Customer Success Specialist

About the role

The Customer Success Specialist within the Customer Experience & Growth (CXG) team for Business Applications plays a critical role in driving and delivering high-impact partner-facing events, such as the Dynamics 365 Solution Architect Bootcamps and related skilling events. These events are targeted at strategic partners (SIs and/or ISVs) working with Dynamics 365, Power Platform, and Copilot Studio/AI Agent development.

The primary objective is to enhance partner capability, drive product adoption, and boost customer success through best practice sharing, deep technical skilling, and alignment with product teams. This is a highly collaborative and cross-functional role involving coordination across internal product teams, FastTrack, solution architects, and external partners.

Essential Functions

Demand Generation & Partner Registration

• Develop and execute demand generation plans and recruitment strategies targeting qualified partner audiences.
• Manage partner event communications (invitations, RSVPs, agenda creation, etc.) and track engagement through registration lifecycle.
• Facilitate partner qualification, registration, and approval processes with timely communication.
• Track and report on registration status to internal stakeholders through weekly updates, v-team meetings, and email communications.

• Partner with Product Teams and Solution Architects to develop event content by product track.
• Manage content schedules and milestones; ensure alignment with event timelines.
• Support presenters with templates, logistics, and review processes.
• Coordinate and manage office hours for content support.

• Lead project planning, status reporting, and weekly cross-functional stand-ups.
• Maintain and execute against a detailed project timeline across all event workstreams.
• Collaborate with the FastTrack Team for pre-event operations including travel, venue, catering, and logistics.
• Ensure seamless onsite operations during 3-day bootcamps across regions (e.g., AV, room setup, catering, partner communications).
• Respond to and resolve real-time onsite issues.

• Collect, analyze, and report on post-event survey feedback.
• Conduct internal debriefs to extract lessons learned and integrate into future planning.
• Deliver post-event reports, including participation metrics and recommendations for improvement.

• Administer partner surveys and internal retrospectives to gather insights and ensure continuous program enhancement.
• Maintain partner satisfaction and program growth as key success metrics.

Required Qualifications

Core Skills & Competencies

• Strong interpersonal, verbal, and written communication skills.
• Excellent organization and attention to detail.
• Self-motivated with proactive follow-up and project ownership.
• Capable of working independently and cross-functionally with diverse teams.
• Strong presentation and stakeholder engagement skills.
• Analytical mindset and adaptability to manage multiple priorities.

• Previous experience at Microsoft or with the Microsoft partner channel.
• Background as a Partner or Customer Success Manager.
• Experience in customer/stakeholder-facing relationship roles.
• Prior event management experience is a strong plus.
• Familiarity with Microsoft products, especially Dynamics 365, Power Platform, and Copilot Studio.
• Comfortable working 3–4+ hours during Pacific Time business hours.

Performance Indicators

• Partner satisfaction and feedback.
• Growth and expansion of the partner skilling program.
• Timely and effective cross-team communication and coordination.
• Execution excellence across logistics, content, and stakeholder engagement.
  
  

We are an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status