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