Microsoft Purview Consultant (Records Management & DLP)

Role: Microsoft Purview Consultant (Records Management & DLP)

Location: Plano TX-  It can be fully remote but must work 8 am – 5 pm CDT

Employment Type: Contract

Overview

We are seeking an experienced Microsoft Purview Consultant to help design, implement, and document Microsoft Purview Records Management and Data Loss Prevention (DLP) solutions. This is a project-based consulting engagement where the consultant will work independently, deliver a fully functional solution, and provide documentation and knowledge transfer so the internal team can maintain the environment after the project is complete.

Key Responsibilities

• Design and implement Microsoft Purview Records Management, including retention labels, retention policies, and event-based retention.
• Configure auto-labeling using metadata, Sensitive Information Types (SITs), and trainable classifiers.
• Create and optimize custom Sensitive Information Types (SITs) for DLP, reducing false positives and improving detection accuracy.
• Test and validate DLP policies before production deployment.
• Develop automation using Power Automate, Microsoft Graph, and PowerShell for records management and compliance tasks.
• Support SharePoint Online information architecture, including content types, managed metadata, and document libraries.
• Produce technical documentation, architecture diagrams, runbooks, and provide knowledge transfer to the client's team.

Required Qualifications

• Hands-on experience implementing Microsoft Purview Records Management and Microsoft Purview Information Protection/DLP.
• Experience creating and tuning Sensitive Information Types (SITs).
• Strong knowledge of SharePoint Online, including content types and managed metadata.
• Experience with PowerShell, Microsoft Graph, and Microsoft 365 administration.
• Familiarity with KQL (Keyword Query Language) and regular expressions.
• Understanding of records management concepts such as retention schedules, legal holds, and disposition.
• Ability to work independently and deliver client-ready documentation.

Preferred Qualifications

• Experience in government, public sector, or other highly regulated environments.
• Experience with Exact Data Match (EDM), trainable classifiers, OCR-based auto-labeling, or eDiscovery.
• Familiarity with Microsoft Copilot Studio or governance automation.

What Success Looks Like

• Microsoft Purview retention policies and DLP controls are successfully implemented and validated.
• Custom Sensitive Information Types are tested and optimized for accuracy.
• Records management and metadata-driven labeling are fully operational.
• Documentation is complete, and the internal team is trained to manage and extend the solution independently.