Solution Assessment Specialist

6 months ago


Toronto, Canada Microsoft Full time

In SMC and Digital Sales, we have set out with the purpose to empower our customers through the unique value of the Microsoft cloud by building a globally led, digital-first scale organization aligned with partners. Dedicated to one of the fastest growing customer segments, the Small, Medium, Corporate (SMC) and Digital Sales organization is on pace to be Microsoft's next $100 billion-dollar business - this is where you come in. As part of local subsidiaries or Digital Sales centers around the world, you will support a dedicated set of customers in identifying and achieving their business objectives through best-in-class digital engagement and partner co-selling. You will also have an opportunity to work cross-collaboratively while living our shared SMC and Digital Sales Culture priorities: Diversity and Inclusivity, Wellbeing, Sustainability, and Learning. If you have been described as customer obsessed and have a passion for digital-first solutions, we invite you to learn more about the SMC and Digital Sales organization and the value we deliver to our customers, partners, and one another, every day.

Solution Assessment Specialist deliver valuable insights through a combination of Assessment Desk and/or Channel-led, Microsoft approved assessments that use 1st and 3rd party discovery and visualized analysis tools to enable customer cloud migrations and modernizations. These assessments are cross-segment (Enterprise, Corporate and SMB) and cover all Solution Areas (Azure, Modern Workplace, Surface and Biz Apps).

Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.

In alignment with our Microsoft values, we are committed to cultivating an inclusive work environment for all employees to positively impact our culture every day.

**Responsibilities**:
**Assessment**
- Contributes to pre-sales and pipeline generation efforts for a specific geography, segment, partner, or customer. Outlines framework for engagements with customers. Determines orchestration, toolsets, and budget needed for an engagement kickoff, under guidance from team members or leadership.
- Works closely with customer account executives to understand their history, infrastructure, and critical issues. Engages in customer and accounting team research to gather insights for solution assessment planning. Ensures visibility of unique customer insights that are uncovered during reviews.
- Contracts with partners and/or suppliers for discovery analyses and case studies. Informs end-to-end solution assessment of first and/or third party tools, scanning the customer environment to see what is running and to locate all tool assets, deployed estate, and licensing entitlements. Works with partners to prove out results and quality of the analysis prior to reporting.

**Implementation**
- Delivers plans with or through partners that are directly aligned to customers' migration and modernization goals. Determines the best assessment type to move plans forward; supports partners to land plans which drive consumption. Suggests additional products which target customers' desired outcomes. Determines correct funding model to deliver assessments.
- Compiles data to create presentations and reports that describe solution assessment results and plan options. Begins to develop a trusted advisor status with customers, presenting components of solution assessment results and plan options directly with or indirectly through partners and/or suppliers. Ensures that partners and/or suppliers can present technical information clearly and accessibly. Deepens understanding of their personal key performance indicators (KPIs) using centralized reporting
- Promotes how to maximize solution assessments and migrate customers' current tools, incorporating in business value analysis as applicable. Executes solution assessments deployment for their target customer list. Ensures solution assessment plans include a deployment path and initial orchestration with selected deployment partner.
- Transitions post-assessment work to internal teams (e.g., Specialists) and migration partners. Connects internal teams with customers to continue building relationships (e.g., to check on ongoing progress and needs). May facilitate the measurement of customer success through centralized reporting.

**Collaboration**
- Executes solution assessments through extended partners, suppliers, and/or assessment desk. Selects the right partners to work with customers throughout targeted engagements. Facilitates partner onboarding and training (e.g., tools, warranty, priorities).
- Engages with a large group of global stakeholders, both internal and external (e.g., partners, field



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