Customer Data Specialist

Remote (United States)

Job Details

Location: United States

Workplace: Remote

Employment Type: Full Time

Core Areas: Data Migration, Data Transformation, Data Mapping, Microsoft Excel, Power Query, Customer Implementation, Intelligent Automation, AI Tools

Compensation: $52,250 per year base salary; $55,000 per year in on-target earnings with bonus potential

About the Role

The Customer Data Specialist manages end-to-end customer data migration projects during implementation, including extracting source data from external software, transforming and mapping data to target schemas, and completing uploads. Approximately 70% of the role is dedicated to data migrations, with 20% focused on customer meetings and 10% on product training.

This role combines advanced Microsoft Excel skills, Power Query, AI tools, data transformation, intelligent automation, and customer-facing communication. The position serves as a data migration subject matter expert within Customer Success, helping customers address data requirements while managing multiple projects, deadlines, and cross-functional workflows.

What You'll Do

• Serve as a data migration subject matter expert within the Customer Success organization.
• Complete end-to-end customer data migrations, including extracting source data from external software, transforming data to fit target data schemas using Microsoft Excel, Power Query, AI, and other tools, and completing the upload process.
• Serve as the primary resource for customer data questions and requirements throughout implementation.
• Understand customer data needs and prioritize requirements accordingly.
• Participate in customer-facing meetings with Implementation and Retention teams to ensure customer data requirements are understood and addressed.
• Develop deep expertise in the core software product and lead technical, module-based training sessions for customers.
• Follow established project prioritization procedures and meet project completion deadlines.
• Maintain and continuously improve client satisfaction through professional, courteous, and timely service.
• Work cross-functionally with Customer Success Support, Implementation, and Retention teams to maintain consistent communication throughout customer engagements.
• Continuously improve data migration and customer support processes by applying emerging technologies, including AI tools and intelligent automation.

Qualifications

Required Skills

• Advanced proficiency in Microsoft Excel for data transformation and migration work.
• Exceptional attention to detail, communication, time management, and organizational skills.
• Ability to learn and apply new data transformation technologies, including a high level of AI fluency.
• Ability to creatively use intelligent automation tools to streamline repetitive tasks.
• Ability to manage a high volume of simultaneous projects while consistently meeting deadlines.
• Comfort leading customer-facing meetings and addressing customer data requirements.
• Self-motivation and the ability to perform effectively in a fast-paced, performance-driven environment.
• Strong work ethic, disciplined approach to processes and responsibilities, openness to constructive feedback, and a results-oriented mindset.

Tools & Technologies

• Microsoft Excel
• Power Query
• Slack
• Zendesk
• Google Workspace, including Google Sheets and Google Slides
• Claude
• Notion AI

Education

• Bachelor's degree from an accredited university.

Benefits

• 100% company-paid health, dental, and vision insurance.
• Company-paid short-term and long-term disability insurance and life insurance.
• 401(k) benefits.
• Generous paid time off and separate unplanned time off policies.
• Flexible scheduling for personal appointments, provided performance expectations and project timelines are met.
• Company-provided laptop, headset, and other equipment required for the role.
• Up to $500 toward home office equipment, furniture, and accessories.
• $60 per month toward home internet expenses.
• Remote-first work environment with optional office access.
• One company-wide in-person event per year.
• Candidates may be located anywhere in the United States.