Data Migration Specialist II — Seamless SaaS Onboarding

AppFolio, Inc; United States; On-site; USD 59,000 - 72,000; Full time

Job summary

AppFolio is seeking a Data Migration Specialist II to guide customers through data transformation within our SaaS platform. You’ll own the end‑to‑end migration journey, ensuring accurate, on‑time conversions and a smooth go‑live experience.

You’ll collaborate with Onboarding Managers and cross‑functional teams, translate legacy data structures into optimized configurations, and coach customers on best practices to maximize value from day one.

Qualifications

• Strong understanding of property management accounting principles, including trust accounting, G/L management, A/P, A/R, and financial reporting.
• Exceptional customer relationship-building skills with the ability to establish trusted advisor relationships and find creative solutions to nuanced business challenges.
• Strong analytical capabilities with an obsession for detail and accuracy, backed by experience applying structured validation or QA processes to data migration, testing, or reconciliation workflows.

Responsibilities

• Own the full data migration journey for customers across segments — ensuring accurate, on-time data conversion while setting the tone for a confident, empowered AppFolio experience.
• Guide customers through complex configurations, troubleshooting import variances, and translating intricate legacy data structures into optimized setups that align with their business goals.
• Champion a positive, growth-minded customer experience by communicating proactively, coaching customers on best practices, and fostering ownership from go-live.
• Collaborate cross-functionally with Onboarding Managers and internal teams to drive project milestones and consult on best practices that strengthen onboarding.

Skills

Excel

Customer relationships

Data validation

Tools

Intercom

Salesforce

Zoom

Gemini

CoPilot

Claude AI

Job description

AppFolio is seeking a Data Migration Specialist II to guide customers through data transformation within our SaaS platform. You’ll own the end‑to‑end migration journey, ensuring accurate, on‑time conversions and a smooth go‑live experience.

You’ll collaborate with Onboarding Managers and cross‑functional teams, translate legacy data structures into optimized configurations, and coach customers on best practices to maximize value from day one.