Overview:
The successful candidate will be responsible for managing and migrating the process of clients and ensuring the accurate and on-time upload of financial data.
Key Responsibilities:
- Managing customer migration projects
- Creating and managing migration plans with clients
- Managing data migrations with the take-on teams
- Reporting on the migration progress of all projects to the rest of the team
- Using advanced technical skills and custom tools to efficiently manipulate and migrate client data into their software
- Working directly with clients to efficiently coordinate each migration project to completion
- Monitoring all work for quality while troubleshooting and resolving errors as needed be
- Communication process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the migration project stays on track
- Providing customer support, resolving customer queries, recommending solutions, and guiding users through features and functionalities on the system
- Providing data clarification and training to onboarding customers
Qualifications and experience requirements:
- Experience in data analysis and processing will be advantageous
- Strong knowledge of advanced Excel and attention to detail is required
- Proficiency in Microsoft Word, Outlook, and PowerPoint
- Financial/Accounting experience or background will be advantageous
- Good general IT knowledge is required
- Customer service/support experience will be advantageous
- MySQL experience will be advantageous
- Experience in administration management
Skills:
- Analytical skills: Understanding the data they are working with and the information they are receiving from clients. This information can help determine the best way to move data and what precautions to take to ensure the data is uploaded accurately. Timely and accurate data migration is critical for a seamless migration
- Organizational skills: Data Migration Specialist often work with multiple teams and individuals to complete their work
- Communication and people skills: The role requires the successful candidate to work with a variety of individuals and teams throughout a data migration process. They must be able to communicate efficiently with all these individuals to ensure the data migration process runs smoothly
- They must be able to think creatively and “out of the box?” our client’s data often requires manipulation that deviates from the norm
- Must be able to manage multiple projects simultaneously
- Possess the ability to efficiently manage multiple short-term deadlines within a tight timeframe