Data Migration Specialist

About This Role:

We’re looking for a full-time Data Migration Specialist to join our core team. This role will be responsible for helping design and implement numerous mission-critical parts of the onboarding process and client relationship journey. You will be working on projects including:
Streamline the client onboarding process and customer experience by providing timely and accurate data import services and communication to the internal Customer Success team.
Improve client support satisfaction by providing timely and accurate data cleanup services and communication to the internal support team.

Experience working with Trifacta / Cloud Data Prep is a Plus
What to Expect

In this role, you will be serving both our Customer Success and Support teams, as well as interacting directly with clients as needed to complete data projects.
You will be working in large files of contact data from multiple, disparate sources working to standardize data for import, troubleshooting import errors, as well as working manually in client accounts to merge already existing data.

Day-to-Day Responsibilities

Cleaning and prepping data files from various sources for import into Better Agency client accounts.
Prepping data files includes matching record IDs, de-duplicating records using various fields, logic, and judgment-based decision making, contacting clients for missing data or clarifying questions, and formatting data into required CSV formats and file sizes.
Importing prepped data files in Better Agency client accounts using Better Agency import tools.
Verifying imported data through various means, such as reporting and manual lookups.
Merging data already in Better Agency client accounts manually, matching information visually, and ensuring all data is merged under one record.
Communicate with clients and internally to ensure all parties are up to date on data projects, status, and expected completion dates.
Troubleshoot, file bug tickets, and work collaboratively with the product team on any import tool issues.
Participate in product feedback sessions to provide insight and recommendations on improving our client data import processes.
Delegate and oversee project tasks as needed to other data team members.

Come Join Our High-Growth Tech Company And Make An Impact!

At Better Agency we provide the #1 Sales-Driven Agency Management System & CRM for insurance agents. However, we are so much more than a software company. We serve a large growing community of like-minded small business owners who are all hungry to grow their agency, do more for the community they love, and really serve their clients at the highest level!
Positive vibes only! We get to change people's lives daily and we want you to help us. We are a crazy group of people that have fun, understand that work should be fun, and are obsessed with helping small businesses. If this sounds like something you are crazy excited to be a part of, apply!
We are funded by insuretech VCs and top-industry executives. We are well recognized for our innovation, and the need for our solution to help solve core problems within the industry.

We have a deep understanding of the industry and the problems. Together, we have over 25 years of insurance experience and over 25 years of small business automation experience. Our company includes advisors, employees and leaders that range from top Insurance companies to key members of software companies that understand how to solve fundamental issues.

Why should you join Better Agency? With rapid sales and development growth since launching at the end of 2019, Better Agency is still at the beginning stages of what will be a predominant technology within the insurance space. By joining the team, you will have a large impact on shaping a product that is already widely used and growing.

Qualifications:

Experience working with large data sets with multiple structures
Ability to create MySQL queries
Ability to refactor and rebuild data sheets and optimize for import
Experience de-duping and cleaning up data
Experience working with customer success/client onboarding teams

Compensation:

Compensation will be tied with experience. The salary range for this position is $55,000 - $65,000
A generous stock option plan

Benefits:

“Win-For-Time” PTO
Health, Vision, Dental insurance
Office Equipment

Location:

We are located in the East Valley (Mesa/Chandler/Gilbert) area of Arizona. We are open to remote working for the right candidate.