Data Migration Specialist
About Canopy
All-in-one practice management and AI workflow platform for accounting firms spanning intake, documents, engagements, billing, communication, and firm operations.
Series C · 200–500 people
Job description
The full responsibilities and requirements are on the employer’s site.
Read the job description ↗Source and classification
Implementation & delivery · Evidence for this classification:
Specialists to help support our Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as our customers transition to Canopy’s Practice Management Suite. This is a hybrid position in Draper, Utah (M, W, F in-office). What You’ll Do Support the data migration team during customer implementations to ensure projects stay on schedule. Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI. Collaborate with implementation, R&D, and other 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
More from the job description
Data Migration Specialist Canopy, Draper, UT About Us Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. And we just secured $70M in Series C funding to help us fulfill that mission. Click here to see why our clients (and investors) love Canopy. Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more! The Opportunity We are hiring Data Migration Specialists to help support our Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as our customers transition to Canopy’s Practice Management Suite. This is a hybrid position in Draper, Utah (M, W, F in-office). What You’ll Do Support the data migration team during customer implementations to ensure projects stay on schedule. Assist with preparing, formatting, and validating customer data for migratio [... source excerpt omitted ...] ncies to the appropriate team members. Document processes, data mappings, and lessons learned to support continuous improvement. Maintain strict confidentiality and integrity of client data. Take initiative to identify potential issues early and proactively suggest or implement solutions. What We’re Looking For 1–3 years of experience in data or file migration, data analysis, or a similar technical role. Proficiency with Microsoft Excel, including formulas, pivot tables, and 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 collaborati [... source excerpt omitted ...] ting). Familiarity with SaaS environments or data migration tools. Background working with accounting or financial data. Prior experience supporting software implementations or client onboarding. We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway. Why You Want to Work Here 🌴 Flexible Paid Time Off - you’re actually encouraged to use, plus 10 company holidays! ❤️🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. 💰 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting. 🧠 Mental Health - all employees have access to Impact Suite & to our Empl
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