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Document Retention Specialist Jobs (NOW HIRING)

Data Compliance Specialist Strong experience at least 8+ exp in ensuring data compliant retention ... SP DMS & Harmon.ie Prepare documents, presentations & communication for training, champions forum ...

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Retention Specialist

Houston, TX ยท On-site

$1.0K/wk

Document customer interactions and account updates * Follow up with customers to ensure a positive ... As a Retention Specialist, you will play a critical role in ensuring our customers remain confident ...

Retention Specialist Wire 3 is dedicated to providing affordable, high-speed, and high-bandwidth ... Accurately document all customer interactions and retention outcomes in the CRM * Other duties as ...

Retention Specialist

Brooklyn, NY ยท On-site

$21 - $23/hr

Retention Specialist - Edison Home Health Care Are you passionate about ensuring patients receive ... documentation from patients. * Process Management: Stay organized and ensure all processes are ...

CoverageX is seeking a motivated Retention Specialist to join our customer success team onsite in ... Document all customer interactions accurately in the CRM system. * Collaborate with team members ...

The Retention Specialist manages the full lifecycle of the retention offer from inbound payoff ... Collect borrower documentation required to evaluate and process retention modifications, following ...

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Document Retention Specialist information

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$22K

$61.4K

$85.5K

How much do document retention specialist jobs pay per year?

As of Sep 3, 2026, the average yearly pay for document retention specialist in the United States is $61,368.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What is a document retention specialist?

Document Retention Specialists are professionals responsible for organizing, maintaining, and ensuring the proper storage and disposal of an organization's physical and electronic records. They develop and enforce document retention policies to comply with legal, regulatory, and operational requirements. Their role helps protect sensitive information, support audits or investigations, and optimize storage costs by ensuring records are kept only as long as necessary.

What skills and qualifications are needed to be a document retention specialist?

To thrive as a Document Retention Specialist, you need strong organizational skills, attention to detail, and a solid understanding of records management principles, often supported by a degree in information science or a related field. Familiarity with document management systems (DMS), electronic records software, and compliance frameworks such as HIPAA or GDPR is typically required. Excellent communication, discretion, and problem-solving abilities help you maintain confidentiality and collaborate effectively across departments. These skills ensure documents are properly managed, secure, and compliant with legal and regulatory standards, minimizing risk for the organization.

What are common challenges faced by document retention specialists, and how can they be addressed?

Document Retention Specialists often face challenges such as maintaining compliance with evolving regulations, managing large volumes of both physical and digital records, and ensuring timely destruction of obsolete documents. Staying current with legal requirements and implementing effective document management systems can help address these issues. Collaboration with IT, legal, and operational teams is crucial to create clear retention schedules and streamline processes, ultimately reducing risk and improving efficiency.

What is the difference between Document Retention Specialist vs Records Coordinator?

AspectDocument Retention SpecialistRecords Coordinator
CredentialsTypically requires a high school diploma or associate degree; certifications like Certified Records Manager (CRM) are commonUsually requires a high school diploma; some roles prefer certifications like CRM or records management training
Work EnvironmentOffice settings, archives, or data management centersOffice environments, often coordinating with multiple departments
Employer & Industry UsageHealthcare, legal, corporate sectors handling document complianceGovernment agencies, healthcare, legal firms managing records and documentation

Both roles focus on managing and organizing records, but the Document Retention Specialist primarily ensures compliance with retention policies, while the Records Coordinator oversees overall record organization and accessibility. They often work together but have distinct responsibilities within records management.

More about Document Retention Specialist jobs
Infographic showing various Document Retention Specialist job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 79% Full Time, 13% Part Time, 5% Contract, and 1% Nights. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $61,368 per year, or $29.5 per hour.

$45K - $49K/yr

Other

This job post hasย expired 3 days ago.ย Applications are no longer accepted.


Job description

Starting Salary Range $45,000 - $49,000
The TeamWorks Retention Specialist provides professional follow-up and retention services to Out-of-School Youth (OSY) participants who have exited WIOA Title I-funded programming. The primary goal of this role is to support participants in sustaining unsubsidized employment, post-secondary education enrollment, or registered apprenticeship placement for a minimum of 12 months following program exit.
Aligned with Agape's mission, this role helps ensure that participants who have transitioned out of TeamWorks continue to experience hope-centered support, stability, and forward momentum toward long-term self-sufficiency. The Retention Specialist works collaboratively with program staff, employers, educational partners, and community resources to remove barriers, administer supportive services and incentives, and maintain accurate documentation of post-exit outcomes.
Key Responsibilities:
Participant Follow-Up & Retention Support

  • Proactive Follow-Up: Conduct regular, mandated contacts with former participants via text, phone, or letter to monitor progress and offer support, including weekly or monthly check-ins during the first 90 days after exit and quarterly contacts thereafter for a full year.
  • Re-Engagement Services: Engage unemployed former participants in job search activities and help re-establish contact with non-responsive individuals.
  • Crisis Response: Respond appropriately to participant needs and crises that arise during the post-exit period, providing guidance and appropriate referrals.
Barrier Removal & Supportive Services
  • Barrier Identification: Identify ongoing barriers to retention-such as transportation, childcare, housing, or healthcare needs-and provide immediate referrals to internal or external resources.
  • Supportive Service Administration: Assess ongoing participant needs and process requests for supportive services, including transportation vouchers (gift cards), uniforms, and work tools, to remove financial barriers to maintaining employment or education.
  • Financial Tracking: Maintain detailed records of all supportive service expenditures within the VOS case management system to ensure internal controls and prevent duplication of services.
Incentive & Milestone Management
  • Incentive Voucher Management: Manage the timely completion, documentation, and distribution of incentive gift cards awarded to participants for reaching key milestones, such as obtaining a GED, completing educational training, or securing employment.
  • Milestone Tracking: Track participant progress toward milestone-based incentives to ensure accurate and timely processing and payout.
Employer, Educator & Career Coaching Support
  • Employer and Educator Liaison: Serve as a resource to identify and address issues that arise for participants, employers, and educators in post-placement settings to prevent job loss or training dropout.
  • Career and Education Coaching: Counsel youth in long-term career planning and help them realize their educational goals, including assistance with promotions or additional placements as needed.
Data Integrity & Compliance
  • Data Integrity and Documentation: Maintain accurate case notes and enter post-program outcomes (employment status, wages, and credentials) into VOS and other required systems within established timeframes.
  • Compliance: Ensure all activities and documentation pertaining to follow-up contacts and supportive service distribution comply with WIOA regulations, grant requirements, and local policies regarding personally identifiable and confidential information.
  • Quality Assurance Alignment: Support alignment of retention practices with Agape's Performance Quality and Improvement (PQI) standards, and assist with related audits or monitoring as needed.
Core Competencies & Attributes
  • Mission-Driven: Demonstrates commitment to Agape's mission of fighting poverty so families can flourish, ensuring former participants remain connected to stability and opportunity.
  • Retention & Stability Champion: Sustains participant success beyond program exit through consistent follow-up, encouragement, and problem-solving.
  • Relationship Builder: Builds trust and rapport with youth who may have experienced trauma or disengagement, serving as a consistent and positive point of contact.
  • Detail-Oriented Administrator: Maintains a high level of accuracy in supportive service and incentive processing to ensure timely, compliant payouts.
  • Resourceful Problem Solver: Identifies and addresses barriers to retention using available community and agency resources.
  • Clear Communicator: Communicates program expectations, milestones, and next steps clearly to youth, families, and partners.
  • Integrity & Operational Excellence: Upholds data accuracy, privacy standards, and Agape's PQI processes with professionalism, accountability, and attention to detail.
Key Performance Indicators
The Retention Specialist's success is measured by the program's ability to meet WIOA primary indicators, including:
  • Retention Rate: Percentage of participants in education, training, or employment during the fourth quarter after exit.
  • Median Earnings: Participant earnings during the second quarter after exit.
  • Credential Attainment: Percentage of participants obtaining recognized post-secondary credentials or high school diplomas within one year of exit.
  • Voucher Completion Rate: Accuracy and timeliness in processing supportive service and incentive requests, as measured by internal audits.
  • Participant Engagement: Increased, sustained engagement in follow-up services driven by the effective use of milestone-based incentives.
Education & Experience:
Required:
  • Associate's degree required; Bachelor's degree in social services, human services, business administration or a related field preferred, or an equivalent combination of education and relevant experience.
  • Minimum of one year of experience in customer service, administrative data entry, or providing support services specifically to youth populations.
  • Strong written and verbal communication skills for diverse audiences.
  • Basic understanding of budgeting and voucher processing to assist youth in managing their incentive awards.
  • Demonstrated proficiency in Microsoft Office 365 applications, including Outlook, Teams, Excel, Word, and PowerPoint.
  • Experience working with case management, data, or client information systems.
  • Exceptional organizational skills and time management to meet strict reporting deadlines and manage multiple priorities.
Preferred:
  • Experience with WIOA-funded or other grant-funded workforce development programs.
  • Experience with platforms such as CaseWorthy, Jobs4TN - Virtual One Stop (VOS), Smartsheet, or similar case management systems.
  • Experience supporting compliance, audits, or performance improvement efforts.
Additional responsibilities include reliable transportation, a valid driver's license and insurance, flexibility for evenings and weekend activities as needed, and active participation in Agape's Performance Quality and Improvement (PQI) standards of quality & excellence.
Physical Requirements:
  • Prolonged periods of sitting and working at a computer.
  • Prolonged walking, standing, and climbing stairs at program sites and events.
  • Must be able to lift up to 20 pounds at a time.

Core Values Alignment
This role reflects and reinforces Agape's VOICES values:
Valuing Others Openness Interconnected Communication Empathy Seeking to Glorify God
This job description is not intended to be an exhaustive list of duties or responsibilities. Agape leadership reserves the right to modify the role to meet organizational needs.
Agape Child & Family Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, sex, sexual orientation, gender identity, national origin, disability, or veteran status.