At a Glance
- Tasks: Lead discovery workshops and identify automation opportunities with Microsoft solutions.
- Company: Join a dynamic Scottish MSP and Microsoft partner focused on modern workplace solutions.
- Benefits: Competitive salary, commission on deals, private medical insurance, and support for certifications.
- Other info: Exciting opportunity to influence a new role in a growing practice.
- Why this job: Shape the future of AI adoption and make a real impact in businesses.
- Qualifications: Experience with M365 Modern Work stack and customer-facing roles.
The predicted salary is between 40000 - 50000 £ per year.
Workflo Solutions is a Scottish MSP and Microsoft partner delivering managed IT services and modern workplace solutions to SMEs across Scotland. We are investing in a structured Modern Work and AI practice, building the capability to run discovery, scoping, and implementation of Microsoft’s suite of modern work solutions including automation and AI to help clients move from curiosity to deployed value with Microsoft Copilot and the Power Platform.
The Role
We are looking for a Modern Work specialist to sit at the front of our Microsoft AI and automation conversations. This is a customer-facing advisory role, not a delivery role; your job is to identify opportunities, run discovery, and build the architecture and business case for solutions that our delivery team then implements. You will be the person who can walk into a boardroom and explain what Copilot will actually do for a business and map their manual processes to automated workflows. You’ll translate hype into practical next steps and help clients move from "we've heard about AI" to a scoped, costed engagement. You’ll also run webinars and in-person sessions to give customers and prospects product overviews and run Co-Pilot readiness and adoption programs. This role is new at Workflo. You will shape how it works.
Key Responsibilities
- Discovery and Opportunity Development
- Lead discovery workshops and readiness assessments across Copilot, Power Automate, and broader M365 - covering technical environment, data governance, security posture, and business use cases
- Identify Copilot and automation opportunities within new and existing accounts
- Conduct Microsoft Copilot readiness assessments as paid, billable engagements
- Build high-level solution architectures and scoped proposals
- Presales and Commercial Motion
- Work alongside sales to support new business opportunities from first meeting through to proposal
- Respond to RFIs and technical sections of tenders with clear, compelling solution designs
- Develop and maintain reusable discovery frameworks, solution architectures, and proposal templates
- Contribute to pricing and packaging of Modern Work and AI service offerings
- Customer and Stakeholder Engagement
- Lead executive level workshops - comfortable in boardrooms and engineering conversations alike
- Act as a trusted advisor to customers navigating Microsoft AI adoption
- Represent Workflo at partner events, Microsoft briefings, and customer roundtables
- Internal Contribution
- Brief and enable the sales team on new Microsoft AI capabilities, use cases, and objection handling
- Maintain awareness of the Microsoft partner roadmap, co-sell motions, and partner incentives
- Work closely with the technical delivery team on solution handover - ensuring scoped work is realistic, clearly documented, and deliverable
Essential Experience and Skills
- Demonstrable experience in a Microsoft partner, MSP, or technology provider environment
- Strong working knowledge of the M365 Modern Work stack
- Hands-on familiarity with Microsoft Copilot for M365, Copilot readiness concepts, and the governance and data considerations that gate adoption
- Understanding of Power Automate and the broader Power Platform (Power Apps, Power BI), with ability to scope process automation use cases
- Working knowledge of Copilot Studio and agent based AI concepts - ability to describe what agents do, what they need, and when they're appropriate
- Familiarity with Microsoft Purview (sensitivity labels, data classification, DLP)
- Customer-facing experience: workshops, presentations, or consulting engagements
- Ability to scope and cost solutions at a high level, and translate technical architecture into business outcomes
We Will Also Consider Candidates from a senior MSP engineering or support background who do not have a formal presales title but can demonstrate:
- A track record of scoping work for clients (not just delivering it)
- Genuine customer facing experience - presenting, running workshops, or leading client reviews
- The appetite and credibility to lead commercial conversations at senior levels
- Experience with Microsoft co-sell motions and the Microsoft partner ecosystem
- Familiarity with Azure fundamentals (compute, storage, identity) - particularly in relation to AI workloads
- Experience conducting or contributing to AI use case mapping or digital transformation assessments
- Understanding of LLM concepts, RAG and prompt engineering
Certifications Required (or committed to achieving within 6 months of start):
- MS-900 and/or AB-900 : Microsoft 365 Fundamentals/ Microsoft 365 Copilot and Agent Administration Fundamentals
- Strongly preferred: MS-102 : Microsoft 365 Administrator Expert, PL-200 : Power Platform Functional Consultant Associate
- Valued but not required: Any Microsoft specialism or role-based certification in Security, Compliance, or Teams
Compensation and Benefits
- £40,000 - £50,000 basic salary (dependant upon experience)
- Commission of 10% of GP on closed deals scoped by you & 20% of paid assessments
- Private medical insurance after 6 months
- Microsoft certification costs covered
Location
West Lothian (candidates must already be based within 30 miles of this location)
What We Are Not Looking For
- Someone who wants a delivery role with a consulting title
- Someone who needs extensive technical enablement before they can lead a client conversation
- A generalist IT salesperson without genuine M365 depth
M365 Modern Work Specialist (pre-sales) in Livingston employer: Workflo Solutions ®
At Workflo Solutions, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. As a Modern Work Specialist, you will have the unique opportunity to shape our new AI and automation practice while engaging directly with clients to drive meaningful change. With competitive compensation, comprehensive benefits including private medical insurance, and a commitment to employee growth through Microsoft certification support, we empower our team members to thrive in their careers while making a significant impact across Scotland's SME landscape.
StudySmarter Expert Advice🤫
We think this is how you could land M365 Modern Work Specialist (pre-sales) in Livingston
✨Join the IT Consultancy Buzz
Get involved in local or virtual IT consultancy meetups and forums. This is where we can rub shoulders with industry professionals, get insights into what Workflo Solutions ® values, and even spot unadvertised opportunities. Don't miss out on these chances to make a name for ourselves in the IT world!
✨Show Off Your Skills
Create a personal project or case study relevant to the challenges Workflo Solutions ® might face. Use platforms like GitHub or Medium to share your findings. This not only demonstrates our consulting skills but shows a proactive attitude, making us stand out from the crowd when applying for that full-time gig.
✨Leverage LinkedIn for Connections
Follow and engage with the relevant thought leaders and influencers in IT consultancy on LinkedIn. Share insightful content and join discussions to gain visibility. A well-placed comment or shared article could catch the attention of someone at Workflo Solutions ®!
✨Direct Apply to Workflo Solutions ®
Let's not forget to apply directly through the Workflo Solutions ® website! Tailor your application to showcase our understanding of their consulting style and how we can contribute to their projects. A personalised approach can make a huge difference in landing that full-time position!
We think you need these skills to ace M365 Modern Work Specialist (pre-sales) in Livingston
Some tips for your application 🫡
Showcase Your Problem-Solving Skills:In IT consulting, it's all about problem-solving, so make sure your CV highlights your analytical skills and any relevant projects you've tackled. Mention specific technologies or methodologies you've used to resolve issues or improve processes; this shows you can think critically and deliver results, which is vital for us at Workflo Solutions ®.
Highlight Relevant Certifications:Certifications like ITIL, PMP, or even specific tech stack qualifications can really make you stand out. Make sure to include these in your CV, as they not only demonstrate your expertise but also your commitment to staying current in the field. We love seeing candidates who are proactive about their professional development!
Tailor Your Cover Letter:Your cover letter is your chance to connect personally with us at Workflo Solutions ®. Share stories about your experiences in IT consulting, and how they shaped your desire to join our team. Mention why you’re excited about this particular role, and how you see yourself contributing to our projects.
Keep It Clear and Concise:We're all busy, so make sure your application is easy to read. Use bullet points for key achievements, and don’t overload us with jargon. A clean, professional layout goes a long way. Remember, the clearer your application, the more likely we are to invite you in for an interview!
How to prepare for a job interview at Workflo Solutions ®
✨Brush Up on Your Technical Skills
For an IT consulting role, be ready to demonstrate your technical prowess. You might face questions on systems integration, cloud technologies, or even troubleshooting specific software. If you have experience with tools like AWS, Azure, or even specific programming languages, make sure you can talk about them fluently.
✨Showcase Your Problem-Solving Approach
IT consulting is all about solving problems for clients. Think about how you can illustrate your approach to a past challenge using the STAR method (Situation, Task, Action, Result). It's a great way to show how you tackle complex issues and come up with effective solutions.
✨Know the Business Impact of IT Solutions
When discussing your experiences, focus not just on the tech solutions you implemented, but also on their business impact. Employers want to see that you can connect IT with organisational goals. Prep examples that highlight how your tech contributions improved efficiency or reduced costs for past clients or projects.
✨Prepare for Behavioural Questions
Since IT consulting often involves teamwork and client interactions, expect behavioural questions that assess your interpersonal skills. Be prepared with examples that demonstrate your adaptability, communication skills, and how you handle client feedback. Before the interview, think of situations where you worked closely with clients to create effective IT strategies or changes.
