Sr. Associate, Product Management – Copilot and M365 Automation

About this role

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

  The Senior Associate Product Manager provides U.S.-hours product management and operational ownership for Microsoft Copilot and Microsoft 365 automation, including the Power Platform workspaces for citizen development. (Power Automate, Power Apps, Power BI, Copilot Studio, and Dataverse). This hands-on role covers configuration coordination, documentation, automated and exception-based  audits, reporting, rollout management, license governance, and day-to-day operational oversight. It also supports citizen development by ensuring Copilot and M365 automation use cases are governed, documented, and aligned to the firm’s operating model, and coordinates execution across U.S.- and India-based teams.

Essential Job Functions & Duties: • (25%) Platform Administration, Configuration Coordination, and Operational Oversight: Provide day-to-day operational ownership of Microsoft Copilot and M365 automation services, including Microsoft 365 Copilot, Copilot Studio agents, and the Power Platform designated workspaces within our citizen development framework  (Power Automate, Power Apps, Power BI, and Dataverse). Coordinate tenant, environment, connector, and citizen development workspace configuration with IT, identity, and platform engineering teams; manage access provisioning, security group and RBAC requests, user lifecycle processes, intake queues, and service health monitoring; and maintain operational documentation, runbooks, and standard operating procedures. Identify and implement opportunities to automate, standardize, and streamline recurring workflows. • (20%) License Governance, Automated Audits, and Reporting: Own license governance for Copilot and Power Platform entitlements within our citizen development workspaces, including assignment, reassignment, reclamation, eligibility criteria, renewal and true-up inputs, and cost tracking. Design, operate, and continuously improve automated and exception-based audit processes for agents, flows, apps, connectors, sharing, and permissions to confirm ownership, compliance, and continued business value. Produce adoption, usage, license utilization, support quality, and audit reporting for stakeholders and leadership, and recommend license, budget, automation, and process improvements. • (20%) Rollout, Release, and Change Management: Plan and manage rollouts across pilot groups, business units, and deployment waves, including readiness criteria, entry and exit gates, configuration changes, communications, training coordination, and post-release review. Monitor the Microsoft roadmap, Message Center, and release notes to evaluate new Copilot, M365, and Power Platform capabilities for enterprise fit, risk, usability, and business value, and translate approved changes into scheduled rollout and enablement activities. • (15%) Citizen Development Enablement and Use-Case Governance: Support citizen development by ensuring Copilot and M365 automation use cases are governed, documented, and aligned to the firm’s operating model. Operate use-case intake, registration, review, and approval; maintain the solution inventory, ownership records, standards, templates, and reusable patterns; and define criteria for promoting maker-built solutions to supported status or retiring them. Partner with Learning & Enablement, Innovation, and the maker community to develop training materials, product guides, FAQs, office hours, and responsible-use resources. • (10%) Governance, Risk, and Responsible Use: Maintain usage policies, acceptable-use guidance, access standards, data loss prevention and environment policies, governance documentation, and operating procedures in partnership with Security, Compli

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