Business Consultant - Onboarding and Delivery

Onboarding Execution 

• Prepare and run onboarding work packages from charter preparation through first value delivery.

• Confirm connector inventory and deploy according to the connector deployment playbook.

• Produce inventory visibility outputs and progress reports at defined milestones.

• Coordinate deployment blockers with the customer and onboarding lead.

 Governance & Charter Activities

• Prepare and facilitate the governance charter workshop with the customer, using the standard template.

• Produce the initial Governance & RM Charter document with customer inputs.

• Support the CSM with stakeholder mapping and accountability confirmation.

• Maintain the onboarding activity register and ensure customer sign-off at each stage milestone.

Quality Gate Contribution

• Assist with the preparation for Gate 1 (Deployment Readiness) evidence package for Onboarding Lead review.

• Produce first value evidence for Gate 2 (First Value Achieved) sign-off.

• Ensure artifacts are complete, accurate, and up to template standards before gate submission.

Delivery requirements - Stage 4 - 9 (beyond Gate 2)

• It is expected that customers will required additional configuration, unique to their organisations, which will be delivered post Gate 2 achievement. Business Consultants will play a pivotal role in delivering work which extends the customer along the customer journey beyond the onboarding stage.

• This role would work with customers to understand their functional needs and provide advise and make recommendations as to how RecordPoint can be configured to meet their requirements

• The customer may implement the advise on their own, through a partner or engage with RecordPoint directly. This role will be required to support that delivery.

• Engage with customers to understand their functional needs and provide advice and recommendations on how RecordPoint can be configured to meet those requirements — pre- and post-Gate 2.

• Translate business requirements into business outcomes; reconcile user requests against true business need.

• Lead non-standard configuration delivery directly, or support customer/partner-led delivery, to RecordPoint quality standards.

• Contribute to RecordPoint's standard solution designs, ensuring designs are scalable, maintainable, and aligned to records management and information governance best practice.

• Collaborate with development and product teams on enhancements or customisations identified through customer engagements.

Pre-Sale and Cross-Functional Contribution

• Pressure-test pre-sale assumptions: data estate scope, stakeholder readiness, charter feasibility, and likely first value definition.

• Produce and accept handover artefacts to a senior standard; surface structured signal back into Sales and the Onboarding Team Lead when handovers fall short.

 

What are we looking for? 

Essential 

• Must be Australian Citizen due to compliance requirement.

• 5- 7 years experience in SaaS implementation, functional onboarding, or information management delivery.

• 5 -7 years experience in records management practice — including standards, frameworks, classification and retention design, defensible disposal, and information governance — gained in either practitioner, consulting, or vendor delivery roles.

• 5+ years in a client-facing consulting or advisory capacity, acting as a trusted advisor to senior customer stakeholders.

• Hands-on experience with connector deployment, metadata configuration, or integration tooling.

• Demonstrated ability to translate business goals into configurable, scalable solutions and to articulate ROI and success criteria.

• Comfortable working within structured playbooks and delivery frameworks.

• Strong attention to detail and artifact quality, with clear written and verbal communication for technical and non-technical audiences.

• Clear written and verbal communication with technical and non-technical audiences.

• Ability to drive multiple customer initiatives concurrently and partner effectively with Customer Success Managers across the customer lifecycle.

 Highly Regarded 

• Active engagement in records management and information governance industry/practice forums (e.g. RIMPA, ARMA, IRMS, ASA), including speaking, writing, committee participation, or community contribution.

• Certification or formal study in Records Management, Information Management and/or Business Information Systems

• Experience with Microsoft 365, SharePoint, Exchange, or comparable enterprise content platforms.

• Experience delivering to regulated-market customers (financial services, government, critical infrastructure).

• Comfort using AI productivity tools for documentation, configuration, and delivery reporting.