Account Executive (Financial Services)
RecordPoint · RecordPoint is a data and information lifecycle management SaaS …
RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data.
RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data. We're a disruptor in our industry, set apart from competitors by our cutting edge technology and innovation-first mindset.
Our global customer list includes top-tier brands and government agencies like the City of New York, Westpac, National Australia Bank (NAB), Australian Prudential Regulation Authority (APRA), Security Benefit, Cupertino Electric, Australian Securities & Investments Commission (ASIC), Transport for NSW, Ausgrid, and Pacific Gas & Electric (PG&E).
But there's more to us than the what we do — like the who behind it all. Team RecordPoint is made up of 130+ tech-driven professionals at the top of their respective fields. Together, we foster a supportive, collaborative and transparent environment, collectively working toward the singular goal of continuously doing better.
The Onboarding Consultant is the person who makes RecordPoint's value promise real for customers. Delivery quality, playbook discipline, and TTFV performance at the specialist 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. Onboarding 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. Functional Consultants focus on governance workshop facilitation, charter preparation, and customer-facing delivery activities.
Posted by RecordPoint on their own careers page — you apply directly, no recruiter in between. View original / apply →
RecordPoint · RecordPoint is a data and information lifecycle management SaaS …
RecordPoint · RecordPoint is a data and information lifecycle management SaaS …
RecordPoint · RecordPoint is a data and information lifecycle management SaaS …
RecordPoint · RecordPoint is a data and information lifecycle management SaaS …