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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.
You will join the Customer Experience team as a Data Migration Specialist, 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:
- Support the data migration team during customer implementations to keep projects on schedule
- Prepare, format, and validate 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 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:
- 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
