Microsoft 365 Platform Specialist

Description
Be a trusted member of a team who brings Microsoft 365 to life for employees. You'll partner closely with colleagues across the Product and Change teams to deliver a supportive, approachable, and consistent experience, helping employees work smarter, collaborate better, and feel confident using our tools. You will be the go-to person employees turn to when they need help working better with technology.
Provide walk-up, virtual, and scheduled "Genius Bar" support for:
Outlook (email, calendar, search, rules, etc.)
One Drive (sync, sharing, storage, recovery)
SharePoint (team sites, document libraries, permissions)
Copilot (how to use it productively and responsibly)
Troubleshoot real-world problems - not just technical errors, but workflow issues and usability challenges
Translate business needs into practical, workable solutions using M365 tools

Train, coach, and enable
Teach users how to use tools in ways that fit their role and working style
Run 1:1 sessions and small group trainings
Create simple, helpful guides and quick-reference materials
Help employees become confident, capable users of M365 and Copilot

Adapt to a non-traditional environment
Work with teams that have custom workflows, tight timelines, and high expectations
Adjust your approach based on the user, the team, and the business context
Find creative ways to make M365 tools support how people actually work at PIMCO - not just how the tools were designed

Be a platform champion
Advocate for Microsoft 365 and Copilot across the organization
Identify pain points, patterns, and opportunities for improvement
Partner with Product and Change Management teams to continuously improve the user experience
This refers to professionals who build and support solutions using SharePoint, Power Automate, Power BI, and Copilot within the M365 ecosystem.
Used for roles specializing in Microsoft 365 infrastructure, Exchange Online, Teams, unified communications, and collaboration services.
Microsoft Platform Specialist
Microsoft 365 Engineer / Senior Microsoft 365 Engineer
Microsoft 365 Developer
M365 Platform Developer
Power Platform Developer / Engineer / Specialist

1) End-User Support & Troubleshooting

• Serve as the day-to-day point of contact for Microsoft 365 "how-to" questions and incident tickets.
• Diagnose and resolve common issues (e.g., Outlook mail flow/search/rules, One Drive sync and sharing, Teams meetings/chat, SharePoint permissions).
• Create and maintain tiered escalation paths and knowledge base articles to reduce repeat incidents.

2) Training, Coaching & Enablement

• Deliver live and virtual training (1:1, small group, and department workshops) tailored to roles and scenarios-e.g., "Managing projects in Teams," "Document control in SharePoint," "Inbox zero in Outlook."
• Develop quick-reference guides, short video walkthroughs, and "how-to" playbooks that are easy for non-technical users to follow.
• Run "office hours" or a walk-up/virtual Genius Bar to provide real-time help and adoption tips.

3) Copilot & AI Adoption

• Educate employees on when and how to use Copilot across Outlook, Teams, and other Microsoft 365 apps to draft content, summarize meetings, and accelerate routine work.
• Promote responsible use (privacy, data access, accuracy checks), and gather feedback on prompts and use cases to improve outcomes.
• Create prompt libraries and best-practice patterns by role (e.g., recruiters, sales, finance).

4) Collaboration & Content Management

• Set up and tune Teams (channels, tags, notifications, meeting options) to reduce noise and improve collaboration.
• Build and maintain SharePoint team sites and document libraries with sensible information architecture, versioning, and lifecycle rules.
• Standardize One Drive file-sharing practices, link settings, and recovery processes.

5) Adoption Programs & Change Management

• Partner with business leads to identify high-value use cases and measure adoption (training attendance, usage metrics, satisfaction).
• Coordinate pilot groups, collect feedback, and iterate on training and configuration before org-wide rollouts.
• Produce simple change impact notes and "what's new" communications for feature releases.

6) Light Configuration & Automation (Power Platform)

• Build no-/low-code solutions such as Power Automate flows for approvals, notifications, and routine tasks that live inside Teams/SharePoint.
• Create basic Power Apps or lists/forms that streamline data capture and handoffs.
• Document solutions and hand off to IT for support or further enhancement as needed.

7) Governance, Security & Compliance (in partnership with IT/Sec)

• Apply least-privilege access, site permissions, and group membership standards; audit sharing links and external access periodically.
• Align with policies for data loss prevention (DLP), retention labels, and sensitivity labels; educate users on practical do's/don'ts.
• Flag risks or policy gaps and collaborate with IT Security/Microsoft 365 admins on remediation.

8) Content & Knowledge Management

• Curate a self-service hub (SharePoint/Teams)…