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Zelis · 5 hours ago

M365 Tech Lead

United States

Full-time

Remote

Senior Level

Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers. The M365 Tech Lead will lead ESI and eDiscovery Management initiatives, delivering comprehensive M365 business and technology solutions while ensuring security, compliance, and scalability of M365 environments.

FinanceFinTechHealth Care

No H1B

Responsibilities

Lead ESI and eDiscovery Management initiatives

Deliver comprehensive M365 business and technology solutions

Define standards, governance, and integration across core M365 systems

Ensure security, compliance, and scalability of M365 environments

Conduct advanced eDiscovery searches across Microsoft 365 (Exchange Online, SharePoint Online, Teams) using Microsoft Purview tools

Apply and manage legal holds on custodians and content across platforms

Coordinate with external counsel to define search parameters, timelines, and deliverables

Review and refine search results with internal legal stakeholders to ensure relevance and completeness

Document processes and maintain audit trails for defensibility and regulatory compliance

Implement and monitor retention policies across Microsoft 365 and Box environments

Ensure policies align with legal, regulatory, and business requirements

Collaborate with IT and compliance teams to adjust retention schedules based on evolving needs

Support defensible deletion processes and ensure proper documentation of retention actions

Provide operational support for Office 365 (Teams, SharePoint Online, Exchange), Box, and related collaboration tools

Handle service tickets related to access requests, permissions, and data recovery

Assist with backup strategy implementation and validation for critical collaboration data

Troubleshoot and resolve issues related to data access, sharing, and retention

Contribute to ongoing initiatives such as: Box-Salesforce integration: assist with data mapping, access controls, and retention alignment; Copilot agent scoping: support legal and compliance use cases for AI-driven agents; Automation efforts: identify opportunities to streamline legal hold and eDiscovery workflows; Domain migration: support data governance and retention strategy during M&A transitions (e.g., Medxoom)

Qualification

M365 solutionsEDiscovery managementLegal hold managementRetention policiesOffice 365 supportData governanceCollaboration toolsTroubleshootingDocumentation

Required