Customer Service

Data Migration Specialist

Location: Remote, USA (EST hours preferred)

At Wealthbox, we serve 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.

 

We are seeking a Data Migration Specialist to support our data migration team by organizing and preparing data for migration, handling internal administrative tasks, and ensuring smooth data transitions.

Responsibilities

  • 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 Wealthbox 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.

Desired skills and experience

  • 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.

Work Schedule

  • Weekdays, during business hours
  • No travel required (fully remote)

Benefits

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

 

Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.

Apply Now

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