Principal Engineer, Office 365 Collaboration & Work Management Platforms

This role owns the modernization of Vertex’s collaboration ecosystem, with a strong focus on SharePoint development, site lifecycle management, and enterprise operating models for collaboration services. 

The individual will help define how collaboration platforms are structured, governed, and consumed, while also owning portfolio management tooling and service operations. 

Our team operates with the ability to enable AI adoption safely, ensuring governance, data protection, and auditability are always maintained throughout our platforms. 

This is both a hands-on technical role and a technical owner role, responsible for driving consistency, reducing sprawl, and enabling scalable, secure collaboration across the enterprise. 

Key Responsibilities 

1. SharePoint Development & Site Modernization 
Lead the modernization of SharePoint site architecture, including templates, provisioning standards, and lifecycle management 
Define and implement standardized site patterns for internal and external collaboration use cases 
Develop or oversee SharePoint solution automation and AI integrations to reduce manual processes and improve user experience 
Establish site governance controls, including ownership, permissions models, and lifecycle policies 
Drive improvements to site provisioning, archiving, and compliance alignment 
 

2. Collaboration Platform Strategy (M365) 
Act as the technical owner for Microsoft 365 collaboration services, including SharePoint, Teams, Exchange, Entra ID, and Copilot 
Define and execute the roadmap for collaboration services, balancing business enablement with governance and security 
Partner with InfoSec and IT to ensure compliance, data protection, and audit readiness 
 

3. Portfolio & Work Management Platform Ownership 
Own the strategy, governance, and administration of Smartsheet, Asana, Planner, and Project  
Define clear decision frameworks for when each platform should be used 
Establish standard intake processes for new requests and initiatives 
Build and manage portfolio dashboards, reporting, and backlog visibility 
Ensure alignment between platform capabilities and business outcomes 

4. Service Ownership & Operations 
Operate as the service owner for collaboration and work management platforms 
Define and manage:  
Intake and demand management 
Backlog prioritization 
Vendor and service provider oversight (Accenture operations alignment) 
Ensure strong incident, change, and release management processes  
Track and improve service health metrics (adoption, stability, performance)  

5. Governance, Standardization & Adoption 
Establish clear governance models across platforms including provisioning, access control, and lifecycle management  
Drive standardization to reduce tool sprawl and inconsistent usage 
Lead enablement efforts: training, documentation, and business engagement  
Promote responsible adoption of AI and automation (Copilot) across collaboration services 

Ideal Candidate Profile 
Deep hands-on expertise in SharePoint (development + architecture + governance) 
Strong experience managing enterprise SaaS collaboration platforms (M365)  
Experience defining service operating models, intake processes, and governance frameworks 
Ability to balance business enablement, user experience, and risk management 
Comfortable managing cross-functional stakeholders 
Familiarity with AI models, integrations and features 

 
Education & Background
Bachelor’s degree in Information Systems, Computer Science, Business, or equivalent practical experience.

Minimum of 6 years experience owning or leading enterprise collaboration, productivity, or work management platforms, with demonstrated progression in scope, influence, and responsibility.