Data Migration Specialist

Job Description – Data Migration Specialist

Reports To
Director of Customer Success

Summary
The Data Migration Specialist will be responsible for the following high-level objectives:

• Ensuring new customers’ data is accurately and quickly transferred from their historical system to their AxisCare system
• Designing solutions for placing customers’ historical data into their new AxisCare system and preserving as much of the original data as possible
• Communicating with customers in a friendly and professional way about data migration and following up on their data migration to ensure successful onboarding
• Creating AxisCare forms from customer orders as required with new or existing customers

This person should have experience serving customers and have excellent problem-solving skills, as well as high attention to detail and project management skills.

Job Duties

Data Migration Specialist

In this role, the Data Migration Specialist will be working with the Customer Success team and liaising with the Development team to extract, map and cleanse client data for import into the new client database. In addition, the Data Migration Specialist will ensure data integrity from client source system and ensure data is signed off prior to importing. This role will be mapping critical and sensitive data for new AxisCare clients. Knowledge of Microsoft Excel formulas, shortcuts, and formatting will be essential. Ability to analyze and manipulate data is required.

Daily Activities/ General Duties

• Extract, map and cleanse any data that needs to be transferred and/or imported
• Work on Form creation orders using provided tools.
• Update data migration tracking documents
• Create New SAAS Sites using provided tools and workflow.
• Update HubSpot with additional client information
• Communicate with Supervisor about any updates, issues, etc.
• Check/Reply to client and internal emails.
• Weekly meetings with Supervisor
• Schedule and conduct Data Migration client meetings and will work with the Customer Onboarding Team to ensure project deadlines are met.
• Follow up with Client Agencies that have recently onboarded with Data Migration

Working Conditions

• Manual dexterity required to use desktop computer and peripherals
• Utilization of Microsoft Excel, ChurnZero and HubSpot CRM tool, and email to perform job functions

Compensation

• Salary (TBD based on job experience and skill level)
• Medical insurance is covered in full for the employee (Medical, Dental and Vision)
• Company will provide laptop and other needed computer equipment

About AxisCare

According to Pew Research, roughly 10,000 baby boomers turn 65 every day, and the American Society on Aging calculated that an American has a 70% chance of needing help with activities of daily living such as dressing, bathing, hygiene, etc. This has led to an unprecedented increase in Home Care agencies in the U.S. and abroad who strive to help those who have difficulty helping themselves, specifically offering non-medical (also referred to as non-skilled) services to seniors in their homes.

AxisCare was started in 2011 by industry leaders to help meet the demand for a more user-friendly and mobile-compatible solution. Our product is a web-based management platform that helps agencies manage CRM and marketing, Caregiver/Client scheduling, billing, payroll and much more. Headquartered in Waco, TX, AxisCare has clients in all 50 states as well as 6 other countries. We are a fast-growing company seeking high-performing individuals looking for a fast-paced, autonomous working environment.

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