Data Migration Consultant

HighlightTAMadison, MS
Remote

About The Position

The Data Migration Consultant will be responsible for managing the data migration process for new CRM customers, ensuring data integrity and accuracy throughout the implementation. This role involves comprehensive data analysis, meticulous validation, and effective communication with key internal and external stakeholders.

Requirements

  • 1–2 years of hands-on data migration experience, including data translation and import processes.
  • Advanced Excel and Google Sheet skills, including knowledge of common functions.
  • Meticulous attention to detail to ensure data accuracy and integrity.
  • A history of delivering exceptional customer service.
  • Strong analytical and problem-solving skills to identify problems and develop creative solutions.
  • Highly-developed written and verbal communication skills.
  • Strong interpersonal and relationship-building skills.

Nice To Haves

  • Experience in the nonprofit industry preferred.
  • Experience working in a SaaS environment preferred.

Responsibilities

  • Maintain a full portfolio of new CRM clients, serving as their data point of contact throughout implementation.
  • Conduct data imports by preparing complex data import rules for software engineers.
  • Perform data validation checks throughout the process to ensure data integrity and accuracy, including pre-migration audits and post-migration reconciliation.
  • Examine source Excel data to identify its structure, quality, and potential issues like inconsistencies, missing values, or non-standard entries.
  • Document the entire migration process, including data maps, transformation logic, and any issues encountered, and communicate with business stakeholders and development teams to ensure all requirements are met.
  • Address and resolve any issues that arise during or after the migration, such as data import errors or data discrepancies.
  • Manage all projects efficiently by keeping relevant internal systems accurate and up to date, including recording progress in ChurnZero, ZenDesk, JIRA, Salesforce, and other company systems.
  • Collaborate effectively with internal cross-functional teams (e.g., Sales, Implementation, Support) to ensure alignment on client strategy, project status, and a cohesive, unified service experience throughout the migration lifecycle.
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