At InvestNext, we exist to empower investors around the world, making it easy for them to manage the real estate investment process so they can focus on building meaningful relationships to impact their communities. Our Customer Experience team is critical to advancing our mission as the people managing the long-term customer experience and growth, ensuring our customers have the support to accomplish their ambitious outcomes.
Description
As a Data Migration Specialist, you’ll be responsible for leading the data migration process and providing support throughout new customers’ onboarding process onto the InvestNext platform. This role translates customers’ historical investment data into the InvestNext data structure and completes data imports including continually improving and automating parts of the process whenever possible.
You’ll be joining our Onboarding team within the Customer Experience org; this is a role targeting early-career experience with major opportunity to grow your expertise alongside incredibly smart and passionate people. InvestNext’s mission is to democratize real estate investing and empower investors to make a meaningful impact on the communities they invest in -- join us!
In this role, you will
- Manage and oversee data migrations within the client onboarding process, gathering, analyzing, and processing client historical data during each migration, and following up with the client to ensure onboarding timelines are met
- Provide customer training to ensure they understand the way in which they would interact with the system to achieve their goals
- Support the creation of onboarding support assets for current and new customers
- Create Excel import templates based on provided historical investment data
- Build out Macros and automation to simplify the data import process to create efficiency and support continuous improvement efforts
- Meet with the Product team to provide feedback on potential new features in development gathered from customer interactions
- Participate in Customer Experience departmental meetings to share project priorities and communicate any roadblocks to the team
- Join sales demos to help scope and set expectations for extensive customer data migrations as needed
- Conduct quality checks on the conversion of sponsor and investor data imported into InvestNext’s Platform
- Track KPIs and metrics to gauge the overall health of new onboarding customers
If you’re right for this role, you have
- Incredibly strong Excel competency
- Experience in a professional or secondary education financial environment -- bonus points for experience as an analyst or associate in an investment management firm
- Experience with data migration, creating Macros and automation
- Excellent analytical and problem-solving skills
- A natural ability to teach folks, addressing questions and concerns with clarity and empathy
- Personal organization and project management skills, owning a process from start to finish
- Professional experience supporting a technical product, such as SaaS or other software in a data-related capacity
- Knowledge of CRM and project management software
Benefits
- Generous equity grant; we want everyone to operate with an owner mindset and have a real stake in our success
- Robust medical, dental, and vision coverage, 99% employer-paid
- 11 company-wide holidays per year
- Uncapped paid time off, with required minimums to support our team’s personal balance and help avoid burnout
- 401k with 100% employer match, up to 4% annual salary
- Fully remote work from anywhere in the US or Canada, with support to set up your home office as needed
- Travel to spend time with the team, including company-wide offsites
- Generous monthly allowance to support your wellness and workspace needs
- 16 weeks of paid parental leave
- Laptop of choice
Compensation
At InvestNext, we prioritize pay equity, transparency, and equal opportunities for career development. We’re committed to paying fairly and competitively, so we utilize market data that aligns with comparably sized (people and revenue) venture-backed startups in the tech industry, including software and high tech companies to determine our compensation.
The salary range for this role is $60,000-$70,000, alongside a monthly allowance that totals over $10,000 annually in additional cash benefits.
Salary
$60,000 - $70,000 per year