Technical Analyst III - Microsoft 365 Collaboration & Automation

BOK Financial; Tulsa (OK); On-site; USD 95,000 - 125,000; Full time

Job summary

BOK Financial is seeking a Technical Analyst III focused on Microsoft 365 Collaboration & Automation. You will translate business needs into practical, scalable solutions, balancing technical ability with strong communication.

You’ll lead discovery, design, and governance across the Microsoft 365 ecosystem and mentor junior analysts. You’ll collaborate with business partners and IT to maximize adoption of Copilot, Power Platform, SharePoint, and related services, delivering training and

Qualifications

• Bachelor’s degree in IT, CS, BIS, or related field.
• 3–5 years of experience supporting Microsoft 365, collaboration platforms, or automation solutions.
• Strong ability to translate business needs into practical technology solutions.
• Ability to lead discovery conversations and communicate with diverse stakeholders.
• Experience documenting requirements and building scalable, secure solutions.

Responsibilities

• Serve as a technical SME for Microsoft 365 services and solutions.
• Bridge business and IT to improve collaboration and automate processes.
• Lead discovery conversations and guide business units toward scalable solutions.
• Develop technical specifications, standards, and user documentation.
• Deliver end-user training and organizational change management.
• Mentor junior analysts and provide technical leadership across projects.

Skills

Communication skills

Analytical thinking

Problem solving

Discovery facilitation

Stakeholder engagement

Training delivery

Education

Bachelor’s degree in Information Technology, Computer Science, Business Information Systems, or related field

Tools

Microsoft 365

Copilot

Copilot Studio

Copilot Agent Builder

Power Platform

SharePoint Online

OneDrive

Teams

Power Automate

AI capabilities

Job description

Summary

You place great value on building meaningful relationships and are passionate about helping others leverage technology to work smarter. You excel at translating business needs into practical solutions, balancing technical expertise with exceptional communication skills. Bring your knowledge, curiosity, and problem‑solving abilities to us as a Technical Analyst III – Microsoft 365 Collaboration & Automation and help shape the future of workplace productivity and collaboration.

Job Description

The Technical Analyst III is responsible for serving as a technical subject‑matter expert and trusted advisor for Microsoft 365 services and solutions. This role bridges the gap between business and technology by helping employees leverage modern workplace tools to improve collaboration, reduce manual effort, automate processes, and create measurable business value.

This position requires a business‑minded technologist who can move seamlessly between technical analysis, solution design, platform support, governance, user adoption, and organizational enablement. The ideal candidate possesses strong Microsoft 365 expertise while also demonstrating the ability to lead discovery conversations, communicate effectively with technical and non‑technical stakeholders, and guide business units toward scalable, supportable solutions.

Team Culture

Our mission is to empower our company, teammates, and customers through the delivery of resilient, secure, and customer‑centric technology solutions. We accomplish this by combining deep technical expertise with a strong understanding of our business, creating innovative solutions that improve productivity, collaboration, and employee experience.

As part of our team, you’ll work closely with business partners, technology teams, and organizational leaders to maximize the value of Microsoft 365, modern workplace technologies, automation, and emerging AI capabilities.

How You’ll Spend Your Time

• Work within a team that administers, supports, and continuously improves Microsoft 365 services, including Microsoft Copilot, Copilot Agent Builder, Copilot Studio, Agent 365, Power Platform, SharePoint Online, Exchange Online, OneDrive, Teams, and related services.
• Serve as a liaison between business units and IT to identify opportunities for improved productivity, collaboration, automation, and digital transformation.
• Analyze, design, test, implement, and support solutions across the Microsoft 365 ecosystem.
• Troubleshoot complex collaboration, messaging, authentication, licensing, data access, integration, and platform issues.
• Identify, evaluate, prototype, and implement solutions that reduce manual work and improve operational efficiency while balancing governance, supportability, and user experience.
• Support governance, security, compliance, lifecycle management, and best practices across Microsoft 365 platforms.
• Evaluate, implement, and support emerging artificial intelligence and generative AI capabilities, including Microsoft Copilot, Copilot Studio, AI agents, and automation‑assisted workflows.
• Perform business process analysis, workflow modeling, and solution‑design activities to support business transformation initiatives.
• Develop technical specifications, documentation, standards, procedures, knowledge articles, and support materials.
• Partner with business stakeholders to understand requirements, recommend solutions, and drive adoption of Microsoft 365 technologies.
• Deliver end‑user training, coaching, and organizational change management activities to maximize user adoption and business value.
• Mentor junior analysts and provide technical leadership across projects and support initiatives.
• Ensure solutions align with enterprise architecture standards, governance requirements, security policies, and technology roadmaps.

Education & Experience Requirements

This role typically requires a Bachelor’s Degree in Information Technology, Computer Science, Business Information Systems, or a related field and / or 3–5 years of directly related experience supporting Microsoft 365, collaboration platforms, business analysis, technical analysis, automation solutions, or an equivalent combination of education and experience.

Qualifications

• Experience supporting Microsoft 365 technologies including Teams, SharePoint Online, OneDrive, Exchange Online, Power Platform, Copilot, and related services.
• Understanding of Microsoft Copilot, Copilot Studio, Copilot Agent Builder, automation, and emerging AI technologies.
• Knowledge of collaboration platforms, workflow automation, productivity tools, and digital workplace technologies.
• Experience gathering and documenting business and functional requirements.
• Strong business process analysis, workflow mapping, and solution‑design skills.
• Understanding of software integrations, APIs, data flows, and enterprise application ecosystems.
• Knowledge of cloud platforms, security, compliance, identity management, and governance concepts.
• Experience evaluating and implementing solutions with a focus on user experience, adoption, scalability, and supportability.
• Ability to conduct discovery sessions, facilitate workshops, and communicate effectively with technical and non‑technical audiences.
• Strong analytical and problem‑solving skills with the ability to develop practical solutions to moderately complex business and technical challenges.
• Experience creating technical documentation, standards, procedures, and training materials.
• Understanding of Agile, Waterfall, or hybrid project delivery methodologies.
• Knowledge of IT governance, security, compliance, and operational best practices.
• Excellent written and verbal communication skills.
• Demonstrated ability to build trusted partnerships with business leaders, vendors, peers, and technology teams.
• Passion for continuous learning, innovation, and helping others adopt modern workplace technologies.

Preferred Qualifications

• Microsoft certifications related to Microsoft 365, Power Platform, SharePoint, Teams, Azure, Security, or Copilot.
• Experience supporting enterprise Microsoft 365 environments.
• Experience with Power Automate, Power Apps, Copilot Studio, and AI‑driven workflow solutions.
• Knowledge of financial services, banking operations, or regulated industries.
• Experience leading adoption, governance, and organizational change management initiatives related to collaboration and productivity platforms.

Working Conditions & Physical Requirements

Office

Equal Opportunity Employment

The companies in BOK Financial Corporation Group are equal‑opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.