Description

Key Responsibilities

Copilot Studio Solutioning and Delivery

• Act as an expert on Microsoft Copilot Studio, advising business and technology partners on capabilities, limitations, and best practices for agent design.
• Attend discovery sessions with business stakeholders to help scope use cases, gather requirements, and assess feasibility for Copilot-based solutions.
• Design, build, and test low-code agents, topics, flows, and connectors in Copilot Studio, including grounding agents with enterprise knowledge sources.
• Apply creative problem-solving to deliver effective agent solutions within approved access, functionality, and governance parameters.
• Own delivery of Copilot Studio Agent end-to-end, from initial scoping through demo, stakeholder review and testing, through production and maintenance.
• Build reusable templates, patterns, and playbooks to accelerate future Copilot Studio engagements.

Stakeholder Enablement and Consulting

• Serve as a trusted advisor to business teams and the AI Office, helping them understand where Copilot Studio fits versus other build paths available.
• Coach and upskill other Systems builders and business users on building their agents within approved guardrails.
• Deliver clear, plain-language walkthroughs and documentation so non-technical stakeholders can evaluate and adopt Copilot Studio solutions with confidence.
• Work directly from defined requirements to configure, iterate, troubleshoot, and refine Copilot Studio agents, escalating scope, timeline, or platform constraints as needed.
  AI Governance, Risk, and Compliance
• Ensure all Copilot Studio agents comply with company’s AI Agent governance framework, data protection standards, and responsible AI principles throughout all stages of development.
• Partner with Power Platform administrators, Copilot administrators, and governance teams on environment policies, security roles, and application lifecycle management.
• Identify potential scope or platform limitations during build work and flag them to the team lead for review and escalation.
• Stay current on relevant Copilot Studio and Power Platform features, licensing basics, and certification requirements that affect hands-on solution build work, and flag notable changes to the team lead.
  Value Realization and Reporting
• Work with business teams to define success criteria and KPIs for each Copilot Studio use case.
• Assist business team to track adoption, usage, and business impact of delivered agents, where appropriate.
• Contribute to AI Office reporting and dashboards on Copilot pipeline status and outcomes.
• Opine on which POCs should scale, be optimized, or be retired based on demonstrated value.

Qualifications:
Required

• 8+ years of experience in a technical consulting, solutions engineering, business analyst, or low-code development role.
• Hands-on experience building agents, bots, or workflows in Microsoft Copilot Studio (or Power Virtual Agents).
• Working knowledge of the Microsoft Power Platform, including Power Automate and Dataverse.
• 5+ years leading Gen AI and Machine Learning initiatives.
• Strong understanding of Generative AI, Agentic AI, AI SDLC, cloud platforms, developer productivity tools, and enterprise architecture concepts.
• Experience working with cross-functional stakeholders including Engineering, Cyber, Risk, Compliance, and Legal. 
• Strong requirements-gathering and stakeholder management skills, with the ability to translate business needs into technical solutions.
• Familiarity with generative AI concepts such as prompt engineering, retrieval-augmented generation (RAG), and grounding agents with enterprise data sources.
• Excellent verbal and written communication skills, comfortable presenting to both technical and non-technical audiences.
• Must hold a Microsoft associate-level (intermediate) certification in a related field. See Required Certifications below.

Preferred

• Experience working in financial services, asset management, or another regulated industry.
• Experience running structured POC or pilot programs, including defining success criteria and reporting outcomes to leadership.
• Familiarity with the broader Microsoft 365 landscape, including how Copilot Studio agents can connect with Teams, SharePoint, OneDrive, Power Platform, Graph connectors, and enterprise knowledge sources.
• Prior experience training or supporting citizen developers

Key Skills

Education

Bachelor's degree