About InvestNextSimplifying real estate investment, amplifying opportunity, built to scale. At InvestNext, we’re building a connected real estate investment management platform that gives GPs and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative expenses, and grow portfolios. Inspired by our Detroit roots, we’re democratizing real estate investing for all, and reshaping the future with the same grit and bold vision that has driven Detroit’s resurgence. For us, democratizing real estate investing is more than just a mission—it’s a movement. We're creating accessible pathways for everyone to engage in wealth-building opportunities, transforming how people invest and secure their futures. A mission focused on real transformation. We’re building a diverse team that’s passionate about our culture, our product, and our purpose. Joining us isn’t just about a job—it’s about aligning with a movement that combines professional growth with genuine community change. Here, you’re not just building a career; you’re helping redefine the future of real estate investing.Data Migration SpecialistAs a Data Migration Specialist at InvestNext, you’ll play a key role in helping new customers get up and running on our platform. You’ll lead the data migration process during onboarding, translating customers’ historical investment data into the InvestNext data structure and ensuring it’s accurate, reliable, and ready for day-to-day use. This role blends financial understanding, technical problem-solving, and process improvement. You’ll work closely with customers and internal teams to manage data imports, improve and automate migration workflows where possible, and help set the foundation for long-term customer success.Who We AreThe Onboarding team within the Customer Experience department at InvestNext helps set customers up for long-term success from day one. Data Migration Specialists specialize in translating historical investment data into a clean, accurate foundation within the InvestNext platform, partnering closely with customers during a critical moment in their onboarding journey. Our work blends financial understanding, technical precision, and clear communication to ensure every migration is both reliable and thoughtfully executed. We’re a collaborative, improvement-minded team that values strong fundamentals, ownership, and learning as we go. Whether we’re streamlining processes, building smarter automation, or working cross-functionally with Product, Sales, and Customer Experience, we care deeply about doing the work well—and doing it together.In this role, you willManage 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 metProvide customer training to ensure they understand the way they would interact with the system to achieve their goalsSupport the creation of onboarding support assets for current and new customersCreate Excel import templates based on provided historical investment dataBuild out Macros and automation to simplify the data import process to create efficiency and support continuous improvement effortsProvide feedback to the Product team on potential changes or improvements gathered from customer interactionsParticipate in Customer Experience departmental meetings to share project priorities and communicate any roadblocks to the teamJoin sales demos to help scope and set expectations for customer data migrations as neededConduct quality checks on the conversion of sponsor and investor data imported into InvestNext’s PlatformTrack KPIs and metrics to gauge the overall health of new onboarding customersIf you're right for this role, you haveIncredibly strong Excel competencyExperience in a professional or secondary education financial environmentExperience with data migration, creating Macros and automationExcellent analytical and problem-solving skillsA natural ability to teach folks, addressing questions and concerns with clarity and empathyPersonal organization and project management skills, owning a process from start to finishFamiliarity with CRM and project management softwareBonus points: Professional experience supporting a technical product, such as SaaS or other software in a data-related capacityExperience as an analyst or associate in an investment management firmCompensationWe’re committed to paying fairly and competitively and utilize market data as a starting point when developing total compensation for all roles. We consider skill requirements, role responsibilities, pay equity, and our company’s sustainability to develop our standardized salary bands across the company.BenefitsFully remote work, within the US and CanadaRobust 99% employer-paid medical, dental, and vision insurance401k with 100% employer match, up to 4% of your annual salaryGenerous monthly allowance to support your wellness and remote workUncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout11 company-wide holidays per year16 weeks of paid parental leaveTravel to spend time with the team, including company-wide offsitesLaptop of choiceSalaryIn addition to our robust benefits, the salary for this role is determined with the consideration of experience and role expectations, in alignment with our salary bands. The salary for our Data Migration Specialist role ranges from $60,000 to $70,000 per year for this early career position.Equity GrantAs a reflection of our core principle See it, Own it, we believe ownership empowers folks to do their best work and be fulfilled with real outcomes. All employees receive an equity grant in alignment with standardized allocations to remove bias in our grant process.
