About this role

Manage various external and internal tasks related to client data migration, analysis, and management
Handle client onboarding from initial handoff to finalization
Perform data mapping and manage complex datasets with high attention to detail
Migrate customers’ data into preferred format
Coordinate and receive inputs from customers and internal stakeholders
Maintain accurate customer records
Resolve customer issues promptly and ensure satisfaction
Stay current with system changes and updates
Collaborate with customer success, product, and internal teams to improve customer experience

4+ years’ experience in data/implementation-focused role involving support of SaaS or professional web-based solutions
2+ years’ experience working from home
High proficiency in Excel (sorting/filtering, Vlookups)
Experience with CSMs (e.g., Vitally/ChurnZero)
Keen attention to detail
Strong communication skills and project management skills (managing multiple data migrations at once)
Ability to recognize gaps in their own knowledge and seek instruction
Ability to empathize with and advocate for our customers
Ability to quickly learn new concepts and teach others
Good sense of humor and a love of nerdy things
Intellectual property experience is desired, but it’s not required to apply.

Data Migration and Onboarding Specialist

Key skills