Customer Success Specialist (Data Migration)
Customer Success Specialist (Data Migration)
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Job Description
About Us
Diligent is the AI leader in governance risk and compliance (GRC) SaaS solutions helping more than 1 million users and 700000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk build greater resilience and make better decisions faster.
Position Overview
The Customer Success Specialist Data Migration plays a critical role in ensuring smooth accurate and timely transitions of customer data from legacy systems (e.g. BoardDocs) to the Community platform. This role requires strong analytical skills attention to detail and cross-functional collaboration with Product Engineering Implementation and Advisory Services teams. It also demands a proactive approach to improving migration processes supporting client transitions and ensuring service continuity in a high-impact environment.
Key Responsibilities
- Collaborate with Product and Engineering teams to resolve data mapping challenges identify platform limitations and improve the migration experience.
- Partner with Implementation and Advisory Services teams to scope plan and execute data migrations that align with customer expectations and timelines.
- Analyse and prepare source data to ensure structural accuracy and correct mapping to the Community platform.
- Use HTML and CSS to verify and adjust content formatting during the migration process.
- Manage the end-to-end migration lifecycle ensuring data integrity security and minimal disruption to customers.
- Conduct thorough post-migration validation and quality assurance to confirm successful delivery.
- Support key phases of the client transition process by performing account checks setting up entitlements and ensuring data is accurately reconciled to maintain seamless service continuity.
- Proactively identify and address risks document issues or gaps and suggest solutions in a fast-paced client-sensitive environment where accuracy and attention to detail are critical.
- Maintain clear documentation of workflows mappings and lessons learned for continuous improvement.
- Contribute to process enhancements and support efforts to streamline and automate repetitive tasks where possible.
Required Experience & Skills
- 13 years of experience in a customer-facing or technical role preferably with exposure to data or content migrations.
- Proficiency in HTML and CSS to support content formatting and consistency.
- Strong data analysis and manipulation skills using Microsoft Excel including advanced formulas and Power Query.
- Excellent communication and collaboration skills to work effectively with cross-functional teams.
- Strong organizational skills and the ability to manage multiple migration projects simultaneously.
- A proactive detail-oriented mindset with a focus on accuracy and risk management.
- Adaptability to evolving tools processes and customer needs.
Preferred Qualifications
- Experience in SaaS EdTech or public sector environments.
- Familiarity with tools such as Jira Confluence or similar platforms.
- Awareness of data privacy compliance and governance principles related to migrations.
What Diligent Offers You
- Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients
- We care about our people.Diligent offers a flexible work environment global days of service comprehensive health benefits meeting free days generous time off policy and wellness programsto name a few
- We have teams all over the world. We may be headquartered in New York City but we have office hubs in Washington D.C. Vancouver London Galway Budapest Munich Bengaluru Singapore and Sydney.
- Diversity is important to us. Growing maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team facilitate dialogue and foster understanding.
Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology insights and connections they need to drive greater impact and accountability to lead with purpose. Our employees are passionate smart and creative people who not only want to help build the software company of the future but who want to make the world a more sustainable equitable and better place.
Headquartered in New York Diligent has offices in Washington D.C. London Galway Budapest Vancouver Bengaluru Munich Singapore and Sydney. To foster strong collaboration and connection this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations you will be expected towork onsite at least 50% of the time.We believe that in-person engagement helps drive innovation teamwork and a strong sense of community.
We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race color religious creed sex national origin ancestry citizenship status pregnancy childbirth physical disability mental disability age military status protected veteran status marital status registered domestic partner or civil union status gender (including sex stereotyping and gender identity or expression) medical condition (including but not limited to cancer related or HIV/AIDS related) genetic information or sexual orientation in accordance with applicable federal state and local also consider qualified applicants regardless of criminal histories consistent with legal requirements. See alsoDiligents EEO Policy and Know Your are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability you may contact us at .
To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.
Required Experience:
Unclear Seniority
Employment Type
Full Time
