This role is charged with driving enterprise-wide adoption and effective use of Microsoft 365 Copilot, the Power Platform, and the broader M365 productivity suite (Teams, SharePoint, OneDrive, Viva) in a large financial institution.
Collaborating closely with technical AI engineering teams, the Adoption Lead will design and execute programs that empower employees — from AI novices to citizen developers — to leverage modern AI and automation tools within a governed framework.
The mission is to maximize ROI from productivity tools like Microsoft 365 Copilot, Copilot Studio agents, and Power Automate by ensuring employees are well-trained, engaged, and supported.
Develop and execute comprehensive training plans for Microsoft 365 Copilot, Copilot Studio (AI agents), and Power Platform tools (Power Automate, Power Apps).
Deliver live training and workshops (virtual via Teams and in-person) tailored to various audiences and business functions.
Produce and curate learning content across multiple formats.
Recruit and lead a Copilot & Power Platform Champions Network to scale adoption through peer advocacy.
Develop targeted communication plans to generate awareness and excitement.

5+ years of experience in roles focused on enterprise software adoption, training, or community management.
Proven track record running scaled enablement programs and building champions networks
Excellent communication and facilitation skills.
Expert facilitation and presentation skills for virtual and in-person audiences.
Able to simplify complex AI concepts into practical, business-friendly guidance for non-technical audiences.
Exceptional written and verbal communication — able to produce consistent, high-quality instructional materials reliably on a regular cadence.
Change management & stakeholder engagement expertise.
Strong stakeholder management, change management, and communication planning skills.
Experience applying structured change management approaches (e.g., ADKAR/Prosci) to drive technology adoption.
Experience collaborating with IT on release readiness, incident management, and service improvements.
Microsoft 365 proficiency: Working knowledge of Microsoft 365, Teams, SharePoint, Copilot, VIva and basic Power Platform concepts.
Data-driven mindset.
Experience defining success metrics and using data to measure progress.
Proficiency with analytics or BI tools to track training attendance, tool usage, and adoption rates.
Experience managing knowledge bases, learning hubs, or internal content platforms.
Strong program and project management skills.
Ability to manage multiple concurrent programs simultaneously without dropping threads.
Passion for technology & user success.

Productivity Adoption and User Enablement Lead, VP

Key skills