Location: NYC Metro, NJ, CT
Education: 4 year Degree
Minimum Experience: Certification in Records (CRM) Desired or 2-4 Years experience in a Records management position.
Job Summary:
The Consultant will have primary responsibility for the successful execution of the deliverables and milestones that comprise consulting engagements. The Consultant is responsible for organizing and conducting the data collection process, performing analysis of client data, producing the records discovery report to the client, crafting the Records Classification Scheme, assisting with submission of and quality control of the legal research that underlies the client retention schedules, developing policies and procedures on behalf of the client, developing and delivering end user training, and designing a records management website on behalf of the client.
With respect to eRecords projects and deliverables, the Consultant will play a developmental and contributor role in the following:
• Collect data pertaining to clients’ existing records and information management program policies through direct client contact or other methods/tools
• Identify obligations and associated categories of information that represent material most likely to be subject to production, holds, destruction requests, or other similar actions
• Create client-specific Information and Application Maps
• Play a key role in the development of clients’ eRecords Program Plans by producing the following content:
• Identify gaps in capabilities based on existing processes and identify risk mitigation alternatives.
• Research potential solutions to be evaluated for implementation.
• Create a plan that prioritizes what areas should be addressed, when, and how they may be implemented.
• Be conversant with current electronic records management hot topics: email, instant messaging, social networking tools, SharePoint, etc.
In addition, the Consultant will assist the Program Manager with customer communication, milestone and timeline management, presentations, invoice preparation, problem resolution, and monitoring overall client satisfaction.
Building positive and long-term relationships will be critical to the success of the Records Manager.
Key Responsibilities
Data Collection Conduct in depth data discovery surveys in collaboration with the client. Collect the data from all of the key functional departments within the client organization. Use electronic surveys, phone interviews, and on site interviews to gather the information. Review customer website, annual reports, analyst coverage, and other pertinent background data to facilitate a thorough data collection process.
Classifying Records Using classification software program provided, construct a draft Records Classification Scheme on behalf of the client. Streamline and simplify records types. Utilize client’s nomenclature, acronyms, labels, and abbreviations. Work with client to quickly review and approve scheme.
Developing Policies and Procedures. Create Policies and Procedures that will guide client employees through the creation, storage, and disposition of records. Include, among other topics, the proper creation and use of records, records retention and disposal, active versus inactive records management, and roles and responsibilities.
Developing Training Materials, Websites. Collaborate with customer to develop training manuals and/or presentations, training seminars, and other training materials as required. Deliver training in both classroom and “webinar” settings. Facilitate the design and deployment of a records management intranet site for the client.
Customer Facing Activity. As required, assist with customer presentations, status update meetings, conference calls, and debriefings. Assist Program Manager in relationship management and projecting a polished and professional image of company.
Administrative Requirements. Complete daily/weekly requirements for tracking project time and deliverable status and participating in various internal projects and activities as assigned.
Functional Knowledge, Skills, and Competencies
• Minimum 1 year records and information management industry experience is desirable
• Strong project management skills.
• High attention to detail, solid organizational skills
• Good listening skills and a positive can-do attitude
• Solid written, verbal communication, planning and networking skills
• In depth familiarity with and ability to work with Microsoft Project, Word, Excel, Access, Outlook, and other widely utilized applications and operating systems.
• Strong presentation and public speaking ability.
• Ability to synthesize complex information, then simplify and organize into structured, auditable and enforceable programs.
• Ability to adapt quickly and effectively to changing workloads and business pressures.
Business Expertise
The consultant should possess good understanding of revenue, expenses and profitability with respect to the financial performance of specific projects, and understand how the performance of specific projects and operations translate into the overall financial performance of the Consulting Services of the organization.
Leadership
No direct reports, but the Consultant may be assigned with project leadership responsibilities, which require effective project management, team member and other resource communications, and indirect supervisory skills.
Problem Solving
This position requires a high degree of complex problem solving capabilities, working within client environments that may have enormous information management improvement needs. The nature of Consulting Services is to scope the problem areas and design and deliver effective solutions that work best for our clientele. Also, the Consultant must be adept at recognizing the needs to shift course or examine alternative solutions that are not part of the initial scope or current engagement.
Nature of Impact
This is a high impact position that is critical to the successful performance of the Consulting Services business, and to the satisfaction of customers.
Area of Impact
Primarily, the Consultant’s area of impact is within the service delivery aspect of the Consulting Services division. Also, due to the high level of customer interaction and relationship building, the Consultant will make a significant impact on business development through repeat customers and identification of leads and further opportunities.
Interpersonal Skills
Frequent interaction with other organization team members and customers is necessary. Solid written and verbal skills for both internal and external communications are required. The Consultant must be comfortable and proficient in a teaming and highly collaborative environment.
Our Contact Information:
Beth Hynes, CRM, Managing Partner
Ph: 262-361-4912.
Email: bhynes@mrivision.com
