Job Description
Insight Global is assisting a client in identifying a Data Migration Assistant for a 3–6-month contract for a local and established non-profit in New York City. This person will support the data team during a major data clean up and CRM migration. The role mostly focuses on data entry, data clean up, deduplication, record validation, and migration preparation tasks within Salesforce fundraising system.
Key responsibilities:
Data Cleaning and Standardization:
· Clean and standardize donor data in accordance with data guidelines (e.g., New York, NY format; phone formatting; address standards; non-deletion of historical addresses).
· Review, correct, and normalize contact records to ensure consistency across all fields.
· Update outdated addresses, mark old addresses as “former,” and ensure new information is properly saved.
· Support cleanup of international address formats using English letters when required.
Deduplication and Record Verification:
• Review duplicate records identified by IS or Development teams and confirm correct primary records prior to merging.
• Assist with contact and account merges in Salesforce (in collaboration with IS).
• Validate that donor records meet migration-ready criteria, including correct names, emails, phone numbers, and giving histories.
Migration Preparation:
• Assist with data exports, mapping, and field-level review to prepare datasets for the new CRM.
• Compare data between Salesforce, Classy, and other platforms to identify discrepancies.
• Help prepare and organize files for migration consultants (En Pointe, DonorDrive team, etc.).
• Conduct record-by-record checks for accuracy during test uploads or dry runs.
Data Entry and Maintenance:
• Perform high-volume, high-accuracy data entry for donor records, contacts, gifts, and event-related updates.
• Correct incomplete or inaccurate fields based on donor history and system notes.
Reporting and Quality Control:
• Run Salesforce reports to identify errors, missing data, or inconsistencies.
• Support weekly data quality audits with the Development VP and IS team.
• Provide progress updates on cleanup task completion and migration readiness.
TECHNICAL SKILLS
• 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.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
· 3-5 years of experience as a data specialist or in data migration projects
· Experience working within Salesforce
· Bachelor’s degree
Proficient in Excel formulas such as filters, VLOOKUP/XLOOKUP, and pivot tables
Nice to Have Skills & Experience
Salesforce Accredited Professional Certification preferred
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.