Accounting Migrations Consultant

3 Months ago • All levels • Account Management • Undisclosed

About the job

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
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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