Data Migration Specialist
Core
Support customer onboarding by preparing, formatting, and validating data for migration into Canopy's Practice Management Suite.
Role type
Data Migration Specialist
Builds
Data migration projects for accounting firms transitioning to SaaS practice management software
Domain
Accounting / SaaS / Data Migration
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Microsoft Excel (formulas, pivot tables, data validation), data validation, data reconciliation, quality assurance, issue escalation, process documentation
Preferred skills
SQL, SaaS environments, data migration tools, accounting/financial data, software implementation support
Responsibilities
Support data migration team during customer implementations, prepare and validate customer data, run and document test migrations, perform data checks and quality assurance reviews, document data mappings and lessons learned, escalate issues to appropriate team members
Seniority
Mid-level, hands-on IC
