Data Migration Specialist
Canopytax · Draper, UT
About this role
## Data Migration Specialist **Canopy** — Draper, UT (Hybrid: M, W, F in-office) ### About Canopy Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. We’re modernizing the practice management space with user-friendly tools, and we recently secured **$70M in Series C funding** to help us fulfill our mission. ### The Opportunity We’re hiring **Data Migration Specialists** to support our **Customer Experience** team during customer onboarding. You’ll help ensure **successful, accurate data and file migrations** as customers transition to Canopy’s **Practice Management Suite**. ### What You’ll Do - Support the data migration team during customer implementations to keep projects on schedule - Prepare, format, and validate customer data for migration using **Excel**, in-house tools, and **AI** - Collaborate with implementation, R&D, and migration team members to resolve data-related blockers - Provide hands-on support during critical **cutover** and **go-live** periods - Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results - Run and document **test migrations**, verifying accuracy and completeness - Perform data checks, reconciliations, and QA reviews to ensure data integrity - Escalate issues or discrepancies quickly and clearly - Document processes, data mappings, and lessons learned for continuous improvement - Maintain strict confidentiality and integrity of client data - Take initiative to identify potential issues early and proactively suggest solutions ### What We’re Looking For - **1–3 years** of experience in data/file migration, data analysis, or a similar technical role - Proficiency with **Microsoft Excel** (formulas, pivot tables, data validation) - Strong attention to detail and ability to maintain accuracy across large datasets - Excellent communication and problem-solving skills - Ability to work independently and collaboratively in a fast-paced environment - Ownership, accountability, and follow-through - Ability to use **AI** to work more efficiently and collaboratively ### Bonus Points If You Have - Experience with **SQL** (writing/optimizing queries or scripts for validation/troubleshooting) - Familiarity with **SaaS** environments or data migration tools - Background working with **accounting/financial data** - Prior experience supporting software implementations or client onboarding > We know many women do not apply if they don’t perfectly fit the description. **We want you to apply anyway.** ### Why You Want to Work Here - 🌴 **Flexible Paid Time Off** + **10 company holidays** - ❤️🩹 **Health benefits** (Medical, Dental, Vision) + **HSA match** - 💰 **401(k)** match: **100% up to 3%** (eligibility immediate; 100% vesting) - 🧠 **Mental health support** via Impact Suite + EAP - 👶 **Paid new parent leave** (birthing + non-birthing) - ➕ Supplemental benefits (company-paid Basic Life & AD&D, long/short-term disability) - 🌟 **Nectar** peer recognition program - 🥳 Company events (monthly meetings, summer parties, and more) - 💡 **ERG committees** (education, community outreach, recruiting, onboarding, etc.) - ☕ Fully-stocked kitchen (options for many dietary preferences) ### Our Values - 🔑 **Own** — focus on outcomes and accountability - 🏆 **Win** — delight customers with the best products and services - 👍 **Do Good** — be good people - 💡 **Embrace Curiosity & Candor** — feedback as kindness - 🚀 **Ac
Listing freshness
CronJobs last confirmed this listing 1h ago. If its source stops confirming the opening for seven days, this page is removed from active inventory.