Microsoft 365 Knowledge Management and Records Specialist
CLVG Consulting Inc. - SBA 8(a), WOSB
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Job summary
CLVG Consulting Inc. - SBA 8(a), WOSB is seeking an on-site MS365 Knowledge Management and Records Specialist to modernize, govern, and maintain SharePoint Online. You will restructure information architecture, migrate content, automate collaboration, and implement retention controls in a regulated environment.
The role requires a Secret clearance and is based on-site in Crystal City, Virginia. Five+ years in knowledge/records management and deep SharePoint expertise are essential for success.
Qualifications
- Bachelor’s degree in information management, information systems, computer science, business administration, or related field.
- At least five years of professional experience in knowledge management, records management, or SharePoint administration, preferably in federal/defense environments.
- Hands-on experience configuring SharePoint Online sites, permissions, libraries, lists, content types, metadata, views, navigation, and modern web parts.
- Experience with Power Automate, Power BI, and Purview retention and sensitivity controls.
Responsibilities
- Design and restructure SharePoint Online sites, libraries, metadata, taxonomy, and navigation to improve search and efficiency.
- Plan and execute content migrations, inventory, mapping, validation, and post-migration quality checks.
- Develop and maintain Power Automate flows for routing, approvals, notifications, and lifecycle management.
- Implement records-management policies, file plans, retention schedules, and disposition procedures.
- Create Power BI dashboards and reports to monitor site health, adoption, storage, and compliance.
Skills
Education
Tools
Job description
We are seeking an on-site, detail-oriented MS365 Knowledge Management and Records Specialist to modernize, govern, and maintain a secure SharePoint Online environment. In this mid-level role, you will restructure information architecture, migrate and organize content, automate collaboration and document-lifecycle processes, and implement records retention and compliance controls. The ideal candidate has hands-on experience with SharePoint Online, Microsoft Purview, Power Automate, and Power BI in a federal, defense, or other regulated environment.
This full-time position is located on-site in Crystal City, Virginia. Applicants must hold an active Secret security clearance.
- Design and restructure SharePoint Online sites, document libraries, content types, metadata, taxonomy, and navigation to align with client information-management standards and improve search, discoverability, and operational efficiency.
- Plan and execute structured content migrations from legacy file shares and collaboration platforms into secure, standardized SharePoint Online environments, including inventory, mapping, validation, and post-migration quality checks.
- Conduct content inventories and coordinate approved cleanup, de-duplication, remediation, and disposition activities to improve data quality, support compliance, and reduce unnecessary storage.
- Assess current workflows and stakeholder requirements, then design and document standardized processes for creating, reviewing, approving, publishing, and maintaining official content across directorates.
- Design, build, test, document, deploy, and maintain Power Automate cloud flows for task routing, review and approval processes, notifications, and document-lifecycle management.
- Identify process bottlenecks, recommend improvements, and implement practical solutions that support efficient operations in a military headquarters environment.
- Implement and administer records-management policies, file plans, retention schedules, and disposition procedures in accordance with applicable federal requirements, NARA guidance, and agency policies.
- Configure and administer Microsoft Purview retention labels, sensitivity labels, retention policies, and disposition-review workflows to support records governance, information protection, and regulatory compliance.
- Maintain organized, searchable repositories and support records searches, audits, data calls, Freedom of Information Act requests, and Congressional inquiries by locating and compiling responsive information.
- Develop and maintain Power BI dashboards and reports using SharePoint and Microsoft 365 data to track site health, user adoption, storage utilization, workflow performance, and records-compliance metrics.
- Present actionable data insights to leadership to drive continuous improvement in information sharing.
- Citizenship: Must be a U.S. citizen.
- Clearance: Must hold an active Secret security clearance.
- Education: Bachelor’s degree from an accredited institution in information management, information systems, computer science, business administration, or a related field.
- Experience: At least five years of professional experience in knowledge management, records management, information management, SharePoint administration, or related data operations, preferably in a federal, defense, or military headquarters environment.
- Technical proficiency: Demonstrated experience configuring and administering SharePoint Online sites, permissions, document libraries, lists, content types, metadata, views, navigation, and modern web parts.
- Microsoft 365 skills: Hands‑on experience developing Power Automate cloud flows, creating Power BI reports and dashboards, and configuring Microsoft Purview retention and sensitivity controls.
- Records compliance: Working knowledge of federal records-management requirements, NARA guidance, records schedules, file plans, disposition processes, and Microsoft Purview Records Management.
Exceptional attention to detail, strong cross-functional communication skills, and the ability to work effectively on-site in a fast-paced, mission-critical environment.
Microsoft certifications related to SharePoint, Power Platform, or Microsoft Purview; experience supporting federal organizations; and experience conducting SharePoint migrations, records inventories, or user training.
We are seeking an on-site, detail-oriented MS365 Knowledge Management and Records Specialist to modernize, govern, and maintain a secure SharePoint Online environment. In this mid-level role, you will restructure information architecture, migrate and organize content, automate collaboration and document-lifecycle processes, and implement records retention and compliance controls. The ideal candidate has hands‑on experience with SharePoint Online, Microsoft Purview, Power Automate, and Power BI in a federal, defense, or other regulated environment.
This full-time position is located on-site in Crystal City, Virginia. Applicants must hold an active Secret security clearance.
- Design and restructure SharePoint Online sites, document libraries, content types, metadata, taxonomy, and navigation to align with client information-management standards and improve search, discoverability, and operational efficiency.
- Plan and execute structured content migrations from legacy file shares and collaboration platforms into secure, standardized SharePoint Online environments, including inventory, mapping, validation, and post‑migration quality checks.
- Conduct content inventories and coordinate approved cleanup, de‑duplication, remediation, and disposition activities to improve data quality, support compliance, and reduce unnecessary storage.
- Assess current workflows and stakeholder requirements, then design and document standardized processes for creating, reviewing, approving, publishing, and maintaining official content across directorates.
- Design, build, test, document, deploy, and maintain Power Automate cloud flows for task routing, review and approval processes, notifications, and document‑lifecycle management.
- Identify process bottlenecks, recommend improvements, and implement practical solutions that support efficient operations in a military headquarters environment.
- Implement and administer records‑management policies, file plans, retention schedules, and disposition procedures in accordance with applicable federal requirements, NARA guidance, and agency policies.
- Configure and administer Microsoft Purview retention labels, sensitivity labels, retention policies, and disposition‑review workflows to support records governance, information protection, and regulatory compliance.
- Maintain organized, searchable repositories and support records searches, audits, data calls, Freedom of Information Act requests, and Congressional inquiries by locating and compiling responsive information.
- Develop and maintain Power BI dashboards and reports using SharePoint and Microsoft 365 data to track site health, user adoption, storage utilization, workflow performance, and records‑compliance metrics.
- Present actionable data insights to leadership to drive continuous improvement in information sharing.
- Citizenship: Must be a U.S. citizen.
- Clearance: Must hold an active Secret security clearance.
- Education: Bachelor’s degree from an accredited institution in information management, information systems, computer science, business administration, or a related field.
- Experience: At least five years of professional experience in knowledge management, records management, information management, SharePoint administration, or related data operations, preferably in a federal, defense, or military headquarters environment.
- Technical proficiency: Demonstrated experience configuring and administering SharePoint Online sites, permissions, document libraries, lists, content types, metadata, views, navigation, and modern web parts.
- Microsoft 365 skills: Hands‑on experience developing Power Automate cloud flows, creating Power BI reports and dashboards, and configuring Microsoft Purview retention and sensitivity controls.
- Records compliance: Working knowledge of federal records‑management requirements, NARA guidance, records schedules, file plans, disposition processes, and Microsoft Purview Records Management.
Exceptional attention to detail, strong cross-functional communication skills, and the ability to work effectively on-site in a fast-paced, mission-critical environment.
Microsoft certifications related to SharePoint, Power Platform, or Microsoft Purview; experience supporting federal organizations; and experience conducting SharePoint migrations, records inventories, or user training.
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