What are the responsibilities and job description for the Technology Solutions Manager position at Confidential?
Position Summary
The Technology Solutions Manager is a hands-on technology leader who sits at the intersection of end-user enablement, applied automation, and firm-wide platform rollouts. This role owns the day-to-day experience employees have with the firm's core productivity and document management platforms, including Microsoft 365, NetDocuments, Teams, and Copilot. The person will help drive the firm's workflow automation initiatives.
This role combines hands-on solution development with end-user enablement: the Legal Technology Solutions Manager personally develops automation and light application solutions, trains and advises end users on best practices, and leads major end-user-facing rollouts and upgrades from planning through adoption. The role also owns the firm's Intranet and SharePoint environment and is expected to be deeply fluent across the Microsoft Office suite. The role carries a “positive aggressive” mandate — proactively identifying friction, opportunity, and risk in how the firm uses technology, and driving solutions rather than waiting for tickets to arrive.
Key Responsibilities
End-User Support, Training & Best Practices
- Serve as the firm's hands-on authority on best-practice use of Microsoft 365, NetDocuments, and the firm's workflow automation tools — advising individual users, practice groups, and leadership.
- Design and deliver ongoing training programs (live sessions, quick-reference guides, office-hours model) that raise the baseline skill level of end users across all locations.
- Partner with Tier 1/Tier 2 Solutions Team staff to identify recurring support themes and convert them into proactive training, documentation, or automated fixes rather than repeat tickets.
- Act as an escalation point for complex or nuanced application questions that go beyond standard support scope.
Solution Development & Automation
- Design, build, and maintain automation solutions using the firm's workflow automation platforms and native application capabilities to eliminate manual, repetitive work for end users.
- Identify and pilot appropriate applications of AI (including Microsoft Copilot) to legal and administrative workflows, balancing productivity gains against the firm's regulatory and confidentiality obligations.
- Develop light configuration, workflow, and integration solutions within existing applications (NetDocuments, Office, Teams, SharePoint) to close gaps between out-of-the-box functionality and how the firm actually works.
- Maintain a working backlog of automation and enablement opportunities, prioritized in partnership with the Director of IT.
Intranet & SharePoint Ownership
- Own the firm's Intranet and SharePoint environment end-to-end: information architecture, site structure, permissions, page/content updates, and overall usability.
- Keep Intranet content current and relevant, working with practice groups and firm leadership as content owners while maintaining consistent structure and navigation.
- Ensure SharePoint site permissions and structure reflect appropriate access boundaries, including any Collections-specific sites or content.
- Continuously improve the Intranet/SharePoint experience as a hub for firm resources, policies, and self-service knowledge, in coordination with the Solutions Team's broader knowledge base efforts.
Rollouts & Project Leadership
- Lead planning and execution for major end-user-facing technology rollouts and upgrades — e.g., Teams optimization, NetDocuments enhancements, Copilot deployment — from readiness assessment through go-live and adoption tracking.
- Build rollout communication plans, training materials, and adoption metrics so that new tools and features are actually used well, not just switched on.
- Coordinate with the Enterprise Support & Solutions Lead, Technical Solutions Lead, and Compliance & Security Lead to sequence rollouts around firm operations and Collections-specific constraints.
- Run structured post-rollout reviews and feed lessons learned back into future project planning.
Leadership & Culture
- Directly manage and develop the Application Support/Training Specialist, setting clear expectations and growth paths.
- Model and reinforce the firm's “positive aggressive” IT culture — proactive, solution-oriented, high-expectation, and collaborative rather than adversarial.
- Represent the Enterprise Solutions Team in cross-functional planning with the IT Solutions Team, Engineering, and firm leadership.
Qualifications
Required
- 5 years of progressive experience supporting, training, or administering Microsoft 365 environments in a professional services or similarly regulated setting.
- Deep, well-rounded fluency across the Microsoft Office suite (Outlook, Word, Excel, PowerPoint) sufficient to train and advise end users at an advanced level.
- Hands-on experience administering and evolving a SharePoint-based Intranet — information architecture, permissions, and content governance, not just page authoring.
- Demonstrated hands-on experience designing and building workflow automation solutions using low-code or no-code automation platforms.
- Direct experience leading or playing a lead role in end-user-facing technology rollouts (e.g., Teams, document management systems, collaboration tools).
- Strong end-user training and communication skills, with the ability to translate technical capability into practical, adopted behavior change.
- Comfort operating in a regulatory-sensitive environment and applying differentiated handling to sensitive business units.
Preferred
- Experience with NetDocuments or another legal/enterprise document management system.
- Familiarity with Microsoft Copilot or other generative AI tools in a business or legal context, including governance and data-handling considerations.
- Prior experience in a law firm, financial services, or credit/collections environment.
- Experience mentoring or managing junior support or training staff.
What Success Looks Like in the First Year
- Employees report a noticeably higher comfort level with Microsoft 365, NetDocuments, and Teams, backed by measurable drops in repeat basic-usage tickets.
- The firm's technology training and onboarding program has been rebuilt with a defined structure — consistent onboarding for new hires, role-based learning paths, and tracked completion — and participant feedback shows employees see it as worth their time rather than a check-the-box exercise.
- At least one significant automation solution is live and measurably reducing manual effort for an end-user group.
- The firm's AI program is off the ground: approved AI tools are in the hands of end users, employees have received role-relevant training on applying them to their day-to-day work within the firm's confidentiality and regulatory requirements, ongoing support is in place, and adoption is tracked.
- The Intranet/SharePoint environment has a clear, current structure with defined content ownership and no orphaned or stale pages.
A Note on Fit
This role suits someone who is equal parts trainer, builder, and project lead — comfortable teaching a partner how to use Teams effectively in the morning and delivering a workflow automation in the afternoon. It is not a pure back-office automation role, and it is not a pure help-desk role; it is the connective layer between the two.
Pay: $110,000.00 - $160,000.00 per year
Work Location: Hybrid remote in Minneapolis, MN 55402
Salary : $110,000 - $160,000