Senior Data Migration Specialist

Job Posted 6 Days Ago Posted 6 Days Ago
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2 Locations
92K-124K Annually
Senior level
Cloud • Legal Tech • Software
The Role
The Senior Data Migration Specialist will lead customer data migration projects, ensuring exceptional customer service while designing automation tools and validating data transformations for Clio's clients.
Summary Generated by Built In

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

We are looking for a technical and skilled Senior Data Migration Specialist to add value, energy, and technical expertise to our team. You have not only the technical chops but also have mastered the art of customer experience to deliver on data migration consults as part of a customer’s full life cycle. You like building and creating tools, are a troubleshooting expert, and a people person with deep empathy for ensuring that our employees and customers needs are understood and expectations are not only met, but exceeded.

This role is available to candidates in Burnaby or Toronto

What your team does: 

The Data Migrations team at Clio, as part of our Customer Success Department, specialize in migrating customer data from legacy products into Clio. This can range from exporting data, importing data, processing data and the cleansing of data. Extract, transform, and load are terms often used by the team. This team is a key part of our customer onboarding function at Clio which strives to offer the most effortless experience possible to our customers.  

This is a team assembled to specifically tackle the need to enhance the customer experience, and there are still a lot of opportunities for both process and tooling improvements. We assist customers directly, and indirectly by supporting our Customer Enablement team and working with our Product team to automate the right parts of this process for our customers. Our current team members are smart, engaged and fun. 

What you’ll work on:

  • Performing data transformations/validations based on customer needs and workflows including but not limited to LPM data, Documents, and Financial history;

  • Providing superb customer service throughout the data migration process;

  • Designing, building, and maintaining automation tools using scripting languages (ex. Python) to extract data from various sources, map and transform customer workflows, and load into Clio products;

  • Being the go-to migration lead for Mid Market customers - Assisting with scoping & timelines presale, and acting as a proactive player with the CSM & Onboarding specialist through the early customer journey;

  • Talking to potential professional services customers to position the value of migration packages and assist with closing opportunities;

  • Planing, leading, and owning projects from end-to-end and participating in cross-departmental initiatives to help build a world-class migration experience;

  • Being confident, articulate, and sensitive to the needs of customers and internal partners;

  • Contributing regularly to our customer-facing knowledge base;

  • Partnering with other members of the Customer Enablement and Technical Escalations teams to develop processes around the design, development, and testing of data transformation, extraction and training activities;

  • Gaining a deep understanding of and staying up to date with the Clio product and common workflows;

  • Always looking for and being curious about process and technology improvements to enhance the customer’s  journey and automate the function of the role;

  • And other duties as required.

What you bring:

  • Healthy customer obsession and focus on delivering exceptional client experience;

  • 5+ years of data migration experience;

  • 3-5 years of experience with coding/scripting/SQL queries (ex. Python);

  • Advanced expertise in Microsoft Excel;

  • A proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate;

  • Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities;

  • Bachelor’s degree in Computer Science, System Engineering, Information Systems, or equivalent.

Serious bonus points if you have:

  • Experience with financial or document migrations, preferably in the legal tech space;

  • Experience with Salesforce or other SaaS tools;

  • Experience developing with API-driven applications.

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days. 

  • Flexible time off policy, with an encouraged 20 days off per year.

  • $2000 annual counseling benefit

  • RRSP matching and RESP contribution 

  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The full salary range* for this role is $91,900 to $108,100 to $124,300 CAD.Please note there are a separate set of salary bands for other regions based on local currency.

*We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

Top Skills

Excel
Python
SQL
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The Company
HQ: Burnaby, BC
889 Employees
On-site Workplace
Year Founded: 2008

What We Do

Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000.

Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software. Clio was the first to bring cloud-based legal practice management software to market, and has been leading the industry since 2008 with the first client-centered suite of cloud-based law firm solutions, the Legal Trends Report, and the Clio Cloud Conference, which is now the most widely attended legal tech conference in the industry.

Clio is more than software. Clio is the only provider truly invested in the success of you and your clients. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report, with their knowledge of Clio’s leading cloud-based legal practice management, CRM and client intake software to help lawyers run results-driven law firms using real time insights.

Founded in Vancouver, Canada, Clio employs over 500 staff across five global offices and has been named one of Canada’s Best Managed Companies, a Deloitte Fast 50 company, and one of Canada’s Most Admired Corporate Cultures.

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