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Data Migration and Onboarding Specialist at Alt Legal

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Microsoft Excel
  • Virtual Collaboration
  • Record Keeping
  • Customer Service
  • Quick Learning
  • Training And Development
  • Communication
  • Adaptability
  • Time Management
  • Teamwork
  • Self-Awareness
  • Detail Oriented
  • Empathy
  • Problem Solving

Roles & Responsibilities

  • 4+ years of experience in data/implementation-focused roles supporting SaaS or professional web-based solutions
  • 2+ years of experience working from home
  • High proficiency in Excel (sorting/filtering, VLOOKUPs)
  • Experience with customer success management platforms (e.g., Vitally, ChurnZero)

Requirements:

  • Support new and existing customers and their onboarding of IP data
  • Perform data mapping and manage complex datasets with a high level of attention to detail
  • Migrate customers' data into Alt Legal's preferred format
  • Coordinate inputs from customers and internal stakeholders to ensure a smooth onboarding process

Job description

Location: Remote

The Company: Alt Legal is a fast-growing SaaS-based legal technology company focused on making trademark professionals’ lives easier. Our intuitive and automated software helps IP professionals create, maintain, and analyze trademarks and other IP assets. Leading law firms and Fortune 100 companies trust our software to manage hundreds of thousands of filings daily.

We are a diverse and multi-talented virtual team. We thrive in a collaborative, open, positive environment, and we care about our mission, customers, prospects, each other, and the broader community. We are committed to ensuring that everyone on the team can grow by being around equally exceptional and kind people.

Alt Legal is a customer-centric organization that prides itself on our customer support and responsiveness.

Job Description: Reporting directly to the VP of Customer Support and the Senior Data Migration and Onboarding Specialist, the Data Migration and Onboarding Specialist will manage various external and internal tasks. These primarily involve client data migration, along with its transformation, analysis, and overall management. You will handle client onboarding from initial handoff to its finalization. This role has a heavy emphasis on spreadsheet work, but you will also be asked to conduct client meetings and ensure a smooth onboarding process.

As an internal data specialist, you will be helping customers and internal stakeholders solve their problems through the preparation of data analysis and effective communication.

Your specific responsibilities:

  • Support new and existing customers and their onboarding of IP data
  • Perform data mapping and manage complex datasets with high level of attention to detail
  • Migrate customers’ data into our preferred format
  • Coordinate and receive inputs needed from both customers and internal stakeholders
  • Maintain accurate customer records.
  • Resolve issues directly or bring in other internal resources to ensure all customer issues are resolved to the customer’s satisfaction in a timely and careful manner.
  • Stay current with system changes and updates.
  • Work closely with customer success, product, and other internal team leads to improve customer experience

What we’d like to see in the ideal candidate:

  • 4+ years’ experience in data/implementation-focused role involving support of SaaS or professional web-based solutions
  • 2+ years’ experience working from home
  • High proficiency in Excel (sorting/filtering, Vlookups)
  • Experience with CSMs (e.g., Vitally/ChurnZero)
  • Keen attention to detail
  • Strong communication skills and project management skills (managing multiple data migrations at once)
  • Ability to recognize gaps in their own knowledge and seek instruction
  • Ability to empathize with and advocate for our customers
  • Ability to quickly learn new concepts and teach others
  • Good sense of humor and a love of nerdy things
  • Intellectual property experience is desired, but it’s not required to apply

What you get: Alt Legal offers a collaborative and challenging work environment and the opportunity to be part of a growing company. We're a team of intellectually curious individuals who love learning and developing new skills. Our company was founded on the belief that a team with diverse backgrounds and identities will have the greatest range of experiences, the best selection of ideas, and the most inclusive and supportive culture.

We also offer all employees a variety of perks such as flexible vacation, remote work options, healthcare coverage, and the opportunity to determine your own growth path. Your equipment will also be provided.

We are LGBTQ+ friendly and encourage all candidates to apply.

**How to apply: ** If you’re interested, you should submit your application with a resume in PDF, along with a cover letter explaining your specific interest in this role and why you'd like to join the Alt Legal team.

Our applications are still reviewed by humans! Please pardon any delayed responses.

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