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Canopy is a fast-growing SaaS company building practice management software for accounting firms. They recently secured $70M in Series C funding and are looking to revolutionize the accounting space with modern, user-friendly solutions.
As a Data Migration Specialist, you will support the Customer Experience team during customer onboarding, playing a key role in ensuring successful and accurate data and file migrations as customers transition to Canopy's Practice Management Suite. This is a hybrid role based in Draper, Utah, with in-office days on Monday, Wednesday, and Friday.
Key responsibilities include:
- Supporting the data migration team during customer implementations to keep projects on schedule
- Preparing, formatting, and validating customer data for migration using Excel, in-house tools, and AI
- Collaborating with implementation, R&D, and other migration team members to resolve data-related blockers
- Providing hands-on support during critical cutover and go-live periods
- Creating and maintaining spreadsheets to track data, monitor progress, and document reconciliation results
- Running and documenting test migrations to verify accuracy and completeness of migrated data
- Performing data checks, reconciliations, and quality assurance reviews to ensure data integrity
- Escalating issues or discrepancies clearly and quickly to appropriate team members
- Documenting processes, data mappings, and lessons learned to support continuous improvement
- Maintaining strict confidentiality and integrity of client data
- Taking initiative to identify potential issues early and proactively suggest or implement solutions
Canopy emphasizes delighting customers, spotting and solving problems, and being good people along the way. The company offers flexible paid time off, comprehensive health benefits (medical, dental, vision, HSA match), 401(k) matching (100% up to 3%), mental health support, paid parental leave, supplemental life and disability insurance, peer recognition programs, company events, and ERG committees.
REQUIREMENTS:
- 1–3 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
- Strong sense of ownership, accountability, and follow-through
- Ability to use AI to work more efficiently and collaboratively
BONUS QUALIFICATIONS:
- 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
