M365 AI SME, Senior

Posted 5 Hours Ago
Be an Early Applicant
5 Locations
In-Office
95K-164K Annually
Senior level
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Experience the power of being understood.
The Role
Lead technical governance, Level 3 support, and operationalization of Microsoft 365 AI services (Copilot, Copilot Agents, Agent 365). Define AI guardrails, partner with security/compliance/legal, manage lifecycle and support processes, troubleshoot enterprise incidents, build automation and monitoring, and drive adoption and governance for AI-enabled M365 solutions.
Summary Generated by Built In

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Microsoft 365 AI Governance, Agent 365, Copilot Agent Engineering SME

The Microsoft 365 AI Governance, Agent 365, Copilot Agent Engineering SME provides operational, technical governance, and Level 3 escalation support for Microsoft AI services. This role is a key contributor for sustaining and maturing the organization’s Microsoft AI ecosystem including Microsoft 365 Copilot, Copilot Studio, Copilot Agents, Microsoft 365 agent capabilities, Microsoft Frontier AI features and associated governance controls.

The person in this role serves as the technical and operational subject matter expert for AI-enabled Microsoft 365 Services, ensuring AI solutions and features are deployed securely, governed effectively, aligned to business objectives, and operated at enterprise scale. The engineer in this role will partner with Security, Compliance, Architecture, Legal, Risk and Business stakeholders to establish AI guardrails, manage service performance, support adoption, and enable responsible use of Microsoft AI technologies across the organization. The Microsoft 365 AI Engineer is a key enabler for IT and Business members, providing advisory guidance and solutions for complex challenges and participates in the delivery of the largest, most complex, and most strategic Microsoft 365 projects and roadmap strategy. Communication and professionalism are paramount as this role represents RSM Technical Services to effectively engage with technical and business teams as well as external providers of IT services.

The M365 Operations Team is responsible for the planning, design and implementation of M365, ensuring the environment is supported and resilient. The team provides escalation support for infrastructure, architecture, delivery, and operations, supporting M365 services and integrated systems, level 3 escalations for incident and problem management for these services and proactively ensuring continued operation and optimal performance.

ESSENTIAL DUTIES:

  • The Microsoft AI Governance, Agent 365 and Copilot Agent SME will collaborate with M365 Operations & Platform team leadership to develop and lead operational governance for Microsoft AI capabilities across the Microsoft 365 ecosystem, including Copilot Agents, Copilot Studio, Agent 365, Microsoft Frontier and other emerging Microsoft agent experiences. Collaborate to define, implement and sustain AI governance standards, operating procedures, and guardrails that support responsible AI usage, acceptable use, data protection, compliance and audit readiness.
     
  • Partner with Security, Risk, Compliance, Privacy, Legal and Architecture teams to ensure AI solutions align with enterprise policies, regulatory requirements, identity controls, retention standards, and information protection practices. Establish governance processes for agent publishing, approval, monitoring, exception handling, lifecycle reviews and retirement.
     
  • Mature the enterprise support model for Copilot Agents and Copilot-based solutions from ideation through production support. Define intake, design review, risk assessment, testing, release management, documentation, change control, monitoring, and post-deployment support processes.
     
  • Review new agent use cases for feasibility, data sensitivity, supportability and policy alignment. Ensure agents are published with clear ownership, human oversight, escalation paths, and lifecycle controls. Collaborate to align AI service delivery with Microsoft security and compliance controls, including Microsoft Purview, Data Loss Prevention, sensitivity labels, access governance, auditing, retention and eDiscovery where applicable. Identify and mitigate risks related to data spillage, connector exposure and unauthorized agent publishing. Contribute to governance playbooks for incident response, issue triage, and remediation related to AI-enabled services.
     
  • Provide daily operational oversight and level 3 support for AI-enabled Microsoft 365 services in a complex enterprise environment. Troubleshoot service-impacting issues, coordinate with Microsoft and third-party vendors as needed, and restore service health in accordance with operational standards. Develop service and agent monitoring, usage analytics, governance reporting and operational dashboards to measure adoption, effectiveness, risk posture, and service quality. Identify improvement opportunities and drive automation, process optimization and support model maturity.
     
  • Utilize PowerShell, APIs, automation frameworks and other tools to streamline AI deployment, governance enforcement, operational reporting, and environmental management. Develop methods to improve repeatability, control and scalability.
     
  • Design and maintain automation for routine governance checks, agent reviews, inventory reporting and lifecycle notifications across Microsoft AI services.
     
  • Provides direct support for M365 services and technologies. Support 3rd party integrations, Enterprise Data set flows, and roadmap improvements in RSM M365 Hybrid Multi-Geo production, development and other environments that interact with RSM M365 technologies and services.
     
  • Collaborate to help build a world-class, high-performing team and ensure operational proficiency.
     
  • Participate in scheduled and unscheduled maintenance activities, change support and rotational on-call responsibilities as required for enterprise operations.
     
  • Other duties as assigned

QUALIFICATIONS

Education/Certifications

  • Preferred: Bachelor's degree in Computer Science, Software Engineering, Information Systems, or equivalent work history/experience or working towards achieving a degree
  • Microsoft 365 Certified: Fundamentals (Preferred)
  • Microsoft Certified: Administrator (Preferred)
  • Microsoft Certified: Power Platform Fundamentals (Preferred)

Technical Skills

  • Experience supporting Enterprise-scale Cloud and Hybrid IT environments - Preferred
  • Strong M365/O365 technologies knowledge – Required
  • PowerShell knowledge – Required
  • Management of M365 tenants – Required
  • Azure Active Directory – Required
  • Technical expertise working with M365 hybrid environments, Exchange Online, Azure AD, Dynamics 365, Power BI, SharePoint Online, Stream, Teams, OneDrive for Business, e-discovery and conditional access – Required
  • Power Platform, Copilot Studio, Microsoft 365 Copilot - Preferred

Experience

  • Technical expertise supporting Enterprise-scale Cloud and Hybrid IT environments – Required
  • Strong knowledge of IT infrastructure, network and directory services - Required
  • 2+ years of M365 Operations support and administration – Required
  • Proficiency Administering Advanced Enterprise Directory Services – Required
  • Azure Active Directory - Required
  • Managing Conditional Access and Advanced Enterprise Security policies for M365 tenants – Preferred

Collaboration/Soft Skills

  • Technical and workload management skills
  • Experience in team collaboration – Required
  • Excellent written and oral presentation skills – Required
  • Exceptional analytical and process development skills – Required

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $95,400 - $163,900

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Skills Required

  • Strong M365/O365 technologies knowledge
  • PowerShell knowledge
  • Management of M365 tenants
  • Azure Active Directory
  • Technical expertise with Exchange Online, SharePoint Online, Teams, OneDrive for Business, e-discovery and conditional access
  • 2+ years of M365 Operations support and administration
  • Proficiency administering advanced enterprise directory services
  • Experience supporting enterprise-scale cloud and hybrid IT environments
  • Experience in team collaboration and strong written and oral communication
  • Exceptional analytical and process development skills
  • Knowledge of Power Platform, Copilot Studio, Microsoft 365 Copilot
  • Microsoft 365 Certified: Fundamentals
  • Microsoft Certified: Administrator
  • Microsoft Certified: Power Platform Fundamentals
  • Managing Conditional Access and advanced enterprise security policies for M365 tenants

RSM US LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RSM US LLP and has not been reviewed or approved by RSM US LLP.

  • Parental & Family Support Benefits include up to $50,000 in fertility coverage, up to $20,000 for adoption or surrogacy, 12 weeks of paid parental leave, six weeks of paid family caregiver leave, and backup care support. Feedback suggests these programs are a standout strength for parents and caregivers.
  • Leave & Time Off Breadth Time off provisions include self-managed PTO for associates and above, at least 14 paid holidays, and additional wellbeing days. Feedback suggests this breadth helps offset mid-market base pay perceptions.
  • Healthcare Strength Health offerings include two HDHP medical plans with firm HSA contributions, dental and vision coverage, telehealth, and a mental-health platform with free coaching/therapy sessions. Feedback suggests the combined health and wellbeing resources enhance total rewards.

RSM US LLP Insights

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The Company
HQ: Chicago, IL
19,318 Employees
Year Founded: 1926

What We Do

RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. For more information, visit rsmus.com.

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