Data Transfer Specialist

Job Description

SofterWare is on the “ Top Workplaces” list for the seventh time! We have enjoyed over 35 years of continuous growth because our employees and customers are happy. Our employees are offered a challenging and rewarding career along with a generous benefits program. SofterWare is a fun place to work and we support a work-life balance.

We offer benefits such as time off to volunteer, meditation classes, and a casual dress environment. In addition, we enjoy company events like a family Halloween open house and an annual holiday party. Our open office is state of the art and provides you with access to a gym, cafeteria, and walking trails, which will keep you energized.

  • Develop and administer the full data transfer cycle with onboarding clients, through data review, mapping, and beta and final programming through SQL Management Studio.
  • Work with clients to identify and define their data conversion needs through data mapping 
  • Document all pertinent information about conversion, mapping and overall notes within Salesforce CRM
  • Assist clients with providing data for review and conversion
  • Work closely with Onboarding Coordinator to provide technical support during Onboarding process
  • Assist clients with data extraction from previous provider
  • Assist Sales Team as needed with Lead/Prospect cultivation
  • Provide clients with data enhancement services offered by SofterWare
  • Assist the Data Services Manager in all department tasks, as needed

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.


  • Strong familiarity with executing queries, functions, stored procedures and general data manipulation within MS SQL Server
  • Knowledge of general database design and usage (especially relational databases), and all other Microsoft Office products 
  • Strong project management skills to effectively manage multiple projects with varying deadlines.
  • Excellent verbal and written communication skills. Able to actively listen, build trust, and adapt communication styles and tactics to fit the client or colleague
  • Builds and maintains customer relationships with an orientation toward exceptional customer service
  • Encourages team unity through sharing information or expertise and collaborates well with colleagues
  • Proficiency with some standard software applications (Microsoft Suite, Google Workspace, Slack, Salesforce, etc).
  • Superior organizational skills and a strong attention to detail is critical to this role.
  • Ability to take ownership and resolve difficult or complicated challenges. 
  • Prioritizes tasks by importance and deadline. Discerns what is crucial from what is just urgent. Adjusts priorities as situations change.


  • Associate’s/Bachelor’s degree in Information Science related field or 3 years of work experience in database related position
  • Experience with managing multiple projects simultaneously
  • Previous Customer Service experience preferred
  • Experience working with relational databases preferred
  • Familiarity with the needs and challenges of non-profit organizations preferred

As a Database Automation Specialist, you will be responsible for providing SofterWare’s Implementation Department with automated processes based in SQL, that will allow team members to migrate existing data from multiple sources effectively and efficiently. The process entails both technical aspects of working with data files, as well as frequent interaction with SofterWare’s newer clients typically via telephone and email, and collaborating with members of the data services team. Frequent support, training, and maintenance will be expected to internal staff in addition to the development of automation programs.

"I started working with Softerware about three years ago and immediately fell in love with the company because of the people! Since transitioning to the implementation department, being able to rely on my coworkers is more important than ever and their incredible generosity of time and talent is without match. While my favorite part of my job will always be the people I work with, it is also sincerely gratifying to work with dedicated people from all over the country and do my part to help them fulfill their non-profit’s missions and goals. "

Christy Heine
Implementation Coordinator

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