• You have not only the technical chops but also have mastered the art of customer experience to deliver on data migration consults as part of a customer’s full life cycle
• You like building and creating tools, are a troubleshooting expert, and a people person with deep empathy for ensuring that our employees and customers needs are understood and expectations are not only met, but exceeded
• A healthy customer obsession and focus on delivering exceptional client experience
• 5+ years of data migration experience. Experience with financial or document migrations is an asset, preferably in the legal tech space
• 3-5 years of experience with coding/scripting/SQL queries (ex. Python)
• Expert knowledge in Microsoft Excel
• A proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
• Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities
• Bachelor’s degree in Computer Science, System Engineering, Information Systems, or equivalent

Desirable

• We are looking for a technical and skilled Senior Data Migration Specialist to add value, energy, and technical expertise to our team
• The Data Migrations team at Clio, as part of our Customer Success Department, specialize in migrating customer data from legacy products into Clio
• This can range from exporting data, importing data, processing data and the cleansing of data. Extract, transform, and load are terms often used by the team
• This team is a key part of our customer onboarding function at Clio which strives to offer the most effortless experience possible to our customers
• This is a team assembled to specifically tackle the need to enhance the customer experience, and there are still a lot of opportunities for both process and tooling improvements
• We assist customers directly, and indirectly by supporting our Customer Enablement team and working with our Product team to automate the right parts of this process for our customers
• Our current team members are smart, engaged and fun
• Performing data transformations/validations based on customer needs and workflows including but not limited to LPM data, Documents, and Financial history
• Providing superb customer service throughout the data migration process
• Designing, building, and maintaining automation tools using scripting languages (ex. Python) to extract data from various sources, map and transform customer workflows, and load into Clio products
• Being the go-to migration lead for Mid Market customers - Assisting with scoping & timelines presale, and acting as a proactive player with the CSM & Onboarding specialist through the early customer journey
• Talking to potential professional services customers to position the value of migration packages and assist with closing opportunities
• Planing, leading, and owning projects from end-to-end and participating in cross-departmental initiatives to help build a world-class migration experience
• Being confident, articulate, and sensitive to the needs of customers and internal partners
• Contributing regularly to our customer-facing knowledge base
• Partnering with other members of the Customer Enablement and Technical Escalations teams to develop processes around the design, development, and testing of data transformation, extraction and training activities
• Gaining a deep understanding of and staying up to date with the Clio product and common workflows
• Always looking for and being curious about process and technology improvements to enhance the customer’s journey and automate the function of the role
• And other duties as required