Data Migration and Onboarding Specialist
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Job Description
Data Migration and Onboarding Specialist managing client data migration and onboarding for a SaaS legal tech company. Collaborating to ensure customer satisfaction through effective communication and data analysis.
Responsibilities:
- Support new and existing customers and their onboarding of IP data
- Perform data mapping and manage complex datasets with high level of attention to detail
- Migrate customers’ data into our preferred format
- Coordinate and receive inputs needed from both customers and internal stakeholders
- Maintain accurate customer records.
- Resolve issues directly or bring in other internal resources to ensure all customer issues are resolved to the customer’s satisfaction in a timely and careful manner.
- Stay current with system changes and updates.
- Work closely with customer success, product, and other internal team leads to improve customer experience
Requirements:
- 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.
Benefits:
- flexible vacation
- remote work options
- healthcare coverage
- opportunity to determine your own growth path
- equipment will be provided
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