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Here's your quick checklist on how to hire records managers. Read on for more details.

This hire guide was edited by the ZipRecruiter editorial team and created in part with the OpenAI API.

How to hire Records Manager

Hiring the right Records Manager is a critical decision for any medium to large business. In today's data-driven environment, organizations generate and handle vast amounts of information daily. The ability to effectively manage, secure, and retrieve records is not just a compliance requirement but a strategic advantage. A skilled Records Manager ensures that your business maintains regulatory compliance, protects sensitive information, and streamlines access to vital data, all of which directly impact operational efficiency and risk management.

Records Managers play a pivotal role in bridging the gap between information governance and business operations. They develop and implement records management policies, oversee the lifecycle of both physical and digital records, and ensure that data is accessible to authorized personnel while remaining secure from unauthorized access. Their expertise helps prevent costly data breaches, legal penalties, and operational disruptions that can arise from poor records management practices.

For medium and large businesses, the complexity of records management increases exponentially with scale. The right Records Manager brings not only technical expertise but also the leadership and communication skills needed to coordinate with IT, legal, compliance, and operational teams. They are instrumental in driving digital transformation initiatives, such as transitioning from paper to electronic records or implementing enterprise content management systems. Ultimately, hiring a qualified Records Manager is an investment in your company's long-term success, safeguarding your organization's reputation, supporting business continuity, and enabling informed decision-making at every level.

Clearly Define the Role and Responsibilities

  • Key Responsibilities: Records Managers are responsible for developing, implementing, and maintaining an organization's records management program. This includes establishing policies and procedures for the creation, classification, retention, and disposal of records. They ensure compliance with legal and regulatory requirements, manage both physical and electronic records, and oversee the secure storage and retrieval of information. In addition, Records Managers often lead projects to digitize records, select and implement records management software, train staff on best practices, and conduct audits to ensure policy adherence. They serve as the primary point of contact for records-related inquiries and collaborate closely with departments such as legal, compliance, IT, and operations.
  • Experience Levels: Junior Records Managers typically have 1-3 years of experience and focus on day-to-day records maintenance and support. They may assist with filing, data entry, and responding to basic records requests. Mid-level Records Managers, with 3-7 years of experience, take on more responsibility, such as policy development, staff training, and overseeing records projects. Senior Records Managers, with 7+ years of experience, are strategic leaders who design enterprise-wide records management programs, manage teams, and advise executives on compliance and risk mitigation. Senior professionals often hold advanced certifications and have experience with large-scale digital transformation initiatives.
  • Company Fit: In medium-sized companies (50-500 employees), Records Managers may wear multiple hats, handling both operational and strategic tasks. They are often hands-on with records processing and may be responsible for training staff across departments. In large organizations (500+ employees), the role is typically more specialized, with Records Managers leading dedicated teams, managing complex information governance frameworks, and working closely with legal and compliance departments. The scale and regulatory environment of the company will influence the depth of expertise and leadership required in the role.

Certifications

Certifications play a significant role in validating a Records Manager's expertise and commitment to professional development. Employers increasingly seek candidates with industry-recognized credentials that demonstrate up-to-date knowledge of records management best practices, legal compliance, and information governance.

One of the most respected certifications is the Certified Records Manager (CRM) credential, issued by the Institute of Certified Records Managers (ICRM). The CRM designation requires candidates to meet educational and professional experience prerequisites, typically a bachelor's degree and at least one year of professional records management experience. The certification process involves passing a rigorous six-part examination covering records creation, maintenance, disposition, technology, and management principles. The CRM is highly valued by employers because it signals a comprehensive understanding of the records management lifecycle and the ability to implement effective programs in complex environments.

Another valuable certification is the Certified Records Analyst (CRA), also offered by the ICRM. The CRA is designed for professionals who may not yet meet the experience requirements for the CRM but wish to demonstrate foundational knowledge in records management. This certification covers core concepts and is often pursued by junior to mid-level candidates looking to advance their careers.

The Information Governance Professional (IGP) certification, issued by ARMA International, is another sought-after credential. The IGP focuses on broader information governance, including privacy, security, and compliance, making it especially relevant for organizations facing complex regulatory environments. To earn the IGP, candidates must have a combination of education and professional experience, and pass a comprehensive exam. This certification is particularly valuable for Records Managers working in industries such as healthcare, finance, or government, where information governance is tightly regulated.

Other relevant certifications include the Certified Information Professional (CIP) from AIIM, which covers information management technologies and strategies, and the Certified Information Systems Security Professional (CISSP) for those with a strong focus on information security. While not always required, these credentials can set candidates apart in competitive hiring markets and provide assurance to employers that the Records Manager is equipped to handle evolving challenges in records and information management.

Employers should verify certifications during the hiring process, as these credentials not only validate technical knowledge but also demonstrate a commitment to ongoing professional development and adherence to industry standards.

Leverage Multiple Recruitment Channels

  • ZipRecruiter: ZipRecruiter is an ideal platform for sourcing qualified Records Managers due to its extensive reach and advanced matching algorithms. The platform allows employers to post job openings to over 100 job boards with a single submission, maximizing visibility among active job seekers. ZipRecruiter's AI-driven technology screens and ranks candidates based on their skills, experience, and certifications, helping employers quickly identify top talent. The platform also offers customizable screening questions, which can be tailored to assess specific records management competencies, such as knowledge of compliance regulations or experience with particular software systems. Employers benefit from ZipRecruiter's robust applicant tracking features, which streamline the hiring process and improve communication with candidates. With a proven track record of successful placements in administrative, compliance, and information management roles, ZipRecruiter is a trusted resource for businesses seeking to fill Records Manager positions efficiently and effectively.
  • Other Sources: In addition to online job platforms, internal referrals remain a powerful recruitment channel for Records Managers. Employees who understand the organization's culture and requirements can recommend candidates who are likely to succeed in the role. Professional networks, such as LinkedIn and industry-specific forums, provide access to passive candidates who may not be actively seeking new opportunities but possess valuable experience. Industry associations, such as ARMA International and AIIM, offer job boards, networking events, and certification directories that connect employers with credentialed professionals. General job boards and career fairs can also yield qualified applicants, especially when targeting candidates with transferable skills from related fields such as compliance, legal, or information technology. Employers should leverage a combination of these channels to build a diverse and competitive candidate pool, ensuring they attract both active and passive job seekers with the right mix of technical and soft skills.

Assess Technical Skills

  • Tools and Software: Records Managers must be proficient in a range of tools and technologies to effectively manage both physical and electronic records. Commonly used software includes Electronic Document and Records Management Systems (EDRMS) such as OpenText, Laserfiche, SharePoint, and M-Files. Familiarity with enterprise content management (ECM) platforms, cloud storage solutions, and database management systems is essential. Records Managers should also understand scanning and digitization technologies, metadata standards, and information classification schemes. In larger organizations, experience with workflow automation tools, data loss prevention (DLP) software, and compliance management platforms is highly desirable. Proficiency in Microsoft Office Suite, particularly Excel and Access, is often required for reporting and data analysis tasks.
  • Assessments: Evaluating a candidate's technical proficiency requires a combination of practical assessments and structured interviews. Employers can administer skills tests that simulate real-world records management scenarios, such as classifying documents, applying retention schedules, or conducting data audits. Practical exercises may include navigating an EDRMS, generating compliance reports, or troubleshooting data integrity issues. Behavioral interview questions can assess familiarity with relevant regulations, such as GDPR, HIPAA, or SOX, and probe for experience with digital transformation projects. For senior roles, case studies or presentations on information governance challenges can reveal strategic thinking and problem-solving abilities. Reference checks with previous employers can further validate technical competencies and project experience.

Evaluate Soft Skills and Cultural Fit

  • Communication: Effective Records Managers must excel at communicating complex policies and procedures to a diverse audience, including executives, legal teams, IT staff, and frontline employees. They are responsible for training staff on records management protocols, responding to information requests, and facilitating cross-departmental collaboration. During interviews, look for candidates who can clearly articulate technical concepts, adapt their communication style to different stakeholders, and demonstrate active listening skills. Real-world examples, such as leading training sessions or managing cross-functional projects, can provide evidence of strong communication abilities.
  • Problem-Solving: Records Managers frequently encounter challenges such as inconsistent data, outdated filing systems, or evolving regulatory requirements. The best candidates exhibit a proactive approach to identifying issues, analyzing root causes, and implementing effective solutions. During interviews, present candidates with hypothetical scenarios, such as a data breach or a compliance audit, and ask them to outline their problem-solving process. Look for traits such as analytical thinking, resourcefulness, and the ability to balance competing priorities. Candidates who can provide concrete examples of overcoming obstacles or leading process improvements are likely to excel in the role.
  • Attention to Detail: Precision is critical in records management, where small errors can lead to compliance violations, data loss, or operational inefficiencies. Assess attention to detail by asking candidates to review sample records for accuracy, completeness, and proper classification. Written exercises, such as drafting retention schedules or audit reports, can reveal meticulousness and organizational skills. Reference checks should specifically address the candidate's track record for accuracy and thoroughness in previous roles. A strong attention to detail ensures that records are managed consistently and securely throughout their lifecycle.

Conduct Thorough Background and Reference Checks

Conducting thorough background checks is essential when hiring a Records Manager, given the sensitive nature of the information they handle and the potential impact on regulatory compliance. Start by verifying the candidate's employment history, focusing on roles that involved records management, information governance, or compliance responsibilities. Request detailed references from previous supervisors or colleagues who can speak to the candidate's technical skills, integrity, and reliability.

Confirm the authenticity of any certifications listed on the candidate's resume by contacting the issuing organizations directly. This step is particularly important for credentials such as the Certified Records Manager (CRM) or Information Governance Professional (IGP), which require rigorous testing and ongoing professional development. Employers should also verify educational qualifications, especially if the role requires a specific degree or coursework in information management, library science, or a related field.

Depending on the industry and the level of access to confidential information, consider conducting criminal background checks and credit history reviews. These checks are especially relevant in highly regulated sectors such as healthcare, finance, or government. Ensure that all background screening complies with applicable laws and regulations, including obtaining the candidate's consent and providing appropriate disclosures.

Finally, review the candidate's digital footprint, including professional networking profiles and any published work related to records management. This can provide additional insights into their expertise, reputation, and commitment to ongoing professional development. A comprehensive background check process helps mitigate risk and ensures that your new Records Manager is trustworthy, qualified, and aligned with your organization's values.

Offer Competitive Compensation and Benefits

  • Market Rates: Compensation for Records Managers varies based on experience, location, industry, and company size. As of 2024, junior Records Managers (1-3 years of experience) typically earn between $50,000 and $65,000 annually in most U.S. markets. Mid-level professionals (3-7 years) can expect salaries ranging from $65,000 to $90,000, while senior Records Managers (7+ years) often command $90,000 to $120,000 or more, especially in large metropolitan areas or highly regulated industries. In regions with a high cost of living or in sectors such as finance, healthcare, or government, salaries may exceed these ranges. Employers should benchmark compensation against industry standards and adjust for local market conditions to remain competitive.
  • Benefits: Attracting top Records Manager talent requires more than just a competitive salary. Comprehensive benefits packages are a key differentiator in today's job market. Standard offerings include health, dental, and vision insurance, retirement savings plans with employer matching, and paid time off. Additional perks that appeal to Records Managers include professional development opportunities, such as tuition reimbursement or support for certification renewal, flexible work arrangements (remote or hybrid options), and wellness programs. Some organizations offer technology stipends, access to industry conferences, or memberships in professional associations like ARMA International. For senior roles, consider offering performance-based bonuses, stock options, or enhanced retirement benefits. A robust benefits package not only attracts high-caliber candidates but also supports retention and long-term engagement.

Provide Onboarding and Continuous Development

Effective onboarding is crucial for setting up a new Records Manager for long-term success. Begin by providing a comprehensive orientation that covers the organization's mission, values, and strategic goals, as well as the specific role of records management within the company. Introduce the new hire to key stakeholders, including IT, legal, compliance, and department heads, to facilitate collaboration and clarify expectations.

Provide detailed training on the organization's records management policies, procedures, and technology platforms. This should include hands-on instruction with the EDRMS or ECM systems in use, as well as an overview of relevant compliance requirements and retention schedules. Assign a mentor or onboarding buddy--ideally a senior member of the records or compliance team--who can provide guidance, answer questions, and help the new Records Manager navigate the organizational culture.

Set clear performance goals and milestones for the first 30, 60, and 90 days, such as completing a records audit, updating retention schedules, or leading a staff training session. Schedule regular check-ins with supervisors to review progress, address challenges, and provide feedback. Encourage participation in professional development activities, such as webinars or industry conferences, to support ongoing learning and integration into the broader records management community.

By investing in a structured onboarding process, employers can accelerate the Records Manager's productivity, foster engagement, and ensure alignment with organizational objectives. A well-supported Records Manager is more likely to drive process improvements, maintain compliance, and contribute to the company's long-term success.

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