Solutions Engineer - M365 Copilot & Agents

SHI International; Northern (KY); Hybrid; USD 150,000 - 207,000; Full time

Job summary

SHI International is seeking a Solutions Engineer to advise on Microsoft 365 Copilot and Agent 365 at enterprise scale. You will lead deployments, govern data, assess readiness, and help customers securely operationalize Copilot and related services.

The role requires extensive experience with Microsoft 365 administration, Copilot readiness, and governance, plus PowerShell scripting and cost-management skills to optimize licensing and consumption across complex environments.

Qualifications

• Hands-on experience administering enterprise Microsoft 365 environments.
• Strong knowledge of SharePoint Online, OneDrive, Teams, Exchange Online, and Microsoft 365 Apps.
• Experience with Copilot readiness, deployment, governance, or expansion.
• Understanding of Graph, identity, permissions, and data for Copilot grounding and security.
• PowerShell scripting for 365 administration and automation.

Responsibilities

• Assess Microsoft 365 tenants across identity, security, compliance, licensing, information architecture, collaboration, and data readiness.
• Lead Copilot deployments: validation, licensing, feature enablement, configuration, pilot planning, rollout support, expansion.
• Help customers operationalize Microsoft 365 E7, Copilot, Agent Builder, and Agent 365.
• Review SharePoint Online, OneDrive, Teams, Exchange Online to identify oversharing and data-exposure risks.
• Analyze how Graph, identity, permissions, and information architecture affect Copilot grounding and security.
• Support Copilot Chat, Cowork, Work IQ, Copilot Builder, declarative agents, connectors, plugins.
• Configure and support Entra ID, Conditional Access, least-privilege access, and lifecycle workflows.
• Implement Purview controls: sensitivity labels, retention, auditing, eDiscovery, DLP.
• Develop runbooks and advisory materials translating findings into actionable plans.

Skills

5+ years experience

Microsoft 365 admin

PowerShell scripting

Security governance

Copilot readiness

Licensing knowledge

Cost governance

Operational runbooks

Analytical troubleshooting

Tools

Microsoft Graph

Entra ID

Purview

Defender

Copilot Studio

Job description

# **Job Summary**The Solutions Engineer for Microsoft 365 Copilot and Agent 365 is a customer-facing technical advisor who helps organizations assess, deploy, secure, govern, and expand Microsoft 365 Copilot and Microsoft Agent 365 capabilities for enterprise AI adoption. This hands-on role combines Microsoft 365 administration, Microsoft 365 E7 solution enablement, tenant assessment, data security, agent governance, Copilot Credit cost management, PowerShell automation, and customer advisory services. You will evaluate customer environments, identify readiness and security gaps, configure Microsoft 365 Copilot and Agent 365 capabilities, and develop practical recommendations for operating AI securely and cost-effectively at enterprise scale. The role supports Microsoft 365 E5 / E7, Microsoft 365 Copilot, Copilot Chat, Copilot Cowork, Work IQ, Microsoft 365 Copilot Agent Builder, Copilot connectors, Copilot Studio governance, Microsoft Entra Agent ID, Microsoft Purview, Microsoft Defender, and Microsoft Agent 365. The primary focus is platform deployment, administration, security, governance, cost management, and agent lifecycle management.**Role Description*** Assess Microsoft 365 tenants across identity, security, compliance, licensing, information architecture, collaboration, and data readiness.* Lead Microsoft 365 Copilot deployments, including prerequisite validation, licensing, feature enablement, administrative configuration, pilot planning, rollout support, and expansion.* Help customers evaluate and operationalize Microsoft 365 E7, including Microsoft 365 Copilot, Agent Builder, and Agent 365.* Review SharePoint Online, OneDrive, Microsoft Teams, Exchange Online, Outlook, and other Microsoft 365 Apps to identify oversharing, excessive permissions, unmanaged content, external access, ownerless sites, and related data-exposure risks.* Analyze how Microsoft Graph, identity, permissions, content quality, and information architecture affect Copilot grounding, security, and response quality.* Support Copilot Chat, Copilot Cowork, Cowork apps, Work IQ, Microsoft 365 Copilot Agent Builder, declarative agents, connectors, plugins, and related Copilot experiences.* Help customers assess, onboard, configure, secure, govern, and operationalize Microsoft Agent 365.* Support agent inventory, ownership, registration, monitoring, exception management, approvals, periodic reviews, ownership transfers, agent blocking and retirement.* Configure and support Microsoft Entra Agent ID, Conditional Access, least-privilege access, access packages, access reviews, and lifecycle workflows for applicable agent scenarios.* Implement Microsoft Purview controls, including sensitivity labels, Data Loss Prevention policies, retention, auditing, eDiscovery, and applicable Data Security Posture Management for AI capabilities.* Evaluate Microsoft Defender capabilities for agent inventory, security posture, threat visibility, investigation, and response.* Support Copilot Studio and Power Platform governance, including administrative controls, environment strategy, connector governance, sharing boundaries, DLP policies, and agent lifecycle standards.* Plan and govern Copilot Credit consumption across Copilot Cowork, Cowork apps, Work IQ APIs, Copilot Studio, and other supported usage-based AI services.* Establish spending policies, usage limits, service access, alerts, and credit-allocation approaches for users, groups, business units, use cases, and applicable environments.* Monitor Copilot Credit consumption, analyze usage and cost trends, identify capacity risks, and recommend adjustments based on expected demand and business value.* Help customers develop budgets, consumption forecasts, capacity plans, and showback or chargeback approaches as part of an AI FinOps operating model.* Collaborate with SHI licensing specialists on Microsoft 365 E7, Copilot Credits, prepaid capacity, pay-as-you-go consumption, subscriptions, and technical dependencies.* Develop and implement PowerShell scripts for Microsoft 365 assessment, administration, configuration validation, automation, documentation, and reporting.* Lead customer discovery sessions, technical assessments, governance workshops, and findings presentations.* Help customers establish AI councils or Centers of Excellence, responsible AI practices, decision rights, use-case intake processes, ownership standards, and governance roadmaps.* Translate technical findings into prioritized recommendations, remediation plans, implementation roadmaps, and operational runbooks. **Behaviors and Competencies** * **Subject Matter Judgment:** Applies Microsoft 365, security, governance, and AI platform knowledge to evaluate customer readiness, risk, operating-model maturity, and adoption blockers.* **Customer Facilitation:** Facilitates complex discovery, assessment, governance, and roadmap discussions while helping stakeholders align on ownership, priorities, and decision rights.* **Communication:** Tailors technical, governance, licensing, and cost-management recommendations for executive sponsors, IT leaders, security teams, business stakeholders, and technical administrators.* **Relationship Management:** Builds trust with customer stakeholders, Microsoft partners, and SHI teams through clear guidance, follow-through, and long-term advisory engagement.* **Collaboration:** Works across sales, licensing, delivery, security, governance, and engineering teams to drive customer adoption, operational readiness, and responsible AI outcomes.* **Problem Solving:** Identifies and resolves root causes that hinder Copilot and agent adoption, including oversharing, unclear ownership, readiness gaps, unmanaged agents, licensing confusion, and cost-management challenges. **Skill Level Requirements** * 5+ years of hands-on experience administering enterprise Microsoft 365 environments.* Strong working knowledge of SharePoint Online, OneDrive, Microsoft Teams, Exchange Online, Microsoft 365 Apps, and Microsoft 365 administration.* Practical experience supporting Microsoft 365 Copilot readiness, deployment, governance, adoption, or expansion.* Understanding of Microsoft Graph, identity, permissions, organizational content, and how these affect Copilot grounding and security.* Hands-on experience with Microsoft Entra ID, Conditional Access, identity governance, and related access controls.* Experience with Microsoft Purview, information protection, DLP, retention, audit, eDiscovery, or data-risk assessment.* Experience identifying and remediating oversharing, excessive permissions, unmanaged content, or external-access risks.* Hands-on PowerShell scripting experience for Microsoft 365 administration and automation.* Understanding of Microsoft enterprise licensing, including how licensing affects Copilot, Agent 365, Entra, Purview, and Defender adoption.* Familiarity with usage-based AI consumption, cost governance, or Copilot Credit management.* Strong analytical, troubleshooting, documentation, presentation, and customer-facing consulting skills.* Ability to translate technical findings, usage data, and cost considerations into clear recommendations for technical teams and business leaders. **Preferred Qualifications** * Exposure to emerging Microsoft Agent 365 capabilities, including agent inventory, agent security, Entra Agent ID, ownership, lifecycle governance, or monitoring.* Experience with Copilot Cowork, Work IQ, Microsoft 365 Copilot Agent Builder, declarative agents, Copilot connectors, plugins, or Model Context Protocol servers.* Experience with SDKs and API-based automation, including Python, Agent 365 SDKs, Microsoft Entra APIs, Microsoft Purview APIs, Microsoft Graph, or related Microsoft cloud development tools.* Experience administering or governing Copilot Studio and Power Platform environments at enterprise scale.* Familiarity with Microsoft Defender, Defender for Cloud Apps, Defender XDR, or security monitoring for AI and agentic systems.* Experience with Microsoft 365 E7, Copilot licensing, Copilot Credits, prepaid capacity, pay-as-you-go billing, metered consumption, cost optimization, showback, chargeback, or AI FinOps practices.* Experience establishing an AI council, AI Center of Excellence, responsible AI policy, use-case intake process, or enterprise AI governance framework.* Experience delivering Microsoft consulting, professional services, workshops, assessments, or customer advisory engagements.* Familiarity with Power BI, Microsoft Fabric, Azure Monitor, Log Analytics, or similar reporting and monitoring tools is beneficial but not required. **Preferred Certifications** Relevant Microsoft certifications may include:* Microsoft 365 Copilot and Agent Administration Fundamentals, AB-900* Information Security Administrator Associate, SC-401* Identity and Access Administrator Associate, SC-300* Microsoft 365 Administrator Expert, MS-102* Agentic AI Business Solutions Architect, AB-100* Azure AI Fundamentals, AI-900* Azure AI Apps and Agents Developer Associate, AI-103* GitHub Copilot, GH-300* Microsoft Power Platform Solution Architect Expert, PL-600* Other relevant certifications in Microsoft 365, Microsoft Purview, Microsoft Entra, security, compliance, Power Platform, Copilot, or AI **Other Requirements** * Ability to travel to SHI, Microsoft, partner, and customer events as required.* Commitment to continuous learning across Microsoft 365 E7, Microsoft 365 Copilot, Copilot Cowork, Work IQ, Agent 365, Microsoft Entra, Microsoft Purview, Microsoft Defender, and related technologies.* Strong ethical standards and disciplined adherence to data privacy, responsible AI, security, governance, financial accountability, and compliance requirements.The estimated annual pay range for this position is $150,000 - $207,000 which includes a base salary and bonus. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending.