The Onboarding Specialist engages clients for successful RecordPoint software adoption, focusing on technical onboarding and solution delivery while managing implementation, integration, and migration activities.
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.
Scope of Role
A RecordPoint Onboarding Specialist (Technical) engages with customers and colleagues to enable the successful adoption of RecordPoint software products. You will be responsible for delivering RecordPoint solutions and services to support successful product implementations, integrations, and migrations.
This is a hands-on, customer-facing role focused on technical onboarding and solution delivery. You will help customers get up and running with RecordPoint by designing and implementing practical, scalable solutions that drive value quickly and effectively. You’ll solve interesting technical problems, work with complex data and cloud environments, and collaborate with a high-performing team to deliver strong customer outcomes.
You'll be responsible for:
- Build trusted relationships with customers by understanding their business goals and technical requirements
- Conduct discovery sessions to gather, document, and validate client requirements
- Help customers define technical solutions that align with their needs and RecordPoint capabilities
- Understand customer success criteria and support delivery of positive implementation outcomes
- Design onboarding and implementation approaches that meet customer needs
- Help shape scalable, supportable, and best-practice technical solutions
- Collaborate with internal teams on product enhancements, technical patterns, or custom requirements where needed
- Contribute technical input to scoping, proposals, and solution planning activities
- Deliver technical onboarding activities including configuration, connector deployment, integration, and migration support
- Design and manage migration and integration activities with internal technical teams, customer teams, and vendors
- Support deployments across cloud and Microsoft 365 environments
- Troubleshoot and resolve technical issues during implementation
- Develop scripts, tools, or repeatable methods to improve delivery efficiency
- Translate customer requirements into clear technical actions and business outcomes
- Support Project Managers in overcoming deployment challenges and maintaining momentum
- Train customers and internal team members on RecordPoint products and technical solutions
- Create and maintain technical documentation, deployment notes, runbooks, and user guides as required
- Manage multiple onboarding and technical delivery activities at the same time
- Work closely with customers, Project Managers, and internal teams to achieve milestones on time
- Provide clear progress updates, task status, and risk information throughout delivery
- Collaborate with other consultants and specialists to deliver successful customer outcomes
Client Engagement
Solution Design
Implementation, Migration and Integration
Training and Documentation
Communication and Project Delivery
You'll bring:
- 3+ years of experience implementing SharePoint, Microsoft 365, ECM, or EDRMS solutions
- 3+ years of experience in a client-facing consulting, implementation, or technical delivery role
- Experience with Azure, Microsoft 365 Administration, and Azure Active Directory / Entra ID
- Experience designing, building, and deploying cloud solutions, including SaaS and PaaS
- Experience migrating customers from on-premises platforms to modern cloud solutions
- Strong troubleshooting, problem-solving, and technical communication skills
- Ability to work across multiple projects and priorities in a fast-paced environment
- Experience with records management or information management solutions
- Direct experience with RecordPoint products
- Understanding of security principles and controls in cloud environments
- Experience with scripting or automation using tools such as PowerShell or Python
Preferred
Some of the technologies and patterns we work with
Microsoft 365, SharePoint Online, Azure, Power BI, PowerShell, Python, C#, Web/Swagger API, Docker, Podman, AKS, OpenShift
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
- 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!
Know more:
By checking us out on all the usual platforms, and especially our About Us https://www.recordpoint.com/about
or our Life at RecordPoint blog: https://www.recordpoint.com/blog/what-its-like-to-work-at-recordpoint
How to apply:
Click the 'apply now' button send us your CV.
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.
If you want to know what to expect from a RecordPoint application process, read more here: https://www.recordpoint.com/careers
No recruiters please, we've got this one covered.
You will need to pass a police background check to be eligible for employment at RecordPoint.
RecordPoint Sydney, New South Wales, AUS Office
Suite 1, Level 4, 151 Castlereagh Street, Sydney, New South Wales, Australia, 2000
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