SaaS Onboarding Consultant — Delivery & Governance

RecordPoint; Ballarat; On-site; AUD 125,000 - 160,000; Full time

Benefits offered by this job

Truly flexible work arrangements

Generous paid parental leave

4 weeks annual leave

Employee Share Options

Job summary

RecordPoint is seeking an Onboarding Consultant to translate our value promise into real outcomes for customers. You will manage day-to-day onboarding, connect data estates, deploy connectors, and drive first value using standard playbooks and templates.

You’ll work in a structured, outcome-oriented delivery environment, collaborating with governance, CSMs, and product teams to deliver scalable configurations for regulated clients.

Qualifications

• 5-7 years experience in SaaS implementation, onboarding, or information management delivery.
• 5-7 years records management practice across standards, frameworks, retention.
• 5+ years client-facing consulting or advisory capacity.

Responsibilities

• Prepare and run onboarding work packages from charter preparation through first value delivery.
• Confirm connector inventory and deploy according to the connector deployment playbook.
• Produce inventory visibility outputs and progress reports at defined milestones.
• Coordinate deployment blockers with the customer and onboarding lead.
• Prepare and facilitate the governance charter workshop with the customer, using the standard template.
• Produce the initial Governance & RM Charter document with customer inputs.
• Support the CSM with stakeholder mapping and accountability confirmation.
• Maintain the onboarding activity register and ensure customer sign-off at each stage milestone.
• Assist with the preparation for Gate 1 evidence package for Onboarding Lead review.
• Produce first value evidence for Gate 2 sign-off.
• Ensure artifacts are complete, accurate, and up to template standards before gate submission.
• Engage with customers to understand their functional needs and provide advice and recommendations.
• Lead non-standard configuration delivery or support customer/partner-led delivery.
• Collaborate with development and product teams on enhancements or customisations.

Skills

Client-facing

Delivery execution

Governance facilitation

Documentation

Communication

Education

SaaS onboarding experience (5-7 years)

Records management practice (5-7 years)

Consulting/advisory capacity (5+ years)

Tools

Microsoft 365

SharePoint

AI productivity tools

Job description

RecordPoint is seeking an Onboarding Consultant to translate our value promise into real outcomes for customers. You will manage day-to-day onboarding, connect data estates, deploy connectors, and drive first value using standard playbooks and templates.

You’ll work in a structured, outcome-oriented delivery environment, collaborating with governance, CSMs, and product teams to deliver scalable configurations for regulated clients.