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.
Responsibilities
- 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)
Benefits
- 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 jobs@wealthbox.com.
Apply Now
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