Data Services Specialist at DonorPerfect in Remote

Summary: SofterWare is a mission-driven technology company empowering nonprofits through innovative software solutions. The Data Services Specialist will be responsible for executing end-to-end data transfer projects for new clients, managing project pipelines, and ensuring data accuracy to support successful implementations. Responsibilities: - Execute the full data transfer lifecycle, including data review, mapping, SQL development, beta transfer, validation, and final deployment - Manage a high-volume pipeline of concurrent client projects, ensuring steady progress across all stages of the implementation process - Develop and maintain SQL scripts to transform client data into structures compatible with SofterWare products, including joins, updates, and data manipulation logic - Obtain client data from source systems by providing extraction guidance or directly retrieving data when access is granted, ensuring completeness and accuracy of all required datasets - Lead or support client mapping sessions by gathering requirements, documenting decisions, and ensuring accurate field alignment - Enforce data submission standards and ensure client-provided data aligns with defined project scope and requirements - Proactively communicate with clients to support scheduling and completion of required milestones (e.g., mapping, beta review, final data submission) - Identify potential risks or issues related to data quality, client responsiveness, or project scope and escalate appropriately - Validate data accuracy through structured quality checks, including record counts, field validation, and system testing prior to client review - Document all mapping decisions, transformation logic, and project updates within Salesforce and internal documentation systems - Collaborate with Onboarding Coordinators, Sales, and internal teams to support a smooth and efficient implementation process - Execute billable professional services work as assigned, including database cleanup, code standardization, deduplication, and other one-off data-related requests - Respond to internal Sales and onboarding inquiries by providing guidance on data transfer processes, requirements, and general technical capabilities through internal communication channels - Contribute to a positive client onboarding experience by delivering high-quality work, maintaining clear communication, and supporting a smooth and professional implementation process, recognizing the Implementation team as a client’s first impression of SofterWare and its impact on long-term client satisfaction and retention - Document client interactions, issues, and resolutions in the CRM to ensure visibility and continuity of support - Identify escalated client issues to the appropriate team members to de-escalate and resolve the situation - Participate in special projects and take on additional responsibilities as assigned to support team and organizational goals Required Qualifications: - Proficiency in SQL Server, including writing queries, joins, updates, and basic data transformation logic - Strong understanding of general database usage and relational database concepts - Ability to manage multiple concurrent projects in a deadline-driven, high-volume environment - Strong organizational and prioritization skills, with the ability to manage workload and adjust priorities based on deadlines and project stage - Excellent verbal and written communication skills, with the ability to actively listen, gather requirements, and communicate effectively with both technical and non-technical audiences - Ability to communicate professionally with clients and internal teams, maintaining clarity and responsiveness - Strong attention to detail, particularly in data validation, documentation, and quality control - Ability to identify issues and escalate appropriately when encountering unfamiliar or complex scenarios - Ability to follow defined processes and maintain consistency across all stages of the data transfer lifecycle - Proficiency with business and communication tools, including Microsoft Office, Google Workspace, Salesforce CRM, Slack, and other internal systems - Ability to maintain accurate and up-to-date project documentation to support transparency and team collaboration - Associates' or Bachelor's degree in Information Technology, Computer Science, Data Management, or a related field, or equivalent work experience - 1–3 years of experience working with SQL, data transformation, or database-related roles Preferred Qualifications: - Experience working with relational databases - Experience managing multiple projects or tasks simultaneously in a deadline-driven environment - Previous client-facing or customer service experience - Familiarity with nonprofit data structures and systems Required Skills: SQL Server, SQL queries, Data transformation, Relational databases, Data validation, Salesforce CRM, Microsoft Office, Google Workspace, Slack Benefits: Paid time off and volunteer days, Matching gifts program, Parental and military leave, 401(k) with employer match and profit sharing, Medical, prescription, vision, and dental coverage, Pre-tax dependent coverage and voluntary benefits, Short-term disability, Employee Assistance and Wellness Programs