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Requirements
• 3–6 years of experience in enterprise automation, digital transformation, or AI-enabled consulting. • Direct experience with Microsoft Copilot Studio or similar low-code AI platforms (e.g., Glean, AgentForce, Amazon Q Business, OpenAI Agent Builder). • 3-5 years of BI experience, including advanced knowledge of ETL, SQL, and data visualization best practices. • Solid understanding of semantic layers, identity/access management, and Microsoft 365 security/compliance boundaries. • Experience facilitating automation/AI discovery and prioritization sessions (process mapping, value sizing, ROI modeling) with business stakeholders. • Passion for enabling the business to develop their own business process solutions with technology • Familiarity with prompt engineering, iterative design cycles, and user testing for AI workflows. • Strong collaboration and communication skills across business and technical audiences. • Exposure to Power Platform, Azure OpenAI, n8n, or broader AI orchestration tools is a plus. • Previous experience leading teams of consultants to ensure performance, utilization and project delivery • Experience operating in early-stage, ambiguous environments, where clients are experimenting with Copilot and agentic workflows across multiple functions. • Design and support change management and enablement programs (playbooks, training, office hours) to help business users adopt Copilot agents and AI workflows at scale. • Experience delivering tool enablement at scale (cohorts, train‑the‑trainer, or office‑hours programs) for modern BI or AI platforms such as Alteryx, Sigma, Power BI, or MS Copilot. • Prior consulting or staff‑augmentation experience balancing “hands‑on keyboard” delivery with coaching client developers and analysts to own and extend solutions over time.
Responsibilities
• Design, build, and deploy AI agents using Microsoft Copilot Studio, aligned to real business processes and roles. • Translate manual or semi-structured business workflows into autonomous agents using low-code/no-code tools within the Microsoft ecosystem. • Implement agentic behaviors, including planning, tool use, contextual memory, and reflection, to deliver intelligent task execution. • Integrate Copilot solutions with enterprise systems such as Power BI, SharePoint, Outlook, and Teams. • Support internal teams in enablement, governance, lifecycle management, and safe experimentation with Copilot agents. • Develop and iterate on prompt templates, AI guardrails, fallback strategies, and continuous feedback loops to improve agent performance. • Partner with IT, data, and security teams to ensure responsible, governed, and scalable agent deployments. • Embed alongside client analytics and BI teams in a staff‑augmentation model, pairing on real Glean use cases while modeling best practices in semantic modeling, governance, and agent design. • Lead recurring enablement touchpoints (developer workshops, guided build sessions, office hours) to help client teams independently design, deploy, and iterate on Glean agents. • Co‑create reusable enablement assets (playbooks, labs, prompt libraries, “how‑to” guides) that client champions can use to scale training across business units. • Get insider info on our upcoming job opportunities, actionable career advice, and much more by joining the phData Talent Community. • phData Talent Community.
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