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Accounting Migrations Consultant

United States (Remote)

Accounting Migrations Consultant

2 Months ago • All levels • Account Management

About the job

3 skills required for this role

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excel

communication

saas-business-models

Job Description

This role involves ensuring a smooth accounting data migration experience for clients by expertly reviewing data, configuring Entrata's accounting product, and consulting with clients. Strong data analysis skills, attention to detail, and excellent communication skills are crucial.

Must have:

Data Analysis
Accounting Experience
Client Communication
Data Migration

Good to have:

Entrata Experience
SaaS Migration
Practical Accounting
System Configuration

Perks:

Remote Work
Client Interaction

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If you’re a self-motivated, data-driven, tech-savvy, individual with great attention to detail, you might be the person we’re looking for!

As a consultant on the Accounting Data Migration team, you will work closely with our clients and our data processing team to provide a seamless accounting data migration experience. You will expertly review data from a client’s previous property management software to ensure Entrata’s data processing team can import it successfully into Entrata. Your focused involvement will ensure Accounting data accuracy and client success.

Responsibilities will include

Assist customers in setting up and configuring Entrata’s accounting product according to best practices
Compile, configure, and import customer’s foundational accounting data into the Entrata Platform
Extensive review of client financial reports to ensure data will be transferred successfully
Consult with client accounting staff and recommend any necessary data adjustments before migration
Advise client on best practices and system functionality as it relates to the migration process
Guide the stakeholders to ensure the migration timelines are met
Work closely with the data processing team to answer any questions that arise during data migration
Ensure accurate data intake, and review deliverables post-migration to ensure successful data transfer
Consult with the client on any data variances post-migration
Report on migration status and provide necessary updates to stakeholders
Continually improve the experiences for the communities we power

Minimum Qualifications

Bachelor’s degree in Accounting, or equivalent Entrata or Saas/ Accounting migration experience
Experience with data analysis (Excel)
Excellent attention to detail
Excellent communication and customer service skills
Ability to work independently
Practical accounting experience preferred

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