Migration Specialist

About the role

The position is exclusively available for W2 employees. To qualify, you must reside in one of the following states: PA, NJ, NH, DE, CO, SD, TX, WY, AK, or FL.

Responsibilities

• Execute the full data transfer lifecycle, including data review, mapping, SQL development, beta transfer, validation, and final deployment
• Manage a high-volume pipeline of concurrent client projects, ensuring steady progress across all stages of the implementation process
• Develop and maintain SQL scripts to transform client data into structures compatible with SofterWare products, including joins, updates, and data manipulation logic
• Obtain client data from source systems by providing extraction guidance or directly retrieving data when access is granted, ensuring completeness and accuracy of all required datasets
• Lead or support client mapping sessions by gathering requirements, documenting decisions, and ensuring accurate field alignment
• Enforce data submission standards and ensure client-provided data aligns with defined project scope and requirements
• Proactively communicate with clients to support scheduling and completion of required milestones (e.g., mapping, beta review, final data submission)
• Identify potential risks or issues related to data quality, client responsiveness, or project scope and escalate appropriately
• Validate data accuracy through structured quality checks, including record counts, field validation, and system testing prior to client review
• Document all mapping decisions, transformation logic, and project updates within Salesforce and internal documentation systems
• Collaborate with Onboarding Coordinators, Sales, and internal teams to support a smooth and efficient implementation process
• Respond to internal Sales and onboarding inquiries by providing guidance on data transfer processes, requirements, and general technical capabilities through internal communication channels
• Contribute to a positive client onboarding experience by delivering high-quality work, maintaining clear communication, and supporting a smooth and professional implementation process
• Identify escalated client issues to the appropriate team members to de-escalate and resolve the situation
• Participate in special projects and take on additional responsibilities as assigned to support team and organizational goals

Requirements

• Proficiency in SQL Server, including writing queries, joins, updates, and basic data transformation logic
• A strong understanding of general database usage and relational database concepts
• Strong organizational and prioritization skills, with the ability to manage workload and adjust priorities based on deadlines and project stage
• Excellent verbal and written communication skills, with the ability to actively listen, gather requirements, and communicate effectively with both technical and non-technical audiences
• Strong attention to detail, particularly in data validation, documentation, and quality control
• The ability to identify issues and escalate appropriately when encountering unfamiliar or complex scenarios
• The ability to follow defined processes and maintain consistency across all stages of the data transfer lifecycle
• Proficiency with business and communication tools, including Microsoft Office, Google Workspace, Salesforce CRM, Slack, and other internal systems
• The ability to maintain accurate and up-to-date project documentation to support transparency and team collaboration

Qualifications

• A degree in Information Technology, Computer Science, Data Management, or a related field, or equivalent work experience
• 1-3 years of experience working with SQL, data transformation, or database-related roles
• Experience working with relational databases preferred
• Experience managing multiple projects or tasks simultaneously in a deadline-driven environment
• Previous client-facing or customer service experience preferred
• Familiarity with nonprofit data structures and systems is a plus

Skills

• SQL Server proficiency
• Data transformation and SQL development skills
• Project management and time management skills
• Communication and interpersonal skills
• Data validation and quality control skills
• Client relationship management skills

Benefits

• Paid time off and volunteer days
• Matching gifts program
• Parental and military leave
• 401(k) with employer match and profit sharing
• Medical, prescription, vision, and dental coverage
• Pre-tax dependent coverage and voluntary benefits
• Short-term disability
• Employee Assistance and Wellness Programs

Pay

$55,000–$65,000 USD, depending on your experience and skills.

Schedule

This is a full-time, remote position.