Data Migration Specialist

PatientNow

16h

About The Position

The Data Migration Specialist plays a critical role in onboarding new PatientNow clients by managing the accurate and timely migration of customer data into the platform. This role is responsible for ensuring that clients experience a smooth and successful transition from their legacy systems through structured data transformation, import, and validation processes. As part of the Implementation team, this individual works closely with clients and internal stakeholders to ensure data integrity, completeness, and alignment with system requirements. The role requires strong technical acumen, attention to detail, and the ability to communicate effectively with both technical and non-technical audiences. This person serves as a key partner to Implementation, Product, and Engineering teams to ensure successful client go-lives and long-term customer success.

Requirements

2 to 4 years of experience in data migration, data analysis, implementation support, or a technical onboarding role
Strong proficiency in Excel or Google Sheets, including experience working with CSV files, data mapping, and validation
Demonstrated ability to work with large datasets and understand relational data structures
Strong analytical thinking and problem-solving capabilities with exceptional attention to detail
Ability to communicate clearly and effectively with both technical and non-technical stakeholders
Experience working in a SaaS or B2B technology environment
Ability to manage multiple projects and deadlines in a fast-paced, customer-facing environment

Nice To Haves

Experience working with SQL, APIs, or data integration tools such as Postman, Zapier, or ETL platforms
Familiarity with CRM, EMR, ERP, or other healthcare or business systems
Bachelor’s degree in Information Systems, Computer Science, Business, or a related field

Responsibilities

Clean, normalize, and map incoming client data to ensure consistency and usability within the PatientNow platform
Execute data imports using internal tools and pre-built templates while ensuring data integrity and completeness
Identify, troubleshoot, and resolve data-related issues throughout the implementation lifecycle
Collaborate with Implementation Specialists to understand client use cases, business workflows, timelines, and technical requirements
Communicate directly with clients to collect data files, clarify requirements, and guide them through migration best practices
Provide ongoing support to clients by answering data-related questions and ensuring proper formatting standards are followed
Perform detailed quality assurance to validate imported data, ensuring accuracy and alignment with defined project scope
Maintain thorough documentation of data mappings, import history, validation results, and issue resolution for audit and support purposes
Work closely with Development Operations to monitor, prioritize, and complete data import tasks within defined SLA expectations
Contribute to the continuous improvement of migration processes, templates, internal tools, and documentation
Partner with Product and Engineering teams to escalate data structure limitations, identify integration needs, and provide feedback on customer pain points
Configure and maintain automated lead intake solutions that connect client websites with the PatientNow EMR system, ensuring accurate and timely creation of prospective patient records