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Director of Product Strategy, Commerce

Microsoft· Business Strategy
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Mountain View, CA, Redmond, WA$130.9k - $251.9kFull-timePosted 1w ago

About the role

Director of Product Strategy to own the analytical and narrative spine of Microsoft Commerce strategy, shaping first-principles monetization, opportunity sizing, and narrative for Commerce across Consumer, Merchant, Partner, and Payments.

Responsibilities

  • Own a current, first-principles POV on the agentic-commerce market, the protocol landscape (e.g., 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

  • Master's Degree in Business Administration or related field AND 4+ 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 6+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience
  • OR equivalent experience.

Skills

Required:First-principles strategic thinkingMonetization & business-model designOpportunity sizing & forecastingDecision frameworks for high-stakes betsNarrative synthesis & stakeholder influenceCommunication & executive influencingCommerce domain fluency
Nice to have:AI / LLM product economics
Last updated Oct 16, 2026. Interested? Apply on the company site.

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