SofterWare, Inc.

Data Specialist

• 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.

Data Services Specialist