M365 Adoption Lead

Resource Solutions - Tilney Smith and Williamson
16 Oct 2021
22 Oct 2021
Contract Type
Full Time

If you're looking to join an organisation that will give you the right opportunities and experience to develop your career, join Tilney Smith and Williamson.

Purpose of role:

Tilney Smith & Williamson are in the process of implementing a significant number of tools with Microsoft 365 service, replace several existing collaboration tools, personal network drives and security products.

The M365 adoption lead will need to build a good understanding of how colleagues work through close engagement and building out user stories and scenarios to help guide them to adapt, adopt and improve productivity.

This role is a new role within Tilney Smith & Williamson reporting to the EUC Manager. The role will work with groups and on a one to one basis including with Executives. The successful candidate will be required to quickly build out an engagement plan ensuring consistency for engaging with colleagues.

The role requires an excellent understanding of Microsoft 365 products and services with particular focus on Teams, Yammer, Stream, SharePoint, One Drive and Power Apps.

Key responsibilities:

  • This role is required to define what Microsoft 365 services and features should be developed and offered within TS&W.
  • Promote the value of M365 services and products with particular focus on customer experience
  • Create or edit training course and education materials
  • Build out an understanding of how colleagues work through close engagement, creating user stories
  • Produce podcasts/short videos covering hints and tips to be shared on SharePoint, Yammer and included in all company communications
  • Active participant in the Microsoft Community
  • Maintain a detailed understanding of the M365 services, assist colleagues with questions and recommend the best products and services for their needs
  • Deliver training via 1-2-1 scheduled sessions (including Execs), departmental check ins and via collaboration tools
  • Setup up an internal champions community for M365 products and services
  • Run at minimum quarterly train the champion sessions.

Candidate Profile


  • Degree (desirable)
  • Microsoft qualifications (desirable)

Key Experience/Skills:

  • You will be able to demonstrate proficiency with the design, implementation and support of Microsoft solutions and exhibit strong change management, documentation, and communication skills
  • Excellent Stakeholder management skills at all levels
  • Detailed knowledge of Microsoft 365 Product Suite
  • Monitor and report the usage of M365 products and services
  • Work with Architecture to propose support and scope new capabilities
  • Be a Subject Matter Expert (SME) resource for M365
  • Work with team to implement changes following standards and best practice
  • Confident at training colleagues at all levels
  • Have excellent communication and interpersonal skills with management, team, peers, and vendors
  • Excellent documentation and reporting skills
  • Effective decision-making skills

As a colleague here at Tilney, Smith & Williamson you will have access to benefits that include:

  • Competitive salary
  • life assurance
  • Pension contribution
  • Interest free season ticket loan
  • Cycle to work scheme.

Tilney Smith & Williamson is the UK's leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With GBP54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Tilney, Smith & Williamson, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Tilney Smith & Williamson's chosen purpose to "place the power of good advice into more hands" succinctly encapsulates the group's central mission of supporting both individuals and businesses to achieve their goals. In delivering its purpose, Tilney Smith & Williamson have set out three core values that it is committed to embedding in the culture of the business:

  • Personal - we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
  • Partnership - we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
  • Performance - we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

The Tilney Smith & Williamson Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Tilney Smith & Williamson we are committed to equal opportunities in all aspects of our work."

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