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JDA TSG · 7 hours ago

M365 Copilot Customer Engineer

United States

Full-time

Remote

Senior Level, Lead/Staff

$95K/yr - $110K/yr

10+ years exp

JDA TSG equips major brands with specialized talent and technologies to drive their organizations forward. The M365 Copilot Customer Engineer will guide enterprise customers in adopting Microsoft 365 Copilot, focusing on governance, security, and scalable adoption strategies while ensuring compliance and responsible AI usage.

ConsultingInformation Technology

No H1B

Responsibilities

Guide enterprise customers through Copilot technical fundamentals, including architecture, grounding, data access patterns, and alignment with core Microsoft 365 workloads

Lead workshops and strategy sessions on Copilot governance, defining policies, role-based access, guardrails, and safe deployment models for various user groups

Advise legal, compliance, and security stakeholders on data security, privacy, eDiscovery implications, data residency, and regulatory impacts of Copilot adoption

Assess customer data estate readiness, including permissions hygiene, sensitivity labeling, DLP posture, Conditional Access, and identity/access alignment

Provide advisory on Copilot extensibility options including plugins, connectors, and Power Platform integration and when to extend vs. leverage native capabilities

Support organizational enablement by running Copilot adoption workshops, defining business use cases, and building communication and change management plans

Help customers establish operational measurement models, including usage insights, value tracking, user feedback cycles, and ongoing optimization strategies

Advocate for responsible AI practices across the Copilot lifecycle, ensuring transparency, safety, oversight, and alignment with Microsoft-recommended AI principles

Qualification

Microsoft 365 CopilotGovernance & SecurityCompliance & RiskExtensibilityArchitecture & ReadinessAdoption & Change ManagementCustomer-facing skillsStakeholder engagementCommunication skills

Required

Foundational understanding of Microsoft 365 Copilot, supported apps (Word, Excel, Outlook, Teams, SharePoint, Loop), Graph integration patterns, and data grounding concepts

Permissions hygiene, sensitivity labels, DLP, Conditional Access, authentication/authorization patterns, least-privilege access, and end-to-end governance modeling

Working knowledge of Purview (compliance, eDiscovery, audit), data residency considerations, data lifecycle protections, and regulatory implications of AI-driven productivity

Awareness of Copilot extensibility options—plugins, connectors, Power Platform integration—and high-level architecture for extending Copilot to line-of-business systems

Identity and access readiness, Microsoft 365 tenant controls, real-world understanding of how Copilot interacts with organizational data and security boundaries

Experience running stakeholder workshops, defining adoption roadmaps, building communications, mapping personas, and developing success measurement frameworks

10+ years of IT experience

7+ years working in Microsoft 365, Azure architecture, security, or workplace modernization

Experience engaging CIO, CISO, compliance, and business leaders in strategic discussions

Ability to translate complex AI, architecture, and security concepts into clear, approachable language for non-technical audiences

Strong customer-facing skills with comfort leading workshops, strategy reviews, and executive-level briefings