Full-Time

Business Consultant

Onboarding and Delivery

RecordPoint

RecordPoint

51-200 employees

Automated records management and governance platform

Compensation Overview

A$125k - A$160k/yr

Sydney NSW, Australia

Hybrid

Australian citizenship required due to compliance.

Category
Consulting (1)
Requirements
  • 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.
Responsibilities
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
Desired Qualifications
  • 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.

RecordPoint helps organizations manage their information securely and efficiently. It provides an enterprise platform called Records365 that automates how records are classified, governed, and accessed, making data easier to find, share, and use. The platform combines data classification, governance rules, and business intelligence to support compliance and collaboration across teams. Revenue comes from subscriptions and customized services, which means clients sign up for ongoing access and can tailor features to their needs. RecordPoint differentiates itself by offering a centralized, automated governance platform that handles policy enforcement and information discovery across multiple systems, reducing manual work and risk. The goal is to lower regulatory and operational risk while improving searchability and teamwork through streamlined information management.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Sydney, Australia

Founded

2007

Your Connections

People at RecordPoint who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Diskover's $7.5M funding on June 17, 2025, bolsters RecordPoint's OEM partnership.
  • Victoria Police $7.2M contract validates public sector compliance demand.
  • OCG partnership elevates financial services data governance capabilities.

What critics are saying

  • Diskover commoditizes governance, eroding Records365 revenue in 12-24 months.
  • Snowflake-Diskover integration diverts regulated customers in 6-12 months.
  • Redactive founders' new AI venture competes with MCP Server in 12-18 months.

What makes RecordPoint unique

  • RecordPoint's MCP Server standardizes secure AI access to governed data.
  • Records365 automates classification across Microsoft 365 and 1000+ systems.
  • AI-driven Intelligence Signaling detects PII and PCI without custom integrations.

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Benefits

Flexible Work Hours

Parental Leave

Paid Vacation

Stock Options

Professional Development Budget

Hybrid Work Options

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

4%
Help Net Security
Mar 3rd, 2026
RecordPoint MCP Server standardizes and secures AI access to compliant data

RecordPoint MCP Server standardizes and secures AI access to compliant data. RecordPoint has unveiled its model context protocol (MCP) server, giving enterprises a secure, standardized way to expose governed data to external AI agents and platforms. The RecordPoint MCP Server allows any AI system, copilot, agent, or custom LLM app to safely access governed, compliant data from the RecordPoint platform without custom integrations or elevated permissions. By standardizing how AI systems discover and use governed resources, the RecordPoint MCP Server eliminates data fragmentation and accelerates AI adoption. It is the safest, most future-proof way to deliver compliant, governed data into any AI environment. RecordPoint Head of Product Joseph Pearce said, "If you're building AI agents, deploying AI platforms, or scaling AI adoption across the enterprise, the RecordPoint MCP Server gives you the governed data connectivity you need without the security and compliance headaches." "You don't have to wait 18 months to clean up your SharePoint, Google Drive, or file shares. You can safely expose them today." Enterprises working with AI today face a challenge: to get the most out of their AI tools, they need to provide them with data. But giving them governed, compliant data introduces serious risks: compliance teams lack visibility and control over what they can access, current integrations are proprietary, inconsistent, or insecure, and a lack of standardization slows AI transformation. The RecordPoint MCP Server brings governed enterprise data into the MCP ecosystem. With this capability, enterprises can connect any AI system to their governed records, allowing AI to interpret, reason over, and take compliant action on trusted information. "Most governance vendors are still figuring out how to bolt AI onto their existing architectures. But every bespoke AI integration becomes another pathway auditors will ask you to explain," Joseph Pearce said. The RecordPoint platform was built from the ground up to focus on the data, allowing it to handle the complexity of modern data estates. The RecordPoint MCP Server replaces the sprawl with a standardized, permissioned, and auditable way for AI systems to access governed records, so highly regulated customers can move faster from pilot to production without relaxing controls or granting elevated access. "This MCP Server is a standard interface for AI systems to tap into to receive compliant, governed data, regardless of where you are on your governance journey," RecordPoint Head of Product Joseph Pearce said. Every bespoke AI integration becomes another pathway auditors will ask you to explain. The RecordPoint MCP Server replaces that sprawl with a standardized, permissioned, and auditable way for AI systems to access governed records, so highly regulated customers can move faster from pilot to production without relaxing controls or granting elevated access. Key capabilities of the RecordPoint MCP Server: * Governed data exposure without leaking sensitive content * Permissioned and auditable AI access * Seamless integration with any AI agent or platform More about

Yahoo Finance
Mar 3rd, 2026
RecordPoint launches MCP Server for secure AI agent access to governed enterprise data

RecordPoint, a data and AI governance platform, has launched its Model Context Protocol Server, enabling enterprises to securely connect governed data with external AI agents and platforms. The integration allows AI systems to access compliant data from RecordPoint without custom integrations or elevated permissions. The MCP Server addresses enterprise challenges around AI data access, providing compliance teams with visibility and control whilst standardising how AI systems discover governed resources. RecordPoint Head of Product Joseph Pearce said the solution eliminates the need to wait for data cleanup, allowing companies to safely expose existing SharePoint, Google Drive or file shares immediately. The integration aims to accelerate AI adoption by providing a standardised, auditable pathway for AI systems to access governed records, particularly benefiting highly regulated customers moving from pilot to production.

Capital Brief
Oct 20th, 2025
RecordPoint acquires Blackbird-backed Redactive as founders plot new AI venture

The exit comes just two years after Redactive was formed. The startup had raised $19 million in funding from Blackbird, Atlassian, Zapier and Felicis Ventures.

Consultancy.com.au
May 1st, 2025
OCG partners with RecordPoint to elevate data governance in financial services

RecordPoint, an international provider of data management and governance solutions, has inked a strategic partnership with Oceanic Consulting Group, one of the nation's leading consultancies.

CRN Australia
May 31st, 2024
RecordPoint wins $7.2 million Victoria Police contract

Victoria Police has selected Sydney-headquartered RecordPoint as its data and records management, compliance and governance platform.