Collaboration Success Engineer

Quick Facts

• Customer-facing technology consultant focused on collaboration adoption (SharePoint and Smartsheet)
• Primary technical focus: SharePoint; secondary focus: Smartsheet (plus Asana)
• Discovery, solutioning, Box-to-SharePoint migrations, and adoption enablement

Description

The Collaboration Success Engineer is a highly customer-facing technology consultant who partners with internal customers to build solutions and maximize value from collaboration technologies. The role primarily focuses on SharePoint solution design, information architecture, governance, adoption, and migration from Box to SharePoint/OneDrive, and also provides Smartsheet consulting across discovery, workflow design, automation, reporting, dashboards, implementation, adoption, and optimization. This position is workshop- and presentation-driven, translating complex needs into practical, scalable solutions.

Responsibilities

• Independently manage a portfolio of customer engagements from discovery through adoption
• Facilitate discovery sessions, lead workshops, and guide stakeholder discussions
• Guide SharePoint solution design, information architecture, governance, adoption, and Box-to-SharePoint/OneDrive migrations
• Advise on content placement, information structuring, access management, and SharePoint integration within the Microsoft 365 ecosystem
• Deliver Smartsheet solutioning and customer consulting (process discovery, workflow design, automation, reporting, dashboards, implementation, adoption, optimization)
• Advise and support customers using other collaboration/work-management technologies including Asana
• Contribute to solution standards and best practices; share knowledge with the team
• Serve as a trusted SharePoint and Smartsheet consultant

Requirements

• 3–6 years of experience in SharePoint, Microsoft 365, collaboration technologies, customer success, consulting, or a related field
• Experience gathering business requirements and translating them into practical technology solutions
• Experience supporting or participating in content migration, collaboration, or digital workplace initiatives
• Strong presentation, facilitation, and stakeholder engagement skills
• Demonstrated ability to work independently and manage multiple customer engagements simultaneously

Benefits

• Combine engineering depth with customer success, change leadership, and executive communication
• Deliver measurable improvements in user adoption, process efficiency, and customer satisfaction across multiple collaboration platforms