Business Solutions Engineer

Description

Job Title: Business Solutions Engineer

Department: Information Technology

Reports to: Director of IT Infrastructure

Hours per Week: 40 hrs./week Salary Exempt

Company Summary

Welcome to Financial Plus Credit Union (FPCU)- The Place that brings Dreams within Reach.

At FPCU, our mission is simple but powerful:
Empowering people and communities to strive for more through knowledge, innovation, and service that brings dreams within reach. We are more than a financial institution. We are a growth engine for our members, our teams, and our communities.

We are a purpose-driven organization grounded in five values: represent with purpose, empower through knowledge, appreciate and accept, champion new possibilities, and help make things easier.

FPCU is a team of high performers who care deeply, support each other, work hard, and continuously push forward. We don’t just show up, we represent our purpose every day and every time we interact with our members and teammates. We invest in our people, challenge them to grow, and support them in becoming the best version of themselves.

Joining FPCU means leveling up your career. If you are someone who thrives in a fast-paced, positive, and purpose-driven culture, and you’re ready to grow with an organization that is actively evolving, we want you to join the team!

Position Summary

The Business Solutions Engineer is the bridge between business operations and IT — a function that does not exist today. Embedded within business departments, this role first helps people get genuine value out of the tools they already have (Microsoft 365 Copilot, SharePoint, Teams, Power BI), then evaluates how work actually gets done and builds the solutions that remove friction — either constructing them directly or scoping them for handoff to an IT admin.

The role is delivered in two phases.
Phase 1 is enablement: driving adoption of Copilot and the M365 suite, teaching departments to use SharePoint, Teams, and Power BI effectively, and owning the technology relationship between IT and business segments.
Phase 2 is solution building: once departments are fluent and trust is established, re-engineering their processes with automations, apps, and AI-assisted workflows. Adoption comes first; fancy workflows come later.

This is the institution's first true requirements-to-implementation role. A candidate must be able to both teach the tools and build on them, exercising the judgment to know when to construct a solution hands-on and when to translate requirements into clear, actionable work for IT admin resources. Every solution aligns with the institution's security and data governance standards.

This person is equal parts enablement coach, process analyst, and solution builder. Success is measured not by how much technology is deployed, but by how much friction is removed and how widely the solutions are adopted.

Essential Functions & Primary Responsibilities

Drive Microsoft 365 & Copilot Adoption
Lead adoption of Microsoft 365 Copilot across departments — running enablement sessions, building practical use cases, and helping staff fold AI into their daily work. Establish the habits and trust that make later automation possible.

Build Tool Fluency Across Departments
Teach departments to use SharePoint, Teams, One Drive, Copilot, and Power BI effectively — file and collaboration hygiene, dashboards people read, and self-service reporting. Meet people where they are and raise the baseline.

Own the AI Relationship (as the platform matures)
Become the internal owner and driver for internal AI initiatives — managing the vendor partnership, content/knowledge governance, and alignment between AI capabilities and business needs.

Change Management & Champions
Cultivate department-level…