Microsoft 365 Solutions & Pre-Sales Engineer

Our client values its people more than any other asset—and realizes the contributions made by each employee are a reflection of their education, experience, certifications, expertise, and passions. They strive to take care of each other, do the right thing, and help their customers succeed. They work to build lasting relationships and are proud that customers across many industries see them as a trusted advisor. Putting the customer at the center of every engagement, their mission is to design, test, deploy, and support the right IT solutions for every customer.

They offer a generous total compensation package for employees, including competitive wages, medical, dental, vision, PTO, company-matching retirement plans, profit-sharing, and more.


Overview

Our client is seeking a Modern Work Strategist with deep expertise in Microsoft 365, specializing in SharePoint Online, OneDrive for Business, and Microsoft Copilot. This role bridges technical solution design with strategic pre-sales consulting, helping organizations modernize their digital workplaces through secure, efficient, and AI-enabled collaboration.

The ideal candidate is both a technical architect and a trusted advisor—able to translate business needs into scalable solutions that enhance productivity, security, and user adoption.


Key Responsibilities

Pre-Sales Solution Engineering

  • Collaborate with Account Executives and Solution Architects to scope, design, and present Microsoft 365 solutions

  • Conduct technical discovery sessions, develop solution architectures, and create Statements of Work (SOWs) aligned with customer objectives

  • Deliver live demonstrations and workshops focused on SharePoint, OneDrive, Copilot, and related Microsoft 365 capabilities

  • Assist in proposal development, pricing, and scoping for cloud and modern work engagements

Modern Work & Collaboration Solutions

  • Lead content migration projects from file shares or legacy systems into SharePoint Online and OneDrive

  • Architect intelligent intranets and modern collaboration environments that drive adoption and engagement

  • Design governance, compliance, and automation frameworks for M365

  • Implement best practices for data structure, permissions, and lifecycle management

AI & Copilot Enablement

  • Guide customers through Copilot readiness and adoption assessments

  • Develop proof-of-concepts demonstrating AI-driven productivity within Microsoft 365

  • Align Copilot integrations with Power Platform, Microsoft Viva, and organizational workflows

User Adoption & Change Enablement

  • Deliver workshops and structured enablement sessions to drive adoption

  • Leverage analytics and feedback to continuously improve collaboration outcomes


Required Skills & Experience

  • Deep expertise in SharePoint Online and OneDrive (architecture, migration, governance)

  • Pre-sales experience including solution design, scoping, and client presentations

  • Strong understanding of Microsoft 365 Copilot (readiness, AI agents, security)

  • Experience with Power Platform (Power Apps, Power Automate, Power BI, Forms)

  • Knowledge of Microsoft Teams, Viva, and collaboration strategy

  • Strong business analysis, requirements gathering, and documentation skills

  • Excellent communication skills with both technical and executive audiences


Example Education & Certifications (Not Required)

  • BSBA in Information Systems / Information Assurance

  • Microsoft Copilot certifications (DW-100, DW-102, DW-103, DW-104)

  • Microsoft Applied Skills: Security & Compliance for M365 Copilot (APL-4002)

  • Nintex Workflow Administration


Ideal Candidate Profile

  • A consultant by trade and mentor at heart with a passion for modern workplace transformation

  • Able to balance technical delivery with business outcomes

  • A trusted pre-sales advisor who communicates complex ideas clearly

  • Passionate about AI, automation, and collaboration technologies


Compensation & Benefits

Our client strives to do the right thing—including taking care of their employees. They offer a comprehensive benefits package including:

  • Medical, Dental, Vision, EAP, and Flexible Spending Accounts

  • Life, AD&D, Disability, Critical Illness, and Accident Insurance

  • Paid Time Off (PTO) and paid holidays

  • 401(k) with company match

  • Profit sharing

  • Competitive salary


Who They Are

Our client is an engineering-led IT solution provider offering consulting, design, and professional services. Their strength lies in a team of outcome-driven, relationship-focused professionals with a long history of delivering impactful IT solutions. Their engineers lead end-to-end delivery—from discovery and design through deployment, training, and handoff—ensuring customers receive scalable solutions to complex business challenges.