Data Migration Consultant

Posted 26 Days Ago
2 Locations
Remote
55K-60K Annually
Entry level
Agency • HR Tech • On-Demand • Professional Services
The Role
Manage CRM customer data migrations from onboarding through completion. Responsibilities include analyzing source Excel data, creating import rules, validating and reconciling migrated data, documenting mappings and transformation logic, resolving discrepancies, and coordinating with customers, engineers, sales, onboarding, and support teams. The role requires strong Excel and Google Sheets skills, analytical problem-solving, attention to detail, customer service, and effective communication.
Summary Generated by Built In
About Neon One

At Neon One, we believe that technology is the key to building vibrant communities of generosity. As a leader in nonprofit software since 2004, we create intuitive solutions that help small and mid-sized nonprofits connect with people, build trust, and make good happen every day.
Our culture is powered by empathy, innovation, and a shared mission to empower organizations making a difference. We operate with a customer-first mindset, take pride in extraordinary results, and grow together by supporting each other and embracing bold new ideas. If you’re passionate about using your skills to drive real impact and want to thrive in a collaborative, fully remote environment, Neon One is the place for you.


About the Role

The Data Migration Consultant will be responsible for managing the data migration process for new CRM customers, ensuring data integrity and accuracy throughout the onboarding. This role involves comprehensive data analysis, meticulous validation, and effective communication with key internal and external stakeholders.

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.

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.


Why Join Neon One?

At Neon One, our values are how we show up every day. We make good happen by putting empathy and passion at the center of our work, using technology to uplift mission-driven organizations. We stand for our customers, act with care and intention in every decision, own the solution, and grow together. We innovate fearlessly, always exploring new ways to support our community and each other.

How We Hire

We use AI tools to support our recruitment process, including helping us organize applications and identify early matches based on role criteria. That said, every rejection decision is made by a human. We encourage candidates to apply authentically and avoid relying solely on AI-generated responses, especially during interviews.
This posting is for a current, open position within Neon One.
This opportunity is offered through HighlightTA, the on-demand talent team supporting Neon One’s growth.


Connect with us and learn more:
Neon One on LinkedIn

HighlightTA on LinkedIn

Skills Required

  • Advanced Microsoft Excel and Google Sheets skills, including common functions
  • Meticulous attention to detail to ensure data accuracy and integrity
  • History of delivering exceptional customer service
  • Strong analytical and problem-solving skills
  • Highly developed written and verbal communication skills
  • Strong interpersonal and relationship-building skills
  • Experience in the nonprofit industry
  • Experience working in a SaaS environment
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The Company
15 Employees
Year Founded: 2024

What We Do

We are your on-demand talent team. We simplify hiring by embedding talent partners into your team, leading recruitment projects or managing the entire talent function. Our data-driven approach ensures fast hiring and access to top-tier talent, while flexible terms help you save time and reduce costs. We are not a recruitment agency.

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