Microsoft 365 Platform & Adoption Specialist

Bank Iowa•West Des Moines, IA

About The Position

The Microsoft 365 Platform & Adoption Specialist at Bank Iowa provides functional ownership and subject-matter expertise for Microsoft 365 productivity services, with a primary focus on SharePoint Online, Microsoft Teams, Power Platform, and Microsoft 365 Copilot. The role manages the governed lifecycle of assigned services, including evaluating platform changes, supporting administration and solution delivery, coordinating adoption and change efforts, and translating technical capabilities into practical business value. It supports service health, supportability, adoption, and team member experience while aligning with information security, compliance, and governance expectations. The specialist partners with technology teams, business partners, Information Security, business-process owners, project and change-management partners, vendors, and governance groups. Responsibilities include maintaining service roadmaps and support documentation; assessing product changes and their business, operational, risk, compliance, and technical impacts; coordinating approved service changes and adoption activities; administering service settings within approved authority; troubleshooting escalated issues; and helping govern Power Platform solutions and Copilot agents. The role also gathers feedback, recommends improvements, documents outcomes, supports audits and remediation, and leads assigned projects in partnership with project and change-management resources. This is a regular, full-time position. The usual schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., with hours that may vary based on business needs and project requirements. Planned after-hours work may occasionally be required for approved implementations or service communications. Periodic travel to Bank Iowa locations within Iowa may be required for meetings, training, or implementations.

Requirements

Associate degree in a technology-related or business-process-analysis field, or an equivalent combination of education and relevant professional experience.
Approximately five years of relevant experience in an enterprise Microsoft 365 environment.
Direct experience administering and supporting SharePoint Online, Microsoft Teams, and related Microsoft 365 services, including governance, permissions, external sharing, and role-based administrative access.
Demonstrated experience with Microsoft 365 service ownership or implementation, including platform changes, stakeholder coordination, documentation, support, adoption, training, and change enablement.
Experience with IT service-management practices, including incident, problem, change, release, and knowledge management.
Experience with business-process discovery and requirements gathering.
Experience working within a regulated environment and communicating technical changes, risks, and business impacts to technical and non-technical stakeholders.
Strong communication, documentation, presentation, facilitation, and stakeholder-engagement skills.
Ability to translate technical information into clear, practical business language for team members and leaders.
Ability to exercise independent judgment to evaluate Microsoft 365 changes, document risks and dependencies, resolve issues within established authority, and make recommendations to technology owners, leaders, and governance groups.
Ability to identify emerging service needs, recommend improvements, and follow work through completion.
Ability to collaborate effectively with business partners, technical teams, leaders, vendors, and governance groups.
Ability to maintain accurate service, governance, support, and training documentation while managing multiple priorities.
Ability to exhibit Bank Iowa's values: Think Big, Be People-Centered, Enable Great Things, and Bring Your Best.

Nice To Haves

Experience with Microsoft 365 Copilot, Microsoft Viva, Power Platform, Power Automate, Copilot Studio, or related solution-governance practices.
Working knowledge of Microsoft 365 administrative centers, usage and adoption reporting, Microsoft Purview, and Microsoft Entra ID concepts.
Relevant Microsoft, ITIL, project-management, or change-management training or certifications.

Responsibilities

Serve as functional service owner and subject-matter expert for assigned Microsoft 365 services, primarily SharePoint Online, Microsoft Teams, Power Platform, and Microsoft 365 Copilot.
Maintain service roadmaps, standards, ownership records, support models, and lifecycle plans; recommend whether capabilities should be adopted, deferred, restricted, improved, or retired.
Monitor the Microsoft 365 Roadmap, Message Center, service notifications, and product communications; assess relevant changes for business, operational, risk, compliance, and technical impact.
Partner with technology owners, Information Security, business-process owners, project and change-management partners, and governance groups to evaluate and implement approved capabilities.
Develop and coordinate adoption strategies, stakeholder-readiness activities, rollout plans, communications, training, and practical user resources.
Configure and administer assigned Microsoft 365 service settings within approved authority; coordinate tenant-level, identity, security, compliance, licensing, and integration changes with appropriate technical owners.
Troubleshoot escalated functional and configuration issues, coordinate vendor escalation, and support incident, problem, change, release, testing, and production-readiness activities.
Coordinate governed intake and lifecycle management of approved Power Platform solutions and Copilot agents, partnering with technical resources or approved vendors on complex development, integration, and deployment.
Gather stakeholder feedback and use service, support, adoption, risk, control, and solution-value information to recommend improvements and report outcomes.
Identify opportunities to improve productivity, collaboration, knowledge sharing, and business processes through approved Microsoft 365 capabilities and automation tools.
Maintain accurate technical, operational, governance, support, and training documentation.
Provide functional ownership and implementation guidance for service rollouts, adoption initiatives, troubleshooting, and solution testing; lead assigned projects with project and change-management resources.
Build effective relationships that support a collaborative working environment across Bank Iowa.
Contribute to technology projects, governance reviews, audits, examinations, and remediation efforts as appropriate to the role.
Perform other bank-related duties as assigned by the supervisor.