Collaboration Success Engineer

Quick Facts

• Role focus: customer-facing collaboration technology consulting (SharePoint and Smartsheet)
• Primary technical area: SharePoint solution design and Box-to-SharePoint/OneDrive migration
• Additional platform focus: Smartsheet solutioning; guidance on Asana

Description

The Collaboration Success Engineer partners with internal customers to build, adopt, and maximize value from collaboration technologies, with a primary focus on SharePoint and Smartsheet. You will assess business needs, recommend practical solutions, and support migrations from Box to SharePoint while driving adoption across Microsoft 365. The role is heavily customer-facing, requiring strong facilitation, presentation, and the ability to translate complex requirements into scalable designs.

Responsibilities

• Independently manage a portfolio of customer engagements from discovery through adoption
• Facilitate discovery sessions, workshops, and stakeholder discussions
• Guide SharePoint solution design, including information architecture, governance, adoption, and migration
• Advise on content placement, structuring, access management, and SharePoint integration with the Microsoft 365 ecosystem
• Deliver Smartsheet consulting: business-process discovery, workflow design, automation, reporting, dashboards, implementation, adoption, and optimization
• Provide guidance on other work-management tools, including Asana
• Contribute to solution standards and best practices

Requirements

• 3–6 years of experience with 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

• Drive measurable improvements in user adoption, process efficiency, and customer satisfaction
• Build trusted relationships and act as a go-to advisor for collaboration solutions
• Work across multiple collaboration platforms with significant customer interaction
• Receive positive feedback for communication, consulting, and solution recommendations