Data Migration Consultant

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. Maintain a full portfolio of new CRM clients as their data point of contact throughout onboarding .

Posted 9/29/2026full-timeRemote • Canada, United StatesMid-LevelSenior💰 CA$80,000 - CA$85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data management and client relationship management, with a strong focus on data accuracy, validation, and effective communication with stakeholders. Proficient in utilizing CRM systems and advanced Excel for data analysis and reporting.

Highest-signal resume keywords

Advanced Excel SkillsData ValidationCRM ExperienceClient-Facing Role ExperienceAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Import RulesData MappingData MigrationDatabase ManagementData Quality Checks

Soft Skills

Attention to DetailCustomer ServiceWritten CommunicationVerbal CommunicationInterpersonal Skills

Tools & Technologies

RocketlaneZenDeskJIRASalesforce

Industry Keywords

Nonprofit IndustrySaaS Environment

About the role

Key responsibilities & impact

Maintain a full portfolio of new CRM clients as their data point of contact throughout onboarding
Conduct data imports by preparing complex data import rules for software engineers
Perform pre-migration audits, data validation checks, and post-migration reconciliation
Examine source Excel data for structure, quality, inconsistencies, missing values, and non-standard entries
Document data maps, transformation logic, migration issues, and requirements
Communicate with business stakeholders and development teams
Resolve data import errors and data discrepancies during or after migration
Keep Rocketlane, ZenDesk, JIRA, Salesforce, and other internal systems accurate and up to date
Collaborate with Sales, Onboarding, and Support teams to align client strategy and project status

Requirements

What you’ll need

Advanced Excel and Google Sheet skills, including knowledge of common functions
Meticulous attention to detail to ensure data accuracy and integrity
History of delivering exceptional customer service
Strong analytical and problem-solving skills
Highly-developed written and verbal communication skills
Strong interpersonal and relationship-building skills
Experience in the nonprofit industry preferred
Experience working in a SaaS environment preferred
Legally authorized to work in the United States and/or Canada
Experience working with a CRM
Experience managing databases
Experience in a client-facing or client-support role