Remote Data Conversion Lead - Enterprise Migrations

Socket.dev

United States

Remote

USD 120,000 - 180,000

Full time

5 days ago

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Benefits offered by this job

Competitive Salary

Health Insurance Plans

Dental Insurance

Vision Insurance

Disability Insurance

Supplemental Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Keystone is seeking an Enterprise Data Conversion Lead to own data conversion across system implementations, agency integrations, acquisitions, and platform migrations. You will drive readiness, mapping, validation, reconciliation, cutover support, and stabilization to ensure accurate, usable data across Employee Benefits and P&C brokerage segments.

The role requires hands-on experience with core brokerage platforms, strong Excel/ETL skills, and the ability to coordinate cross-functional teams

Qualifications

Bachelor’s degree or equivalent combination of education and relevant professional experience.
Minimum 5 years of experience in data conversion, data migration, systems implementation, insurance brokerage operations, business systems, technical project delivery, or related work.
Experience leading cross-functional system implementation, acquisition integration, platform migration, or transformation initiatives.
Working knowledge of Employee Benefits and P&C brokerage operations, data structures, and system workflows.
Strong understanding of data mapping, cleansing, profiling, reconciliation, testing, validation, exception management, cutover support, and conversion governance.
Proven ability to lead through influence, coordinate stakeholders and vendors, resolve issues, and drive accountability across workstreams.
Hands-on experience with insurance brokerage platforms and related technologies, including Applied Epic, AMS360, Vertafore products, Salesforce, benefits administration platforms, carrier portals, document management systems, commission/accounting systems, or similar solutions.
Advanced proficiency in Microsoft Excel; experience with Smartsheet required.
Experience with reporting, analytics, and data management tools such as Power BI, SQL, Alteryx, Access, or similar platforms.
Travel up to 15%.
Ability to pass a criminal background check, as permitted by law.

Responsibilities

Lead end-to-end data conversion workstreams for system implementations, agency integrations, acquisitions, and platform migrations.
Own conversion planning, data readiness, mapping coordination, validation, reconciliation, mock conversion, production cutover, and stabilization activities.
Translate source-system data, target-platform standards, and business requirements into conversion rules, mapping decisions, validation plans, and remediation priorities.
Coordinate business users, agency teams, technology, finance, vendors, and implementation partners to resolve data issues and drive conversion readiness.
Manage issue logs, decisions, risks, defects, dependencies, and escalations that may impact conversion quality, business readiness, or operational continuity.
Lead validation and reconciliation across key brokerage data domains, including client, policy, carrier, producer, commission, billing, claims, certificate, enrollment, eligibility, census, activity, attachment, and document data.
Prepare concise status updates, readiness summaries, risk views, and recommendations for the Director, Operational Integration, and program leadership.
Maintain and improve enterprise conversion standards, templates, controls, documentation, and repeatable playbooks.