Short-Term Membership Data Migration Consultant
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Job Description
Remote consultant migrating Together for Girls’ contact data from Airtable into EveryAction CRM. Cleansing, mapping, validating and documenting sensitive records for advocacy, fundraising and reporting.
Responsibilities:
- Review Airtable bases, tables, fields and linked records
- Assess data quality, identify duplicates and inconsistencies, and recommend cleansing and migration scope
- Prepare agreed data for migration
- Review EveryAction configuration, fields, codes, classifications and tags
- Map Airtable fields to appropriate EveryAction fields and codes
- Apply coding rules consistently and resolve ambiguities with the organisation
- Preserve relevant record relationships and prevent unnecessary duplication
- Develop a migration plan covering testing, security and contingency arrangements
- Conduct a pilot migration and address identified issues
- Execute the migration using secure and auditable methods
- Validate record completeness, field mapping, coding accuracy and record relationships
- Reconcile source and destination records, document exceptions and support user acceptance testing
- Provide data mapping and coding documentation, a data dictionary, and migration and validation reports
- Train relevant staff in data quality maintenance and use of the agreed CRM structure
- Provide post-migration support for an agreed period
- Report to the Deputy Director, Development and work closely with relevant staff to agree scope, approve coding decisions, test results and sign off deliverables
Requirements:
- Proven experience in CRM data migration, preferably involving Airtable and EveryAction
- Strong understanding of EveryAction's data structures, import processes, fields and coding systems
- Experience in data cleansing, mapping, deduplication, record matching and quality assurance
- Experience managing linked records, maintaining data integrity, and securely handling sensitive and confidential information
- Knowledge of data protection and secure data handling
- Strong documentation, communication and knowledge-transfer skills
- Experience working with charities, advocacy organisations, fundraising or supporter engagement data is desirable
- Must comply with safeguarding, data protection, confidentiality and information security policies and applicable legislation
- Must complete applicable background checks and confidentiality or data processing agreements before accessing relevant data
- Must use approved systems and secure data transfer methods, with appropriate access controls, encryption and multi-factor authentication where supported
- Must not transfer data to personal devices, unapproved third-party platforms or external storage without prior written authorisation
- Must disclose and obtain written approval for any subcontractors or additional personnel before granting access to organisational data
- Must not use organisational data in unapproved AI tools, automated processing platforms or third-party services
- Consultant profile must include relevant qualifications, technical skills and references
Benefits:
- Approximately 2–4 week assignment
- Post-migration support for an agreed period
- Staff handover/light training
- Professional fee and additional costs to be itemised in the quotation
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