SharePoint Document Management Specialist

Compass365 is seeking a highly motivated and self-driven SharePoint Migration Specialist with Document and Records Management experience to join our SharePoint Platform Services team. Compass365, a Microsoft Gold Partner and division of General Networks Corporation, is located in Southern California and works with a diverse group of clients throughout the US, ranging from non-profits through F100. This role is ideal for someone who enjoys a client-facing analytical role and has a track record of planning and executing complex migrations into SharePoint Online. You will lead migration assessment conversations with our clients, and you’ll be an integral part of an experienced team of migration consultants to follow through to implement the Modern Workplace, including document and records management, for enterprise organization using SharePoint and Teams. Since 2007, we’ve successfully delivered hundreds of SharePoint/Teams migrations for customers throughout the US. With long term clients in California and Hawaii, we are seeking someone based in PST or MST.

To apply reach out to Cathy Ashbaugh at to start the conversation.

Your day-to-day will include:

  • Working in a fast-paced remote team environment
  • Leading SharePoint/Teams migration assessment meetings with business stakeholders
  • Facilitating discussions on deploying document and records management in Microsoft 365
  • Analyzing business content and solutions for migration
  • Recommending what and how content should be migrated and what should not
  • Documenting a migration plan based on content and collaboration needs
  • Supporting the business stakeholders throughout the migration process

You will enjoy this role if:

  • You enjoy working with business and technical stakeholders
  • You are self-driven, initiative-taking, and love learning
  • You have a strong SharePoint migration foundation
  • You are organized and able to work on multiple projects simultaneously
  • You want to grow, evolve, and are adaptable to new methodologies

You will need to have these skills:

  • A foundation of SharePoint migration methods, tools, and process
  • Expertise in SharePoint Document and Records Management
  • Experience with SharePoint governance and RM tools such as Purview, Gimmel, etc.
  • Ability to plan, organize, and conduct assessment and design meetings over Teams
  • Strong analytical, technical, and problem-solving skills
  • Commitment to self-study along with on-the-job training
  • Strong communication skills, team player, and highly responsible
  • Passion for working with SharePoint Online, Teams, and other Microsoft 365 tools
  • Strong remote work ethic – proactive, independent, and responsible

About Compass365

We are the Microsoft collaboration solutions and services division of General Networks Corporation and a Microsoft Gold Partner based in Southern CA. Since 2007, we’ve been delivering SharePoint, Microsoft Teams, and Power Platform solutions to clients ranging from non-profits to F-100 global organizations. We are employee-owned (ESOP), California Small Business Certified, and are recognized by the State of CA as an approved provider of technical consulting services (CMAS). Roughly 60% of our revenue comes from long-standing clients, some of whom we’ve worked with consistently for 10, 15, and 20+ years.

Why Join Us

If you enjoy solving real-world business problems through the use of technology, are highly motivated, and self-driven, and continue to develop deep expertise in your craft, you will flourish here. We offer an entrepreneurial environment (no micromanaging here) within a team-focused culture of delivering value to our customers.

How You Can Expect to Grow with Compass365

The Compass365 division of General Networks is growing and seeking technology professionals who are interested in growing their careers. Highly motivated individuals have no limits on their growth and development path – opportunities to take on more responsibility, projects, and leadership are plentiful.

Benefits and Compensation

Base salary:

$100,000/yr – $120,000/yr

Exact compensation may vary based on skills, experience, and location.

Featured benefits:

Come join the team!

To apply reach out to Cathy Ashbaugh at to start the conversation.