Managed Solution

General

• Drive Microsoft 365 and Azure cloud licensing revenue as a subject matter expert and trusted consultant
• Lead, co-lead, or support presales conversations based on deal complexity and sales needs
• Conduct discovery conversations and translate customer needs into tailored licensing recommendations
• Develop and present solution proposals with licensing configurations, cost comparisons, and migration or optimization roadmaps
• Work with vendors to secure discounts, promotions, and special pricing
• Generate demand, respond to customer inquiries, and advance opportunities through the sales cycle
• Serve as an internal subject matter expert for technical licensing questions
• Own end-to-end onboarding for new CSP customers
• Coordinate welcome communications, licensing transitions, subscription reassignments, and cancellation of prior partner subscriptions
• Maintain onboarding documentation, welcome materials, and process guides
• Set customer expectations regarding timelines, next steps, and points of contact
• Resolve onboarding issues and escalate to the Director of Cloud & Procurement Services when appropriate
• Own Microsoft 365 and Azure renewal lifecycles from outreach through signed renewal
• Prepare renewal reports, contracts, presentations, and customer communications
• Assess customer satisfaction, identify growth opportunities, and mitigate churn risk
• Analyze usage and licensing utilization data for renewal and optimization recommendations
• Align renewal strategy with account plans and expansion opportunities
• Maintain renewal pipeline data and provide status updates to the Director
• Build and review customer quotes using Excel and PandaDoc
• Update quoting price lists monthly
• Review and approve CSP and Microsoft licensing quotes and contracts for accuracy and compliance
• Support Microsoft Co-sell opportunity entry and management in Partner Center
• Register client projects through CPOR and maintain incentive eligibility
• Monitor Partner Center data accuracy and compliance
• Track Microsoft updates affecting CSP rules, NCE pricing, terms, incentives, designations, and M365, Azure, Entra ID, Intune, and Power Platform roadmaps
• Serve as primary escalation resource for licensing, technical, and process issues
• Handle escalated Microsoft 365 and Azure licensing support cases
• Review team work product, provide feedback, and identify training opportunities
• Develop internal guidance, FAQs, and process resources
• Assist with onboarding, mentoring, and coaching junior teammates
• Maintain advanced Microsoft licensing and CSP knowledge and support Direct Bill and incentive eligibility
• Collaborate with Channel, sales, technical, and finance teams
• Provide backup support during absences or high-volume periods
• Perform other related duties as assigned

Senior Cloud Solutions Specialist