HUB International is looking to migrate data from various platforms to Microsoft Dynamics 365 and needs a skilled Data Analyst & Migration Specialist to help plan and execute the migrations.
Requirements
- Experience with Microsoft Dynamics 365;
- Advanced Microsoft Excel knowledge;
- Experience with wealth management CRM platforms i.e. Red Tail, Salesforce, etc. (Preferred)
- Experience with Microsoft Power Platform (including Power Automate) (Preferred)
Responsibilities
- Work closely with business subject matter experts to derive data extraction and mapping requirements from overall business requirements;
- Provide technical expertise and guidance for the data migration process to Dynamics 365;
- Ensure that extracts are thorough and accurate; develop process to clean up data inconsistencies in preparation for load into target system;
- Assist with testing, deployment and support activities;
- Develop playbook that standardizes the data migration approach for 70+ source systems;
- Collaborate with various teams at HUB to ensure successful project delivery.
Other
- Bachelor’s degree;
- 3+ years of experience;
- Excellent analytical and problem-solving skills;
- Strong communication and interpersonal skills;
- Ability to work independently and as part of a team
