Business Solutions Engineer

Financial Plus Credit Union • Flint, MI

5d • $85,000 - $95,000 • Hybrid

About The Position

The Business Solutions Engineer acts as a crucial link between business operations and the IT department, a function not previously established. This role involves embedding within business departments to help them maximize the value from existing tools like Microsoft 365 Copilot, SharePoint, Teams, and Power BI. The engineer will analyze how work is currently performed and develop solutions to streamline processes, either by building them directly or by defining the scope for IT administrators. The position is structured in two phases: Phase 1 focuses on enablement, driving the adoption of Copilot and the M365 suite, and educating departments on the effective use of SharePoint, Teams, and Power BI, while also managing the technology relationship between IT and business units. Phase 2 involves solution building, where, after departments are proficient and trust is established, processes will be re-engineered using automations, applications, and AI-assisted workflows. The emphasis is on adoption first, followed by advanced workflows. This role is the institution's first comprehensive requirements-to-implementation position, requiring the ability to both train users and build solutions, with the judgment to determine when to build directly and when to delegate to IT administrators. All solutions must comply with the institution's security and data governance standards. The individual will function as an enablement coach, process analyst, and solution builder, with success measured by friction reduction and solution adoption rather than the quantity of technology deployed.

Requirements

• Bachelor’s degree in information technology or related field.
• 5+ years in a technology role spanning both hands-on delivery of automation/low-code solutions and user-facing enablement, training, or adoption work.
• Demonstrated ability to drive tool adoption, including running training, building enablement materials, and encouraging non-technical staff to change their work methods.
• Deep proficiency across the Microsoft 365 suite (Teams, SharePoint Online, Outlook, Power BI, and Microsoft 365 Copilot) sufficient for teaching.
• Proven hands-on build experience with the Power Platform (Power Automate, Power Apps, Copilot Studio).
• Demonstrated ability to extract and document business requirements and translate them into working technical solutions, including producing implementation-ready specifications for IT admin resources.
• Working knowledge of data governance and security fundamentals (least-privilege access, sensitivity labeling, DLP, AI oversharing risks).
• Strong process-analysis skills: process mapping, current-/future-state documentation, and ROI quantification.
• Excellent communication skills with the ability to translate fluently between business stakeholders and technical teams.
• Self-directed and able to manage multiple cross-departmental initiatives simultaneously.

Nice To Haves

• Experience in financial services, banking, or a credit union, with awareness of GLBA and applicable regulatory requirements for member/customer data.
• Familiarity with SharePoint information architecture and governance.
• Experience with conversational AI / RAG knowledge platforms.
• Familiarity with Power BI for reporting and lightweight data modeling.
• Experience with Jira or a comparable work-management platform.
• Microsoft certifications such as PL-100, PL-200, PL-400, PL-600, or MS-102.
• Exposure to formal change-management or business-analysis methodology.

Responsibilities

• Lead adoption of Microsoft 365 Copilot across departments, running enablement sessions, building practical use cases, and helping staff integrate AI into their daily work to establish habits and trust for future automation.
• Teach departments to effectively use SharePoint, Teams, OneDrive, Copilot, and Power BI, focusing on file and collaboration hygiene, creating readable dashboards, and enabling self-service reporting.
• Become the internal owner and driver for internal AI initiatives, managing vendor partnerships, content/knowledge governance, and aligning AI capabilities with business needs.
• Cultivate department-level champions, deliver training, create documentation, and address resistance to new working methods.
• Embed within departments to observe and document current workflows, interview stakeholders for requirements, and identify high-value automation or AI augmentation opportunities. Map processes, quantify inefficiency costs, and prioritize by ROI and feasibility.
• Design solutions and decide on execution methods: build directly using Power Automate, Power Apps, Copilot Studio (agents), Dataverse, and Microsoft 365 Copilot. For tasks requiring elevated access or infrastructure changes, produce clear specifications for IT admin resources. Design for long-term sustainability and maintainability.
• Ensure all solutions and adoption efforts comply with least privilege access, data handling, and governance standards. Apply Microsoft Purview sensitivity labels and DLP appropriately, manage Copilot oversharing risks, and collaborate with security and compliance before handling member data or production systems.
• Monitor solutions and adoption post-deployment, iterate based on feedback, and evaluate new AI and automation tools for fit, security, and value.
• Be flexible and able to work unusual and variable hours/schedules, without supervision, including holidays, evenings, or weekends.
• Enforce compliance with all federal and state laws and regulations, including Bank Secrecy Act (BSA), Patriot Act, and Office of Foreign Asset Controls (OFAC) requirements, and request legal interpretation as necessary.
• Adhere to applicable federal and state laws, regulations, and internal compliance policies relevant to their roles and responsibilities.
• Perform other duties as assigned.

Benefits

• Standard business hours with occasional flexibility required for deployment and training windows.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level