Data Specialist

• Dive into the underlying schema of the WellSky healthcare case management platform
• Identify primary and foreign keys and map relationships between clients, caregivers, services, and demographic data
• Create Entity Relationship Diagrams (ERDs)
• Build a functional Data Dictionary for internal teams
• Translate business requirements into complex SQL queries and Python scripts
• Extract, automate, and deliver accurate datasets
• Develop clear Standard Operating Procedures (SOPs)
• Run virtual and in-person training sessions for non-technical team members
• Explain technical roadblocks to business leaders in accessible language

Freelance data architect mapping WellSky healthcare data and automating SQL/Python reporting for WiredPeople

Freelance data architect reverse-engineering WellSky healthcare databases for WiredPeople. Building ERDs, automating SQL/Python reporting, and training teams in a hybrid Tallahassee role.

• 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 executing data transfer projects for nonprofits at SofterWare

Data Services Specialist

Data Services Specialist executing end-to-end data transfer projects for nonprofits. Transforming client data into SofterWare products using SQL-based ETL processes.

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Data Specialist

Data Services Specialist