Data Migration Specialist

Canopy; Draper (UT); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Flexible Paid Time Off

Company holidays

Health Benefits (Medical, Dental, and

401(k) 'match'

Mental Health benefits

New Parent Leave

Peer recognition Nectar

Company events

ERG Committees

Fully-stocked kitchen

Job summary

Canopy in Draper, Utah is hiring Data Migration Specialists to support our Customer Experience team during onboarding. You will help ensure accurate data and file migrations as customers move to Canopy's Practice Management Suite.

This hybrid role requires 1–3 years of migration experience, strong Excel skills, attention to detail, and collaborative problem solving as you work with implementation, R&D, and migration teammates.

Qualifications

• 1–3 years of experience in data or file migration, data analysis, or a similar technical role.
• Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation.
• Strong attention to detail and ability to maintain accuracy across large datasets.
• Excellent communication and problem-solving skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• A strong sense of ownership, accountability, and follow-through.
• Ability to use AI to work more efficiently and collaboratively.

Responsibilities

• Support the data migration team during customer implementations to ensure projects stay on schedule.
• Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI.
• Collaborate with implementation, R&D, and other migration team members to resolve data-related blockers.
• Provide hands-on support during critical cutover and go-live periods.
• Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results.
• Run and document test migrations, verifying accuracy and completeness of migrated data.
• Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.
• Quickly and clearly escalate issues or discrepancies to the appropriate team members.
• Document processes, data mappings, and lessons learned to support continuous improvement.
• Maintain strict confidentiality and integrity of client data.
• Take initiative to identify potential issues early and proactively suggest or implement solutions.

Skills

Attention to detail

Communication skills

Problem-solving

Ownership

Independence

Use of AI

Tools

Excel

AI tools

In-house tools

SQL

Job description

About Us

Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.

Canopy, Draper, UT

Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. We aim to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. And we just secured $70M in Series C funding to help us fulfill that mission.

The Opportunity

We are hiring Data Migration Specialists to help support our Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as our customers transition to Canopy's Practice Management Suite.

This is a hybrid position in Draper, Utah (M, W, F in-office).

What You'll Do

• Support the data migration team during customer implementations to ensure projects stay on schedule.
• Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI.
• Collaborate with implementation, R&D, and other migration team members to resolve data-related blockers.
• Provide hands‑on support during critical cutover and go‑live periods.
• Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results.
• Run and document test migrations, verifying accuracy and completeness of migrated data.
• Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.
• Quickly and clearly escalate issues or discrepancies to the appropriate team members.
• Document processes, data mappings, and lessons learned to support continuous improvement.
• Maintain strict confidentiality and integrity of client data.
• Take initiative to identify potential issues early and proactively suggest or implement solutions.

What We're Looking For

• 1–3 years of experience in data or file migration, data analysis, or a similar technical role.
• Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation.
• Strong attention to detail and ability to maintain accuracy across large datasets.
• Excellent communication and problem-solving skills.
• Ability to work independently and collaboratively in a fast‑paced environment.
• A strong sense of ownership, accountability, and follow‑through.
• Ability to use AI to work more efficiently and collaboratively.

Bonus Points If You Have

• Experience with SQL (writing or optimizing queries/scripts for data validation or troubleshooting).
• Familiarity with SaaS environments or data migration tools.
• Background working with accounting or financial data.
• Prior experience supporting software implementations or client onboarding.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Why You Want to Work Here

• Flexible Paid Time Off - you're actually encouraged to use, plus 10 company holidays!
• Health Benefits - including Medical, Dental, and Vision and an HSA Match.
• 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
• Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).
• Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.
• Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short‑term disability coverage.
• Nectar - our peer‑to‑peer recognition program to help our employees recognize the amazing work being done by other Canopians!
• Company Events - including monthly company‑wide meetings, summer parties, and more.
• ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
• Fully‑stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.

Our Values

• Own - we own this place! We focus on outcomes, holding ourselves & each other accountable.
• Win - we win by delighting our customers with the very best products and services.
• Do Good - we work hard to be good people!
• Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.
• Act Startup Fast - We know the best way to become a world‑class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.

Interviewing @ Canopy

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it's a mutual fit!
• 20‑minute phone call with the People Team
• 45‑60‑minute video or in‑person interview with the Hiring Manager
• 1‑3 rounds of interviews, depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role‑specific overview of the process during your first phone call.

Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end!

Canopy is an equal‑opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.