Job Description
The Data Onboarding Specialist plays a key role in supporting the successful onboarding of new customers and properties onto the Fortress platform. This role is responsible for the preparation, transformation, and migration of property data from existing management systems into Fortress, ensuring it is accurate, complete, and ready for system setup.
Working closely with the Property Onboarding Manager, the Data Onboarding Specialist will execute data-related onboarding tasks with a high level of precision while also identifying opportunities to improve data processes and efficiency over time. This role includes direct communication with customers as needed to clarify data requirements, resolve discrepancies, and support a smooth onboarding experience.
This role is ideal for someone who enjoys working with complex datasets, has strong Excel skills, and takes pride in delivering clean, reliable data in a fast-paced environment.
Prepare, clean, and transform property data from external systems for onboarding into the Fortress platform
Execute data migrations with a high degree of accuracy, ensuring data is complete and properly structured
Build and utilize advanced Excel formulas and models to manipulate, reconcile, and validate large datasets
Identify, investigate, and resolve data discrepancies, inconsistencies, and gaps prior to migration
Perform thorough data validation and quality assurance checks to ensure successful onboarding outcomes
Assist with configuration and setting up of customer accounts and properties within the Fortress system
Communicate directly with customers as needed to gather, clarify, and validate data requirements and resolve data-related issues
Collaborate closely with the Property Onboarding Manager to support onboarding timelines and deliverables
Maintain clear and organized documentation of data mapping, transformation logic, and onboarding processes
Support onboarding efforts for both new customers and existing customers, adding new properties
Identify patterns in data onboarding workflows and recommend improvements to increase efficiency, accuracy, and scalability
Contribute to the development of standardized templates, tools, and best practices for data onboarding
Communicate data-related risks, issues, and progress to internal stakeholders in a timely manner
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
2–4 years of experience in data-related, operations, finance, or analytical roles
Strong proficiency in Microsoft Excel, including:
Advanced formulas (XLOOKUP, INDEX/MATCH, nested IFs, etc.)
Data cleaning, manipulation, and validation
Working with large datasets
Experience working with structured data, data migration, or system implementations preferred
High attention to detail with a strong focus on data accuracy and quality
Strong analytical and problem-solving skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Effective communication skills, including the ability to work directly with customers to clarify data requirements
Nice to Have Skills & Experience
Have a great attitude
Have high expectations
Think BEYOND the box
Work with passion
Have a tireless work ethic
Be flexible
Be confident
Be self-sufficient and self-motivated
Take pride in your work
Be a good listener
Offer a solution with every problem
Go above and beyond for everyone you support
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.