Data Migration Specialist

About the role

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. We aim to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. And we just secured $70M in Series C funding to help us fulfill that mission. Click here to see why our clients (and investors) love Canopy. Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more! We are hiring Data Migration Specialists to help support our Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as our customers transition to Canopy's Practice Management Suite. This is a hybrid position in South Jordan, Utah (M, W, F in-office).

Responsibilities

• Support the data migration team during customer implementations to ensure projects stay on schedule.
• Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI.
• Collaborate with implementation, R&D, and other migration team members to resolve data-related blockers.
• Provide hands-on support during critical cutover and go-live periods.
• Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results.
• Run and document test migrations, verifying accuracy and completeness of migrated data.
• Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.
• Quickly and clearly escalate issues or discrepancies to the appropriate team members.
• Document processes, data mappings, and lessons learned to support continuous improvement.
• Maintain strict confidentiality and integrity of client data.
• Take initiative to identify potential issues early and proactively suggest or implement solutions.

Requirements

• 2+ years of experience in data or file migration, data analysis, or a similar technical role.
• Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation.
• Strong attention to detail and ability to maintain accuracy across large datasets.
• Excellent communication and problem-solving skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• A strong sense of ownership, accountability, and follow-through.
• Ability to use AI to work more efficiently and collaboratively.
• Bonus Points If You Have
• Experience with SQL (writing or optimizing queries/scripts for data validation or troubleshooting).
• Familiarity with SaaS environments or data migration tools.
• Background working with accounting or financial data.
• Prior experience supporting software implementations or client onboarding.
• We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
• Why You Want to Work Here
• 🌴 Flexible Paid Time Off - you're actually encouraged to use, plus 10 company holidays!
• ❤️🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match.
• 💰 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
• 🧠 Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).
• 👶 Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.
• ➕ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
• 🌟 Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!
• 🥳 Company Events - including monthly company-wide meetings, summer parties, and more.
• 💡 ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
• ☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.
• Our Values
• We approach our work every day with a few things in mind:
• 🔑 Own - we own this place! We focus on outcomes, holding ourselves & each other accountable.
• 🏆 Win - we win by delighting our customers with the very best products and services.
• 👍 Do Good - we work hard to be good people!
• 💡 Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.
• 🚀 Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.
• To learn more about us & our values, click here .
• Interviewing @ Canopy

Benefits

Additional Information

Data Migration Specialist Canopy, South Jordan, UT

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