We’re looking for someone who can help us transition new customers onto the Wealthbox platform. If you’re excited about performing data migrations, and enjoy seeing newly transitioned customers become successful adopters of the Wealthbox platform, read on.
A typical day as a Business Analyst: Data Migration will include phone calls with new customers to review their CRM information for transfer to Wealthbox, working in Microsoft Excel to prepare data for importing and customer meetings to onboard their firm’s employees to Wealthbox.
Requirements & Skills
Interested? Email us a note with your resume to email@example.com. Thanks.