Client Data Specialist

This is a fully remote position, open to applicants in Alaska, +9 more states.

📋 Description

• Oversee comprehensive data transfer initiatives, encompassing data evaluation, mapping, SQL development, beta transfer, validation, and final rollout.

• Handle a substantial volume of simultaneous client implementation projects.

• Create and manage SQL scripts utilizing joins, updates, and data manipulation techniques.

• Acquire client data via extraction guidance or direct retrieval when access is permitted.

• Lead or assist in client mapping sessions and document field-alignment decisions.

• Uphold data submission standards and project scope requirements.

• Engage with clients regarding the scheduling and completion of mapping, beta review, and final submission milestones.

• Recognize and escalate issues related to data quality, client responsiveness, and project scope risks.

• Validate data through record counts, field validation, and system testing.

• Record mapping decisions, transformation logic, project updates, client interactions, issues, and resolutions in Salesforce and internal systems.

• Collaborate with Onboarding Coordinators, Sales, and internal teams.

• Perform billable professional services tasks such as database cleanup, code standardization, deduplication, and one-off data requests.

• Address Sales and onboarding inquiries regarding data transfer procedures and technical capabilities.

• Identify escalated client issues and facilitate resolution.

• Participate in special projects and additional responsibilities as needed.

• Utilize AI tools to assist in data mapping, evaluation, and script generation while reviewing and refining outputs.

⛳️ Requirements

• Must reside in PA, NJ, NH, DE, CO, SD, TX, WY, AK, or FL to qualify as a W-2 employee.

• Proficient in SQL Server, including queries, joins, updates, and basic data transformation techniques.

• Strong grasp of database usage and relational database principles.

• Capable of managing multiple concurrent projects in a fast-paced, high-volume environment.

• Excellent organizational and prioritization abilities.

• Outstanding verbal and written communication skills.

• Ability to engage professionally with clients and internal teams.

• Keen attention to detail in data validation, documentation, and quality control.

• Aptitude for identifying issues and escalating as necessary.

• Consistently adhere to defined processes.

• Proficient in Microsoft Office, Google Workspace, Salesforce CRM, Slack, and other internal systems.

• Capability to maintain precise project documentation.

• Ability to utilize AI tools for data mapping and script generation while ensuring output validation.

• Associate's or Bachelor’s degree in Information Technology, Computer Science, Data Management, or a related field, or equivalent work experience.

• 1–3 years of experience in SQL, data transformation, or database-related roles.

• Preferred experience in working with relational databases.

• Experience in managing multiple projects or tasks simultaneously is preferred.

• Previous experience in client-facing or customer service roles is preferred.

• Familiarity with nonprofit data structures and systems is advantageous.

🏝️ Benefits

• Remote-first, flexible work environment.

• Employee groups such as Diversity & Inclusion, SofterWare Women’s Network, SofterWare Wellness, and SofterWare Gives Back.

• Virtual events and remote community-building activities.

• Paid time off and volunteer days.

• Matching gifts program.

• Parental and military leave.

• 401(k) with employer match and profit sharing.

• Medical, prescription, vision, and dental coverage.

• Pre-tax dependent coverage and voluntary benefits.

• Short-term disability.

• Employee Assistance and Wellness Programs.

• Quarterly incentive bonuses.

• Monthly profit-sharing bonus.