Data Migration Consultant

Summary

Neon One develops nonprofit software that helps organizations build connections and foster generosity. The Data Migration Consultant manages data migration for new CRM customers, conducting data analysis and validation while coordinating with internal teams and external stakeholders. The role also documents migration processes, resolves data issues, and maintains project records throughout onboarding.

Responsibilities

• Maintain a full portfolio of new CRM clients, serving as their data point of contact throughout onboarding
• Conduct data imports by preparing complex data import rules for software engineers
• Perform data validation checks throughout the process to ensure data integrity and accuracy, including pre-migration audits and post-migration reconciliation
• Examine source Excel data to identify its structure, quality, and potential issues like inconsistencies, missing values, or non-standard entries
• Document the entire migration process, including data maps, transformation logic, and any issues encountered, and communicate with business stakeholders and development teams to ensure all requirements are met
• Address and resolve any issues that arise during or after the migration, such as data import errors or data discrepancies
• Manage all projects efficiently by keeping relevant internal systems accurate and up to date, including recording progress in Rocketlane, ZenDesk, JIRA, Salesforce, and other company systems
• Collaborate effectively with internal cross-functional teams (e.g., Sales, Onboarding, Support) to ensure alignment on client strategy, project status, and a cohesive, unified service experience throughout the migration lifecycle

Skills

• Advanced Excel and Google Sheet skills, including knowledge of common functions
• Meticulous attention to detail to ensure data accuracy and integrity
• A history of delivering exceptional customer service
• Strong analytical and problem-solving skills to identify problems and develop creative solutions
• Highly-developed written and verbal communication skills
• Strong interpersonal and relationship-building skills
• Experience in the nonprofit industry preferred
• Experience working in a SaaS environment preferred

Qualifications

Must Haves

• Advanced Excel and Google Sheet skills, including knowledge of common functions
• Meticulous attention to detail to ensure data accuracy and integrity
• A history of delivering exceptional customer service
• Strong analytical and problem-solving skills to identify problems and develop creative solutions
• Highly-developed written and verbal communication skills
• Strong interpersonal and relationship-building skills

Nice to Haves

• Experience in the nonprofit industry preferred
• Experience working in a SaaS environment preferred

Benefits

• Fully remote work environment