M365 Modern Specialist; pre-sales

Workflo Solutions is a Scottish MSP and Microsoft partner delivering managed IT services and modern workplace solutions to SME’s across Scotland. We are investing in a structured Modern Work and AI practice, building the capability to run discovery, scoping, and implementation of Microsoft’s suite of modern work solutions including automation and AI to help clients move from curiosity to deployed value with Microsoft Copilot and the Power Platform.

We are looking for a Modern Work specialist to sit at the front of our Microsoft AI and automation conversations. This is a customer-facing advisory role, not a delivery role, your job is to identify opportunities, run discovery, and build the architecture and business case for solutions that our delivery team then implements.

You will be the person who can walk into a boardroom and explain what Copilot will actually do for a business and map their manual processes to automated workflows. You’ll translate hype into practical next steps and help clients move from "we've heard about AI" to a scoped, costed engagement. You’ll also run webinars and in-person sessions to give customers and prospects product overviews and run Co-Pilot readiness and adoption programs.

This role is new  will shape how it works.

• Lead discovery workshops and readiness assessments across Copilot, Power Automate, and broader M365 - covering technical environment, data governance, security posture, and business use cases
• Identify and Copilot and automation opportunities within new and existing accounts
• Conduct Microsoft Copilot readiness assessments as paid, billable engagements
• Build high-level solution architectures and scoped proposals

• Work alongside sales to support new business opportunities from first meeting through to proposal
• Respond to RFIs and technical sections of tenders with clear, compelling solution designs
• Develop and maintain reusable discovery frameworks, solution architectures, and proposal templates
• Contribute to pricing and packaging of Modern Work and AI service offerings

• Lead executive level workshops - comfortable in boardrooms and engineering conversations alike
• Act as a trusted advisor to customers navigating Microsoft AI adoption
• Represent Workflo at partner events, Microsoft briefings, and customer round tables

• Brief and enable the sales team on new Microsoft AI capabilities, use cases, and objection handling
• Maintain awareness of the Microsoft partner roadmap, co-sell motions, and partner incentives
• Work closely with the technical delivery team on solution handover - ensuring scoped work is realistic, clearly documented, and deliverable

Candidates from a senior MSP engineering or support background who do not have a formal presales title but can demonstrate: