HeiTech Services, LLC · 5 hours ago
Records Management Lead / Subject Matter Expert (SME)
Washington, DC
Full-time
Hybrid
Senior LevelHeiTech Services, LLC is a company focused on records management solutions, and they are seeking a Records Management Lead/Subject Matter Expert (SME). The role involves leading the development and implementation of records policies and ensuring compliance with federal records requirements.
Document ManagementGovernmentInformation ServicesInformation TechnologySoftware
Responsibilities
Serve as primary technical lead and advisor to management/staff, coordinating across multiple offices and functional areas in scope
Plan and lead project meetings, working sessions, and deliverable walkthroughs/presentations through closeout
Provide weekly status updates and oversee bi-weekly progress reporting (progress, challenges, corrective actions, % completion vs. milestones)
Lead the assessment of existing and proposed policies and disposition schedules, confirming alignment with NARA GRS and applicable federal laws for creation, maintenance, retention, and disposal of federal records as applied to specific records
Identify and document gaps vs. NARA policies/practices and comparable federal judicial entities; direct the development of a comprehensive assessment report
Produce line-by-line proposed modifications to the records policy and disposition schedule to ensure compliance with NARA GRS or NARA-approved specific authority, applicable law, and client objectives
Finalize the records disposition schedule for submission and support submission to NARA (including incorporating feedback and ensuring implementation-ready deliverables)
Oversee development of clear and concise SOPs for creation, maintenance, retention, and disposal of records, covering paper-based and electronic records
Ensure SOPs address (as applicable by office): file naming conventions, organizing/maintaining records, identifying permanent vs. temporary records, NARA transmittal steps, and disposal steps
Lead training and support for management and staff to implement updated policies/procedures and the disposition schedule, including best practices for federal records lifecycle management
Direct implementation support with offices, including hands-on guidance to identify permanent vs. temporary records, identify records ready for disposal, and identify records ready for transmittal to NARA
Ensure implementation deliverables meet acceptance criteria for completeness, accuracy, and compliance with NARA and client standards
Own deliverable QA to meet acceptance criteria and performance metrics (timelines, completeness, compliance)
Ensure all work products (policies, schedule, SOPs, training materials) are suitable for client ownership
Qualification
Required
Extensive experience leading records management policy and retention/disposition schedule work in a regulated environment, preferably federal
Demonstrated expertise in NARA GRS application and aligning agency/court records to GRS and NARA-approved authorities
Strong ability to perform organizational assessments related to records retention and to produce compliant, implementation-ready policies and schedules
Proven capability to develop SOP frameworks and lead training/knowledge transfer for staff adoption
Excellent facilitation and stakeholder management skills across diverse offices/functions
Strong written communication skills (able to draft/revise formal policy and operational documentation)
Preferred
Prior work with federal judiciary records, court administrative records, or comparable independent federal entities
Experience preparing NARA submission packages and supporting disposition schedule approval workflows
Familiarity with implementing hybrid records programs (paper + electronic) across multiple business units
Company
HeiTech Services, LLC
HeiTech Services delivers secure, scalable data processing and information governance solutions guided by our core values of Honor, Excellence and Innovation.
Founded in 1999
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Anthony R. Burton
CEO
Heidi Gerding
President/CEO
Recent News
2025-10-23
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