Data Integration Lead: M&A Data Migrations & Go-Live

Cobalt Service Partners, LLC; New York (NY); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Professional development support

Growth opportunities with PE-backed,高速

Job summary

Cobalt Service Partners, LLC is seeking a Data Integration Lead to own end-to-end data migrations across acquired companies, ensuring clean, accurate onboarding and alignment with finance and operations. This role offers high visibility and close collaboration with executive leadership.

You will drive data discovery, cleansing, mapping, validation, and secure transfers, while developing playbooks and standards to scale future integrations and reduce risk.

Qualifications

• 2 to 5 years in an operations analyst, business intelligence, data, or chief-of-staff role, or in consulting environment with hands-on data work.
• 2+ years of experience in data migration, systems implementation, or integration engineering — ideally supporting M&A integrations, acquisitions, or multi-entity rollups.
• Hands-on experience with messy operational and financial data; field-service management platform strongly preferred; experience with Sage or similar accounting/ERP systems a plus.
• Clear written and verbal communication with non-technical audiences — comfortable leading discovery calls with newly acquired sellers' teams and reporting status to internal leadership.
• Working depth in Excel and SQL, comfortable working directly with databases and checking data against source files, with AI tools used to speed up the work.
• Field-service platform and ERP experience, such as ServiceTitan or ConnectWise and Sage Intacct or QuickBooks, so you know where transactions and inventory live in each.
• Finance literacy, enough to read financial statements and reconcile open AR and AP, invoices, and payments when an import looks wrong.
• Reports and dashboards that answer a business question, not just display a table.

Responsibilities

• Run end-to-end data migration for technology implementations: act as the main point person for data migrations from legacy systems to new systems, including data discovery calls, data extraction, cleansing, mapping, validation, and import into new systems.
• Project manage the migration: maintain a clear migration tracker across all in-flight integrations, flag risks to leadership, track open items to resolution, and lead post-launch check-ins to catch and fix data issues early
• Partner cross-functionally with Finance, Sales/Operations, and portfolio company leadership to ensure migrated data supports reporting, billing, and day-to-day operations without disruption
• Own playbooks and standards: including data mapping standards, migration playbooks, and lessons learned after each integration to make each subsequent acquisitions faster and lower-risk
• Manage extractions using SQL and secure data transfers (e.g., cloud blob storage) as part of migration handoffs; validate imported data against source-of-truth files

Skills

SQL

Excel

Data migration

Data cleansing

Communication

Finance literacy

Reporting dashboards

Power BI

Education

Finance degree

Engineering background

Tools

Sage

Sage Intacct

QuickBooks

ConnectWise

ServiceTitan

Job description

Cobalt Service Partners, LLC is seeking a Data Integration Lead to own end-to-end data migrations across acquired companies, ensuring clean, accurate onboarding and alignment with finance and operations. This role offers high visibility and close collaboration with executive leadership.

You will drive data discovery, cleansing, mapping, validation, and secure transfers, while developing playbooks and standards to scale future integrations and reduce risk.