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.
1 / Onboarding Execution
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.
2 / Technical Consultants: Deployment & Integration Activities
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.
3 / Quality Gate Contribution
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.
4 / Delivery (Post Gate 2)
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
Essential
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.
Highly Regarded
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
Turn data chaos into data confidence with RecordPoint.
Great data governance can do great things for your organization. And we make great data governance easy. From better compliance, to more trustworthy AI outputs, and increased customer trust – it all starts with understanding the data you have, knowing the risk it presents, and managing it effectively.
Our AI-powered platform instantly classifies data and gives you complete clarity over your data estate, so you can identify and act on risk before it becomes a problem. Manage data from every system and source in one place, and pull safe, AI-ready data sets that let you leverage AI tools without compromising on privacy.
We deliver a single point of control for all your data governance needs: records management, privacy compliance, security risk detection, and more.
Ready to turn data chaos into data confidence? Get in touch to see it in action.
