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.
Managed Services Consultant — Success Plan Program (Junior → Mid)
Location: Australia (hybrid / remote as agreed)
Employment type: Full-time
Reports to: Head of Implementations
Eligibility: Australian citizen (required)
About the Success Plan program
The Success Plan program is our Records Management as a Service offering: a packaged, repeatable managed-services program that delivers day-to-day records & information management (RIM) operations, governance, adoption and reporting to customers. Success Plans packages operational tasks, regular health checks and customer governance into an ongoing program that helps organisations meet retention, disposal, compliance and adoption outcomes without needing a large in-house RIM team.
Role summary
This is a junior → mid level hands-on delivery role focused on the day-to-day execution of activities within assigned Success Plan programs. You will work under a Managed Services lead to deliver operational tasks to keep customers’ records environments healthy and compliant. This is a client-facing role that requires practical records management experience and strong operational delivery skills. Direct RecordPoint experience is beneficial but not mandatory — we expect candidates to have worked with at least one records management solution and able to pick up RecordPoint quickly.
Key responsibilities — day-to-day Success Plan execution
Execute scheduled operational activities for assigned Success Plan customers (classifying records, supporting disposal processes, applying best practice patterns) according to runbooks and SLAs.
Carry out health checks and system audits, performing remediation or escalate appropriately.
Perform routine configuration and administration tasks for customer RM environments.
Support onboarding activities for new Success Plan Customers: assist scoping, configuration, testing and transition to BAU under guidance of the lead.
Deliver user enablement activities (workshops, training sessions, documentation) to drive adoption.
Triage BAU requests, manage task execution and maintain timely updates in ticketing/ITSM systems; engage Support/Services/Product for escalations.
Keep customer runbooks, configuration records and support notes accurate and up to date.
Prepare materials and support Success Plan governance meetings (weekly/monthly/quarterly); record and follow up actions.
Work collaboratively with team members to identify operational improvements to runbooks and processes.
Follow RecordPoint and customer security, privacy and governance requirements at all times.