This job description outlines a Records Manager position with a focus on records and information management, customer service, database management, compliance (specifically SOC 2), and operational efficiency.
Key Responsibilities Breakdown
1. Records, Operations, and Warehouse Management
- Key Tasks : Oversee all records management policies and operations. Ensure compliance with SOC 2 standards, from physical warehousing to digital storage. Manage personnel in the warehouse to ensure efficiency.
- Skills / Experience :
- SOC 2 compliance (strong knowledge of data protection standards)
- Operations / warehouse management
- Vendor relationship management
- Process optimization for both physical and digital records
2. Customer Service and Sales Support
Key Tasks : Handle first-level customer service, resolve issues, and support the sales team by identifying customer needs and offering tailored solutions.3. Database and Imaging Management
Key Tasks : Maintain accurate records in the database, ensure security, and manage imaging / digitization processes with quality assurance checks.4. Invoicing, Collections, and Financial Support
Key Tasks : Assist with invoicing, collections, and resolve customer payment queries. Work with the finance team to ensure accurate billing.Skills / Experience :Familiarity with invoicing and collections processesCollaboration with finance teamsAttention to detail in billing and payments5. Training, Compliance, and Risk Management
Key Tasks : Develop and deliver training on SOC 2 standards, internal policies, and software use. Conduct regular audits to ensure compliance.Skills / Experience :Knowledge of compliance standards (SOC 2)Training and staff development skillsRisk management and auditing experience6. Process Optimization and Quality Assurance
Key Tasks : Continuously assess workflows and implement improvements to enhance efficiency, reduce costs, and maintain high standards in records management.Qualifications Breakdown
Education : A Bachelor’s degree in Information Management, Operations, Business Administration, or a related field is required. Certifications such as CRM (Certified Records Manager) or SOC 2 would be beneficial.Experience :3 years in records management, information governance, operations, or customer serviceExperience with records management software (likely specific software tools for records handling)Strong knowledge of database systems and Microsoft Office Suite (for general tasks and reporting)Sales support , invoicing, and collections experience are also mentioned as part of the role.
