Data Migration Specialist

Canopy•Draper, UT

6h•Hybrid

About The Position

Canopy is hiring Data Migration Specialists to support its Customer Experience team during customer onboarding. The role helps ensure successful and accurate data and file migrations as customers transition to Canopy’s Practice Management Suite. This is a hybrid position based in Draper, Utah, with in-office work on Monday, Wednesday, and Friday. The specialist supports customer implementation projects by preparing, formatting, validating, testing, reconciling, and documenting migrated data. The role involves collaboration with implementation, R&D, and migration team members; hands-on support during cutover and go-live periods; careful handling of client data; and proactively identifying and escalating issues. The position also contributes to process improvement by documenting processes, data mappings, and lessons learned.

Requirements

1–3 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.
Strong sense of ownership, accountability, and follow-through.
Ability to use AI to work more efficiently and collaboratively.

Nice To Haves

Experience with SQL, including writing or optimizing queries or 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 help keep projects on schedule.
Prepare, format, and validate 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 the accuracy and completeness of migrated data.
Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.
Escalate issues or discrepancies quickly and clearly to appropriate team members.
Document processes, data mappings, and lessons learned to support continuous improvement.
Maintain strict confidentiality and integrity of client data.
Identify potential issues early and proactively suggest or implement solutions.

Benefits

Flexible paid time off and 10 company holidays.
Medical, dental, and vision benefits, including an HSA match.
401(k) with a 100% match up to 3% of the employee’s contribution; immediate eligibility and 100% vesting.
Access to Impact Suite and an Employee Assistance Program (EAP).
Paid New Parent Leave and Birthing Parent Leave.
Company-paid basic life and AD&D insurance, and long- and short-term disability coverage.
Nectar peer-to-peer recognition program.
Company events, including monthly company-wide meetings and summer parties.
ERG committees supporting continuing education, community outreach, recruiting, onboarding, and more.
Fully stocked kitchen.