Data Retention and Governance Specialist

IntePros; New Jersey; On-site; USD 85,000 - 125,000; Full time

Job summary

Intepros is seeking a mid-level Data Retention Governance Specialist to apply retention requirements across Legal, Finance, IT and business units. You will design and implement controls on backend platforms, ensuring auditable retention actions and defensible disposition for legal and finance records.

Responsibilities include mapping data sources, coordinating with IT and security, and tracking policy compliance while supporting audits with clear documentation and evidence.

Qualifications

• 3–5 years in records or data governance or a related field
• Knowledge of retention schedules, legal holds, and defensible disposition
• Experience supporting legal and/or finance records, including audits and regulatory retention
• Hands-on experience configuring retention tooling on enterprise platforms
• Familiarity with backend platforms and data stores and data lifecycle
• Ability to manage multiple workstreams across Legal, Finance, IT and business teams
• Strong documentation and ability to produce audit-ready evidence

Responsibilities

• Design and implement data retention and governance controls across multiple workstreams
• Collaborate with Legal to apply retention schedules, legal holds and defensible disposition
• Collaborate with Finance to apply retention requirements to financial records for audit and regulatory needs
• Configure, maintain and monitor retention policies, labels and lifecycle rules on backend platforms
• Execute retention actions including disposition, archiving and hold management with auditable records
• Map records and data sources to retention categories and resolve gaps between systems
• Partner with IT, security and application owners to bake retention needs into platform changes
• Track workstream status, report on policy compliance, and elevate risks to leadership
• Maintain procedures, runbooks and training materials; support audits and internal reviews

Skills

Records management

Data governance

Defensible disposition

Audit readiness

Cross-functional work

Documentation

Communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Purview

SharePoint

Microsoft 365

Job description

Our client's Enterprise Data Retention and Governance team is hiring a mid-level specialist to put data governance into practice across multiple workstreams. You will translate retention requirements into working controls on the backend platforms that hold enterprise records, with a focus on legal and finance records. This is a hands‑on role that sits between Legal, Finance, IT and the business, and is responsible for seeing retention decisions carried out, not only documented.

Responsibilities

• Design and implement data retention and governance controls across multiple concurrent workstreams
• Work with Legal to apply retention schedules, legal holds and defensible disposition to legal records
• Work with Finance to apply retention requirements to financial records, including audit, tax and regulatory obligations
• Configure, maintain and monitor retention policies, labels and lifecycle rules on backend platforms and repositories
• Execute retention actions across business areas, including disposition, archiving and hold management, and keep an auditable record of each
• Map records and data sources to retention categories and help resolve gaps and conflicts between systems
• Partner with IT, security and application owners to build retention requirements into platform changes and migrations
• Track workstream status, report on policy compliance, and elevate risks to team leadership
• Maintain procedures, runbooks and training materials, and support audits and internal reviews

Required Skills And Experience

• 3 to 5 years of experience in records management, data governance, information governance or a related field
• Working knowledge of records retention schedules, legal holds and defensible disposition
• Experience supporting legal and/or finance records, including audit and regulatory retention requirements
• Hands‑on experience configuring retention or governance tooling on enterprise platforms, such as Microsoft Purview or a comparable records management or archiving system
• Familiarity with backend platforms and data stores, including how data is created, stored, moved and deleted
• Ability to run several workstreams at once and work across Legal, Finance, IT and business teams
• Strong documentation, attention to detail and the ability to produce audit‑ready evidence
• Clear written and verbal communication with both technical and non-technical stakeholders

Preferred Qualifications

• Certifications such as CRM, IGP, CIP or ARMA-aligned credentials
• Scripting or automation experience, such as PowerShell or Python, to support policy deployment and reporting
• Experience with eDiscovery and legal hold platforms
• Experience with SharePoint, Microsoft 365, ERP or document management systems as sources of records
• Background in a regulated or large enterprise environment, such as healthcare, higher education or financial services
• Familiarity with privacy and data protection requirements that affect retention and deletion
• Bachelor's degree in information science, business, law, IT or a related field, or equivalent experience