Field Services Enablement Specialist, Data Migration

Added
22 days ago
Type
Full time
Salary
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πŸ“‹ Description

  • Serve as primary SME for data migration workflows (start-of-day, transactions, history)
  • Design and standardize migration processes, playbooks, and tools
  • Collaborate with Consulting, Product, and Customer Success on migrations
  • Guide standardized methodologies and ensure data accuracy
  • Enable teams via training, documentation, and best-practice guidance
  • Leverage AI tools to improve documentation and efficiency

🎯 Requirements

  • 5+ years of data migration in investment management software
  • 1+ year hands-on migrations on Ridgeline platform
  • Expertise in portfolio accounting data structures (positions, transactions, history)
  • Strong data reconciliation and validation methodologies
  • Experience designing repeatable migration workflows and tools
  • Collaboration with Product Management and Engineering teams
  • Exceptional attention to detail with analytical and documentation skills
  • Strong communication translating technical processes for stakeholders

🎁 Benefits

  • Unlimited vacation
  • Educational and wellness reimbursements
  • $0 cost employee insurance plans
  • Company Stock Plan eligibility
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