Adoption Lead driving enterprise use of Microsoft 365 Copilot and Power Platform at a leading financial institution. Focused on user training, community building, and maximizing productivity tool ROI.
About the role
- M365 Adoption Specialist supporting Microsoft 365 user adoption through training and content creation. Responsible for executing adoption strategy and ensuring user engagement across the enterprise.
Responsibilities
- Execute the M365 adoption strategy and roadmap defined by the Adoption Lead, ensuring programs are delivered on time and at high quality
- Support enterprise rollout and expansion of Microsoft 365 Copilot, Power Platform, SharePoint Online, Teams, OneDrive, and Viva
- Act as a trusted front-line enablement resource for users across business functions, responding to questions and guiding users through real-world productivity scenarios
- Run and maintain one or more Champions Programs (Copilot, Power Platform, SharePoint, etc.), including onboarding, communications, cadence management, and engagement tracking
- Support champions with enablement materials, talking points, demos, and best practices so they can confidently support adoption in their business units
- Own creation of high-quality enablement content, including: Quick reference guides and how-to documentation, Short-form videos, demos, and visual walkthroughs, Announcements and adoption campaigns, Use-case spotlights and success stories
- Develop and manage a content calendar for user communications across: Viva Engage, SharePoint resources sites, Enterprise announcements, Training and event promotion
- Deliver engaging, user-friendly training sessions, demos, office hours, and workshops (virtual and in-person)
- Provide hands-on guidance for users adopting Copilot and M365 tools—answering “how do I” questions and helping users apply tools to daily work
- Partner closely with the Adoption Lead, engineering teams, and governance stakeholders to stay aligned on features, guardrails, and messaging
Requirements
- 3 - 5 years of experience in user enablement, adoption, training, change management, or digital workplace roles
- Strong hands-on experience with Microsoft 365, especially Microsoft 365 Copilot, Teams, SharePoint Online, OneDrive, Power Platform (Power Automate; familiarity with Power Apps is a plus)
- Exceptional content creation skills —able to produce clear, engaging, and visually appealing enablement materials
- Outstanding communication and facilitation skills; confident presenting to both small groups and large audiences
- Strong soft skills and presence —engaging, approachable, and able to sustain attention during live sessions
- Experience managing or supporting internal communities or champions programs
- Highly organized with the ability to manage multiple workstreams and content deadlines simultaneously
- Comfortable working in a fast-moving, evolving AI and productivity landscape
- Bachelor's degree in Computer Science or a closely-related discipline, or an equivalent combination of formal education and experience
Benefits
- comprehensive health and wellness benefits
- retirement plans
- educational assistance and training programs
- income replacement for qualified employees with disabilities
- paid maternity and parental bonding leave
- paid vacation
- sick days
- holidays
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