Senior Collaboration Engineer – M365

Must Have: 12+years of Experience

Position Summary:

The ideal candidate combines strong technical expertise in Microsoft 365 and enterprise collaboration platforms with Business Analyst and Project Management skills. This individual must be comfortable driving discussions with vendors, documenting findings, managing project deliverables, and translating technical capabilities into compliance and business outcomes.

Key Responsibilities

Microsoft 365 & Collaboration Expertise

• Serve as a subject matter expert on Microsoft collaboration technologies including:
• Microsoft Teams
• Exchange Online
• SharePoint Online
• OneDrive for Business
• Microsoft Copilot
• Forms
• Understand native communication capabilities, retention controls, and compliance features within the Microsoft 365 ecosystem.
• Provide guidance on how communication records are created, stored, retained, and governed across Microsoft platforms.

Business Analysis & Project Management

• Gather requirements from business, technology, compliance, and legal stakeholders.
• Facilitate meetings and workshops with internal teams and external vendors.
• Develop project plans, status reports, risk registers, and executive summaries.
• Track assessment progress, remediation activities, and vendor responses.
• Prepare materials and presentations for leadership reviews.

Technical Evaluation & Integration

• Assess vendor capabilities related to:
• Message retention
• Export functionality
• Journaling
• API access
• Archiving integrations
• Compliance monitoring
• eDiscovery support

Preferred Qualifications

• Experience with Microsoft Purview Compliance solutions.
• Experience with Proofpoint Archive, Proofpoint Capture, Proofpoint Communications Compliance, or similar archiving and supervision platforms.
• Understanding of SEC, FINRA, recordkeeping, and electronic communications compliance requirements.
• Knowledge of data retention, eDiscovery, legal hold, and records management concepts.
• Experience with vendor risk assessments or technology governance programs.
• Microsoft 365 certifications or related industry certifications.