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.