Data Migration Specialist
Posted on 9/18/2023
INACTIVE
Salesforce-based platform for insurance agency management
Company Overview
Veruna, Inc. stands out as a leading company in the insurance industry by providing a comprehensive agency management system built on the globally recognized Salesforce.com platform, offering unparalleled control over business growth. The company's unique, user-friendly, no-code configuration allows for a personalized solution optimized for each business, streamlining back-office tasks and enhancing customer engagement. This focus on customization and automation, coupled with their industry-specific design, positions Veruna as a competitive choice for independent insurance agencies and brokers seeking to increase sales and improve customer relationships.
Fintech
Company Stage
N/A
Total Funding
$12M
Founded
2015
Headquarters
Hopkinton, Massachusetts
Growth & Insights
Headcount
6 month growth
↓ -2%1 year growth
↑ 0%2 year growth
↑ 15%Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Management
Salesforce
SQL
Communications
Excel/Numbers/Sheets
CategoriesNew
Sales & Account Management
Requirements
- Tech savvy and eager to stay up to date on new applications and best practices in the use of Salesforce and other technologies
- A dedicated, multi-faceted problem solver and analytical thinker
- A demonstrated leader with excellent task management and interpersonal skills
- Exceptionally self-motivated with a keen attention to detail
- Able to work independently with minimal guidance in a fast-paced, start-up environment
- Bachelor's degree
- Minimum 2+ years of SQL experience, proficiency of SQL language
- 1 year or more of experience in the Salesforce.com platform as an Admin or Power User preferred
- Microsoft Office proficiency with Intermediate to Advanced skills in Microsoft Excel
- Detail-oriented, with the ability to prioritize and independently manage multiple tasks under short and challenging deadlines, while ensuring timely and accurate execution
- Ability to exercise discretion and judgment with the handling of highly sensitive and confidential information
- Strong interpersonal skills, with the ability to develop productive working relationships with multiple stakeholders across the organization
- Excellent written and verbal communication skills, with an emphasis on the ability to present data in a clear, concise, and accessible manner
Responsibilities
- Extract, transform and load (ETL) data from various legacy sources into Veruna, focusing on the accuracy, completeness, standardization, and de-duplication data to be migrated
- Collaborate within dynamic project teams, assist in the estimation of work effort, determination of required resources, and set a realistic schedule for implementation
- Document, review and confidently communicate project deliverables to clients, stakeholders, and internal team members
- Act as a subject matter expert (SME) for projects including analysis of legacy files, identifying risks that could impact a successful migration, and performing technical validation of extracted and uploaded data
- Self-management, working within multiple concurrent projects
- Design opportunities for automation of data transformation processes, working with product and development teams to create solutions and tools to make a constructive approach to continuous improvement
- Develop and maintain procedures, scripts, documents, and utilities for data migration processes to meet business requirements
- Create data migration training materials and conduct trainings for internal team members
- Additional duties and responsibilities to vary as needed
Desired Qualifications
- Salesforce certifications
- Experience with ETL products or Data Migration
- Project management experience
- Prior experience working in the Insurance industry (preferably on the agency management side)
- Understanding of AL3 and ACORD industry formats
- Willing to dive in and learn as you go!