Copilot Presales Specialist

PowerToFly; Houston (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Travel up to 5%

Hybrid work potential

Job summary

SoftwareOne is seeking a Microsoft Copilot Presales Specialist to drive adoption of Copilot solutions and connect business challenges to AI-powered outcomes. You will partner with Account Managers and executives to uncover objectives, lead discovery sessions, and develop compelling business cases across Copilot, Studio, AI Agents, Power Platform, and Fabric.

The role requires collaboration with multiple teams, delivering executive briefings, and guiding AI readiness with governance and change

Responsibilities

• Identify, qualify, and advance Microsoft Copilot and AI opportunities across accounts, building a healthy pipeline aligned with SoftwareOne’s growth objectives.
• Partner with Account Managers to develop account strategies, pipeline growth plans, and demand-generation activities focused on Copilot and AI solutions.
• Engage stakeholders to uncover objectives, challenges, productivity gaps, and AI transformation priorities, translating needs into solutions.
• Lead customer discovery, envisioning sessions, workshops, assessments, and executive briefings to identify high-value AI use cases and licensing considerations.
• Position Copilot as part of a broader Microsoft AI strategy, connecting Copilot with 365 Copilot, Copilot Studio, AI Agents, Power Platform, Fabric, and Azure AI.
• Develop business cases, solution roadmaps, executive presentations, and value frameworks demonstrating AI investments’ impact.
• Guide customers through AI readiness and adoption, including governance, security, change management, and sponsorship.
• Coordinate cross-functional resources to develop demos, proof-of-value engagements, pilots, and recommendations.
• Build relationships with Microsoft sellers, specialists, and Partner Development Managers to leverage co-sell opportunities and incentives.
• Serve as SMEs and AI advocates, staying current on Copilot and the broader Microsoft AI ecosystem while delivering enablement sessions.
• Maintain accurate opportunity data and forecasting in Salesforce, contributing reusable assets and insights.
• 5% travel to visit customers or internal meetings.

Job description

Job Summary

The Microsoft Copilot Presales Specialist is responsible for driving customer adoption of Microsoft Copilot solutions by connecting business challenges to AI-powered outcomes. Working closely with Account Managers, Customer Executives, Licensing Specialists, Solution Architects, Microsoft field teams, and Data & AI Specialists, this role identifies, qualifies, and advances customer opportunities focused on Microsoft 365 Copilot, Copilot Studio, AI Agents, and Copilot-led business transformation. The role requires a practical understanding of how Microsoft Fabric, Azure AI, Power Platform, and related Microsoft workloads can support Copilot scenarios, while partnering with the appropriate specialists when customer needs extend into Data & AI, application modernization, or platform-specific solution design.

Note: SoftwareOne is an AI-forward company. We actively use AI across our business to improve productivity, decision-making, and outcomes, and we are intentional about hiring people who are curious, hands-on, and eager toleverageAI as technology evolves.

Role & Responsibilities

• Identify, qualify, and advance Microsoft Copilot and AI opportunities across existing and new customer accounts, building a healthy pipeline aligned with customer priorities and SoftwareOne’s growth objectives.
• Partner with Account Managers and Customer Executives to develop account strategies, pipeline growth plans, and demand-generation activities focused on Microsoft Copilot and AI solutions.
• Engage business and technology stakeholders to uncover strategic objectives, operational challenges, productivity gaps, and AI transformation priorities, translating customer needs into relevant Microsoft solutions.
• Lead customer discovery, envisioning sessions, workshops, assessments, and executive briefings to identify high-value AI use cases, readiness gaps, licensing considerations, and success criteria.
• Position Microsoft Copilot as part of a broader Microsoft AI strategy, connecting Microsoft 365 Copilot, Copilot Studio, AI Agents, Power Platform, Microsoft Fabric, and Azure AI to measurable business outcomes while engaging technical specialists when deeper expertise is required.
• Develop compelling business cases, solution roadmaps, executive presentations, and value realization frameworks that demonstrate the business impact of AI investments, including productivity gains, workflow automation, improved employee experience, and operational efficiency.
• Guide customers through AI readiness and adoption considerations, including governance, security, compliance, change management, executive sponsorship, stakeholder alignment, and strategies for moving initiatives from pilot to production.
• Coordinate cross-functional technical resources to develop demonstrations, proof-of-value engagements, pilots, funded initiatives, and solution recommendations that accelerate customer decisions and adoption.
• Build strong relationships with Microsoft sellers, specialists, and Partner Development Managers to leverage co-sell opportunities, Microsoft funding programs, assessments, and partner incentives that accelerate customer engagement and investment.
• Serve as a subject matter expert and internal AI advocate, staying current on Microsoft Copilot, Copilot Studio, AI Agents, Microsoft 365, and the broader Microsoft AI ecosystem while delivering enablement sessions and sharing best practices with sales, presales, and customer success teams.
• Maintain accurate opportunity data, activities, and forecasting in Salesforce, while contributing reusable sales assets, success stories, competitive insights, and best practices that support SoftwareOne’s Microsoft AI strategy.

5% for potential occasional travel to visit customers or internal meetings.