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customer onboarding salesforce google sheets excel data migration📋 Description
- Collaborate with Custom Pros post-sale to assess data migration needs.
- Host customer-facing calls to gather requirements and ensure a smooth transition.
- Clean, format, and manipulate data for accuracy and compatibility.
- Work cross-functionally with onboarding, sales, and product teams to troubleshoot issues.
- Serve as the contact for data migration questions with responsive support.
- Maintain documentation of migration processes and progress.
🎯 Requirements
- Base Excel/Google Sheets for importing and organizing data.
- Analytical thinker who derives insights from data to improve performance.
- Exceptional interpersonal skills.
- Patience and enthusiasm for explaining complex concepts to a diverse audience.
- Goal-oriented self-starter with examples of success.
- Exceptional written and oral communication skills.
🎁 Benefits
- Paid Time Off (PTO)
- Home internet stipend
- Medical, dental, and vision benefits
- 401(k) retirement savings plans (Pre-Tax and Roth)
- Flexible Spending Accounts (FSA) - Medical & Dependent Care
- Health Savings Account (HSA) with company contribution
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