Professional Resume Template for

Records Manager

Claire E. Montgomery

Dallas, TX

(214) 555-0187

claire.montgomery@email.com

linkedin.com/in/claire-montgomery | github.com/clairemontgomery | clairemontgomery.dev

Professional Summary

Systems-oriented Records Manager with 6 years of experience establishing information governance frameworks, lifecycle policies, and electronic records management systems (ERMS). Expert in designing hierarchical taxonomies, mapping metadata structures, and ensuring strict compliance with CCPA, GDPR, and retention policies. Proven history of leading large-scale document migrations, reducing retrieval times, and optimizing digital storage costs. Skilled in collaborating with IT security, legal, and operations departments to mitigate risk. Proficient in SharePoint, OpenText, Laserfiche, SQL, and advanced compliance auditing tools.

Work Experience

Records Manager — Beacon Logistics Group

Dallas, TX | January 2024 – Present

  • Led the migration of 450,000+ legacy physical and digital records to a secure cloud-based Laserfiche ERMS, reducing file retrieval latency by 38% for 850 corporate users.
  • Standardized the enterprise retention schedule across 8 functional business units, identifying and purging 1.2 million duplicate files to reclaim 14% of server storage capacity.
  • Conducted quarterly compliance audits on sensitive employee and financial records, resolving 100% of discovered access control anomalies to align with SOC 2 standards.
  • Coordinated with legal counsel to establish automated legal hold protocols, decreasing the response time for subpoena and litigation discovery requests from 12 days to 3 days.

Records Management Coordinator — Apex Financial Services

Austin, TX | June 2020 – December 2023

  • Managed the daily archiving, indexing, and scanning operations for 12,000 physical files monthly, maintaining a 99.98% indexing accuracy rate under strict SLAs.
  • Redesigned metadata tagging guidelines and folder taxonomies for SharePoint repositories, boosting internal file search success rates from 72% to 91% within 6 months.
  • Facilitated training workshops on information classification and GDPR privacy compliance for 350+ corporate employees, lowering file misclassification errors by 44%.
  • Collaborated with IT teams to deprecate 3 legacy database systems, archiving 2.5 TB of historic transaction logs while retaining compliance access for authorized auditors.

Education

Bachelor of Science in Information Science

University of North Texas · Denton, TX · 2020

Skills

Information Governance, Records Management, Electronic Records Management Systems (ERMS), Taxonomy Design, Metadata Schemas, Retention Schedules, CCPA & GDPR Compliance, Audit Protocols, Document Control, SQL, SharePoint, Laserfiche, OpenText, Risk Mitigation, Access Controls, Data Archiving, Legal Holds

Projects

Legacy Digitization Campaign

Role: Lead Records Manager

Tools: Laserfiche, Python, Microsoft Excel, SQL

Directed the scanning, indexing, and destruction of 600,000 historical documents, converting 100% of active business files to digital formats and reducing physical storage costs by $28,000 annually.

SharePoint Taxonomy Overhaul

Role: Information Coordinator

Tools: SharePoint, Microsoft Power Automate, PowerShell

Restructured the corporate intranet file hierarchy and implemented automated metadata tagging rules, decreasing file search times by 45% for 1,200 administrative personnel.

Certifications

  • Certified Records Manager (CRM) (2023)
  • Certified Information Professional (CIP) (2021)

Additional information

  • Languages: English (Native), French (Conversational)
  • Volunteer Work: Digitization volunteer for local historical society archives (2021-present)
  • Availability: 2 weeks notice

Ready to use this template?

Customize this template

Job Market Insights

Market data and opportunities for

Records Manager

Job Market Insights

$62,000

-

$98,000

Avg:

$80,000

Growth Outlook:

The demand for Records Managers and information governance professionals is steady, driven by increasing compliance mandates, data privacy laws (like CCPA and GDPR), and the transition from physical archiving to secure electronic records management systems (ERMS). As businesses accumulate vast volumes of data, establishing retention schedules, access controls, and digital metadata schemas is critical to mitigating legal risks. Organizations in finance, healthcare, and government lead the hiring demand. Job openings are projected to grow by 7% from 2024 to 2034.

7% growth from 2024 to 2034

Key Skills Required

Focus on these skills when customizing your resume for recruiter screenings.

Establishing, executing, and updating comprehensive corporate records retention schedules and information governance policies across all business units. || Designing and maintaining taxonomy structures, metadata schemas, and folder hierarchies in enterprise systems like SharePoint, OpenText, or Laserfiche. || Configuring and monitoring access control permissions, data privacy compliance protocols, and legal hold workflows to protect sensitive assets.

Search Jobs

Explore live openings for

Records Manager

roles and tailor your resume to match the market demand.

Search

FAQ

Common questions about the

Records Manager

position

What are the primary responsibilities of a Records Manager?
How does a Records Manager ensure compliance with CCPA and GDPR?
What is the typical career progression for a Records Manager?
What software tools do Records Managers use most frequently?
What is the importance of a records retention schedule?
Which certifications are most valuable for a Records Manager?
Use this template