Microsoft Solutions Specialist

Page Mechanical Group, Inc.; Charlotte, Northern (NC, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Opkalla is seeking a highly motivated Microsoft Solutions Specialist to join our team in Charlotte, NC. You will manage Microsoft designations, collaborate with sales and marketing, and support partner programs, incentives, and go-to-market efforts.

The role requires strong knowledge of Microsoft cloud products, certifications, and CPOR submissions, with a focus on delivering high-quality customer experiences and measurable performance.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• Minimum 5 years in a solutions specialist role focused on Microsoft technologies.
• Strong knowledge of Microsoft Cloud Solutions, Products and Licensing Structure.
• Experience supporting partner programs, incentives, or Microsoft partnership operations.

Responsibilities

• Manage Opkalla’s Microsoft status and certifications, designations, and competencies.
• Maintain CPOR submittals and track Co-op fund balances and submittals.
• Facilitate leads from Microsoft and manage opportunities through to close.
• Coordinate MSYNC meetings and align cross-functional teams on opportunities.
• Collaborate with marketing to develop collateral for Microsoft solutions.
• Monitor KPIs related to Microsoft solutions and provide monthly reporting.

Skills

Microsoft tech

Partner programs

Communication

Project management

Certifications

Partner Center

Incentive programs

Education

Bachelor’s degree or equivalent

Tools

Microsoft Partner Center

MSync

CPOR submissions

Job description

WHO WE ARE

Opkalla is an IT Trusted Advisory company partnered with 200+ global service providers. We assist clients with research, design and deployment of IT services in the areas of Cloud Infrastructure, Cybersecurity, Networking and UCaaS & CCaaS. Opkalla takes a “Best of Breed” approach with each project by identifying market leaders/trends, saving customers time and money.

Be a part of one of the nation’s fastest growing IT companies (www.opkalla.com).We foster dynamic, fast-paced, and engaging workplace environments. We believe teamwork is the best way to serve our customers.

Summary

We are seeking a highly motivated and experienced Microsoft Solutions Specialist to join our team. The ideal candidate will have a strong understanding of Microsoft products, partner management, sales collaboration, customer interaction as well as Microsoft Incentives programs. This role works closely with the sales and marketing teams to support business growth, assist with partner program operations, and provide technical and customer support. The position contributes to go-to-market execution and operational effectiveness while ensuring a high-quality customer experience.

Essential Functions & Responsibilities

• Manage Opkalla’s Microsoft Status to ensure effective utilization of partnership benefits, designations, specializations, and competencies, including:
• Ensure Opkalla retains all Microsoft Designations and Specializations.
• Ensure all Opkalla employees maintain current Microsoft certifications and obtain new ones as directed.
• Maintain accurate and timely CPOR (Claiming Partner of Record) submittals.
• Facilitate all leads from Microsoft, including Fast Track and Marketplace leads.
• Ensure all qualified opportunities receive a Proof of Execution (POE) and work with Technical Advisors to obtain client signatures.
• Manage Co-op fund balances and submittals.
• Manage all ECIF opportunities.
• Ensure Opkalla remains compliant with Microsoft requirements and follows Microsoft-defined processes at all times.
• Review Microsoft updates and announcements, and communicate relevant information to the appropriate Opkalla parties.
• Track all items and provide monthly reporting and metrics.
• Facilitate Microsoft opportunities through to close for both new and renewal business. Keep the team updated on current and future opportunities, assist the team in planning timelines for new and renewal business, and monitor the sales pipeline and upcoming renewals.
• Facilitate Microsoft sync (Msync) meetings to drive information sharing and coordinate this opportunity-management work, for both new and renewal business, across the team.
• Collaborate with the marketing team to develop collateral and messaging supporting Microsoft solution offerings and differentiation.
• Stay current on Microsoft technologies, licensing models, and competitive positioning to support sales conversations and internal alignment.
• Monitor and report key performance metrics related to Microsoft solutions including pipeline activity, partner engagement, support trends, customer satisfaction, and other metrics as directed.

Qualifications

• Bachelor’s degree in Computer Science, Information Technology, or related field, or equivalent experience.
• Minimum of 5 years of experience in a solutions specialist role focused on Microsoft technologies.
• Strong knowledge of Microsoft Cloud Solutions, Products and Licensing Structure.
• Experience supporting partner programs, incentives, or Microsoft partnership operations preferred.
• Ability to explain technical concepts to both technical and non-technical audiences.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Microsoft certifications such as MCSA, MCSE, or MCP are a plus.
• Hands-on experience with Microsoft Partner Center, including managing designations, specializations, and CPOR submittals.
• Expert knowledge of Microsoft incentive and investment programs such as Co-op funds and ECIF.

Requirements

• Detail Oriented – Pays attention to the quality and accuracy of own and others’ work and ensures processes and documentation are followed.
• Instills Trust – Demonstrates integrity, maintains confidentiality, and follows through on commitments.
• Action Oriented – Takes initiative, identifies opportunities, and proactively addresses issues.
• Communicates Effectively – Communicates clearly across technical and business audiences and collaborates effectively across teams.
• Facilitates Effectively – Leads and coordinates recurring meetings, such as Msync, to keep cross-functional teams aligned and informed.
• Data-Driven – Tracks activity accurately and delivers clear, timely reporting and metrics to support decision-making.