumer, Merchant, and Partner; payer models, methods, and sequencing that give the strategy a working economic engine.
• Opportunity sizing & forecasting: market, feature, and monetization sizing from first principles – TAM SAM capturable, unit economics, ARR and ROI.
• Decision frameworks for major bets: structure for high-stakes, ambiguous calls – build / buy / partner, sequencing, reversible vs. one-way-door, and where to place a bet across pillars.
• Cross-thread synthesis: one coherent strategy across Consumer, Merchant, Partner, and Payments, with the conflicts surfaced before they collide in review.
• Narrative & decision support: the strategy spine – MMM narrative, FY strategy papers, the investment case – written to land with senior stakeholders.

Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.

Responsibilities

• Own a current, first-principles POV on the agentic-commercemarket, the protocol landscape (for example ACP, UCP, AP2, MCP), and where Microsoft’s advantage is real.
• Design and pressure-test monetization: the payer model across Consumer, Merchant, and Partner, the methods, and the sequencing.
• Build the opportunity models and forecasts that let the org rank bets and defend investment asks with numbers, including ARR- and ROI-based justification.
• Bring repeatable decision frameworks to major product bets so the reasoning is structured and legible.
• Synthesize the Consumer, Merchant, Partner, and Payments threads into one coherent strategy and surface where they conflict.
• Turn the analysis into the strategy spine – the MMM narrative, FY strategy papers, and investment cases – and prep the VP with a sharp POV and the two or three things that would change it.
• Operate as a peer to senior leaders: form a POV, defend it, and change it on evidence.

Qualifications

Required Qualifications:

• Master’s Degree in Business Administration or related field AND 6+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience OR Bachelor’s Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 8+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience
  • OR equivalent experience.
• 2+ years experience in Strategy, Management Consulting, and/or Finance.

Preferred Qualifications:

• Master’s Degree in Business Administration or related field AND 12+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience
  • OR Bachelor’s Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 15+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience
  • OR equivalent experience.
• 10+ years in product strategy, corporate strategy, strategy consulting, investing (PE / VC / banking), or a strategy-heavy product leadership role, with depth on platform or marketplace businesses.
• Business-model & monetization judgment: a demonstrated record of reasoning from first principles about who pays and why, and designing monetization that works. (Primary screen.)
• Opportunity sizing & forecasting: can build a credible market or monetization model from the ground up and defend every assumption.
• Decision frameworks: a track record of bringing structure to large, ambiguous product or investment decisions.
• Commercedomain depth: genuine fluency in the economics of retail, marketplaces, and payments – productive on day one.
• Narrative synthesis: turns dense analysis into one clear, defensible story that moves a senior room. (Close-second screen.)
• Excellent communication and executive-influence skills.

#MicrosoftAI

Business Strategy IC6 – The typical base pay range for this role across the U.S. is USD $155,800 – $277,200 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $202,400 – $303,600 per year.

Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here:
https://careers.microsoft.com/us/en/us-corporate-pay

This position will be open for a minimum of 5 days, with applications accepted on an ongoing basis until the position is filled.

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.

 

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