Data Migration Specialist

Canopy•South Jordan, UT

1d•Hybrid

About The Position

Canopy is hiring Data Migration Specialists to support their Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as customers transition to Canopy’s Practice Management Suite. This is a hybrid position in South Jordan, Utah, with in-office days on Monday, Wednesday, and Friday.

Requirements

2+ years of experience in data or file migration, data analysis, or a similar technical role.
Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation.
Strong attention to detail and ability to maintain accuracy across large datasets.
Excellent communication and problem-solving skills.
Ability to work independently and collaboratively in a fast-paced environment.
A strong sense of ownership, accountability, and follow-through.
Ability to use AI to work more efficiently and collaboratively.

Nice To Haves

Experience with SQL (writing or optimizing queries/scripts for data validation or troubleshooting).
Familiarity with SaaS environments or data migration tools.
Background working with accounting or financial data.
Prior experience supporting software implementations or client onboarding.

Responsibilities

Support the data migration team during customer implementations to ensure projects stay on schedule.
Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI.
Collaborate with implementation, R&D, and other migration team members to resolve data-related blockers.
Provide hands-on support during critical cutover and go-live periods.
Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results.
Run and document test migrations, verifying accuracy and completeness of migrated data.
Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.
Quickly and clearly escalate issues or discrepancies to the appropriate team members.
Document processes, data mappings, and lessons learned to support continuous improvement.
Maintain strict confidentiality and integrity of client data.
Take initiative to identify potential issues early and proactively suggest or implement solutions.