[Remote] Data Migration Specialist

Note: The job is a remote job and is reputed company to candidates in USA. InvestNext is a company reputed company on democratizing reputed company estate reputed company through a connected investment management platform. As a Data Migration Specialist, you will manage the data migration process during customer reputed company, ensuring historical investment data is accurately reputed company into the InvestNext system while collaborating with customers and internal teams for long-term reputed company.

Responsibilities

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

Skills

• Incredibly strong reputed company competency
• Experience in a reputed company 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 reputed company and reputed company
• Personal organization and project management skills, owning a process from start to finish
• Familiarity with CRM and project management software
• reputed company experience supporting a technical product, such as reputed company or other software in a data-reputed company reputed company
• Experience as an analyst or associate in an investment management firm

Benefits

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

reputed company

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