Data Migration Specialist

Canopy•Draper, UT

4d•Hybrid

About The Position

Canopy is hiring Data Migration Specialists to support its Customer Experience team during customer onboarding. The role helps ensure successful, accurate data and file migrations as customers transition to Canopy’s Practice Management Suite. It is a hybrid position based in Draper, Utah, with in-office work on Monday, Wednesday, and Friday.

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 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 promptly and clearly to the 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, encouraged for use, plus 10 company holidays.
Medical, dental, and vision benefits, including an HSA match.
401(k) match of 100% up to 3% of the employee’s contribution, with 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.
Employee resource group committees supporting continuing education, community outreach, recruiting, and onboarding.
Fully stocked kitchen.