Data Migration Specialist

TL;DR

Data Migration Specialist (Fintech): Supporting the data migration team by organizing and preparing data for migration, handling internal administrative tasks, and ensuring smooth data transitions. Focus on cleaning, formatting, and structuring data using Microsoft Excel and other data tools to ensure readiness for import into hirify.global CRM.

Location: Remote, USA (EST hours preferred)

Salary: Competitive compensation

Company

hirify.global serves thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.

What you will do

• Meet with new customers to gather requirements for a successful CRM transfer.
• Clean, format, and structure data using Microsoft Excel and other data tools to ensure readiness for import into hirify.global CRM.
• Track the status of data imports, ensuring any issues are flagged and resolved ahead of scheduled migrations.
• Maintain detailed records of data sets, processes, and migration status to support team coordination and future audits.
• Provide internal support for the migration team, ensuring all tasks are tracked and completed on time.
• Work closely with the migration and support teams to identify potential data issues before migration begins and help facilitate data corrections.

Requirements

• Strong ability to review and organize large data sets with high accuracy.
• Proficient in Excel including pivot tables, VLOOKUP, formulas, etc.
• Familiarity with database tools such as Microsoft Access or SQL is a plus, but not required.
• Comfortable working behind the scenes in a collaborative, internal team environment.
• Ability to prioritize multiple tasks, manage time effectively, and meet deadlines.
• A proactive approach to identifying and resolving data-related issues within the migration process.

Culture & Benefits

• Competitive compensation
• Comprehensive health plan coverage
• 401k plan
• Paid time off