Records & Information Management Consultant

RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data. We're a disruptor in our industry, set apart from competitors by our cutting edge technology and innovation-first mindset. 

Our global customer list includes top-tier brands and government agencies like the City of New York, Westpac, National Australia Bank (NAB), Australian Prudential Regulation Authority (APRA), Security Benefit, Cupertino Electric, Australian Securities & Investments Commission (ASIC), Transport for NSW, Ausgrid, Pacific Gas & Electric (PG&E), and Delaware Life.  

But there's more to us than the what we do — like the who behind it all. Team RecordPoint is made up of 100+ tech-driven professionals at the top of their respective fields. Together, we foster a supportive, collaborative and transparent environment, collectively working toward the singular goal of continuously doing better.  

While we've got all the perks you'd expect — think truly flexible work arrangements, generous paid parental leave, 4 weeks annual leave and Employee Share Options — you might find that the greatest benefit of all, is the team you join.

Scope: A Records & Information Management Consultant works to deliver RecordPoint managed service offerings and deliver records and information management best practice guidance to our customers.  You will work on behalf of customers to be their champion, ensuring the most accurate and effective use of the RecordPoint Platform to achieve their compliance objectives. This role will embody one of RecordPoint’ s core values in the pursuit of customer success and forging lasting partnerships with our customers. This role will operate within RecordPoint’s Professional Services team. This role is perfect for a self starter who is the kind of person who is determined to leave everything better than they found it.

You will do:

• Records & Information Management and Platform Administration

• Act as the RecordPoint Platform administrator for our clients

• Understand records management best practice for the client’s industry vertical and local regulatory position

• Maintain an understanding of current industry trends, legislation and compliance standards

• Maintain an up to date understanding of RecordPoint Platform features and product capabilities

• Generate insights and recommendations from client data using tools such as Microsoft Excel and PowerBI

• Manage the priority and urgency of tasks within a queue of ticketed client requests

• Be accountable for delivery of the activities outlined in the service offering including: proactively review and categorise records, report on items eligible for disposal, identify additional sources of information requiring records management controls, maintain retention and disposal schedules, assist with FOI and Holds requests

• Consultancy and Advisory

• Translate complex RM ideas into the client’s business context for non-records management stakeholders

• Understand the customers objectives for records management compliance according to their policies and relevant legislation.

• Create export templates to assist with analysis and provide information to clients

• Make recommendations to clients about best practice

• Implement recommended changes and guide the client stakeholders through changes

• Maintain clear written and verbal communication channels with stakeholders across multiple clients

• Provide Level 3 Support (platform and records management issues) to non Success Plan customers around the best practice use of the RecordPoint Data Trust Platform as required

• Policy & Process Design and Optimisation

• Write policy & guidance documents regarding records management principals and RecordPoint Platform usage

• Guide clients on process optimisation

• Create internal documentation (for clients) to articulate best practice

• Proactively identify and apply improvements regarding the operational configuration of the client’s data within the RecordPoint Platform

• Proactively make recommendations for improvement regarding the client’s records management processes

About You:

• Demonstrated experience in records management principles and practices
• A technocrat or technology lover who want’s to be a part of a growing, cutting edge SaaS product
• Experience using tools such as Microsoft Excel and/or Power BI to manipulate data and generate insights
• Demonstrated abillity to apply logical thinking and an analytical approach to managing and generating insights from data
• Improvement mindset - you’re the kind of person determined to leave things better than you found them
• Understanding of and experience in maintaining functional classification schemes and retention and disposal schedules
• Understanding of the legislation around Records Management and privacy
• Highly motivated, self-starter with the ability to work independently
• Ability to work in a dynamic environment and comfortable being assigned to multiple projects at one time
• Strong problem solving skills
• Excellent communication skills
• Experience with the RecordPoint Data Trust Platform is an advantage
• Can deliver outstanding customer service that consistently exceeds expectations;
• The ability to engage key decision makers in conversation and question/listen to understand needs;
• Nature of work requires independence and self motivation

Why RecordPoint:

• Flexible work life balance
• Opportunities to grow and develop
• Fast-growth Australian-owned company
• A workplace where innovation is our way of life
• Personal Development budget for all staff
• Access to Employee Stock Ownership Plan
• A brilliant graduate program that provides both mentoring and growth opportunities for all
• Work on a product that makes a real social-good impact on the world
• Global opportunities!