Data Migration Specialist

Job Description

JOB DETAILS

REQUIREMENTS

• Strong ability to review and organize large data sets with high accuracy.
• Proficient in Excel including pivot tables, VLOOKUP, formulas, etc.
• Familiarity with database tools such as Microsoft Access or SQL is a plus, but not required.
• Comfortable working behind the scenes in a collaborative, internal team environment.
• Ability to prioritize multiple tasks, manage time effectively, and meet deadlines.
• A proactive approach to identifying and resolving data-related issues within the migration process.

RESPONSIBILITIES

• Meet with new customers to gather requirements for a successful CRM transfer
• Clean, format, and structure data using Microsoft Excel and other data tools to ensure readiness for import into Wealthbox CRM.
• Track the status of data imports, ensuring any issues are flagged and resolved ahead of scheduled migrations.
• Maintain detailed records of data sets, processes, and migration status to support team coordination and future audits.
• Provide internal support for the migration team, ensuring all tasks are tracked and completed on time.
• Work closely with the migration and support teams to identify potential data issues before migration begins and help facilitate data corrections.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

#CrossChannelJobs #JobSearch
#CareerOpportunities #HiringNow
#Employment #JobOpenings
#JobSeekers
#FacebookLinkedIn