Data Migration Specialist

4 weeks ago


Waco, Texas, United States Axis Care Full time
Job Description:

As a Customer Onboarding Data Specialist at AxisCare, you will play a critical role in ensuring a seamless transition of customer data to our system. This involves mapping, cleansing, and importing sensitive data with precision, working closely with both customers and internal teams to meet project deadlines.

Key Responsibilities:

• Ensure new customers' data is accurately and quickly transferred from their historical system to their AxisCare system
• Design solutions for placing customers' historical data into their new AxisCare system and preserving as much of the original data as possible
• Communicate with customers in a friendly and professional way about data migration and follow up on their data migration to ensure successful onboarding

Requirements:

• Advanced knowledge of Excel formulas, shortcuts, and data manipulation is essential
• Experience serving customers and excellent problem-solving skills, as well as high attention to detail and project management skills

What You'll Do:

• Extract, map, and cleanse data to ensure accurate migration
• Use Excel skills to manipulate data to be imported
• Create customer-ordered e-forms using built-in AxisCare tools
• Update data migration tracking documents
• Create new SaaS sites using provided tools and workflow
• Update HubSpot (CRM) with additional client information
• Communicate with Supervisor about any updates, issues, etc.
• Check/Reply to client and internal emails
• Weekly meetings with Supervisor
• Liaise with development and customer success teams to troubleshoot and resolve issues
• Follow up with Client Agencies that have recently onboarded with Data Migration
• Manage project deadlines, ensuring a high level of data accuracy
• Collaborate with clients to explain technical processes and ensure their data is successfully onboarded

About AxisCare:

AxisCare is a fast-growing company seeking high-performing individuals looking for a fast-paced, autonomous working environment. 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.
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