Data Migration and Onboarding Specialist

Alt Legal•New York, NY

3d•Remote

About The Position

Reporting directly to the VP of Customer Support and the Senior Data Migration and Onboarding Specialist, the Data Migration and Onboarding Specialist will manage various external and internal tasks. These primarily involve client data migration, along with its transformation, analysis, and overall management. You will handle client onboarding from initial handoff to its finalization. This role has a heavy emphasis on spreadsheet work, but you will also be asked to conduct client meetings and ensure a smooth onboarding process. As an internal data specialist, you will be helping customers and internal stakeholders solve their problems through the preparation of data analysis and effective communication.

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

Nice To Haves

Intellectual property experience is desired, but it’s not required to apply

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