Data Migration Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Data Migration Specialist leading customer onboarding and data accuracy processes at InvestNext. Managing client historical data and ensuring successful platform integration during onboarding.
Responsibilities:
- Manage and oversee data migrations within the client onboarding process, gathering, analyzing, and processing client historical data during each migration, and following up with the client to ensure onboarding timelines are met
- Provide customer training to ensure they understand the way in which they would interact with the system to achieve their goals
- Support the creation of onboarding support assets for current and new customers
- Create Excel import templates based on provided historical investment data
- Build out Macros and automation to simplify the data import process to create efficiency and support continuous improvement efforts
- Meet with the Product team to provide feedback on potential new features in development gathered from customer interactions
- Participate in Customer Experience departmental meetings to share project priorities and communicate any roadblocks to the team
- Join sales demos to help scope and set expectations for extensive customer data migrations as needed
- Conduct quality checks on the conversion of sponsor and investor data imported into InvestNext’s Platform
- Track KPIs and metrics to gauge the overall health of new onboarding customers
Requirements:
- Incredibly strong Excel competency
- Experience in a professional or secondary education financial environment -- bonus points for experience as an analyst or associate in an investment management firm
- Experience with data migration, creating Macros and automation
- Excellent analytical and problem-solving skills
- A natural ability to teach folks, addressing questions and concerns with clarity and empathy
- Personal organization and project management skills, owning a process from start to finish
- Professional experience supporting a technical product, such as SaaS or other software in a data-related capacity
- Knowledge of CRM and project management software
Benefits:
- Fully remote work, within the US and Canada
- Robust 99% employer-paid medical, dental, and vision insurance
- 401k with 100% employer match, up to 4% of your annual salary
- Generous monthly allowance to support your wellness and remote work
- Uncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout
- 11 company-wide holidays per year
- 16 weeks of paid parental leave
- Travel to spend time with the team, including company-wide offsites
- Laptop of choice
Similar Jobs
Data Architect
Data Architect evaluating and evolving data architecture for partners at EVT. Focus on ingestion, processing, and structuring of data with a collaborative team environment.
Data Engineer
Data Engineer responsible for designing, building, and maintaining data pipelines at Loopback Health. Collaborating with cross-functional teams to drive system and process improvements.
Data Engineer
Data Engineer optimizing and maintaining data pipelines in Blackline Safety's IoT-enabled safety ecosystem. Collaborating with product, engineering, and analytics teams on impactful data-driven initiatives.
Senior Ingeniero de Datos
Senior Data Engineer developing data solutions for transforming lives at Sofka. Collaborating in a close-knit team focused on continuous improvement and technical excellence.
Senior Data Engineer
Senior Data Engineer at Arsipa developing scalable data platforms and ETL/ELT pipelines. Collaboration with teams to ensure data quality, performance, and innovation in data architecture.
Data Engineer
Data Engineer shaping cloud-based data solutions for top U.S. companies. Engage with diverse projects remotely from Latin America.
Senior Data Engineer
Senior Technical Consultant delivering end-to-end data solutions and managing client relationships. Collaborating with technical team to drive project success with Microsoft technologies.
Senior Data Engineer – Data for Products
Lead the design and implementation of scalable batch and streaming data pipelines on Azure. Collaborate with product teams to ensure data quality, performance, and governance across the data lifecycle.
Data Engineer
Data Engineer maintaining scalable data pipelines for an international company in Hamburg. Requires experience with Snowflake, ETL processes and Azure Data Factory.
IS Data Warehouse Architect – III
Data Warehouse Architect designing and developing data models and ETL specifications. Collaborating on data architecture and vendor relations for a nonprofit health care organization.
Senior Director – Data Platform, Analytics
Leading the development of an integrated data platform at Harbor Compliance. Unifying fragmented data and establishing governance to empower decision-making.
Senior Data Engineer
Senior Data Engineer at D.A. Davidson optimizing data integrations and migrating legacy structures. Involves cloud architecture and coordination with product teams.
Data Architect
Professional Services Delivery Architect at Ciena guiding global delivery teams and ensuring high-quality outcomes for customer engagements. Leading complex transformations and influencing solution strategy.
Distinguished Architect, Data Platform
Distinguished Architect leading the design of a next-generation data platform at CloudZero. Driving technical decisions and architectural innovations for scalable cloud cost management solutions.
Senior Data Engineer
Data Engineer designing and maintaining data pipelines for Arrow Electronics. Collaborating with teams in engineering and architecture discussions across global projects.
Data Engineer – AI, Spark, Databricks, Healthcare
Data Engineer managing advanced Spark scripts for data validation and integration at Cotiviti. Collaborating with engineering teams to ensure data integrity and compliance in healthcare data processes.
Senior Software Engineer, Data Platform Team
Senior Software Engineer designing and developing features for data platforms at Sysdig. Leading technical strategy and mentoring teams in cloud security innovations.
Data Engineering Architect – Manager
Data Engineering Architect managing scalable AWS Data Lakehouse architectures at Naveera Technology. Overseeing data engineering projects with a focus on analytics and reporting solutions.
AI Data Engineer
AI Data Engineer bridging data warehousing and AI-driven analytics capabilities. Collaborating on automated solutions and operational workflows in eCommerce with global brands.
AI Data Engineer
AI Data Engineer at Netwrix designing and building enterprise-grade data and AI platforms. Focused on stability and repeatability while adhering to security and governance standards.