Microsoft 365 Adoption & Training Consultant

About the role

The Microsoft 365 adoption and training consultant will help guide our clients’ workforce to use collaboration and productivity tools with confidence. The role focuses on practical enablement for Teams, SharePoint, OneDrive, and related M365 productivity topics, with general Copilot skills included as the Microsoft 365 experience evolves.

Responsibilities

• 30% – Training Design, Refresh & Live Facilitation: Design, update, and deliver live virtual classes and workshops across M365 productivity topics. Facilitate demos, Q&A, follow-up resources, and recordings where appropriate.
• 30% – Team Consulting & Adoption Coaching: Provide practical coaching through individual consults, small-group support, and written guidance. Help users translate tool capabilities into better work habits, collaboration patterns, and team workflows. Advise teams on SharePoint site ownership/maintenance, design, modern web parts, permissions concepts, document collaboration, file sharing, external collaboration, and adoption practices across the M365 cloud.
• 15% – M365 Updates, Training Impact, Escalation Support: Stay current on Microsoft 365 releases, updates and changes, identify training impacts, coordinate with product/technical teams, and route issues or escalations appropriately.
• 10% – Learning Content, Job Aids & Resource Curation: Create and maintain facilitator guides, quick reference guides, one-pagers, short demos, self-service resources, and curated links from internal and external sources.
• 10% – Change Enablement, Communications & Communities: Support adoption campaigns, Viva Engage/community responses, champion-style enablement, stakeholder communication, and change management activities that move users from awareness to confident use.
• 5% – Program Coordination, Schedule Support & Reporting: Maintain class schedules, registration details, Planner tasks, feedback summaries, attendance metrics, and team updates.

Requirements

• Bachelor’s degree or equivalent experience in information systems, business, technology enablement, or a related field.
• 5+ years of experience training, supporting, consulting, or enabling end users on Microsoft 365 collaboration and productivity tools in a corporate environment.
• Instructional design, eLearning, video creation, or content development experience.
• Formal change management, adoption, or Prosci/ADKAR experience.
• Experience supporting champions, communities of practice, Viva Engage communities, and/or other peer learning programs.
• Experience in a large enterprise environment with multiple affiliates, business units, and stakeholder groups.

Skills

• Working knowledge of Copilot Chat (Basic) and M365 Copilot (Premium), especially where they intersect with meetings, files, and productivity workflows.
• Deep practical knowledge of Teams, SharePoint Online, OneDrive, and file collaboration across the Microsoft 365 ecosystem.
• Deep experience working in the M365 ecosystem, with comfort explaining and coaching about the following collaboration and productivity apps: Planner, Loop, Outlook, Bookings, and others as needed.
• Strong facilitation and public speaking skills, including live demos, Q&A, and practical examples for non-technical audiences in virtual, hybrid, and in-person settings.
• Ability to design clear learning materials, quick reference guides, class decks, short demos, and other reusable resources.
• Consultative mindset, with the ability to listen, diagnose user needs, recommend practical next steps, and coach individuals and teams to adopt new ways of working.
• Strong written communication, stakeholder management, organization, follow-through, and comfort managing multiple concurrent requests.