Microsoft AI & Automation Solutions Architect

Requirements:

• 7+ years of experience in Microsoft cloud, application, automation, or enterprise architecture.
• Strong hands-on experience with Microsoft 365, Microsoft 365 Copilot, Copilot Studio, Power Automate, Power Apps or Power Platform, SharePoint Online, Microsoft Teams, Microsoft Entra ID, and Microsoft Intune.
• Experience building Copilot agents and business automation solutions, not only administering them.
• Experience integrating Microsoft solutions with APIs, connectors, enterprise data sources, and business applications.
• Strong understanding of Microsoft 365 security, permissions, identity, and data governance.
• Ability to translate business requirements into scalable technical solutions and lead technical discovery with executives and business stakeholders.
• Strong documentation, presentation, and customer-facing consulting skills.
• Ability to work remotely during Phoenix, Arizona business hours.
• Preferred: Experience in banking, credit unions, financial services, insurance, or another regulated industry.
• Preferred: Experience with Microsoft Purview, data loss prevention, information protection, and compliance.
• Preferred: Experience with Azure AI services, Azure OpenAI, or custom AI application development.
• Preferred: Experience with Microsoft Graph and Microsoft 365 Copilot APIs.
• Preferred: PowerShell, REST API, JSON, or other development and integration experience.
• Preferred: Experience establishing enterprise AI governance and responsible AI standards.
• Preferred: Relevant Microsoft certifications in Azure, Power Platform, Microsoft 365, security, or AI.

Responsibilities:

• Assess business processes and identify valuable opportunities for AI, Copilot, and automation.
• Develop an AI and automation roadmap aligned with business objectives, security needs, and Microsoft best practices.
• Architect and build custom Microsoft 365 Copilot and Copilot Studio agents for business use cases.
• Design automated workflows with Power Automate and Microsoft 365 services, and develop Power Apps solutions where appropriate.
• Integrate Copilot and automation solutions with SharePoint, Teams, Outlook, OneDrive, and other Microsoft 365 services.
• Connect agents and workflows to internal data sources, APIs, and business applications.
• Develop solutions for document processing, approvals, employee support, information retrieval, reporting, compliance workflows, and operational automation.
• Configure knowledge sources, connectors, actions, permissions, and authentication for Copilot solutions.
• Review and improve the organizations Microsoft 365 Copilot configuration and adoption strategy.
• Advise on Intune, Entra ID, endpoint security, Conditional Access, and identity controls related to AI and Microsoft 365.
• Establish governance standards for Copilot, agents, Power Platform, connectors, and organizational data.
• Ensure AI solutions follow data-loss prevention, least-privilege, security, and compliance practices.
• Develop prototypes and proofs of concept, then move successful solutions into production.
• Document architectures, workflows, configurations, governance standards, and operational procedures.
• Provide knowledge transfer and guidance to internal IT and business teams.

Technologies:

• AI
• API
• Architect
• Azure
• Cloud
• Copilot
• Support
• JSON
• Microsoft 365
• Microsoft Intune
• Phoenix
• PowerShell
• REST
• Security
• SharePoint
• Office 365

More

We are seeking a Microsoft AI & Automation Solutions Architect for a hands-on consulting engagement with a financial services organization. The role combines architecture and strategy with solution development, working alongside business and technology leaders to improve productivity, streamline workflows, and securely use organizational data. The work can be performed remotely during Phoenix, Arizona business hours.

last updated 43 week of 2026