At a Glance
- Tasks: Lead complex onboarding and delivery for top-tier clients using innovative AI solutions.
- Company: Join RecordPoint, a disruptor in data management with a collaborative culture.
- Benefits: Enjoy a fast-paced environment with opportunities for professional growth and development.
- Other info: Be part of a supportive team that values innovation and continuous improvement.
- Why this job: Shape the future of information governance while working with cutting-edge technology.
- Qualifications: Expertise in records management and client-facing consulting experience required.
The predicted salary is between 123480 - 150920 $ per year.
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, and Pacific Gas & Electric (PG&E).
Team RecordPoint is made up of 130+ 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.
As Principal Business Consultant you are the most senior individual contributor in our delivery model: the person customers trust with their hardest problems, and the person our consultants learn from. You sit where records management expertise, enterprise SaaS delivery, and applied AI meet — and you set the standard for all three.
This is a build-and-lead role in a business moving fast. You won't inherit a finished playbook. You'll own it, improve it, and teach it.
Why this is the opportunity
- Expertise that compounds: You'll work across financial services, government, and critical-infrastructure customers in Australia, New Zealand, and North America — among the most complex, regulated information estates in the market. Every engagement extends your practice rather than repeating it.
- AI-native from day one: You'll use AI daily to accelerate discovery, charter design, and governance documentation — and help define how a professional-services function actually operates when AI is part of the team, not a bolt-on.
- Influence beyond your own accounts: As a Practice Owner, the frameworks, patterns, and standards you define shape how the entire global Onboarding & Delivery function delivers — not just your engagements.
- A real seat at the table: You'll shape pre-sale feasibility, solution patterns, and quality-gate criteria alongside Sales, Product, and the RM Practice.
Working AI-native at RecordPoint
The business is undergoing a rapid shift to AI-supported practice, organised around a single goal in People terms: attract and grow an AI-native workforce. This role is expected to help set that pace, not watch it happen.
In practice:
- Use AI to accelerate discovery, workshop preparation, and governance documentation so customers reach first value faster.
- Draft charters, solution designs, and customer materials with AI, keeping a human quality gate on anything customer-facing.
- Apply AI to analyse customer data estates and surface governance insights, under human validation.
- Model responsible, supervised AI use to customers navigating their own AI governance journey, and design AI-aware onboarding approaches for customers with AI in scope.
What you'll own
- Complex delivery, end to end: Lead onboarding and post-Gate 2 configuration for our most complex, multi-stakeholder, multi-jurisdictional customers — from charter design through first value and beyond. Translate business requirements into scalable, maintainable solutions, reconciling what users ask for against true business need.
- Practice and methodology: Define the methodologies, standards, and advisory frameworks for data inventory and ROT analysis, classification, retention and disposal governance — including audit standards and control models for regulated customers. Co-own retention and disposal quality with the RM Practice.
- Solution architecture: Design new solution patterns for non-standard requirements and evolve the pattern library with the Solutions & Architecture Specialist. Own the exception-handling approach and decision frameworks for the team.
- Trusted advisor: Advise senior customer stakeholders during delivery, influence their governance decisions, and deputise for the CSM in executive forums when required.
- Uplift the function: Coach consultants on dependency management, taxonomy quality, gate discipline, and artefact standards. Own functional onboarding playbook quality. Shape pre-sale assumptions, charter feasibility, and first-value definition, and lift handover standards across the team.
- Function performance: Define the time-to-first-value approach for the function, analyse blocker and velocity patterns, and drive continuous improvement of onboarding performance.
What you'll bring
- Deep records management and information governance expertise — standards and frameworks, classification and retention design, defensible disposal, and audit-ready evidence — at a level where you set the standard others follow.
- Substantial client-facing consulting experience as a trusted advisor to senior stakeholders, ideally in regulated markets (financial services, government, critical infrastructure).
- A strong track record in SaaS implementation or functional onboarding, including connector deployment, metadata configuration, or integration tooling.
- Proven ability to translate business goals into configurable, scalable solutions and to articulate ROI and success criteria to executives.
- Demonstrated impact lifting others — 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 (RIMPA, ARMA, IRMS, ASA) — speaking, writing, committee, or community participation.
- Formal study or certification in Records Management, Information Management, or Business Information Systems.
- Experience with Microsoft 365, SharePoint, Exchange, or comparable enterprise content platforms.
Success in your first 12 months
- Our most complex customers reach first value predictably — and you're the reason.
- The frameworks, patterns, and standards you own are adopted across the function.
- The consultants around you are visibly better at the craft.
- AI is embedded in how you and your team deliver: faster, with quality held.
RecordPoint is an equal opportunities employer. We offer a fast-paced, dedicated and enjoyable environment, working with some of the best people in the industry.
Principal Consultant in Sydney employer: RecordPoint
RecordPoint is an exceptional employer that champions innovation and collaboration within a flexible work environment, making it an ideal place for Software Engineers to thrive. With a strong focus on personal development, generous benefits like paid parental leave and Employee Stock Ownership Plans, and a commitment to social good, employees are empowered to grow their skills while contributing to meaningful projects. Join a dynamic team of tech-driven professionals dedicated to pushing the boundaries of data management technology in a supportive and transparent culture.