EverPro - Senior Data Conversion Specialist, Salesforce (Remote, US)

EverCommerce (Nasdaq: EVCM) is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 690,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more at EverCommerce.com. 

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://www.evercommerce.com/about-us/careers/  

As a Data Conversion Specialist, you use software tools and scripting to extract, transform, and load client data from other software applications into a client’s improveit 360 or MarketSharp system. You deliver an exceptional data conversion experience to each client resulting in an effective, timely conversion and an elevated level of client satisfaction. You validate data migration activities and outcomes and provide support to the implementation project team. 

Becoming proficient in the use of our products and in helping customers with the practical ways to leverage our products in their day-to-day operations is critical for success. You succeed in our culture by demonstrating energy, integrity, positivity, a hunger for knowledge, and a passion for sharing it. We succeed when our customers succeed, and you are a critical contributor for a customer’s initial and ongoing success.

Responsibilities: 

Data Conversion

• Work with clients to extract data from legacy systems, including assistance in finding where data is stored in their database if the client does not have the knowledge.
• Import data into improveit 360 or MarketSharp, review for accuracy and resolve technical issues.
• Manage multiple data conversions simultaneously and prioritize effectively to ensure go-lives occur on time and in line with customer expectations. This includes internal coordination with other team members to ensure availability of suitable resources for each deployment.
• Use tact and diplomacy to set proper timelines and expectations throughout the data conversion process, including both verbal and written communication.
• Provide the client, Project Manager, Relationship Manager and Solutions Consultant with clear documentation of progress, identifying possible areas of concern.
• Provide guidance and solutions consulting on industry best practices related to data transformation.
• Exercise attention to detail and technical proficiency to identify client specific requirements and ensure proper data transformation.
• Manipulate live data in databases using best practices for maintaining data integrity.
• Demonstrate business analytics skills, strong interpersonal skills, and the ability to partner with customers and team members to resolve problems.
• Work collaboratively with others to identify, reduce or eliminate unnecessary risks for customers, partners, staff, and the organization.

70% Project Management

• Foster collaboration within the team and across products and development lifecycles.
• Ensure projects are delivered on time and budget using frequent and clear communications to all internal parties as well as customer stakeholders.
• Attend and help facilitate regular meetings with key management and project teams to review status, issues, and innovations.
• Display positivity and the ability to bring others together for a common purpose to achieve desired results.

20% Process Improvement and Documentation

• Evaluate current data conversion processes for optimal efficiency, recommending and documenting changes.
• Strategize for future conversion methodologies/opportunities, such as leveraging AI to evaluate customer data.
• Establish, document, and maintain a script library to replicate successful conversions without reinventing the work.
• Maintain the Data Conversion Price Book with current data solutions and a time estimate for each system conversion.

10% Engagement and Development

• Maintain positive relationships with others through regular communication updates, meetings, and reports.
• Effectively communicate progress and work with team members to achieve goals.
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