[Remote] Data Migration Specialist

Note: The job is a remote job and is open to candidates in USA. Buildout is an AI deal engine for CRE brokerages, automating workflows to enhance broker efficiency. The Data Migration Specialist will be responsible for transforming customer data into usable formats, ensuring a smooth onboarding experience and ongoing support for clients throughout their data journey.

Responsibilities

• You will play an active role in your customers’ onboarding journey by attending kick-off calls and ongoing check-ins, acting as the SME on data quality, and collaborating with internal teams to set customers up for success
• You will facilitate the movement of Customer data from their own home-grown spreadsheets and other CRMs/systems into Buildout
• Clean-up and manipulate customer data so it is ready for import
• Schedule calls with customers as needed to review and clarify data
• Import the data into the Buildout system
• QA the data that was imported & deliver to customer
• You will help to define the project scope, goals and deliverables to ensure both the Customer and internal teams are aligned
• You will collaborate with other departments on behalf of your Customer to resolve issues and coordinate requests as needed
• You will monitor your Customers’ progress to ensure their project stays on track and escalate potential blockers internally

Skills

• You have experience migrating and/or importing data into a CRM (Salesforce experience preferred)
• You are skilled in data manipulation using tools like Microsoft Excel, Google Sheets or .CSV files
• You are passionate about working with customers directly and ensuring their success
• You have clear, customer‑friendly communication and are able to explain technical topics simply and set expectations with confidence
• You have strong time management and organization skills to manage parallel customer requests and timelines
• You have the ability to identify potential roadblocks and take initiative to swiftly resolve
• Experience working in a B2B SaaS organization
• Experience with Atlassian (Jira & Confluence), and screen sharing tools
• Experience in Commercial Real Estate (CRE) industry

Benefits

• Impactful insurance and benefit options, including 2 medical plans to choose from, 100% coverage of employee dental and vision insurance premiums, HSA seed, company-paid STD, LTD, life insurance, and telemedicine, and a wellness benefit of $400/year.
• Policies that support a healthy work/life harmony, including Flexible PTO, 14 paid company holidays, paid parental leave, and give back days
• 401(k) with 4% company match and immediate vesting
• A fully remote work culture with a monthly remote work reimbursement ($600/year) to support our distributed team and an annual, in-person company kickoff
• Challenging problems to solve with a committed and supportive team who are invested in your growth and development
• A wonderfully quirky culture where you’re encouraged to bring your whole self to work

Company Overview