Data Migration Specialist

Minimum Requirements: • 3-5 years of experience as a data analyst or in data migrating • Experience pulling data / navigating Salesforce • Proficient in Excel formulas such as filters, VLOOKUP/XLOOKUP, and pivot tables • Bachelor’s degree Plusses: • Salesforce Accredited Professional Certification preferred Description: Insight Global is assisting a client in identifying a Data Migration Assistant for a 6-month contract for a local and established non-profit in New York City. This person will support the data team during a major data clean up and CRM migration. The role mostly focuses on data entry, data clean up, deduplication, record validation, and migration preparation tasks within Salesforce fundraising system. Key responsibilities: Data Cleaning and Standardization: • Clean and standardize donor data in accordance with data guidelines (e.g., New York, NY format; phone formatting; address standards; non-deletion of historical addresses). • Review, correct, and normalize contact records to ensure consistency across all fields. • Update outdated addresses, mark old addresses as “former,” and ensure new information is properly saved. • Support cleanup of international address formats using English letters when required. Deduplication and Record Verification: • Review duplicate records identified by IS or Development teams and confirm correct primary records prior to merging. • Assist with contact and account merges in Salesforce (in collaboration with IS). • Validate that donor records meet migration-ready criteria, including correct names, emails, phone numbers, and giving histories. Migration Preparation: • Assist with data exports, mapping, and field-level review to prepare datasets for the new CRM. • Compare data between Salesforce, Classy, and other platforms to identify discrepancies. • Help prepare and organize files for migration consultants (En Pointe, DonorDrive team, etc.). • Conduct record-by-record checks for accuracy during test uploads or dry runs. Data Entry and Maintenance: • Perform high-volume, high-accuracy data entry for donor records, contacts, gifts, and event-related updates. • Correct incomplete or inaccurate fields based on donor history and system notes. Reporting and Quality Control: • Run Salesforce reports to identify errors, missing data, or inconsistencies. • Support weekly data quality audits with the Development VP and IS team. • Provide progress updates on cleanup task completion and migration readiness. TECHNICAL SKILLS • Salesforce (Required): Proficiency in data entry, report generation, list cleanup, deduplication, and basic troubleshooting to ensure data accuracy and migration readiness. • Microsoft Office with Advanced Excel: Strong skills using filters, formulas, VLOOKUP/XLOOKUP, and pivot tables to analyze data, identify duplicates, and reconcile records across datasets. • Fundraising & CRM Systems: Familiarity with donor and CRM platforms such as Classy, Raiser’s Edge, DonorDrive, or similar systems; ability to quickly learn new database environments. • Data Cleaning & Verification: Ability to review, standardize, and validate records; identify and resolve inconsistencies; and prepare datasets for migration or system integration. • Cross-Platform Research Tools: Experience working across external platforms such as ZoomInfo, DonorSearch, or similar tools to verify, update, and enrich records as needed. • Reporting & Quality Control: Ability to run reports, audit data for accuracy, and ensure data integrity before, during, and after migration. • Data Security & Confidentiality: Strong understanding of handling sensitive information with accuracy, discretion, and compliance with organizational data privacy standards. Pay: $30