Principal Customer Success Account Manager (CSAM)
AI summary of the role
Principal Customer Success Account Manager acting as a strategic advisor for complex financial services customers, driving cloud adoption and AI transformation at scale.
What you’ll do
- Establish executive-level partnerships with CIOs, CTOs, CISOs, and business-unit leaders to align customer priorities with Microsoft strategies.
- Own long-range Customer Success Planning and governance for major, complex, or global enterprise accounts, including executive business reviews and delivery rhythms.
- Lead enterprise-wide cloud, data, security, digital workplace, and AI transformation initiatives across multiple workstreams and geographies.
- Drive strategic execution across Microsoft sales, engineering, product, support, consulting, partners, and customer teams through influence.
What you’ll bring
- Master's degree in Business, Sociology, Psychology, Computer Science, or related field AND 4+ years relevant experience OR Bachelor's degree AND 6+ years relevant experience.
- 10+ years relevant experience for preferred level (Master's + 10 or Bachelor's + 12).
- 5+ years experience in financial services or another highly regulated customer industry.
- Demonstrated leadership of enterprise cloud or digital transformation programs involving Azure, Microsoft 365, AWS, data, cybersecurity, or AI.
Technologies
Microsoft Azure · Microsoft 365 · AWS · AI · cybersecurity · data · cloud · ITIL · PMI · Prosci
About Microsoft
Microsoft sells cloud infrastructure, productivity software, and AI tools to enterprises and consumers globally, anchored by Azure, Office 365, and the OpenAI partnership.
Public
Source and classification
Customer adoption & accounts · Evidence for this classification:
Customer Success Account Manager (CSAM), you are a strategic advisor for complex financial services customers. You build executive partnerships, align diverse stakeholders around priority outcomes, and guide long-term success strategies that strengthen customer health, accelerate cloud adoption, and advance AI transformation at scale. Working across Microsoft, partners, and customer organizations, you navigate ambiguity, resolve complex challenges, and orchestrate delivery motions that create measurable business value across global portfolios and regulated environments. 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
More from the job description
Overview Microsoft Customer & Partner Solutions accelerates customer outcomes and business growth. By uniting product, engineering, marketing, sales, customer success, and partners around a common customer mission, we help customers realize value faster and turn innovation into measurable business impact. Through deep technical expertise and differentiated go-to-market execution, we win competitively, capture market share, and scale repeatable growth motions. We differentiate through value creation - delivering world-class, AI-powered customer experiences that accelerate adoption, strengthen loyalty, and create sustainable competitive advantage, driving growth that outpaces the market. Are you passionate about influencing executive stakeholders, shaping customer strategy, and helping organizations realize transformative business outcomes through technology and AI? As the Principal Customer Success Account Manager (CSAM), you are a strategic advisor for complex financial services customers. You build executive partnerships, align diverse stakeholders around priority outcomes, and guide long-term success strategies that strengthen customer health, accelerate cloud adoption, and advance AI transformation at scale. Working across Microsoft, partners, and customer organizations, you navigate ambiguity, resolve complex challenges, and orchestrate delivery motions that create measur [... source excerpt omitted ...] 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 Responsibilities Establish executive-level partnerships with CIOs, CTOs, CISOs, business-unit leaders, and other senior stakeholders, aligning customer priorities with Microsoft strategies, capabilities, investments, and transformation opportunities. Own long-range Customer Success Planning and governance for major, complex, or global enterprise accounts, establishing strategic outcomes, success measures, executive business reviews, and coordinated delivery rhythms that enable durable val [... source excerpt omitted ...] anagement practices to maintain accountability and accelerate delivery. Drive strategic execution across Microsoft sales, engineering, product, support, consulting, partners, and customer teams, leading through influence to align stakeholders, resolve barriers, and deliver integrated outcomes across complex ecosystems. Influence adoption of Success Management Services and Success Programs to strengthen customer health, accelerate adoption, and support measurable outcomes such as consumption, renewals, expansion, productivity, risk reduction, and operational resilience. Anticipate and address business, technical, organizational, compliance, and governance risks while guiding st
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