Specialist, AI Agent

About the Role
The AI Agent Specialist serves as the dedicated enablement partner for senior executives, helping them maximize value from AI-powered personal assistants and agentic technologies. Acting as a trusted advisor and first point of contact, the role focuses on executive onboarding, AI agent configuration, prompt engineering, troubleshooting, adoption support, and continuous optimization of platforms such as Microsoft Copilot and Agentic AI solutions. The role combines business acumen, executive stakeholder management, and hands-on Generative AI expertise to help leaders integrate AI effectively into daily decision-making and productivity workflows.

Key Accountabilities:

• Operate in accordance with the company policies, governance requirements, risk controls, regulatory obligations, and information security standards.
• Maintain confidentiality and exercise sound judgment when supporting senior executives and handling sensitive business information.
• Collaborate effectively with business, technology, security, infrastructure, platform, and governance stakeholders.
• Promote responsible AI use, continuous improvement, knowledge sharing, and high standards of service delivery.

Executive AI Enablement & Support:

• Provide high-touch, concierge-style support to executives using AI-powered personal assistants and agents.
• Serve as the primary point of contact for AI-related queries, issues, enhancement requests, and adoption support.
• Translate executive priorities and working styles into tailored AI agent configurations and workflows.
• Monitor adoption, usage patterns, and effectiveness, proactively identifying opportunities to increase value realization.

AI Agent Configuration & Optimization:

• Configure, customize, and maintain executive AI agents across platforms such as Microsoft Copilot, AgenticAD, and future enterprise AI solutions.
• Design and optimize prompts, workflows, and automation capabilities to improve output quality and business relevance.
• Continuously enhance AI agent performance based on executive feedback and evolving requirements.
• Maintain agent templates, prompt libraries, and best practices for reuse across leadership teams.

Executive Onboarding & Training:

• Lead onboarding sessions for executives, ensuring successful setup and adoption of AI assistants.
• Deliver personalized coaching and walkthroughs tailored to each executive's role and objectives.
• Develop quick-reference guides, playbooks, and training materials to support ongoing usage.
• Act as an advocate for AI adoption, helping leaders embed AI into their day-to-day workflows.

Troubleshooting & Service Management:

• Diagnose and resolve issues related to AI platforms, Microsoft 365 integrations, permissions, data access, and agent behaviour.
• Coordinate with engineering, platform, security, and infrastructure teams to resolve technical issues.
• Track and manage incidents through resolution while maintaining high service standards for executive stakeholders.
• Document recurring issues and implement preventive measures.

Governance & Risk Management:

• Ensure AI agent usage aligns with the company policies, AI governance standards, data privacy requirements, and regulatory obligations.
• Promote secure and responsible AI practices among executive users.
• Support governance reviews and adoption reporting activities as required.

Success Measures:

• Executive satisfaction and adoption rates.
• Growth in active usage of executive AI agents.
• Time to resolution of support issues.
• AI onboarding completion and engagement metrics.
• Improvements in executive productivity and AI utilization.
• Compliance with AI governance and data privacy standards.

Frameworks, Boundaries, & Decision Making Authority:

• Works within the company AI governance, data privacy, information security, access management, regulatory, and technology service-management frameworks.
• Configures and optimizes approved AI agents, prompts, and workflows within authorized platforms and access rights.
• Escalates material security, privacy, regulatory, data-access, platform, or reputational concerns to the accountable control or technology owner.
• Recommends enhancements and adoption interventions; final decisions on platform changes, production deployment, access, and governance exceptions remain with designated accountable owners.

Requirements / Qualifications
Education:

• Bachelor's degree in Computer Science, Information Systems, Business Administration, Engineering, or a related discipline.
• 2-4 years of experience in AI enablement, digital workplace support, technology adoption, executive support, consulting, or similar roles.
• Experience supporting senior stakeholders or executives in a fast-paced corporate environment.
• Exposure to Generative AI solutions, Microsoft Copilot, digital workplace technologies, or automation tools.

Technical Skills:

• Strong understanding of Microsoft 365, Microsoft Copilot, and Generative AI applications.
• Practical experience in prompt engineering and AI workflow optimization.
• Familiarity with agentic AI platforms, automation tools, and conversational AI technologies.
• Understanding of AI governance, responsible AI principles, and data privacy requirements.
• Competency in troubleshooting and supporting enterprise technology platforms.

Professional Skills:

• Excellent communication and presentation skills.
• Strong executive presence and stakeholder management capabilities.
• Ability to explain technical concepts in simple business language.
• Highly organized, with strong attention to detail and customer service orientation.
• Problem-solving mindset with a focus on delivering practical outcomes.

Technical Competencies:

• Microsoft 365 and Microsoft Copilot
• Generative AI and agentic AI platforms
• Prompt engineering and AI workflow optimization
• Executive AI agent configuration and support
• Enterprise technology troubleshooting and service management
• AI governance, responsible AI, data privacy, and access controls
• Adoption analytics, reporting, and continuous optimization
• Training material and playbook development

Behavioural Competencies:

• Executive presence and stakeholder partnership
• Customer focus and service excellence
• Clear communication and influencing
• Problem solving and sound judgment
• Confidentiality, accountability, and attention to detail
• Learning agility and adaptability
• Collaboration and continuous improvement
• Responsible AI mindset

Preferred / Beneficial:

• Microsoft Copilot certification.
• Microsoft Certified: Power Platform Fundamentals or Azure AI Fundamentals.
• Experience with agentic AI platforms, AI assistants, or enterprise chatbot solutions.
• Experience within banking, financial services, or regulated industries.
• Exposure to change management, user adoption, or digital transformation programs.