Customer Service

Migration Specialist

Location: Providence, RI / Remote

We’re looking for someone who can help us migrate new customers onto the Wealthbox platform. If you’re excited about performing data migrations and helping onboard Wealthbox customers, read on.
A typical day as a Business Analyst: Data Migration will include communicating with customers to review their CRM data and processes, analyzing data sets for migration, and meeting with customers to onboard new users to Wealthbox.


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


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 or SQL)



  • Competitive salary and stock options
  • Excellent health plan coverage
  • Fully remote team
  • 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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