NABA Inc
CRM Data Migration Specialist
NABA Inc, New York, New York, United States,
JOB DESCRIPTION
Job Title:
CRM Data Migration Specialist
Job Location:
Remote
FLSA Status
: Temporary
Job Title(s) Supervised:
None
National Travel Required
0%
Department:
IT
% FTE
0%
Reports to
: Chief Technology Officer
JOB SUMMARY
NABA, Inc. is seeking an enthusiastic, highly energetic, full-time individual who wants to use their talents and skills for the advancement of Black Business professionals. If you are a motivated self-starter committed to social impact outcomes with a focus professional development program(s), join our team. NABA, Inc. is a nonprofit membership association dedicated to bridging the opportunity gap for Black Business Leaders in accounting, finance business, and entrepreneurship. Representing more than 200,000 Black Business Leaders in these fields, NABA advances people, careers, and the mission by providing education, resources, and meaningful career
connections to professional and student members.
JOB DESCRIPTION
ESSENTIAL FUNCTIONS:
We are seeking a short-term consultant to help migrate our data to the new CRM. As a data migration specialist, your primary function is to oversee the seamless transfer of data from one system to another while ensuring data integrity, accuracy, and security. This involves analyzing existing data structures, developing migration strategies, mapping data fields, executing migration processes, and conducting post-migration validation and testing
GENERAL ACCOUNTABILITIES:
Data Assessment
• In collaboration with data owners, identify existing Customer, Contact, and Opportunities data in Word documents, Excel spreadsheets and analyze its value/relevance for importing into the CRM.
Data Mapping
• Create a data mapping plan to transfer data from documents and spreadsheets to the CRM platform.
• Confirm data mapping aligns with the CRM system's structure and requirements.
Migration Execution:
• Execute the data migration process in collaboration with the IT team.
• Monitor and troubleshoot any issues that may arise during the migration process.
• Work closely with stakeholders to validate and verify migrated data.
Quality Assurance:
• Conduct thorough testing of the migrated data to guarantee accuracy and completeness.
• Address any data quality issues promptly and implement corrective measures.
Documentation:
• Create detailed documentation of the data migration process, including steps taken, challenges faced, and solutions implemented.
• Provide training and support to end-users on utilizing the CRM system effectively.
REQUIRED JOB QUALIFICATIONS
Education and Experience Requirement(s):
• Proven experience in data migration, preferably within a CRM context.
• Proficiency in spreadsheet tools and CRM platforms.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Effective communication and collaboration skills.
• Ability to work independently and as part of a team.
Knowledge, Skills, and Abilities:
• Must possess strong leadership qualities
• Must have strong organizational, analytical, and coordinating abilities
• Ability to work as part of a team
• Excellent problem-solving abilities
• Must be creative and able to prioritize tasks in the face of many challenges
• Ability to supervise and work in a team environment (as needed)
• Ability to work independently and work under deadlines
• Proven stakeholder management skills
• Commitment to organizational mission and values
Competencies:
• Drive for Results - Winning Spirit
• Track Record of Revenue Results
• Sales Execution Role Model
• People Leadership
• Emotional Intelligence
• Cross Team Collaboration
• Passion for Customer Excellence
• Upselling and Cross Selling Leadership
• Relationship Builder
• Building Trust
• Great Communication Skills
• Operational Excellence
• CRM Experience
• Data Analysis
• Microsoft Office Experience
Physical Requirements:
• Ability to communicate and exchange information as well as use a computer.
• Office/Remote working environment
• Ability to transport up to 20 lbs.
• DMV residence preferred but not mandatory.
DIVERSITY STATEMENT:
As an equal opportunity employer, NABA is committed to a diverse, multicultural work environment. NABA does not discriminate in employment based on age, race, creed, gender, religion, marital status, veteran's status, national origin, disability, sexual orientation, and other protected status as required by applicable law.
ORGANIZATION BACKGROUND:
The mission of NABA is to address the professional needs of its members and to build leaders that shape the future of the accounting and finance profession with an unfaltering commitment to inspire the same in their successors.
NABA's vision is for unlimited opportunities and growth for Black business leaders in accounting and related business professions. Learn more about NABA's vision at www.nabainc.org/vision.
BENEFITS:
This position offers a competitive compensation package, including full medical and dental benefits; disability insurance; life insurance; and retirement fund options.
Job Title:
CRM Data Migration Specialist
Job Location:
Remote
FLSA Status
: Temporary
Job Title(s) Supervised:
None
National Travel Required
0%
Department:
IT
% FTE
0%
Reports to
: Chief Technology Officer
JOB SUMMARY
NABA, Inc. is seeking an enthusiastic, highly energetic, full-time individual who wants to use their talents and skills for the advancement of Black Business professionals. If you are a motivated self-starter committed to social impact outcomes with a focus professional development program(s), join our team. NABA, Inc. is a nonprofit membership association dedicated to bridging the opportunity gap for Black Business Leaders in accounting, finance business, and entrepreneurship. Representing more than 200,000 Black Business Leaders in these fields, NABA advances people, careers, and the mission by providing education, resources, and meaningful career
connections to professional and student members.
JOB DESCRIPTION
ESSENTIAL FUNCTIONS:
We are seeking a short-term consultant to help migrate our data to the new CRM. As a data migration specialist, your primary function is to oversee the seamless transfer of data from one system to another while ensuring data integrity, accuracy, and security. This involves analyzing existing data structures, developing migration strategies, mapping data fields, executing migration processes, and conducting post-migration validation and testing
GENERAL ACCOUNTABILITIES:
Data Assessment
• In collaboration with data owners, identify existing Customer, Contact, and Opportunities data in Word documents, Excel spreadsheets and analyze its value/relevance for importing into the CRM.
Data Mapping
• Create a data mapping plan to transfer data from documents and spreadsheets to the CRM platform.
• Confirm data mapping aligns with the CRM system's structure and requirements.
Migration Execution:
• Execute the data migration process in collaboration with the IT team.
• Monitor and troubleshoot any issues that may arise during the migration process.
• Work closely with stakeholders to validate and verify migrated data.
Quality Assurance:
• Conduct thorough testing of the migrated data to guarantee accuracy and completeness.
• Address any data quality issues promptly and implement corrective measures.
Documentation:
• Create detailed documentation of the data migration process, including steps taken, challenges faced, and solutions implemented.
• Provide training and support to end-users on utilizing the CRM system effectively.
REQUIRED JOB QUALIFICATIONS
Education and Experience Requirement(s):
• Proven experience in data migration, preferably within a CRM context.
• Proficiency in spreadsheet tools and CRM platforms.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Effective communication and collaboration skills.
• Ability to work independently and as part of a team.
Knowledge, Skills, and Abilities:
• Must possess strong leadership qualities
• Must have strong organizational, analytical, and coordinating abilities
• Ability to work as part of a team
• Excellent problem-solving abilities
• Must be creative and able to prioritize tasks in the face of many challenges
• Ability to supervise and work in a team environment (as needed)
• Ability to work independently and work under deadlines
• Proven stakeholder management skills
• Commitment to organizational mission and values
Competencies:
• Drive for Results - Winning Spirit
• Track Record of Revenue Results
• Sales Execution Role Model
• People Leadership
• Emotional Intelligence
• Cross Team Collaboration
• Passion for Customer Excellence
• Upselling and Cross Selling Leadership
• Relationship Builder
• Building Trust
• Great Communication Skills
• Operational Excellence
• CRM Experience
• Data Analysis
• Microsoft Office Experience
Physical Requirements:
• Ability to communicate and exchange information as well as use a computer.
• Office/Remote working environment
• Ability to transport up to 20 lbs.
• DMV residence preferred but not mandatory.
DIVERSITY STATEMENT:
As an equal opportunity employer, NABA is committed to a diverse, multicultural work environment. NABA does not discriminate in employment based on age, race, creed, gender, religion, marital status, veteran's status, national origin, disability, sexual orientation, and other protected status as required by applicable law.
ORGANIZATION BACKGROUND:
The mission of NABA is to address the professional needs of its members and to build leaders that shape the future of the accounting and finance profession with an unfaltering commitment to inspire the same in their successors.
NABA's vision is for unlimited opportunities and growth for Black business leaders in accounting and related business professions. Learn more about NABA's vision at www.nabainc.org/vision.
BENEFITS:
This position offers a competitive compensation package, including full medical and dental benefits; disability insurance; life insurance; and retirement fund options.