The Microsoft 365 Customer Success Engineer works with senior architects and customer success leads to improve the health, performance, and adoption of Microsoft 365 environments. This role is suited for a professional with approximately 8–10 years of experience who has solid hands-on exposure to Microsoft 365 and is comfortable executing assessments, analysis, and recommendations with appropriate guidance.
The role focuses on operational execution, analysis, and delivery, helping customers realize value from Microsoft 365 through improved usage, configuration hygiene, and adoption insights.
Platform Health & Readiness Support:
Perform Microsoft 365 tenant health checks across core workloads (Office, Teams, Exchange, SharePoint, OneDrive)
Review M365 Apps performance and identify basic configuration or usage issues
Collect and validate network readiness data (latency, connectivity, bandwidth)
Document findings, risks, and improvement areas
Adoption & Usage Support:
Review usage and adoption reports for Teams, Office Apps, OneDrive, and SharePoint




Identify basic usage trends or low-adoption areas and share findings with senior architects
Support the team in developing adoption insights and recommended next steps
Governance & Operational Support:
Participate in reviews of customer governance and operational practices
Assist in applying Microsoft-recommended practices during customer engagements
Follow established customer success processes, playbooks, and engagement standards
Documentation & Customer Deliverables:
Help create customer-facing documents such as assessment summaries, usage reports, and action trackers
Maintain notes, trackers, and follow-up items from customer meetings and workshops
Participate in customer workshops, reviews, and success planning sessions post training and preparation

Required Qualifications
Hands-on experience with Microsoft 365 administration and optimization
Experience with Microsoft 365 Apps (Office, Teams, Outlook)
Knowledge of Sha

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