Customer Success Account Mgmt - Finance
Microsoft
Accounting & Finance, Sales & Business Development, Customer Service
Posted on Sep 13, 2025
Customer Success Account Mgmt - Finance
São Paulo, Brazil
Save
Date posted
Sep 12, 2025
Job number
1876205
Work site
3 days / week in-office
Travel
0-25 %
Role type
Individual Contributor
Profession
Customer Success
Discipline
Customer Success Account Mgmt
Employment type
Full-Time
Overview
As a Customer Success Account Manager (CSAM) at Microsoft in Finance industry, you will be the strategic orchestrator of customer success, responsible for driving business outcomes, cloud adoption, and customer health across Microsoft’s commercial cloud portfolio. You will lead engagements that deliver measurable value, build trusted relationships, and ensure customers realize the full potential of their Microsoft investments.
Qualifications
Required/minimum qualifications
- Master's Degree in Business, Sociology, Psychology, Computer Science, or related field AND 4+ years customer success, solution delivery, practice management, customer-facing consulting, or portfolio management experience OR Bachelor's Degree in Business, Sociology, Psychology, Computer Science or related field AND 6+ years customer success, solution delivery, practice management, customer-facing consulting, or portfolio management experience OR equivalent experience.
- Fluency in English and Brazilian Portuguese.
- Strong understanding of Microsoft cloud technologies (Azure, M365, Dynamics 365, Security).
- 5+ years relevant work experience within Finance industry.
Additional or preferred qualifications
- Master's Degree in Business, Sociology, Psychology, Computer Science, or related field AND 10+ years customer success, solution delivery, practice management, customer-facing consulting, or portfolio management experience OR Bachelor's Degree in Business, Sociology, Psychology, Computer Science or related field AND 12+ years customer success, solution delivery, practice management, customer-facing consulting, or portfolio management experience OR equivalent experience.
- Microsoft or competitor equivalent (e.g., AWS) certification in relevant technologies (e.g., Azure, 365).
- Information Technology Infrastructure Library (ITIL) Foundation certification or equivalent service management certification.
- Project Management Institute (PMI) or equivalent Project Management certification.
- Prosci or equivalent certification
- Strong experience in customer success, cloud delivery, or technical account management.
- Ability to lead strategic customer engagements and drive measurable outcomes.
- Excellent communication, stakeholder management, and planning skills.
- Experience in managing complex customer portfolios and orchestrating cross-functional teams.
- Passion for continuous learning, especially in AI and emerging technologies.
Responsibilities
- Customer Health Excellence
- Lead proactive engagements to improve customer resiliency, security, and operational health.
- Drive Customer Success Delivery Reviews (CSDRs) to articulate value and track progress.
- Manage reactive support through coordination with internal teams and ensure readiness for critical incidents.
- Consumption & Usage Excellence
- Accelerate workload expansion across Azure, Modern Work, Security, and Business Applications.
- Forecast and analyze consumption trends to identify gaps and opportunities.
- Lead planning and execution of consumption motions (Job 1 and Job 2) aligned to customer priorities.
- Delivery Excellence
- Create and execute Customer Success Plans (CSPs) aligned to top customer priorities.
- Leverage Microsoft’s Delivery Center and scale engines to ensure efficient and impactful delivery.
- Participate in community leadership and share best practices across global CSAM networks.
- AI Transformation
- Act as a trusted advisor to accelerate AI and Copilot adoption.
- Engage in strategic conversations to align AI capabilities with customer business goals.
- Continuously develop technical skills in AI and contribute to Microsoft’s AI transformation journey.
Benefits/perks listed below may vary depending on the nature of your employment with Microsoft and the country where you work.
Industry leading healthcare
Educational resources
Discounts on products and services
Savings and investments
Maternity and paternity leave
Generous time away
Giving programs
Opportunities to network and connect
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 and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations.