Modern Strategist – Microsoft 365 Solutions & Pre-Sales Engineer

Overview

We are seeking a Modern Work Strategist with deep expertise in Microsoft 365
, specializing in SharePoint Online, One Drive 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.

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

• Pre-Sales Solution Engineering
• Collaborate with Account Executives and Solution Architects to scope, design, and present Microsoft 365 solutions to customers.
• 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, One Drive, 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 One Drive.
• Architect intelligent intranets and modern collaboration spaces that drive user adoption and engagement.
• Design governance, compliance, and automation frameworks for M365 environments.
• Implement best practices for data structure, permissions, and lifecycle management across the Microsoft ecosystem.
• 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 that empower users to fully leverage new digital tools.
• Champion continuous improvement, leveraging analytics and feedback to enhance collaboration outcomes.

• Proven expertise in Microsoft SharePoint Online and One Drive for Business (architecture, migration, administration, and governance).
• Experience conducting pre-sales engagements, including solution design, scoping, and presentations.
• Strong understanding of Microsoft 365 Copilot, including readiness planning, AI agent development, and security considerations.
• Proficiency with Power Platform (Power Apps, Power Automate, Power
  
  BI, MS Forms).
• Knowledge of Microsoft Teams, Viva, and collaboration strategy design.
• Experience with business process analysis, requirements gathering, and solution documentation.
• Excellent communication and presentation skills with the ability to engage both technical and executive audiences.

• BSBA, Information Systems / Information Assurance
• Microsoft
  
  Certifications:
• Microsoft Copilot Business Value Bootcamp (Sales) – DW-100
• Microsoft Build & Extend AI-Powered Agents with Copilot Studio – DW-102
• Microsoft Secure and Govern M365 Copilot with Purview (Pre-Sales) – DW-103
• Microsoft Build & Extend with Pro-Code Capabilities – DW-104
• Microsoft Applied
  
  Skills:
  
  Security & Compliance for M365 Copilot – APL-4002
• Nintex Workflow Administration

• A consultant by trade, mentor at heart, with a passion for helping organizations evolve through intelligent cloud adoption.
• Skilled in balancing technical delivery with business outcomes, enabling efficient and secure collaboration at scale.
• A trusted pre-sales partner who can communicate complex technical value in a clear, business-focused manner.
• Passionate about AI integration and modern workplace transformation.

We strive to take care of our employees. We offer a full and comprehensive compensation package to all our employees, including:

• Medical, Dental, Vision, Employee Assistance Program, and Flexible Spending Accounts
• Life and AD&D insurance, Disability coverage, Critical Illness and…