Data Migration Specialist

About the role

The Data Migration Specialist supports the Customer Experience team during customer onboarding, focusing on successful and accurate data and file migrations as customers transition to Canopy's Practice Management Suite.

Responsibilities

• Support the data migration team during customer implementations to ensure projects stay on schedule.
• Aid in 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

• 2+ 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.

Bonus points if you 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.

Qualifications

• 2+ 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.

Skills

• Microsoft Excel proficiency.
• Data validation and analysis skills.
• Collaborative problem-solving abilities.
• Attention to detail.
• Communication skills.
• AI integration skills (optional).

Benefits

• Flexible Paid Time Off.
• Health Benefits (Medical, Dental, Vision).
• HSA Match.
• Mental Health benefits.
• Paid New Parent Leave & Birthing Parent Leave.
• Supplemental Benefits (Basic Life & AD&D insurance, long & short-term disability coverage).
• Nectar - peer-to-peer recognition program.
• Company events (monthly company-wide meetings, summer parties, etc.).
• ERG Committees (continuing education, community outreach, recruiting, onboarding, etc.).
• Fully-stocked kitchen.

Pay

Competitive salary based on experience and qualifications.

Schedule

This is a hybrid position in South Jordan, Utah (M, W, F in-office).