InvestNext · 3 weeks ago
Data Migration Specialist
United States
Full-time
Remote
New Grad, Entry Level
$60K/yr - $70K/yrInvestNext is a company focused on democratizing real estate investing through a connected investment management platform. As a Data Migration Specialist, you will manage the data migration process during customer onboarding, ensuring historical investment data is accurately translated into the InvestNext system while collaborating with customers and internal teams for long-term success.
ConsultingFinancial ServicesFinTechFunding PlatformReal Estate Investment
Responsibilities
Manage and execute data migrations within the client onboarding process, gathering, analyzing, and processing client historical data during each migration, and following up with the client to ensure onboarding timelines are met
Provide customer training to ensure they understand the way they would interact with the system to achieve their goals
Support the creation of onboarding support assets for current and new customers
Create Excel import templates based on provided historical investment data
Build out Macros and automation to simplify the data import process to create efficiency and support continuous improvement efforts
Provide feedback to the Product team on potential changes or improvements gathered from customer interactions
Participate in Customer Experience departmental meetings to share project priorities and communicate any roadblocks to the team
Join sales demos to help scope and set expectations for customer data migrations as needed
Conduct quality checks on the conversion of sponsor and investor data imported into InvestNext’s Platform
Track KPIs and metrics to gauge the overall health of new onboarding customers
Qualification
Required
Incredibly strong Excel competency
Experience in a professional or secondary education financial environment
Experience with data migration, creating Macros and automation
Excellent analytical and problem-solving skills
A natural ability to teach folks, addressing questions and concerns with clarity and empathy
Personal organization and project management skills, owning a process from start to finish
Familiarity with CRM and project management software
Preferred
Professional experience supporting a technical product, such as SaaS or other software in a data-related capacity
Experience as an analyst or associate in an investment management firm
Benefits
Fully remote work, within the US and Canada
Robust 99% employer-paid medical, dental, and vision insurance
401k with 100% employer match, up to 4% of your annual salary
Generous monthly allowance to support your wellness and remote work
Uncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout
11 company-wide holidays per year
16 weeks of paid parental leave
Travel to spend time with the team, including company-wide offsites
Laptop of choice
Company
InvestNext
InvestNext is a real estate investment management platform that offers administrative expenses and portfolio management for investors.
Founded in 2016
51-200 employees
H1B Sponsorship
InvestNext has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Growth StageTotal Funding
$27.55MKey Investors
BeringeaWhitecap Venture Partners
2025-02-07Series B· $15M
2023-03-31Series A· $8.25M
2021-10-07Seed· $4.3M
Leadership Team
K
Kevin Heras
Co-Founder & CEO
M
Michael Gisi
Co-Founder
Recent News
PropTech Breakthrough
2025-08-13
2025-02-12
Company data provided by crunchbase