Hybrid SaaS Data Migration & Onboarding Specialist

Canopy, Inc.; Draper (UT); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical/Dental/Vision

HSA match

401(k) match

Paid time off

Parental leave

Disability insurance

Job summary

Canopy in Draper, Utah is seeking a Data Migration Specialist to support customer onboarding by preparing, validating, and migrating data using Excel, in-house tools, and AI. You will collaborate with implementation, R&D, and migration team members to resolve blockers and ensure on-time project delivery.

We expect 1–3 years in data migration or related technical roles, strong Excel skills, attention to detail, and the ability to work both independently and with teams in a fast-paced SaaS

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 elevate 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

Data migration

Data analysis

Excel

AI tools

Communication

Attention to detail

Independent work

Tools

SQL

SaaS tools

Job description

Canopy in Draper, Utah is seeking a Data Migration Specialist to support customer onboarding by preparing, validating, and migrating data using Excel, in-house tools, and AI. You will collaborate with implementation, R&D, and migration team members to resolve blockers and ensure on-time project delivery.

We expect 1–3 years in data migration or related technical roles, strong Excel skills, attention to detail, and the ability to work both independently and with teams in a fast-paced SaaS