The Technical Consultant - Onboarding and Delivery is the person who makes RecordPoint's value promise real for customers. Delivery quality, playbook discipline, and TTFV performance at the Consultant level determine customer health trajectories, renewal outcomes, and the scalability of the Onboarding & Delivery function. This role rewards people who take execution quality seriously and who thrive in a structured, outcome-oriented delivery environment.
Technical Consultants are the execution layer of RecordPoint's delivery model. They are responsible for the day-to-day onboarding motion — connecting customer data estates, deploying connectors, producing inventory visibility, and driving customers to first value using standard playbooks and templates.
Technical Consultants focus on connector deployment, metadata configuration, and systems integration. Both contribute to the same first-value outcomes.
You'll be responsible for:
Prepare and run onboarding work packages from charter preparation through first value delivery.
Confirm connector inventory and deploy according to the connector deployment playbook.
Coordinate technical prerequisites, system access, and deployment blockers with the customer and onboarding lead.
Execute connector deployments using the standard playbook and configured runbooks.
Manage data source integrations, authentication, and metadata pipeline configuration.
Produce and validate deployment runbooks for each connector deployed.
Troubleshoot integration issues and escalate architectural exceptions to the Solutions & Architecture Specialist.
Assist with the preparation of 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.
It is expected that customers will required additional configuration, unique to their organisations, this will be delivered post Gate 2 achievement
This role would work with customers to understand their 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.
These activities may include: Data Migration, deployment of non-standard connectors, technical support and assistance
1 / Onboarding Execution
2 / Technical Consultants: Deployment & Integration Activities
3 / Quality Gate Contribution
4 / Delivery (Post Gate 2)
What are we looking for:
Bachelor’s or Master’s degree in Computer Science, Software Engineering, or a related field.
5 + years in SaaS implementation, technical onboarding, or information management delivery.
Experience in infrastructure or software architecture, with knowledge in associated technology areas such as databases and networking
Experience in the design, build and deployment of Cloud solutions (PaaS and SaaS)
Hands-on experience with connector deployment, metadata configuration, or integration tooling.
Experience in migration clients from on-premise services to modern cloud solutions
Experience in pre-sales engineering or solutions architecture for technology/software sales
Comfortable working within structured playbooks and delivery frameworks.
Strong attention to detail and artifact quality.
Clear written and verbal communication with technical and non-technical audiences.
Experience with Microsoft 365, SharePoint, Exchange, or comparable enterprise content platforms.
Familiarity with records management, data governance, or information classification.
Experience delivering to regulated-market customers (financial services, government, critical infrastructure).
Understanding of security principles and controls in cloud environments.
Comfort using AI productivity tools for documentation, configuration, and delivery reporting.
Experience in OpenShift, AKS, Podman, Docker, PowerBI, M365, C#, Python, PowerShell, Web/Swagger API
Essential
Highly Regarded
Why RecordPoint:
- 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
- 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!
Skills Required
- Bachelor's or Master's degree in Computer Science, Software Engineering, or related field.
- 5+ years in SaaS implementation, technical onboarding, or information management delivery.
- Experience in infrastructure or software architecture, including databases and networking knowledge.
- Experience in the design, build and deployment of cloud solutions (PaaS and SaaS).
- Hands-on experience with connector deployment, metadata configuration, or integration tooling.
- Experience migrating clients from on-premise services to modern cloud solutions.
- Experience in pre-sales engineering or solutions architecture for technology/software sales.
- Comfortable working within structured playbooks and delivery frameworks.
- Strong attention to detail and artifact quality.
- Clear written and verbal communication with technical and non-technical audiences.
- Pass a police background check to be eligible for employment.
- Experience with Microsoft 365, SharePoint, Exchange, or comparable enterprise content platforms.
- Familiarity with records management, data governance, or information classification.
- Experience delivering to regulated-market customers (financial services, government, critical infrastructure).
- Understanding of security principles and controls in cloud environments.
- Comfort using AI productivity tools for documentation, configuration, and delivery reporting.
- Experience with OpenShift, AKS, Podman, Docker, PowerBI, C#, Python, PowerShell, Web/Swagger API.
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.
