Data Migration Specialist

We are looking for a high output, analytical, and skilled Data Migrations Specialist to add value, energy, and technical expertise to our team. You not only have the technical chops but also have mastered the art of customer experience to deliver on data migration sessions as part of a customer’s full life cycle. This includes setting them up for success long-term, and delivering value in every interaction. You are a troubleshooting expert, and a consummate people person with deep empathy for ensuring that our employees and customers' needs are understood and expectations are not only met, but exceeded.

This role is available to candidates in Burnaby, Calgary or Toronto. 

The Data Migrations team at Clio, as part of our Customer Success Department, specialize in migrating customer data from legacy products into Clio. This can range from exporting data, importing data, processing data and the cleansing of data. Extract, transform, and load are terms often used by the team. This team is a key part of our customer onboarding function at Clio which strives to offer the most effortless experience possible to our customers.  

This is a team assembled to specifically tackle the need to enhance the customer experience, and there are still a lot of opportunities for both process and tooling improvements. We assist customers directly, and indirectly by supporting our Customer Enablement team and working with our Product team to automate the right parts of this process for our customers. Our current team members are smart, engaged and fun. 

• Work closely with Sales and Customer Onboarding Specialists to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible;

• Perform data transformations and imports from various sources (often CSV and SQL) into the Clio products and handle escalated data processing cases;

• Provide superb customer service throughout the data migration process;

• Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department);

• Be confident, articulate, and sensitive to the needs of customers and internal partners;

• Contribute regularly to our customer-facing knowledge articles;

• Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, and testing of data transformation, extraction and training activities;

• Gain a deep understanding of and staying up to date with the Clio product and common workflows;

• Always looking for and being curious about process and technology improvements to enhance the customer’s  journey and automate the function of the role;

• And other duties as required.

• Healthy customer obsession and focus on delivering exceptional client experience;

• Expert in Microsoft Excel (ex. you can comfortably perform different Lookups, Left/Right/Trim, IfError, and other formulas and be able to recognize and interpret patterns);

• Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate;

• Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities;

• Experience with coding an asset.

• Experience with Salesforce or other SaaS tools;

• Experience working with API-driven applications;

• Proven track record in a dynamic startup environment;

• Bachelor’s degree or equivalent experience.