Microsoft 365 / Copilot Consultant

Creative Financial Staffing, LLC; Denver (CO); Remote; USD 90,000 - 150,000; Part time

Benefits offered by this job

Remote work

Flexible schedule

Casual culture

Job summary

Creative Financial Staffing, LLC is seeking an experienced Microsoft 365 / Copilot Consultant. The role focuses on safely expanding Copilot use while strengthening data security, governance, and compliance across Microsoft 365, Azure, and connected apps.

You will assess the current environment, identify exposure risks, and help establish AI guardrails, access controls, and DLP rules. Strong collaboration with technical teams and leaders will be essential.

Qualifications

• Strong hands-on experience with Microsoft 365, Azure, and Copilot in an enterprise environment.
• Expertise with Security & Compliance, including DLP policies, information protection, and sensitive data/PII.
• Experience establishing security, permissions, and governance controls around Copilot/AI access to organizational data.

Responsibilities

• Assess the current Microsoft 365, Azure, security, and compliance environment as it relates to Copilot and AI.
• Evaluate how Copilot and Agentic AI interact with organizational data.
• Identify risks associated with sensitive information, including PII, email, customer information, reporting data, and other enterprise content.
• Develop, implement, and fine-tune Data Loss Prevention (DLP) policies and rule sets.
• Establish AI guardrails and data access controls, determining what information AI tools can access or surface.
• Review existing permissions and access to reduce risk of exposure.
• Recommend and configure Microsoft Security & Compliance capabilities to support Copilot.
• Review the environment and licensing to strengthen security and AI governance.
• Partner with internal teams to create, test, troubleshoot, and refine policies and security rules.
• Evaluate data flows and integrations across Power BI, CRM platforms, Zendesk, and other business apps.
• Provide knowledge transfer and documentation for ongoing management.

Skills

Microsoft 365

Azure

Copilot

Security & Compliance

DLP policies

Governance

Tools

Power BI

CRM platforms

Zendesk

Job description

Microsoft 365 / Copilot Consultant

Remote | Mountain Time Hours | Flexible/Fractional Schedule

The Opportunity

We are seeking an experienced Microsoft 365 / Copilot Consultant to help an organization safely expand its use of Microsoft Copilot and Agentic AI while strengthening data security, governance, and compliance. This consultant will assess the current Microsoft environment, identify potential data exposure risks, and help establish the DLP policies, access controls, security rules, and AI guardrails needed to ensure Copilot and other AI tools are used safely and effectively. This is a highly visible consulting opportunity where you’ll work closely with internal technical teams and department leaders to balance AI innovation with data protection and responsible use. If you’re a Microsoft expert who understands both the possibilities and the risks associated with Copilot and enterprise AI, this is an opportunity to have a direct impact on how an organization securely moves its AI strategy forward.

Why Work Here?

• Remote opportunity working primarily Mountain Time hours.
• Flexible work environment with an emphasis on collaboration and autonomy.
• Casual, approachable culture, including a relaxed dress code where jeans are welcome.
• Opportunity to make a visible, meaningful impact on how the organization adopts Microsoft Copilot and emerging AI technology.
• Work directly with program and department leaders who value clear explanations, partnership, and supportive technical guidance.
• Join an evolving team culture that values people who are proactive, diplomatic, adaptable, and comfortable taking initiative.
• Play an important role in establishing the organization’s approach to responsible AI adoption, data security, and governance.
• Bring your expertise to a project where recommendations can directly shape the organization’s long-term Copilot and AI strategy.

What you’ll do as a Microsoft 365 / Copilot Consultant:

• Assess the current Microsoft 365, Azure, security, and compliance environment as it relates to Copilot and AI.
• Evaluate how Microsoft Copilot and Agentic AI interact with organizational data.
• Identify risks associated with sensitive information, including PII, email, customer information, reporting data, and other enterprise content.
• Develop, implement, and fine-tune Data Loss Prevention (DLP) policies and rule sets.
• Establish appropriate AI guardrails and data access controls, determining what information AI tools can access, use, store, or surface.
• Review existing permissions and access to reduce the risk of unintended exposure of sensitive information.
• Recommend and configure appropriate Microsoft Security & Compliance capabilities to support Copilot.
• Review the existing Microsoft environment and licensing to identify opportunities to strengthen security and AI governance.
• Partner with internal teams to create, test, troubleshoot, and refine policies and security rules.
• Evaluate data flows and integrations across systems such as Power BI, CRM platforms, Zendesk, and other business applications.
• Provide knowledge transfer and documentation so the internal team can effectively manage policies and controls moving forward.
• Serve as a trusted technical advisor, helping leaders understand security considerations and best practices in clear, practical terms.

What we’re Looking for in a Microsoft 365 / Copilot Consultant:

• Strong hands-on experience with Microsoft 365, Azure, and Microsoft Copilot in an enterprise environment.
• Expertise with Microsoft Security & Compliance, including DLP policies, information protection, and sensitive data/PII.
• Experience establishing security, permissions, and governance controls around Copilot/AI access to organizational data.
• Ability to assess an existing Microsoft environment and develop practical, actionable security and governance solutions.
• Strong understanding of data access, identity, permissions, and enterprise data governance.
• Collaborative, consultative communicator who can translate complex technical concepts for technical and non-technical stakeholders.

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