Data Migration Specialist
The Data Migration Specialist provides amazing service that makes our customers love us. The best candidates have phenomenal attention to detail while also being great communicators. The role is to ensure a successful migration for new customers as they transition from previous practice management software to AffiniPay's solution, MyCase. This is the most important phase of the customer lifecycle, and the Data Migration Specialist is responsible for establishing the solid foundation that drives customers’ future successes. Data Migration Specialists work in conjunction with Account Executives & Onboarding Managers to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly and become daily users and value-added services.
This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks. Successful Data Migration Specialists have an obsession for accuracy, a passion for helping others and a blend of technical and interpersonal skills. New hires complete a formal training program to develop extensive product knowledge, which is invaluable for future career opportunities at AffiniPay.
What You'll Do
Master migrations from LPMS and continued learning of unknown systems
Master migrations both using the Universal Migrator (UM) & manual system
Ensure all firm check-ins, notes & fields are filled in daily throughout Onboarding
Independent decision making, especially with churn risk firms
KPI’s must meet or exceed goals for firms in each area
Provide timely response to customer inquiries via phone and email
Establish a trusted advisor relationship to ensure customer satisfaction
Utilize SalesForce to manage customer interaction and inquiries
Partner with internal partners to define ongoing best practices for onboarding tasks
Serve as an AffiniPay brand ambassador to create promoters within industry
About You
1+ years of customer service experience preferred
BA/BS/BE degree required
Experience using Excel & SQL preferred
Exceptional customer relationship building skills
Excellent written and oral communication skills
Strong analytical capabilities for advanced problem-solving
Highly organized and strong ability to multitask
Ability to display good judgment
Ability to work cross-functionally in a fast-paced environment
Ability to follow through on tasks until completed
Ability to develop trusted relationships and find creative solutions
High degree of flexibility
SaaS experience and/or legal experience desired
This position is preferred to sit in Austin, Texas
About the job
Apply for this position
Data Migration Specialist
The Data Migration Specialist provides amazing service that makes our customers love us. The best candidates have phenomenal attention to detail while also being great communicators. The role is to ensure a successful migration for new customers as they transition from previous practice management software to AffiniPay's solution, MyCase. This is the most important phase of the customer lifecycle, and the Data Migration Specialist is responsible for establishing the solid foundation that drives customers’ future successes. Data Migration Specialists work in conjunction with Account Executives & Onboarding Managers to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly and become daily users and value-added services.
This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks. Successful Data Migration Specialists have an obsession for accuracy, a passion for helping others and a blend of technical and interpersonal skills. New hires complete a formal training program to develop extensive product knowledge, which is invaluable for future career opportunities at AffiniPay.
What You'll Do
Master migrations from LPMS and continued learning of unknown systems
Master migrations both using the Universal Migrator (UM) & manual system
Ensure all firm check-ins, notes & fields are filled in daily throughout Onboarding
Independent decision making, especially with churn risk firms
KPI’s must meet or exceed goals for firms in each area
Provide timely response to customer inquiries via phone and email
Establish a trusted advisor relationship to ensure customer satisfaction
Utilize SalesForce to manage customer interaction and inquiries
Partner with internal partners to define ongoing best practices for onboarding tasks
Serve as an AffiniPay brand ambassador to create promoters within industry
About You
1+ years of customer service experience preferred
BA/BS/BE degree required
Experience using Excel & SQL preferred
Exceptional customer relationship building skills
Excellent written and oral communication skills
Strong analytical capabilities for advanced problem-solving
Highly organized and strong ability to multitask
Ability to display good judgment
Ability to work cross-functionally in a fast-paced environment
Ability to follow through on tasks until completed
Ability to develop trusted relationships and find creative solutions
High degree of flexibility
SaaS experience and/or legal experience desired
This position is preferred to sit in Austin, Texas