Data Entry & Customer Support Specialist

SimplePractice is headquartered in Los Angeles California but we have team members who work and live across the United States Dominican Republic Mexico City and Ukraine.

At SimplePractice we are improving access to quality care by equipping health and wellness clinicians with all the tools they need to thrive in private practice.

More than 250000 providers trust SimplePractice to build their business through our industry-leading software with powerful tools that simplify every part of practice management. From admin work to clinical care our suite of innovative solutions work together to reduce administrative burdenempowering solo and small group practitioners to thrive alongside their clients.

Award-winning and people-first SimplePractice is shaping the future of health 2026 we were recognized by BuiltIn as a Best Remote Company to Work For Software Gurus Best Places to Code Becker Healthcare Telehealth Companies to Know and we won a MedTech Breakthrough Award for Best Practice Management Solution Provider.

Were looking for a detail-oriented Data Transfer Associate to join our Customer Success team with a focus on our foundational data this role you are the facilitator of first impressions and data accuracy. You will be responsible for managing the initial stages of the data migration journey ensuring that customers feel supported from their very first interaction while maintaining the integrity of our most straight-forward data transfers.

As a Data Transfer Associate you handle the essential first-touch communications andprocess standard datasetsfrom clinical workflows to basic demographics. You will serve as afoundational partner within the team ensuring the high-volume core data work that keeps

SimplePractice running smoothly is executed with precision.

Foundational Execution: You focus on the core Doing of the data transfer process: processing supporting and coordinating essential transfers.

First-Touch Ownership: You act as the initial point of contact for customers beginning their data move setting the tone for a professional and seamless onboarding experience.

Technical Learning: You are in a Learning phase utilizing reference materials and team resources to master data cleansing and system requirements.

Quality Review: You perform basic data reviews and transformations ensuring that standard files are formatted correctly before they enter the system.

Core Data Operations (90%)

First-Touch Communication: Send professional empathetic first-touch responses to customers to kick off their data transfer process and set clear expectations.

Process Standard Transfers: Execute straight-forward data migrations from spreadsheets and CSVs ensuring data is mapped accurately to SimplePractice requirements.

Basic Data Review: Review incoming customer datasets for common errors performing essential cleansing (trimming formatting and organization) to prepare files for import.

Administrative Support: Assist in coordinating the transfer queue ensuring that standard tasks are moved forward and deadlines are met.

Compliance Adherence: Follow all regulations and policies around HIPAA PHI and PII with diligent attention to detail.

Learning & Development (10%)

Skill Building: Focus on developing competency in Microsoft Excel Google Sheets and basic SQL under the guidance of a Team Lead or Specialist II.

Knowledge Base Engagement: Utilize and contribute to team macros and internal documentation as you learn the SimplePractice product and common workflows.

Team Participation: Participate in team meetings and shadow more complex Group migrations to prepare for future growth into the Specialist track.

Data Transfer Associate Must-Haves:

Experience: Limited to no previous professional experience; some roles may require a specific educational background or degree.

Technical Foundation: Familiarity with Microsoft Excel or Google Sheets (e.g. you can perform basic data organization and understand simple formulas).

Attention to Detail: High level of accuracy when reviewing data and a commitment to maintaining data integrity.

Communication Skills: Confident and sensitive communication style suitable for being the first touch for our customers.

Personal Accountability: Ability to manage assigned tasks and deadlines with a proactive and coachable mindset.

Prior experience in a customer-facing or administrative role.

Familiarity with SimplePractice or healthcare software workflows.

We offer a competitive benefits program including:

• Medical dental vision life & disability insurance
• 401(k) plan with company match & employee stock purchase plan (ESPP)
• Flexible Time Off (FTO) wellbeing days paid holidays and summer Fridays
• Mental health resources
• Paid parental leave & Backup Care
• Tuition reimbursement
• Employee Resource Groups (ERGs)

Thank you for your interest in opportunities at SimplePractice LLC (SimplePractice or us or we or our). Please note that when you submit your resume or application materials to us for employment purposes you are subject to theSimplePractice California Job Applicant Privacy Notice.

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Notice to Candidates

SimplePractice has been made aware of fraudulent job postings and unaffiliated third parties posing as our recruiting team. We do not have any affiliation or connection to these situations and only post open roles on our official Careers page ( and reputable job boards like our official LinkedIn or Indeed pages.

All official SimplePractice recruitment emails will be sent from the domains @ or email addresses.

Examples of fraudulent domains include and .

Please note that SimplePractice will never ask candidates or new hires for money or payment of any kind at any stage of the recruitment or onboarding process.