Data Migration Specialist — Excel Pro, Customer-Obsessed

Clio; Toronto; Hybrid; CAD 62,000 - 84,000; Full time

Benefits offered by this job

Hybrid work

Health benefits

Dental & vision

Job summary

Clio, the global leader in legal AI tech, is seeking a Data Migrations Specialist to migrate customer data and ensure a smooth onboarding journey. You will handle data transformations, imports, and customer interactions with a strong emphasis on accuracy and service quality.

The role involves collaborating with Sales, Onboarding, Enablement, and Product teams to automate data processes and improve tools. A background in data migration and API-driven workflows is highly valued, with hybrid work

Qualifications

• Proficient in Excel functions (Lookups, Trim, IfError) and data analysis.
• Strong customer‑facing communication and empathy.
• Experience with data migrations or ETL a plus.

Responsibilities

• Coordinate data transformations and imports from CSV/SQL into Clio products.
• Deliver superb customer service throughout the data migration process.
• Manage multiple client cases with strict deadlines and quality standards.
• Collaborate with Sales, Onboarding, Enablement, and Product teams to improve data workflows.
• Contribute to customer-facing knowledge articles and process improvements.

Skills

Excel

Customer-focused

Analytical

Problem solving

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

APIs

Job description

Clio, the global leader in legal AI tech, is seeking a Data Migrations Specialist to migrate customer data and ensure a smooth onboarding journey. You will handle data transformations, imports, and customer interactions with a strong emphasis on accuracy and service quality.

The role involves collaborating with Sales, Onboarding, Enablement, and Product teams to automate data processes and improve tools. A background in data migration and API-driven workflows is highly valued, with hybrid work