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Principal Consultant – Onboarding and Delivery
RecordPoint. Lead onboarding and post-Gate 2 configuration for complex, multi-stakeholder, multi-jurisdictional customers from charter design through first value and beyond .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates deep expertise in Records Management and Information Governance, with a focus on scalable solutions and client engagement in regulated markets. Proficient in leveraging AI for governance and onboarding processes while mentoring teams and shaping best practices.
Highest-signal resume keywords
Records Management ExpertiseInformation Governance FrameworksSaaS Implementation ExperienceClient-Facing Consulting SkillsAI Utilization in Professional Delivery
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ClassificationRetention DesignDefensible DisposalAudit-Ready EvidenceSolution DesignMetadata ConfigurationIntegration ToolingBusiness Requirements TranslationContinuous Improvement AnalysisException-Handling Approaches
Soft Skills
MentoringCoachingStakeholder InfluenceAdvisory SkillsDependency Management
Tools & Technologies
Microsoft 365SharePointExchangeEnterprise Content Platforms
Certifications & Qualifications
Records Management CertificationInformation Management CertificationBusiness Information Systems Certification
Industry Keywords
Regulated MarketsGovernance DocumentationAI GovernanceClient EngagementMulti-Stakeholder Management
About the role
Key responsibilities & impact- Lead onboarding and post-Gate 2 configuration for complex, multi-stakeholder, multi-jurisdictional customers from charter design through first value and beyond
- Translate business requirements into scalable, maintainable solutions
- Define methodologies, standards, and advisory frameworks for data inventory, ROT analysis, classification, retention, and disposal governance
- Co-own retention and disposal quality with the RM Practice
- Design solution patterns for non-standard requirements and evolve the pattern library
- Own exception-handling approaches and decision frameworks
- Advise senior customer stakeholders and influence governance decisions
- Deputise for the CSM in executive forums when required
- Coach consultants on dependency management, taxonomy quality, gate discipline, and artefact standards
- Own functional onboarding playbook quality and shape pre-sale assumptions, charter feasibility, first-value definition, and handover standards
- Define the function’s time-to-first-value approach, analyse blocker and velocity patterns, and drive continuous improvement
- Use AI to accelerate discovery, workshop preparation, governance documentation, solution design, customer-data analysis, and AI-aware onboarding approaches
- Model responsible, supervised AI use for customers navigating their AI governance journeys
Requirements
What you’ll need- Deep records management and information governance expertise, including standards and frameworks, classification and retention design, defensible disposal, and audit-ready evidence
- Substantial client-facing consulting experience as a trusted advisor to senior stakeholders, ideally in regulated markets
- Strong track record in SaaS implementation or functional onboarding, including connector deployment, metadata configuration, or integration tooling
- Ability to translate business goals into configurable, scalable solutions and articulate ROI and success criteria to executives
- Demonstrated impact lifting others through mentoring, playbook or template ownership, or practice leadership
- Fluent, responsible use of AI in professional delivery work
- Active contribution to RM and information governance forums is highly regarded
- Formal study or certification in Records Management, Information Management, or Business Information Systems is highly regarded
- Experience with Microsoft 365, SharePoint, Exchange, or comparable enterprise content platforms is highly regarded
- Must pass a police background check to be eligible for employment
Benefits
Comp & perks- Fast-paced, dedicated and enjoyable work environment
- Supportive, collaborative and transparent environment
- Equal opportunities employer