• Leads customer-facing discovery sessions, executive briefings, and workshops ranging from approximately 2 to 16 hours in duration.

• Advises customers on Microsoft AI, automation, and data platforms, including Microsoft 365 Copilot, Copilot Studio, Power Platform, Microsoft Fabric, Azure AI, Azure data services, and related governance and security considerations.

• Helps customers understand and compare options for AI assistants, agent platforms, enterprise coding tools, and AI governance patterns, including practical exposure to Claude Enterprise, Claude Code, ChatGPT Enterprise, and Codex.

• Translates customer business goals, technical requirements, risk concerns, and operating constraints into practical recommendations, reference architectures, maturity assessments, and roadmap options.

• Supports pre-sales pursuits by partnering with Connection account teams, OEMs, hyperscalers, software partners, and internal delivery resources to shape opportunities and position CNXN Helix services.

• Develops workshop outputs and reusable assets including presentation materials, assessments, decision frameworks, use-case maps, demonstration narratives, and solution playbooks.

• Guides customers on topics such as agent strategy, Copilot readiness, data readiness, responsible AI, governance, compliance, environment strategy, identity and access, lifecycle management, and operational adoption.

• Provides practical direction on Power Platform architecture, Dataverse, environment planning, DLP, ALM, Center of Excellence concepts, and governance operating models.

• Supports customer conversations related to Microsoft Fabric, Azure analytics modernization, and data platform alignment for AI and agentic use cases.

• Maintains awareness of broader infrastructure and platform choices, including AWS, Google Cloud, Dell, HPE, and NVIDIA-based AI infrastructure, where those choices influence customer strategy and buying decisions.

• Operates across a broad customer base spanning multiple verticals including manufacturing, healthcare, retail, financial services, education, and other industries, as well as customers of varying size and maturity.

• Builds trusted-advisor relationships with customer stakeholders ranging from practitioners and architects to senior IT and business leaders.

• Contributes to CNXN Helix thought leadership and field readiness by staying current on platform capabilities, partner priorities, competitive positioning, and customer adoption trends.

• Mentors junior team members and helps scale field capability through repeatable assets, guidance, and best practices.

• Bachelor’s degree in Computer Science, Information Systems, Engineering, Business, or related field, or equivalent practical experience.

• 5+ years of experience in technical pre-sales, consulting, solution architecture, customer success engineering, advisory services, or related customer-facing roles.

• Demonstrated experience leading customer workshops, discovery sessions, strategy sessions, or executive presentations.

• Strong working knowledge of Microsoft 365 Copilot, Copilot Studio, Power Platform, Microsoft Fabric, and Azure services relevant to AI, data, automation, and governance.

• Understanding of AI governance, responsible AI, data governance, security, privacy, identity, compliance, and operational readiness considerations in enterprise environments.

• Practical understanding of Power Platform solution design including Power Apps, Power Automate, Dataverse, environment strategy, governance, ALM, DLP, and Center of Excellence concepts.

• Working knowledge of enterprise AI and developer productivity platforms such as Claude Enterprise, Claude Code, ChatGPT Enterprise, and Codex.

• Ability to translate business requirements into practical solution recommendations, roadmap options, and next-step engagement plans.

• Strong communication, presentation, facilitation, and stakeholder-management skills, with the ability to engage both executives and technical teams.

• Ability to create compelling customer-facing content including workshop materials, recommendations, assessments, and solution positioning.

• Comfortable working across a broad range of industries, customer sizes, and levels of technical maturity.

• Able to balance strategic advisory conversations with practical platform guidance and light demonstration or prototype support where needed.

• Highly collaborative and able to work effectively with account teams, delivery resources, strategic partners, and vendors.

• Strong organizational discipline and ability to manage multiple customer opportunities and priorities simultaneously.

Additional preferred competencies or preferred qualifications:

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