Data Governance and Retention Specialist

Data Governance and Retention Specialist

Role Overview
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 in IT and is responsible for seeing retention decisions carried out, not only documented. It will require strong cross-functional alignment between the business, IT and legal.

Key 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 records contained within the schedules
• 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 escalate 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 a plus
• 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

• 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