AI Copilot & Microsoft 365 Optimization Lead

Socket.dev; Anaheim (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Socket.dev in Anaheim, CA is seeking an AI Copilot / Microsoft 365 Specialist to maximize Microsoft 365, Copilot, AI tools, and automation to boost employee productivity and business processes.

You will work across departments to identify manual workflows, develop AI-assisted solutions, train staff, and help the organization adopt AI safely and effectively, with a focus on governance and measurable improvements.

Qualifications

• Strong knowledge of Microsoft 365.
• Experience with Microsoft Copilot or other generative AI platforms.
• Experience with Power Automate.
• Working knowledge of SharePoint, Teams, OneDrive, Forms, and Lists.
• Power Apps experience preferred.
• Strong Excel skills.
• Understanding of business workflows and process improvement.
• Ability to learn new business systems quickly.
• Strong analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Comfortable working directly with employees and department managers.
• Ability to train non-technical employees.
• Strong interest in AI, automation, and emerging technology.
• A college degree is helpful but practical experience, problem-solving ability, and demonstrated knowledge of Microsoft 365 and automation are more important.

Responsibilities

• Support the implementation and adoption of Microsoft Copilot.
• Help employees use AI effectively in their daily work.
• Develop practical Copilot use cases for different departments.
• Create reusable prompts and AI workflows / agents.
• Identify tasks that can be simplified or accelerated using AI.
• Research and test new AI capabilities applicable to the business.
• Support and improve the use of Microsoft Teams, SharePoint, OneDrive, Outlook, Excel, Word, PowerPoint, Forms, Lists, Power Automate, Power Apps, Microsoft Copilot.
• Help departments move manual or spreadsheet-based processes into more structured Microsoft 365 solutions when appropriate.
• Meet with departments to understand current workflows.
• Identify repetitive, manual, or inefficient processes.
• Document the current process and recommend improvements.
• Build simple Power Automate workflows.
• Develop Forms, Lists, SharePoint sites, and other Microsoft 365 solutions.
• Assist with creating Power Apps for appropriate internal processes.
• Connect Microsoft 365 tools to existing business processes where possible.
• Develop AI solutions for activities such as email drafting and summarization, meeting summaries and action items, document and procedure creation, data analysis and reporting, Excel assistance, internal knowledge searches, employee training materials, customer communication, project-management assistance, SOP creation, research and information summarization, department-specific AI assistants and workflows.

Skills

Microsoft 365

Microsoft Copilot

Power Automate

SharePoint

Teams

OneDrive

Power Apps

Excel

AI adoption

Process improvement

Training

Communication

Education

College degree helpful

Tools

SharePoint

Teams

OneDrive

Forms

Lists

Power Apps

Power Automate

Job description

Socket.dev in Anaheim, CA is seeking an AI Copilot / Microsoft 365 Specialist to maximize Microsoft 365, Copilot, AI tools, and automation to boost employee productivity and business processes.

You will work across departments to identify manual workflows, develop AI-assisted solutions, train staff, and help the organization adopt AI safely and effectively, with a focus on governance and measurable improvements.