CSP Funding Co-Ordinator(Sales Operations)

Role purpose

The CSP Funding Co-Ordinator keeps our Microsoft-funded engagements running smoothly - tracking every engagement, its milestones, deliverables, and funding value; ensuring documentation and evidence meet Microsoft's requirements; and keeping stakeholders and reporting on track. Based in India and reporting to the UK-based CSP Operations Manager, the role works closely with the Microsoft Programme Manager and senior leadership to give clear, real-time visibility of programme performance across the Microsoft Practice.

Key responsibilities

• Engagement tracking - maintain accurate records of all Microsoft-funded engagements, including current status, key milestones, deliverables, and funding values.
• Deadlines and risk - monitor engagement deadlines and proactively flag risks or delays to the Microsoft Programme Manager.
• Documentation and evidence - ensure all required documentation and evidence is captured, filed, and submitted in line with Microsoft's requirements.
• Data accuracy - liaise with Microsoft Partner Center and internal systems to keep engagement data accurate and up to date.
• Stakeholder management - chase internal and external stakeholders to ensure actions, approvals, and information requests are completed on time.
• Funding eligibility - complete funding requests as required to establish customer eligibility for funded engagements.
• Reporting - compile regular reports on funded-engagement pipeline, status, and outcomes for review by the Microsoft Programme Manager and senior leadership.
• Board presentations - support the preparation of board-level presentation materials, including pulling together data, formatting slides, and ensuring accuracy of figures.
• Dashboards and trackers - maintain dashboards and trackers that give real-time visibility of programme performance across the Microsoft Practice.
• Funding maximisation - partner with account managers to identify eligible engagements early and ensure available funding is fully used before it expires.
• Process and audit readiness - keep a clean audit trail for every engagement and suggest improvements to tracking and claim processes.
• Programme knowledge - stay current with changes to Microsoft funding programmes, deadlines, and eligibility rules, and share relevant updates with the team.

Skills and experience

ESSENTIAL

• Highly organised, with the ability to track multiple engagements, milestones, and deadlines at once.
• Excellent attention to detail, particularly around documentation, evidence, and figures.
• Confident chasing and coordinating internal and external stakeholders to keep actions on track.
• Strong reporting skills - producing clear, accurate reports, dashboards, and trackers.
• Proficient with Excel and PowerPoint for reporting and board-level materials.
• Hands-on experience with Microsoft Partner Center, or strong transferable portal/admin experience.
• Good written and verbal English; comfortable communicating with senior stakeholders.

DESIRABLE

• Familiarity with Microsoft-funded engagement programmes and their documentation and evidence requirements.
• Awareness of Microsoft incentive and funding processes.
• Experience supporting board-level or senior leadership reporting.
• MSP, IT reseller, or distributor background.
• Experience working with a UK or international team across time zones.

Qualifications and certifications

• Desirable: Microsoft Certified Fundamentals - MS-900 (Microsoft 365) and AZ-900 (Azure). Support will be provided to gain these if not already held.

Personal attributes

• Proactive and tenacious - comfortable chasing people to get things over the line.
• Meticulous with detail, evidence, deadlines, and the accuracy of figures.
• Calm and organised when managing many concurrent engagements.
• Confident presenting information clearly to senior stakeholders

Atech Benefits:

• 24 days leave plus 8 festival holidays
• Food Provided
• Provident Fund
• Exam fee and training funding
• Healthcare Scheme.
• Maternity & paternity leave
• Employee Assistance Programme
• Employee Wellbeing policy
• Mobile reimbursement policy
• Employee Referral Scheme