Customer Migrations Representative

Jobtailor; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Jobtailor in New York, NY is seeking a Customer Migration Specialist to serve as the primary contact for customers migrating to the Unify Platform. You will assess each customer's environment and craft a migration plan, guiding them from kickoff to completion.

You will execute integrations between legacy systems and the Unify Platform, validate data accuracy post‑integration, and deliver platform and app training to new customers, providing hands‑on support throughout the transition.

Qualifications

• Minimum of 1 year of professional experience in a commercial or customer service role (B2B experience preferred).
• Demonstrated experience working with business software systems, including migrating or entering data between platforms (CRM, ERP, or database systems preferred).
• Track record of learning new software platforms quickly and successfully troubleshooting data or system issues in a previous role.
• Excellent communication skills with a "can-do" attitude.
• Excellent English skills, written and spoken, with the ability to clearly articulate technical requirements and solutions.

Responsibilities

• Serve as the primary point of contact for customers migrating to the Unify Platform.
• Assess each customer's environment and build a migration plan.
• Guide customers through the migration process from kickoff to completion.
• Execute integrations between legacy systems and the Unify Platform.
• Validate data accuracy post-integration.
• Deliver platform and app training to new customers.
• Provide hands-on support throughout the customer's transition.
• Partner with Customer Success on a smooth handoff at project completion.

Skills

Customer Migration Planning

Data Integration Execution

Business Software Systems Experience

Excellent Communication Skills

B2B Customer Service Experience

Tools

Unify Platform

Job description

• Serve as the primary point of contact for customers migrating to the Unify Platform


• Assess each customer's environment and build a migration plan


• Guide customers through the migration process from kickoff to completion


• Execute integrations between legacy systems and the Unify Platform


• Validate data accuracy post-integration


• Deliver platform and app training to new customers


• Provide hands‑on support throughout the customer's transition


• Partner with Customer Success on a smooth handoff at project completion

Requirements

• Minimum of 1 year of professional experience in a commercial or customer service role (B2B experience preferred)


• Demonstrated experience working with business software systems, including migrating or entering data between platforms (CRM, ERP, or database systems preferred)


• Track record of learning new software platforms quickly and successfully troubleshooting data or system issues in a previous role


• Excellent communication skills with a \"can-do\" attitude


• Excellent English skills, written and spoken, with the ability to clearly articulate technical requirements and solutions

Core Competencies

Demonstrates expertise in customer migration processes, including building migration plans and executing integrations between legacy systems and the Unify Platform. Proficient in delivering training and providing hands‑on support to ensure a smooth transition for customers.

Highest-signal resume keywords

• Customer Migration Planning


• Data Integration Execution


• Business Software Systems Experience


• Excellent Communication Skills


• B2B Customer Service Experience

ATS Optimization Keywords

Hard Skills

• Data Migration


• System Integration


• CRM Systems


• ERP Systems


• Database Systems

Soft Skills

• Excellent Communication


• Can-Do Attitude


• Problem-Solving

Industry Keywords

• Customer Success


• Technical Requirements


• Data Accuracy

Tools & Technologies

• Unify Platform