<p><strong>Data Migration Specialist </strong></p> <p><strong>Canopy, Draper, UT</strong></p> <p> </p> <p><strong>About Us</strong></p> <p>Canopy is a fast-growing SaaS company in Draper, 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. </p> <p>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.</p> <p>Click <a href="https://www.getcanopy.com/why-canopy">here</a> to see why our clients (and investors) love Canopy.</p> <p>Interested in learning more about Canopy & the industry? Check out our blog <a href="https://www.getcanopy.com/blog">here</a> where you can find great information on our product features, industry news, practice management, and more!</p> <p> </p> <p><strong>The Opportunity</strong></p> <p>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.</p> <p>This is a hybrid position in Draper, Utah (M, W, F in-office). </p> <p> </p> <p><strong>What You’ll Do</strong></p> <ul> <li>Support the data migration team during customer implementations to ensure projects stay on schedule.</li> <li>Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI.</li> <li>Collaborate with implementation, R&D, and other migration team members to resolve data-related blockers.</li> <li>Provide hands-on support during critical cutover and go-live periods.</li> <li>Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results.</li> <li>Run and document test migrations, verifying accuracy and completeness of migrated data.</li> <li>Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.</li> <li>Quickly and clearly escalate issues or discrepancies to the appropriate team members.</li> <li>Document processes, data mappings, and lessons learned to support continuous improvement.</li> <li>Maintain strict confidentiality and integrity of client data.</li> <li>Take initiative to identify potential issues early and proactively suggest or implement solutions.</li> </ul> <p> </p> <p><strong>What We’re Looking For</strong></p> <ul> <li>1–3 years of experience in data or file migration, data analysis, or a similar technical role.</li> <li>Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation.</li> <li>Strong attention to detail and ability to maintain accuracy across large datasets.</li> <li>Excellent communication and problem-solving skills.</li> <li>Ability to work independently and collaboratively in a fast-paced environment.</li> <li>A strong sense of ownership, accountability, and follow-through.</li> <li>Ability to use AI to work more efficiently and collaboratively.</li> </ul> <p> </p> <p><strong>Bonus Points If You Have</strong></p> <ul> <li>Experience with SQL (writing or optimizing queries/scripts for data validation or troubleshooting).</li> <li>Familiarity with SaaS environments or data migration tools.</li> <li>Background working with accounting or financial data.</li> <li>Prior experience supporting software implementations or client onboarding.</li> </ul> <p><em>We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.</em></p> <p> </p> <p><strong>Why You Want to Work Here</strong></p> <p>🌴 Flexible Paid Time Off -<em> you’re actually encouraged to use, plus 10 company holidays! </em></p> <p>❤️🩹 Health Benefits -<em> including Medical, Dental, and Vision and an HSA Match. </em></p> <p>💰 401(k) - <em>we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.</em></p> <p>🧠 Mental Health - <em>all employees have access to Impact Suite & to our Employee Assistance Program (EAP).</em></p> <p>👶 Paid New Parent Leave & Birthing Parent Leave - <em>so you’re able to care for your little ones.</em></p> <p>➕ Supplemental Benefits - <em>including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.</em></p> <p>🌟 Nectar - <em>our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!</em></p> <p>🥳 Company Events<em> - including monthly company-wide meetings, summer parties, and more.</em></p> <p>💡 ERG Committees<em> - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.</em></p> <p>☕ Fully-stocked kitchen - <em>Keto? Vegan? Flexitar