RecordPoint's Elevation Program has grown to over $1M ARR and represents the primary post-onboarding managed service and capability expansion motion. The Elevation Program Specialist is the lead and program architect — responsible for designing, operating, and scaling the structured uplift motions that extend customers beyond initial onboarding into deeper governance maturity, expanded coverage, and commercial expansion.
This role owns the program delivery, framework, playbooks, trigger logic, and expansion pathways that the Elevation Program delivers against.
The Elevation Program represents RecordPoint's most mature and commercially significant post-onboarding motion. The Elevation Program Specialist will have a direct line of sight from program design to program revenue — a rare opportunity to own a structured managed-service offering and watch it grow. This role rewards program builders who combine delivery discipline with commercial acumen and governance depth.
What you’ll be accountable for1 / Elevation Program Framework & Design
Define and maintain the Elevation Program structure, playbooks, and engagement triggers.
Align program design with maturity progression, adoption gaps, and expansion pathways for target accounts.
Integrate the Elevation Program framework with the Customer Journey stages, AI data-readiness milestones, and RM Practice standards.
Create repeatable pathways for optimisation, new connector expansion, and advanced capability activation.
Ensure partners are trained on and can deliver the Elevation Program independently.
2 / Lead Delivery Coordination
Run velocity ceremonies, blocker reviews, and milestone reporting for the Elevation Program.
Review Elevation Specialist output quality against program playbooks and intervene where standards are not met.
Develop and coach Elevation Specialists on program delivery, customer communication, and maturity assessment techniques.
3 / Customer Engagement & Maturity Progression
The Elevation Program Specialist is a customer-facing role for higher-value program engagements and escalations.
Lead Elevation Program intake discussions with CSMs and customers to scope uplift programs.
Contribute to maturity assessments and help customers understand their progression path.
Present Elevation Program value and outcomes at QBRs for major program accounts.
4 / Commercial Linkage & Expansion
Align program triggers and expansion pathways with renewal and expansion commercial motions.
Contribute to renewal and expansion business cases with Elevation Program outcome evidence.
Track program revenue contribution and report Elevation Program ARR performance to the Onboarding & Delivery Lead.
5 / AI Governance Integration
Ensure Elevation Program playbooks incorporate AI data-readiness state transitions as structured progression milestones.
Design uplift paths that support customers in moving from Visible through Classified, Defensible, and Continuously Governed states.
Essential
- Australian Citizen due to compliance requirement
4+ years in SaaS professional services, customer success, or managed services delivery.
Experience designing and operating structured program frameworks, not just executing within them.
Commercial awareness: ability to connect program outcomes to renewal and expansion motions.
Experience leading a small delivery team or service.
Strong playbook design and documentation skills.
Highly Regarded
Familiarity with records management, information governance, or data classification platforms.
Experience building partner certification or enablement programs.
Exposure to AI governance or AI risk management frameworks.
Prior experience in regulated-market delivery (financial services, government, critical infrastructure).
- Fast-growth Australian-owned company
- Flexible work environment and a strong focus on work-life harmony
- Innovation is our way of life
- Personal Development budget for all staff
- Access to Employee Stock Ownership Plan
- A brilliant graduate program that provides both mentoring and growth opportunities for all
- Work on a product that makes a real social-good impact on the world
- Global opportunities!
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What We Do
RecordPoint is the Data Trust Platform, bringing calm to the chaotic world of data. We’re letting organizations discover, govern, and control their data for tighter compliance, more efficiency, and less risk. Businesses can trust that their data is accurate, private, and safe everywhere, all the time, for consistent confidence that’s backed by RecordPoint expertise and support. With RecordPoint, you can: - Turn data chaos into data trust. Automatically manage all your data in place – wherever it lives – so you can make informed decisions that earn customer trust and give you a competitive advantage. - Take data management off your daily to-do list. Know that your data is managed efficiently and consistently at scale with a platform that molds to how you do things (not the other way around). - Work with an expert partner who gets your challenges. Trust starts with knowing deep down that your data is organized, secure and ready for work – and our whole team is here to support you along the way. The customizable platform is comprised of records management and data lineage tools that work together to give you full context throughout the data lifecycle. Know what data you have and where it is, with continuous data inventory and data categorization. Make better data migration and minimization decisions, and safeguard for privacy, security and governance.
