Data Migration Specialist

InvestNext • Dallas, TX

1d • $60,000 - $70,000 • Remote

About The Position

As a Data Migration Specialist at InvestNext, you’ll play a key role in helping new customers get up and running on our platform. You’ll lead the data migration process during onboarding, translating customers’ historical investment data into the InvestNext data structure and ensuring it’s accurate, reliable, and ready for day-to-day use. This role blends financial understanding, technical problem-solving, and process improvement. You’ll work closely with customers and internal teams to manage data imports, improve and automate migration workflows where possible, and help set the foundation for long-term customer success. The Data Migration team at InvestNext helps set customers up for long-term success from day one. We specialize in translating historical investment data into a clean, accurate foundation within the InvestNext platform, partnering closely with customers during a critical moment in their onboarding journey. Our work blends financial understanding, technical precision, and clear communication to ensure every migration is both reliable and thoughtfully executed. We’re a collaborative, improvement-minded team that values strong fundamentals, ownership, and learning as we go. Whether we’re streamlining processes, building smarter automation, or working cross-functionally with Product, Sales, and Customer Experience, we care deeply about doing the work well—and doing it together.

Requirements

• Incredibly strong Excel competency
• Experience in a professional or secondary education financial environment -- bonus points for experience as an analyst or associate in an investment management firm
• Experience with data migration, creating Macros and automation
• Excellent analytical and problem-solving skills
• A natural ability to teach folks, addressing questions and concerns with clarity and empathy
• Personal organization and project management skills, owning a process from start to finish
• Professional experience supporting a technical product, such as SaaS or other software in a data-related capacity
• Knowledge of CRM and project management software

Responsibilities

• Manage and oversee data migrations within the client onboarding process, gathering, analyzing, and processing client historical data during each migration, and following up with the client to ensure onboarding timelines are met
• Provide customer training to ensure they understand the way in which they would interact with the system to achieve their goals
• Support the creation of onboarding support assets for current and new customers
• Create Excel import templates based on provided historical investment data
• Build out Macros and automation to simplify the data import process to create efficiency and support continuous improvement efforts
• Meet with the Product team to provide feedback on potential new features in development gathered from customer interactions
• Participate in Customer Experience departmental meetings to share project priorities and communicate any roadblocks to the team
• Join sales demos to help scope and set expectations for extensive customer data migrations as needed
• Conduct quality checks on the conversion of sponsor and investor data imported into InvestNext’s Platform
• Track KPIs and metrics to gauge the overall health of new onboarding customers

Benefits

• Fully remote work, within the US and Canada
• Robust 99% employer-paid medical, dental, and vision insurance
• 401k with 100% employer match, up to 4% of your annual salary
• Generous monthly allowance to support your wellness and remote work
• Uncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout
• 11 company-wide holidays per year
• 16 weeks of paid parental leave
• Travel to spend time with the team, including company-wide offsites
• Laptop of choice

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed