Haystack
← Back to Jobs
Customer Service
PA

Customer Success & AI Transformation Lead (Microsoft 365 & Copilot) - No C2C!!

Palni IncUnited States🇺🇸United StatesPosted Sep 18, 2026

Quick Overview

Seniority
Mid Senior
Work mode
Hybrid
Location
United States
Posted
21 hours ago
Account ManagementAzureCSATComplianceCustomer SuccessGenerative AIRisk ManagementStakeholder Management

Job Description

Role: Customer Success & Technology Deployment Manager (Microsoft 365 & Copilot)

Location: USA (Remote)

Duration: 6 months

Visa: Permanent Residents only!!

Key Responsibilities

Customer Success Leadership

·        Develop and execute customer success plans aligned to strategic business objectives.

·        Act as the primary customer advocate, ensuring successful adoption and consumption of Microsoft technologies.

·        Establish executive and stakeholder relationships across IT, Security, Architecture, Operations, and Business Leadership teams.

·        Conduct business reviews, success planning sessions, and value realization workshops.

·        Drive customer satisfaction, retention, renewal, and expansion opportunities.

Technology Deployment & Adoption

·        Lead planning and deployment of Microsoft cloud solutions, including:

o   Microsoft 365

o   Microsoft Copilot

o   Teams

o   SharePoint Online

o   Exchange Online

o   OneDrive

o   Power Platform

o   Azure Services

Microsoft Security Solutions

·        Manage deployment roadmaps, project milestones, risk mitigation, and stakeholder communications.

·        Coordinate technical resources, engineers, partners, and customer teams to ensure successful delivery.

·        Oversee pilot programs, proof-of-concepts, and production rollouts.

Copilot & AI Transformation

·        Guide customers through Microsoft Copilot readiness assessments.

·        Develop adoption strategies that maximize business value from Generative AI solutions.

·        Identify business processes suitable for AI-assisted productivity improvements.

·        Lead governance, security, compliance, and change management discussions related to Copilot deployments.

·        Measure and report Copilot adoption and business impact metrics.

Governance, Compliance & Risk Management

·        Ensure deployments align with security, regulatory, and compliance requirements.

·        Partner with customer security and compliance teams to address governance considerations.

·        Drive best practices around identity, information protection, data governance, and AI security.

Change Management & Enablement

·        Create user adoption and training strategies.

·        Deliver executive briefings, workshops, and enablement sessions.

·        Build Centers of Excellence and champion networks.

·        Support organizational change initiatives that accelerate technology adoption.

Required Qualifications

·        5+ years of experience in Customer Success, Technology Deployment, Technical Account Management, Consulting, or Digital Transformation roles.

·        Experience leading enterprise Microsoft cloud deployments.

·        Strong knowledge of:

o   Microsoft 365

o   Microsoft Copilot

o   Teams

o   SharePoint

o   Exchange Online

o   Azure

o   Power Platform

o   Microsoft Security Solutions

·        Experience managing executive customer relationships

·        Strong project management and stakeholder management skills.

·        Excellent communication and presentation abilities.

·        Experience driving adoption, usage growth, and business outcomes.

 

Preferred Qualifications

Microsoft certifications such as:

·        Microsoft Certified: Fundamentals, Associate, or Expert certifications

·        Copilot Certification

·        Azure Certifications

·        Security Certifications

Key Skills

·        Customer Success Management

·        Technology Deployment

·        Microsoft 365

·        Microsoft Copilot

·        Digital Transformation

·        Executive Stakeholder Management

·        Change Management

·        Cloud Adoption

·        Security & Compliance

·        Project & Program Management

·        Business Value Realization

·        AI Enablement

·        Cross-Functional Leadership

Success Metrics

·        Customer Satisfaction (CSAT)

·        Adoption and Usage Growth

·        Copilot Activation and Consumption

·        Deployment Success Rate

·        Renewal and Retention Performance

·        Health Executive Relationship

·        Business Outcome Achievement

·        Time-to-Value for New Solutions

 

Similar jobs