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About the role
- Adoption Lead driving enterprise use of Microsoft 365 Copilot and Power Platform at a leading financial institution. Focused on user training, community building, and maximizing productivity tool ROI.
Responsibilities
- This role is charged with driving enterprise-wide adoption and effective use of Microsoft 365 Copilot, the Power Platform, and the broader M365 productivity suite (Teams, SharePoint, OneDrive, Viva) in a large financial institution.
- Collaborating closely with technical AI engineering teams, the Adoption Lead will design and execute programs that empower employees — from AI novices to citizen developers — to leverage modern AI and automation tools within a governed framework.
- The mission is to maximize ROI from productivity tools like Microsoft 365 Copilot, Copilot Studio agents, and Power Automate by ensuring employees are well-trained, engaged, and supported.
- Develop and execute comprehensive training plans for Microsoft 365 Copilot, Copilot Studio (AI agents), and Power Platform tools (Power Automate, Power Apps).
- Deliver live training and workshops (virtual via Teams and in-person) tailored to various audiences and business functions.
- Produce and curate learning content across multiple formats.
- Recruit and lead a Copilot & Power Platform Champions Network to scale adoption through peer advocacy.
- Develop targeted communication plans to generate awareness and excitement.
Requirements
- 5+ years of experience in roles focused on enterprise software adoption, training, or community management.
- Proven track record running scaled enablement programs and building champions networks
- Excellent communication and facilitation skills.
- Expert facilitation and presentation skills for virtual and in-person audiences.
- Able to simplify complex AI concepts into practical, business-friendly guidance for non-technical audiences.
- Exceptional written and verbal communication — able to produce consistent, high-quality instructional materials reliably on a regular cadence.
- Change management & stakeholder engagement expertise.
- Strong stakeholder management, change management, and communication planning skills.
- Experience applying structured change management approaches (e.g., ADKAR/Prosci) to drive technology adoption.
- Experience collaborating with IT on release readiness, incident management, and service improvements.
- Microsoft 365 proficiency: Working knowledge of Microsoft 365, Teams, SharePoint, Copilot, VIva and basic Power Platform concepts.
- Data-driven mindset.
- Experience defining success metrics and using data to measure progress.
- Proficiency with analytics or BI tools to track training attendance, tool usage, and adoption rates.
- Experience managing knowledge bases, learning hubs, or internal content platforms.
- Strong program and project management skills.
- Ability to manage multiple concurrent programs simultaneously without dropping threads.
- Passion for technology & user success.
Benefits
- comprehensive health and wellness benefits
- retirement plans
- educational assistance and training programs
- income replacement for qualified employees with disabilities
- paid maternity and parental bonding leave
- paid vacation
- sick days
- holidays
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