Customer Service

Business Analyst: Data Migration

Location: Providence, RI / Remote

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.


  • Meet with new customers to gather requirements for a successful CRM transfer
  • Prepare data for import using Excel, Access, and other tools
  • Upload and monitor the progress of customer imports
  • Organize and hold onboarding meetings with new customer


Requirements & Skills

  • Desire to work directly with customers
  • Ability to manage multiple projects and schedule
  • Expertise with spreadsheet tools like Microsoft Excel
  • Ability to communicate clearly and positively
  • Unrelenting attention to detail
  • Basic understanding of databases (e.g. Microsoft Access)



  • Competitive salary and stock options
  • Excellent health plan coverage
  • Work remote or on-site
  • Paid time off

Interested? Email us a note with your resume and a link to your Linkedin profile to

Apply Now

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