• Serve as the operational extension of the Licensing Strategist, supporting the day-to-day management of Microsoft customer accounts.

• Act as the primary resource for tactical Microsoft customer requests, including licensing, quoting, ordering, and administrative activities.

• Prepare, validate, and deliver Microsoft quotes across CSP, EA, MPSA, and other Microsoft licensing programs.

• Coordinate Microsoft order placement, contract processing, entitlement submissions, and fulfillment activities to ensure timely and accurate execution.

• Manage customer requests related to license additions, reductions, transfers, true-ups, subscription changes, and other transactional activities.

• Validate pricing, agreement eligibility, licensing requirements, and supporting documentation prior to quote and order submission.

• Partner with Licensing Strategists to execute customer financial events and agreement lifecycle activities.

• Drive operational excellence by improving process efficiency, reducing turnaround times, and delivering a high-quality customer experience.

• Develop and maintain strong working relationships with customers, Licensing Strategists, Customer Success Managers, and Microsoft stakeholders to support customer retention and long-term success.

• Strong analytical thinking skills with the ability to synthesize complex licensing, financial, and contractual data, identify patterns and risks, and translate insights into actionable recommendations.

• Ability to operate with a consultative mindset, providing customer-focused guidance aligned with agreement terms, business objectives, and financial considerations.

• Exceptional attention to detail and accuracy when validating pricing, entitlements, licensing requirements, contracts, and supporting documentation.

• Excellent written and verbal communication skills, including the ability to clearly explain complex licensing concepts to customers, stakeholders, sales teams, and executives.

• Strong sense of ownership and initiative, with the ability to proactively identify customer needs, licensing risks, and upcoming financial events.

• Customer advocacy skills with a focus on balancing compliance, cost optimization, and long-term customer value.

• Effective time management and prioritization skills, with the ability to manage multiple concurrent customer requests, financial events, and deadlines.

• Adaptability and learning agility to stay current with evolving Microsoft licensing programs, policies, and customer requirements.

• Ability to collaborate effectively across sales, customer success, operations, and Microsoft stakeholder teams.

• Strong governance, documentation, and organizational skills to ensure auditability, consistency, and customer confidence.

• Proficiency with Microsoft applications, including Word, Excel, PowerPoint, Outlook, Dynamics, and Copilot, to support productivity and operational effectiveness.

• In-depth understanding of Microsoft’s business model, architectural frameworks, and technology solutions.

• Expertise in Microsoft volume licensing agreements and operational processes, including compliance, optimization, and lifecycle management.

• Ability to provide knowledgeable guidance on Microsoft products, services, and licensing programs.

• Understanding of the unique requirements, regulations, and operational environments of State and Local Government and/or Education customers.

• Experience working in cross-functional environments with shared ownership across sales, services, technical, and partner teams.

Other Requirements

• Bachelor’s degree or equivalent relevant work experience required.

• Experience providing Microsoft Volume Licensing sales support.

• Earn and maintain relevant Microsoft certifications and badges.

• Minimum of 1 year of experience in an Account Management, Sales, or related customer-facing role.

• Ability to travel to SHI, partner, and customer events as needed.