Data Migration Specialist

About InvestNext
Simplifying real estate investment, amplifying opportunity, built to scale.
At InvestNext, we’re building a connected real estate investment management platform that gives GPs and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative expenses, and grow portfolios.
Inspired by our Detroit roots, we’re democratizing real estate investing for all, and reshaping the future with the same grit and bold vision that has driven Detroit’s resurgence. For us, democratizing real estate investing is more than just a mission—it’s a movement. We're creating accessible pathways for everyone to engage in wealth-building opportunities, transforming how people invest and secure their futures.
A mission focused on real transformation. We’re building a diverse team that’s passionate about our culture, our product, and our purpose. Joining us isn’t just about a job—it’s about aligning with a movement that combines professional growth with genuine community change. Here, you’re not just building a career; you’re helping redefine the future of real estate investing.
Data Migration Specialist

As a Data Migration Specialist at InvestNext, you’ll play a key role in helping new customers get up and running on our platform. You’ll lead the data migration process during onboarding, translating customers’ historical investment data into the InvestNext data structure and ensuring it’s accurate, reliable, and ready for day-to-day use.

This role blends financial understanding, technical problem-solving, and process improvement. You’ll work closely with customers and internal teams to manage data imports, improve and automate migration workflows where possible, and help set the foundation for long-term customer success. 

Who We Are 

The Onboarding team within the Customer Experience department at InvestNext helps set customers up for long-term success from day one. Data Migration Specialists specialize in translating historical investment data into a clean, accurate foundation within the InvestNext platform, partnering closely with customers during a critical moment in their onboarding journey. Our work blends financial understanding, technical precision, and clear communication to ensure every migration is both reliable and thoughtfully executed.

We’re a collaborative, improvement-minded team that values strong fundamentals, ownership, and learning as we go. Whether we’re streamlining processes, building smarter automation, or working cross-functionally with Product, Sales, and Customer Experience, we care deeply about doing the work well—and doing it together.
 

In this role, you will

• Manage and execute data migrations within the client onboarding process, gathering, analyzing, and processing client historical data during each migration, and following up with the client to ensure onboarding timelines are met
• Provide customer training to ensure they understand the way they would interact with the system to achieve their goals
• Support the creation of onboarding support assets for current and new customers
• Create Excel import templates based on provided historical investment data
• Build out Macros and automation to simplify the data import process to create efficiency and support continuous improvement efforts
• Provide feedback to the Product team on potential changes or improvements gathered from customer interactions
• Participate in Customer Experience departmental meetings to share project priorities and communicate any roadblocks to the team
• Join sales demos to help scope and set expectations for customer data migrations as needed
• Conduct quality checks on the conversion of sponsor and investor data imported into InvestNext’s Platform
• Track KPIs and metrics to gauge the overall health of new onboarding customers

If you're right for this role, you have
 

• Incredibly strong Excel competency
• Experience in a professional or secondary education financial environment 
• Experience with data migration, creating Macros and automation
• Excellent analytical and problem-solving skills
• A natural ability to teach folks, addressing questions and concerns with clarity and empathy
• Personal organization and project management skills, owning a process from start to finish
• Familiarity with CRM and project management software
• Bonus points:
  • Professional experience supporting a technical product, such as SaaS or other software in a data-related capacity
  • Experience as an analyst or associate in an investment management firm

Compensation 
We’re committed to paying fairly and competitively and utilize market data as a starting point when developing total compensation for all roles. We consider skill requirements, role responsibilities, pay equity, and our company’s sustainability to develop our standardized salary bands across the company. 
Benefits 

• Fully remote work, within the US and Canada
• Robust 99% employer-paid medical, dental, and vision insurance 
• 401k with 100% employer match, up to 4% of your annual salary
• Generous monthly allowance to support your wellness and remote work 
• Uncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout
• 11 company-wide holidays per year
• 16 weeks of paid parental leave
• Travel to spend time with the team, including company-wide offsites
• Laptop of choice

Salary
In addition to our robust benefits, the salary for this role is determined with the consideration of experience and role expectations, in alignment with our salary bands. The salary for our Data Migration Specialist role ranges from $60,000 to $70,000 per year for this early career position. 
Equity Grant
As a reflection of our core principle See it, Own it, we believe ownership empowers folks to do their best work and be fulfilled with real outcomes. All employees receive an equity grant in alignment with standardized allocations to remove bias in our grant process.