Client Migration Specialist
Payactiv, Inc.
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Benefits offered by this job
Job summary
Payactiv, Inc. in Milpitas, CA is seeking an Enterprise Client Migration Specialist to manage end-to-end migrations for large enterprise clients.
You will coordinate data mappings, IDs, payroll calendars, and integrations across legacy and new platforms, while guiding credential setups and client training. The role demands a strategic thinker with strong data migration experience, excellent communication, and a focus on delivering seamless transitions for customers.
Qualifications
- Education: Bachelor’s degree in Business, CS, Communications, or related field.
- Experience: 3+ years in a client-facing role focused on data migration, system conversions, or complex platform transitions for enterprise clients.
- Technical: Proficiency in data mapping, system integration workflows, and credential management.
- Project management: Ability to manage high-stakes migration timelines and multi-layered technical projects.
- Communication: Strong interpersonal and presentation skills for non-technical stakeholders.
- Problem solving: Analytical mindset to resolve data continuity issues.
- Tools: Proficiency with Salesforce and specialized migration tools.
Responsibilities
- Manage End-to-End Migration: oversee migration for new enterprise clients from legacy to new providers.
- Data Mapping and Integrity: validate mappings, including Employee IDs, Paygroup configs, Payroll calendars.
- System Coordination: align legacy, payroll, and time & attendance systems for integrations.
- Timeline Oversight: create plans and KPIs to hit milestones without service interruption.
- Credential and API Management: guide credential setups and secure data like Vanity URLs, OAuth IDs/secrets.
- Stakeholder Training: conduct technical demos and training for clients.
- Risk Mitigation: identify and resolve data discrepancies during migration lifecycle.
- Strategic Advisory: advise on data structure and configuration for ROI.
Skills
Education
Tools
Job description
At Payactiv, we believe everyone is worthy of financial dignity. Our team is built on a shared obsession to create products that reduce financial stress and improve lives. We thrive on curiosity, strive for excellence, and act with purpose every day. If you’re inspired to reimagine what’s possible for workers everywhere, explore our openings—or reach out and introduce yourself. There’s always room at the table for passionate problem-solvers.
Position: Client Migration Specialist Location: Milpitas, CA
Job Id: 225 # of Openings: 1
Payactiv, Inc. is a leading financial technology company revolutionizing the way workers access and manage their earnings. As the pioneer of Earned Wage Access (EWA), we empower employees with real-time financial flexibility while enabling businesses to improve workforce engagement and productivity. Our mission is to provide inclusive financial wellness solutions that improve the lives of millions of workers.
Payactiv is seeking an Enterprise Client Migration Specialist based in our Milpitas CA office, who is passionate about creating user-centric fintech solutions that empower businesses and workers alike. This role requires a strategic thinker and customer advocate who thrives in a fast-paced environment and excels at cross-functional collaboration. The ideal candidate will have a strong technical background, a deep understanding of financial products, and a relentless focus on delivering exceptional user experiences.
- Manage End-to-End Migration: Oversee the entire migration process for new enterprise clients, ensuring a smooth, efficient, and timely transition from legacy systems.
- Data Mapping and Integrity: Execute and validate complex data mappings, including Employee ID transitions (old ID to new ID), Paygroup configurations, and Payroll Calendar alignments between current and new providers.
- System Coordination: Coordinate seamlessly between legacy systems, current payroll platforms, and new time & attendance software to facilitate technical integrations and data migration.
- Timeline Oversight: Develop and manage customized migration project plans, establishing and tracking key performance indicators (KPIs) to ensure all milestones are met without service interruption.
- Credential and API Management: Guide clients through credential setups for payroll and time platforms, including the acquisition of sensitive integration data such as Vanity URLs, OAuthID/ClientIDs, and OAuth Secrets from third-party vendors.
- Stakeholder Training: Provide technical demonstrations and comprehensive training to client stakeholders to ensure successful platform adoption following the migration.
- Risk Mitigation: Proactively identify and resolve potential technical roadblocks or data discrepancies during the migration lifecycle, escalating issues as necessary to maintain project velocity.
- Strategic Advisory: Serve as a trusted advisor, offering best-practice recommendations for data structure and system configuration to maximize the client#39's return on investment.
- Education: Bachelor’s degree in Business, Computer Science, Communications, or a related field.
- Experience: 3+ years of experience in a client-facing role with a specific,proven focus on data migration, system conversions, or complex platform transitions for enterprise-level clients.
- Technical Expertise: Strong proficiency in data mapping protocols, system integration workflows, and credential management.
- Project Management: Demonstrated ability to manage high-stakes migration timelines and multi-layered technical projects.
- Communication: Excellent interpersonal and presentation skills, with the ability to explain complex technical migration steps to non-technical stakeholders.
- Problem Solving: Advanced analytical skills with a proactive approach to resolving data continuity challenges and system discrepancies.
- Tools: Proficiency with Salesforce and specialized project management or data migration tools.
- Company sponsored Health, dental, and vision insurance
- 401K, traditional, and Roth with company match
- Tuition Assistance or Tuition Reimbursement
- Monthly Gym Reimbursement
- Paid time off to volunteer
- Paid Family Leave
- Unlimited Paid Time Off
- Complimentary office lunches
- Opportunity to work with a great team committed to making a difference.
- Career Growth: Take on high-impact responsibilities with ample opportunities for leadership and advancement.
- Impact-Driven Mission: Be part of a company dedicated to improving financial wellness for millions of workers.
- User-Centric Culture: Build products that genuinely improve people’s lives by prioritizing user experience and accessibility.
- Fast-Growing Fintech: Work in a dynamic environment at the forefront of financial innovation.
- Salary Range: $75,000 to $90,000 plus Bonus
Payactiv is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
Payactiv is a certified B-Corp and Public Benefit Corporation. Not only are we dedicated to conducting business with the highest standards, it’s our legal commitment.
Our purpose is to help lower income workers reduce financial stress and improve wellbeing. Your work here would impact millions of people every single day.
We have a highly collaborative and lively environment. Join monthly team bonding events, workout groups, interest groups, or the dance party in the marketing office.
We encourage team members to attend events, find online courses, and explore their creative ideas. Ask about our education reimbursement programs.
We offer our employees health, dental, and vision coverage with a medical expense card to cover most co-pays. We also offer a monthly internet and cell phone reimbursement.
Payactiv is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
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