Data Migration and Onboarding Specialist
At a glance
Mid-level Customer Success role at Alt Legal. Remote, United Kingdom · full-time.
In listing
growthroles summary, based on the employer's posting.
What you'll do
- Guide customers from onboarding handoff through completion, handling their IP data migration and related analysis
- Map complex datasets carefully, then reshape customer data into the format used by the platform
- Work with engineers and other colleagues to build and roll out a CSV import process
- Gather information from customers and internal teams, keep customer records accurate, and resolve onboarding issues
- Coordinate multiple migrations while working with customer success and product teams to improve the customer experience
What you bring
- At least four years in a data or implementation role supporting SaaS or professional web-based products
- At least two years working from home
- Strong Excel skills, including sorting, filtering, and VLOOKUPs
- Experience with SQL or databases
Who this fits
This role suits someone who is detail-focused, communicates well, and can manage several data migrations at once while working with customers and internal teams. You must be available Monday through Friday, from 9 a.m. to 5:30 p.m. BST. The role is remote in the UK, with a preference for candidates able to visit the London or Reading office when needed.
From the employer
The Company: Alt Legal is a fast-growing SaaS-based legal technology company focused on making trademark professionals’ lives easier. Our intuitive and automated software helps IP professionals create, maintain, and analyze trademarks and other IP assets. Leading law firms and Fortune 100 companies trust our software to manage hundreds of thousands of filings daily.
We are a diverse and multi-talented virtual team. We thrive in a collaborative, open, positive environment, and we care about our mission, customers, prospects, each other, and the broader community. We are committed to ensuring that everyone on the team can grow by being around equally exceptional and kind people.
Alt Legal is a customer-centric organization that prides itself on our customer support and responsiveness.
Alt Legal supports two IP portfolio management platforms, Alt Legal and WebTMS.
Job Description: Reporting directly to the Senior Data Migration and Onboarding Specialist; and the UK Project Manager, the Data Migration and Onboarding Specialist will manage various external and internal tasks. These primarily involve client data migration, along with its transformation, analysis, and overall management. You will handle client onboarding from initial handoff to its finalization. This role has a heavy emphasis on spreadsheet work, but you will also be asked to conduct client meetings and ensure a smooth onboarding process.
This position requires availability from Monday through Friday 9am-5:30pm BST.
As an internal data specialist, you will be helping customers and internal stakeholders solve their problems through the preparation of data analysis and effective communication.
Your specific responsibilities:
- Support new and existing customers and their onboarding of IP data
- Perform data mapping and manage complex datasets with high level of attention to detail
- Migrate customers’ data into our preferred format
- Coordinate with relevant engineers/personnel to develop & implement a CSV importer process
- Coordinate and receive inputs needed from both customers and internal stakeholders
- Maintain accurate customer records.
- Resolve issues directly or bring in other internal resources to ensure all customer issues are resolved to the customer’s satisfaction in a timely and careful manner.
- Stay current with system changes and updates.
- Work closely with customer success, product, and other internal team leads to improve customer experience
What we’d like to see in the ideal candidate:
- 4+ years’ experience in data/implementation-focused role involving support of SaaS or professional web-based solutions
- 2+ years’ experience working from home
- High proficiency in Excel (sorting/filtering, Vlookups)
- SQL / Database experience
- Experience with CSMs (e.g., Vitally/ChurnZero)
- Keen attention to detail
- Strong communication skills and project management skills (managing multiple data migrations at once)
- Ability to recognize gaps in their own knowledge and seek instruction
- Ability to empathize with and advocate for our customers
- Ability to quickly learn new concepts and teach others
- Good sense of humour and a love of nerdy things
- Intellectual property experience is desired, but it’s not required to apply
What you get: Alt Legal offers a collaborative and challenging work environment and the opportunity to be part of a growing company. We're a team of intellectually curious individuals who love learning and developing new skills. Our company was founded on the belief that a team with diverse backgrounds and identities will have the greatest range of experiences, the best selection of ideas, and the most inclusive and supportive culture.
We also offer all employees a variety of perks such including remote work options, and the opportunity to determine your own growth path. Your equipment will also be provided.
Preferably a candidate who could visit the London or Reading office when required.
Compensation : Between £40-50K based on experience.
We are LGBTQ+ friendly and encourage all candidates to apply.
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