# Data Migration Specialist

**Company**: Canopy
**Location**: Draper, UT
**Work arrangement**: hybrid
**Experience**: mid
**Job type**: full-time
**Category**: Data Science
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/canopytax/jobs/4463117009?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_ca994b66-206

## Description

We are hiring Data Migration Specialists to help support our Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as our customers transition to Canopy's Practice Management Suite.

Responsibilities:

- Support the data migration team during customer implementations to ensure projects stay on schedule.

- Assist with preparing, formatting, and validating 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 accuracy and completeness of migrated data.

- Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.

- Quickly and clearly escalate issues or discrepancies to the appropriate team members.

- Document processes, data mappings, and lessons learned to support continuous improvement.

- Maintain strict confidentiality and integrity of client data.

- Take initiative to identify potential issues early and proactively suggest or implement solutions.

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.

- A strong sense of ownership, accountability, and follow-through.

- Ability to use AI to work more efficiently and collaboratively.

Nice to Have:

- Experience with SQL (writing or optimizing queries/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.

Benefits:

- Flexible Paid Time Off

- Health Benefits - including Medical, Dental, and Vision and an HSA Match.

- 401(k) - we match 100% up to 3% of your contribution.

- Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

- Paid New Parent Leave & Birthing Parent Leave

- Supplemental Benefits - including 100% company-paid Basic Life & AD&D insurance and long & short-term disability coverage.

## Skills

### Required
- Microsoft Excel
- data analysis
- problem-solving
- communication

### Nice to have
- SQL
- SaaS environments
- data migration tools
- accounting or financial data

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/canopytax/jobs/4463117009?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)