Microsoft 365 & Copilot Studio Technical Specialist

• Secure by design

• Well‑structured and scalable

• Practical for a fast‑moving agency environment

• This is a hands‑on specialist role for someone who enjoys building, configuring, improving and taking responsibility for how things work in practice.

• We’re looking for someone who is:

• Comfortable working autonomously with clear accountability

• Confident operating in enterprise‑grade environments

• Pragmatic, curious and improvement‑focused

PRIMARY RESPONSIBILITES

Microsoft 365, Copilot & AI Enablement

• Design, develop and maintain Copilot Studio agents to support internal operations and client‑related workflows

• Configure Microsoft Copilot and Microsoft 365 to ensure appropriate, role‑based access to information

• Establish clear guardrails for how Copilot and AI tools are used across the agency, balancing capability with responsible use

• Act as a subject‑matter expert on Copilot capabilities, limitations and best‑practice usage

SharePoint, Information Architecture & Data Management

• Own the structure, permissions and governance of SharePoint and OneDrive environments

• Design and maintain logical, scalable information architecture aligned to how teams actually work

• Ensure client data is appropriately segmented and protected through clear access controls

• Maintain consistency and standards across sites, libraries and workspaces

Security, Privacy & Compliance

• Implement and maintain baseline Microsoft 365 security and governance controls aligned to enterprise expectations

• Apply practical approaches to PII, GDPR and client confidentiality requirements

• Support identity and access management, including user roles and permissions

• Proactively identify risks or improvement opportunities and recommend mitigation strategies

Standards, Documentation & Continuous Improvement

• Define and document technical standards, conventions and governance principles in plain English

• Maintain clear documentation for systems, configurations and decision‑making

• Drive continuous improvement through regular review of tools, configurations and usage patterns

• Provide guidance and support to internal stakeholders, acting as a calm and credible technical point of reference

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

Technical Skills (Required)

• Strong hands‑on experience with Microsoft 365 administration, including SharePoint, OneDrive, Teams and Entra ID (Azure AD)

• Demonstrated, hands‑on experience with Copilot Studio, including designing, configuring and deploying agents in a production or business environment

• Solid understanding of information security, access control and data governance principles

• Working knowledge of PII and GDPR considerations in business environments

• Ability to design solutions that balance security, usability and scalability

Professional Skills

• Self‑starter mindset with a strong sense of ownership and accountability

• Ability to operate as a trusted advisor to non‑technical stakeholders

• Clear, confident communication and documentation skills

• Structured, methodical approach to problem‑solving

• Comfortable working in a remote, collaborative environment

Minimum Qualifications and Experience Required:

• 3–6+ years’ experience in a technical, systems, IT or Microsoft 365‑focused role

• Experience operating in enterprise or compliance‑aware environments

• Demonstrated experience designing, configuring or maintaining secure Microsoft 365 environments

• Proven experience building and operating Copilot Studio agents