Presales Consultant (Copilot)

Role Summary

The Copilot Solution Area Specialist (SAS) works closely with the sales and virtual sales teams to drive pipeline creation and revenue growth for Microsoft Copilot and AI-powered productivity solutions . The role focuses on pre-sales technical enablement, value-based storytelling, and solution design , helping customers adopt Copilot across Microsoft 365, Power Platform, Business Applications, and Security workloads.

This role blends technical pre-sales expertise, AI solution fluency, and consultative selling , positioning Copilot as a transformational business solution aligned to customer objectives.

Key Responsibilities

Sales & Customer Impact

• Secure net-new and expansion wins for Microsoft Copilot by identifying up-sell and cross-sell opportunities in collaboration with the Customer Lifecycle Manager (CLM) and Partner Connection Manager (PCM)
• Engage customers to articulate Microsoft Copilot value propositions , differentiation, and business outcomes aligned to their productivity, automation, and AI adoption goals
• Position Copilot within the broader Modern Work, Security, and Business Applications ecosystem , tailored to customer maturity and industry needs
• Meet and exceed monthly, quarterly, and annual targets for revenue, pipeline creation, and consumption metrics

Technical Pre-Sales & Solution Design

• Provide technical overviews and architecture guidance for Copilot solutions across:
• Microsoft 365 Copilot
• Copilot for Sales, Service, and Finance
• Power Platform Copilot
• Security Copilot (where applicable)
• Develop technical feasibility assessments and solution proposals demonstrating secure, scalable, and responsible AI adoption
• Audit and validate deployment prerequisites, licensing models, and pricing projections to ensure accurate cost expectations for customers
• Demonstrate Copilot capabilities via live demos and structured walkthroughs over Microsoft Teams

Enablement & Thought Leadership

• Act as the primary Copilot technical contact for the SMB Vendor Tele or Digital Sales teams
• Deliver group and 1:1 enablement sessions internally on Copilot use cases, architecture, and objection handling
• Achieve and maintain Level 300 technical proficiency across Copilot, Microsoft 365, Power Platform, and AI services
• Stay continuously informed on AI innovation, Copilot roadmap updates, responsible AI principles, and competitive offerings

Required Skills & Experience

Experience

• 3–5 years in technology sales, pre-sales, solutions consulting, or technical business development
• Proven experience in a customer-facing technical sales or pre-sales role
• Experience designing, deploying, or supporting Modern Work, Productivity, or Collaboration solutions
• Familiarity with cloud-native architectures on Azure , especially identity, security, and data services that underpin Copilot