Data Migration Assistant

Our Nonprofit client seeks a highly detail-oriented temp Data Migration Assistant to support the Development team during a major data hygiene and CRM migration initiative. This role focuses exclusively on data entry, data cleanup, deduplication, record validation, and migration preparation tasks within Salesforce and related fundraising systems.

Candidates with robust Salesforce experience are strongly encouraged to apply.

Responsibilities

• Standardize donor data in accordance with guidelines
• Normalize contact records by correcting inconsistencies and aligning values across all fields
• Maintain address histories by updating current information, flagging former addresses, and saving changes accurately
• Adapt international address data to approved English-letter formats when required
• Verify duplicate records identified by IS or Development teams and confirm correct primaries prior to merges
• Execute contact and account merges in Salesforce in coordination with the IS team
• Confirm migration readiness of donor records, including names, emails, phone numbers, and giving histories
• Prepare CRM migration datasets through exports, field mapping, cross-platform comparisons, and consultant file organization
• Audit records during test uploads and dry runs to ensure data accuracy and integrity
• Monitor data quality by entering and correcting records, running reports, supporting audits, and reporting cleanup progress

Requirements

• Bachelor's degree required
• 3-5 years of related professional experience required
• Experience with nonprofit databases
• Exceptional attention to detail
• Organized and deadline-driven

Technical Requirements

• Salesforce (Required): Proficiency in data entry, report generation, list cleanup, deduplication, and basic troubleshooting to ensure data accuracy and migration readiness
• Microsoft Office with Advanced Excel: Strong skills using filters, formulas, VLOOKUP/XLOOKUP, and pivot tables to analyze data, identify duplicates, and reconcile records across datasets
• Fundraising & CRM Systems: Familiarity with donor and CRM platforms such as Classy, Raiser’s Edge, DonorDrive, or similar systems; ability to quickly learn new database environments
• Data Cleaning & Verification: Ability to review, standardize, and validate records; identify and resolve inconsistencies; and prepare datasets for migration or system integration
• Cross-Platform Research Tools: Experience working across external platforms such as ZoomInfo, DonorSearch, or similar tools to verify, update, and enrich records as needed
• Reporting & Quality Control: Ability to run reports, audit data for accuracy, and ensure data integrity before, during, and after migration
• Data Security & Confidentiality: Strong understanding of handling sensitive information with accuracy, discretion, and compliance with organizational data privacy standards

JobID: 47831