Data Migration and Onboarding Specialist
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Job Description
Data Migration and Onboarding Specialist at Alt Legal focused on client data migration and onboarding process. Collaborating internally and externally to ensure customer satisfaction and accurate data management.
Responsibilities:
- 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
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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