Summary:
The Microsoft Copilot Specialist plays an important role in the Channel Exchange sales process. The Copilot Specialist is part of a team of resources we provide our customers and sales partners to help them understand, position, adopt, and expand Microsoft Copilot solutions through Channel Exchange. Copilot Specialists have consistent involvement with our customers and partners, mostly related to their Microsoft Copilot requirements, readiness, use cases, licensing considerations, and adoption strategy. Copilot Specialists are subject matter experts supporting both our customers and the various sales resources within Channel Exchange. A Copilot Specialist needs to have a strong understanding of Microsoft Copilot, Microsoft 365, AI-powered productivity use cases, customer readiness requirements, adoption best practices, and the licensing programs that support each opportunity.
Essential Job Duties:
- Focused on Microsoft Copilot opportunities within Channel Exchange, including Copilot for Microsoft 365, Copilot Chat, Copilot-related Microsoft 365 attach, and applicable AI productivity solutions.
- Managing relationships within the existing Channel Exchange customer and partner base while supporting new Copilot adoption opportunities through partners and account teams.
- Assisting and supporting Channel Exchange sales on Copilot opportunities, including discovery, readiness assessment, pilot planning, adoption strategy, expansion, renewal, and attach opportunities.
- Help customers and partners understand Copilot value, use cases, business outcomes, deployment considerations, and adoption requirements.
- Analyze, create, and supply Copilot readiness, usage, adoption, and optimization recommendations to customers to show productivity gains, efficiency opportunities, and areas for improvement.
- Deliver reports, talking points, and customer-ready recommendations for upcoming customer meetings, Copilot sales conversations, renewals, and expansion discussions.
- Help with determining profitability and solution fit on Copilot opportunities, including appropriate Microsoft 365 prerequisite licensing and attach motions.
- Keep up to date with current Microsoft Copilot offerings, SKUs, promotions, roadmap updates, adoption resources, security considerations, and partner programs.
- Serve as a Copilot subject matter expert for Channel Exchange sales teams by supporting enablement, positioning, objection handling, and customer conversation preparation.
- All other necessary activities to ensure the continual growth of the Channel Exchange Microsoft Copilot and AI productivity business practice.
- Other duties as assigned
Reporting Relationships: Sr. Director – Channel Exchange
Requirements:
- 3-5 years’ experience with Microsoft cloud, Modern Work, Microsoft 365, Copilot, or related productivity solutions. Strong emphasis on Microsoft Copilot
- High School Diploma required; degree preferred.
- Strong understanding of Microsoft Copilot, Microsoft 365 products and services, and how AI productivity tools create business value for customers.
- Must have Microsoft related certifications; Copilot, Modern Work, AI, or Microsoft 365 certifications preferred.
- Ability to translate customer business needs into practical Copilot use cases, adoption plans, and solution recommendations.
- Excellent time management and organizational skills.
- Ability to service Channel Exchange customer and partner accounts with quality, timeliness, and professionalism.
- Experience solving complex customer problems and recommending practical technology solutions.
Preferred:
- Strong, hands on experience with Copilot
- 2-5 Microsoft certifications specific to Microsoft Security and/or Copilot
Physical Requirements:
- Ability to sit or stand at a computer terminal for long periods of time.
- Ability to work in a hybrid environment, combining remote and in-office attendance designated for this position.
- Ability to travel up to 15% of the time
- Ability to lift up to 10 pounds.
Compensation:
Base Range : $120,000 - $140,000 and total compensation range: $150,000 - $175,000
Actual annual salary offered to a candidate will be based on a number of variables including work experience, education and skills/ achievements, and will be mutually agreed upon at the time of offer.
For non-sales roles and sales roles with a variable component, total compensation reflects both a base salary and variable targets.
While we’re committed to providing top-tier solutions, we’re just as committed to supporting our own team. Our employees enjoy a variety of comprehensive benefits, including medical/dental/vision coverage, life insurance, and a 401(k) plan with matching provision. Outside of CA, ScanSource grants 128 hours of paid time off (PTO) each calendar year (prorated for date of hire). In the state of CA, employees accrue a set number of hours each pay period equaling the same 128 hours of PTO. ScanSource also celebrates 10 paid company holidays.
ScanSource, Inc. is an Equal Opportunity Employer
EOE/M/F
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 3-5 years of experience with Microsoft cloud, Modern Work, Microsoft 365, Microsoft Copilot, or related productivity solutions
- High school diploma
- Microsoft-related certifications
- Strong understanding of Microsoft Copilot, Microsoft 365 products and services, and AI productivity business value
- Ability to translate customer business needs into Copilot use cases, adoption plans, and solution recommendations
- Excellent time management and organizational skills
- Ability to service customer and partner accounts with quality, timeliness, and professionalism
- Experience solving complex customer problems and recommending practical technology solutions
- College degree
- Strong hands-on experience with Microsoft Copilot
- 2-5 Microsoft certifications specific to Microsoft Security and/or Copilot
ScanSource Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about ScanSource and has not been reviewed or approved by ScanSource.
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Fair & Transparent Compensation — External salary snapshots for certain sales roles provide concrete benchmarks that help set expectations in negotiations.
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Retirement Support — A retirement plan and an Employee Stock Purchase Plan are highlighted, supporting longer‑term wealth building.
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Wellbeing & Lifestyle Benefits — Health and wellness resources include medical, dental, vision, telemedicine, wellness programs, and on‑site clinic and fitness options at HQ.
ScanSource Insights
What We Do
ScanSource is a leading hybrid distributor connecting devices to the cloud and accelerating growth for partners across hardware, software, connectivity and cloud. Our partners include value-added resellers (VARs), sales partners or agents, independent sales organizations (ISOs), and independent software vendors (ISVs). We are proud of the relationships we build with our partners, and we strengthen these bonds through transparency that leads to immense trust. Since the very beginning, we have concentrated on being the best-possible, technology provider for our partners. One that builds on that foundation of relationships, goes the extra mile, and isn’t afraid to take a leap into an evolving – sometimes unknown – future. As the channel has evolved, so have we to better serve our partners. We continue to grow our offerings, investing in the key assets and capabilities that have expanded our routes to market, launched us into new technology segments, and developed our professional services capabilities, all while continuing to deliver the solutions our partners needs to be successful. Our goal? Empowering our partners by giving them more to sell. And helping them grow their businesses and strengthen relationships with their customers. Because the global marketplace is more customer-centric than ever before. And so are we.



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