Short-Term Membership Data Migration Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Review Airtable bases, tables, fields, and linked records.

• Evaluate data quality, identify duplicates and inconsistencies, and suggest cleansing and migration scope.

• Prepare the agreed data for migration.

• Examine EveryAction configuration, fields, codes, classifications, and tags.

• Map Airtable fields to corresponding EveryAction fields and codes.

• Consistently apply coding rules and resolve ambiguities with the organization.

• Maintain relevant record relationships and avoid unnecessary duplication.

• Create a migration plan that includes testing, security, and contingency arrangements.

• Execute a pilot migration and address any identified issues.

• Carry out the migration using secure and auditable methods.

• Validate the completeness of records, field mapping, coding accuracy, and record relationships.

• Reconcile source and destination records, document exceptions, and support user acceptance testing.

• Provide data mapping and coding documentation, a data dictionary, and migration and validation reports.

• Train relevant staff on data quality maintenance and the use of the agreed CRM structure.

• Offer post-migration support for an agreed period.

• Report to the Deputy Director, Development, and collaborate closely with relevant staff to define scope, approve coding decisions, test results, and sign off deliverables.

⛳️ Requirements

• Demonstrated experience in CRM data migration, ideally with Airtable and EveryAction.

• Strong familiarity with EveryAction's data structures, import processes, fields, and coding systems.

• Experience in data cleansing, mapping, deduplication, record matching, and quality assurance.

• Proven experience managing linked records, upholding data integrity, and securely handling sensitive and confidential information.

• Knowledge of data protection and secure data handling practices.

• Excellent documentation, communication, and knowledge-transfer abilities.

• Experience working with charities, advocacy organizations, fundraising, or supporter engagement data is preferred.

• Must adhere to safeguarding, data protection, confidentiality, and information security policies and applicable legislation.

• Must complete relevant background checks and confidentiality or data processing agreements before accessing pertinent data.

• Must utilize approved systems and secure data transfer methods, ensuring appropriate access controls, encryption, and multi-factor authentication where supported.

• Must not transfer data to personal devices, unapproved third-party platforms, or external storage without prior written authorization.

• Must disclose and obtain written approval for any subcontractors or additional personnel before granting access to organizational data.

• Must not use organizational data in unapproved AI tools, automated processing platforms, or third-party services.

• Consultant profile must encompass relevant qualifications, technical skills, and references.

🏝️ Benefits

• Approximately 2–4 week assignment.

• Post-migration support for an agreed period.

• Staff handover/light training.

• Professional fee and additional costs to be itemized in the quotation.