Client Migration Specialist

Payactiv•Milpitas, CA

13d•Onsite

About The Position

Payactiv is seeking an Enterprise Client Migration Specialist based in our Milpitas CA office, who is passionate about creating user-centric fintech solutions that empower businesses and workers alike. This role requires a strategic thinker and customer advocate who thrives in a fast-paced environment and excels at cross-functional collaboration. The ideal candidate will have a strong technical background, a deep understanding of financial products, and a relentless focus on delivering exceptional user experiences.

Requirements

Bachelor’s degree in Business, Computer Science, Communications, or a related field.
3+ years of experience in a client-facing role with a specific, proven focus on data migration, system conversions, or complex platform transitions for enterprise-level clients.
Strong proficiency in data mapping protocols, system integration workflows, and credential management.
Demonstrated ability to manage high-stakes migration timelines and multi-layered technical projects.
Excellent interpersonal and presentation skills, with the ability to explain complex technical migration steps to non-technical stakeholders.
Advanced analytical skills with a proactive approach to resolving data continuity challenges and system discrepancies.
Proficiency with Salesforce and specialized project management or data migration tools.

Responsibilities

Manage End-to-End Migration: Oversee the entire migration process for new enterprise clients, ensuring a smooth, efficient, and timely transition from legacy systems.
Data Mapping and Integrity: Execute and validate complex data mappings, including Employee ID transitions (old ID to new ID), Paygroup configurations, and Payroll Calendar alignments between current and new providers.
System Coordination: Coordinate seamlessly between legacy systems, current payroll platforms, and new time & attendance software to facilitate technical integrations and data migration.
Timeline Oversight: Develop and manage customized migration project plans, establishing and tracking key performance indicators (KPIs) to ensure all milestones are met without service interruption.
Credential and API Management: Guide clients through credential setups for payroll and time platforms, including the acquisition of sensitive integration data such as Vanity URLs, OAuthID/ClientIDs, and OAuth Secrets from third-party vendors.
Stakeholder Training: Provide technical demonstrations and comprehensive training to client stakeholders to ensure successful platform adoption following the migration.
Risk Mitigation: Proactively identify and resolve potential technical roadblocks or data discrepancies during the migration lifecycle, escalating issues as necessary to maintain project velocity.
Strategic Advisory: Serve as a trusted advisor, offering best-practice recommendations for data structure and system configuration to maximize the client's return on investment.

Benefits

Company sponsored Health, dental, and vision insurance
401K, traditional, and Roth with company match
Tuition Assistance or Tuition Reimbursement
Monthly Gym Reimbursement
Paid time off to volunteer
Paid Family Leave
Unlimited Paid Time Off
Complimentary office lunches
Opportunity to work with a great team committed to making a difference.
Career Growth: Take on high-impact responsibilities with ample opportunities for leadership and advancement.
Impact-Driven Mission: Be part of a company dedicated to improving financial wellness for millions of workers.
User-Centric Culture: Build products that genuinely improve people’s lives by prioritizing user experience and accessibility.
Fast-Growing Fintech: Work in a dynamic environment at the forefront of financial innovation.