Solutions Engineer – M365 Copilot, Agents

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate Microsoft 365 tenants concerning identity, security, compliance, licensing, information architecture, collaboration, and data readiness.

• Drive the deployment of Microsoft 365 Copilot by validating prerequisites, managing licensing, enabling features, planning pilot programs, providing rollout support, and facilitating expansion.

• Assist clients in assessing and operationalizing Microsoft 365 E7, Copilot, Agent Builder, and Agent 365.

• Examine Microsoft 365 services for issues such as oversharing, excessive permissions, unmanaged content, external access, ownerless sites, and potential data-exposure risks.

• Investigate Microsoft Graph, identity, permissions, content quality, and the implications of information architecture on Copilot grounding, security, and response quality.

• Support initiatives related to Copilot Chat, Copilot Cowork, Work IQ, Agent Builder, declarative agents, connectors, plugins, and other relevant experiences.

• Evaluate, onboard, configure, secure, govern, and operationalize Microsoft Agent 365.

• Oversee agent inventory, ownership, registration, monitoring, approvals, reviews, transfers, blocking, and retirement processes.

• Set up Entra Agent ID, Conditional Access, least-privilege access, access packages, access reviews, and lifecycle workflows.

• Apply Microsoft Purview sensitivity labels, DLP, retention policies, auditing, eDiscovery, and AI security posture controls.

• Assess Microsoft Defender capabilities for agent inventory, security posture, threat visibility, investigation, and response.

• Govern Copilot Studio and Power Platform environments, including connectors, sharing boundaries, DLP, and agent lifecycle standards.

• Strategize and manage Copilot Credit consumption, spending policies, usage limits, alerts, credit allocation, budgets, forecasts, and chargeback models.

• Collaborate with SHI licensing specialists on E7, Copilot Credits, capacity, billing, subscriptions, and technical dependencies.

• Develop PowerShell scripts for assessment, administration, configuration validation, automation, documentation, and reporting.

• Lead customer discovery sessions, technical assessments, governance workshops, and presentations of findings.

• Assist clients in establishing AI councils or Centers of Excellence, focusing on responsible AI practices, decision rights, intake processes, ownership standards, and governance roadmaps.

• Convert technical findings into actionable recommendations, remediation plans, implementation roadmaps, and operational runbooks.

⛳️ Requirements

• A minimum of 5 years of direct experience managing enterprise Microsoft 365 environments.

• Extensive knowledge of SharePoint Online, OneDrive, Microsoft Teams, Exchange Online, Microsoft 365 Apps, and Microsoft 365 administration.

• Practical experience in supporting Microsoft 365 Copilot readiness, deployment, governance, adoption, or expansion.

• Understanding of Microsoft Graph, identity, permissions, organizational content, and the security aspects of Copilot grounding.

• Hands-on experience with Microsoft Entra ID, Conditional Access, identity governance, and associated access controls.

• Familiarity with Microsoft Purview, information protection, DLP, retention, auditing, eDiscovery, or data-risk assessment.

• Experience in identifying and rectifying oversharing, excessive permissions, unmanaged content, or external-access vulnerabilities.

• Proficient in PowerShell scripting for Microsoft 365 administration and automation tasks.

• Understanding of Microsoft enterprise licensing, including Copilot, Agent 365, Entra, Purview, and Defender adoption.

• Knowledge of usage-based AI consumption, cost governance, or Copilot Credit management.

• Strong analytical, troubleshooting, documentation, presentation, and client-facing consulting abilities.

• Capable of converting technical findings, usage data, and cost considerations into concise recommendations.

• Willingness to travel to SHI, Microsoft, partner, and customer events as necessary.

• Commitment to continuous learning in Microsoft 365, Copilot, Agent 365, Entra, Purview, Defender, and related technologies.

• Uphold strong ethical standards and comply with data privacy, responsible AI, security, governance, financial accountability, and compliance requirements.

• Preferred: Knowledge of emerging Microsoft Agent 365 capabilities, Copilot Cowork, Work IQ, Agent Builder, declarative agents, connectors, plugins, SDKs, APIs, Copilot Studio, Power Platform, Microsoft Defender, E7, Copilot licensing, AI FinOps, enterprise AI governance, Microsoft consulting, and related reporting tools.

• Preferred Microsoft certifications include AB-900, SC-401, SC-300, MS-102, AB-100, AI-900, AI-103, GH-300, or PL-600.

🏝️ Benefits

• Opportunities for continuous professional development and leadership growth.

• Comprehensive health, wellness, and financial benefits.

• Access to world-class facilities and technology in both office and remote settings.

• Medical insurance coverage.

• Vision insurance coverage.

• Dental insurance coverage.

• 401(k) plan.

• Flexible spending options.

• Travel opportunities to SHI, Microsoft, partner, and customer events as required.