Director of Product Strategy, Commerce

Quick Facts

• Individual-contributor strategy leader partnering with a VP
• Owns the analytical and narrative foundation for Commerce strategy across Consumer, Merchant, Partner, and Payments

Description

This role leads first-principles commerce strategy in an agentic-commerce market reshaped by emerging protocols and payer models. You will size the opportunity, name the bet, prove the business model, and write the strategy narrative to win senior stakeholder approval.

Responsibilities

• Own a current first-principles POV on agentic commerce, including the protocol landscape and where Microsoft’s advantage is real
• Design and pressure-test monetization across Consumer, Merchant, and Partner, including payer models, methods, and sequencing
• Build opportunity models and forecasts to rank bets and defend investment asks using ARR and ROI
• Create repeatable decision frameworks for major, ambiguous product bets
• Synthesize Consumer, Merchant, Partner, and Payments into one coherent strategy while surfacing conflicts
• Produce the strategy spine (MMM narrative, FY strategy papers, investment cases) and prepare the VP with key learnings and what could change the POV
• Operate as a peer to senior leaders: form, defend, and update your POV with evidence

Requirements

• Master’s degree in Business Administration or related field with 4+ years relevant experience, or Bachelor’s degree with 6+ years relevant experience, or equivalent experience
• 10+ years in product strategy/corporate strategy/strategy consulting/investing or strategy-heavy product leadership with platform or marketplace depth
• Strong business-model and monetization judgment; deep ability to reason from first principles about who pays and why
• Ability to build credible opportunity sizing and forecasting models from the ground up and defend assumptions
• Proven decision-framework skills for large, ambiguous product/investment decisions
• Commerce domain fluency in retail, marketplaces, and payments economics
• Ability to turn dense analysis into a clear, defensible narrative for senior stakeholders
• Excellent communication and executive influence
• Direct experience with agentic commerce, digital payments, or commerce platforms; familiarity with commerce protocol landscape
• Fluency in AI/LLM product economics and unit-cost/monetization impacts
• Experience shaping investment/funding cases that clear senior review

Benefits

Certain roles may be eligible for benefits and other compensation.