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Data Migration Specialist

Experience: 3-5 years | Location: Chicago, IL

Practifi is the business management platform for financial advice. Blending deep industry knowledge with cloud software expertise, Practifi revolutionizes financial services businesses by putting the client at the heart of everything we do.

Our clients are trusted to grow the prosperity of millions of customers around the world. Our job is to make that an easier, more connected, and more delightful experience than ever before.

The Practifi team lives and breathes innovation. We operate at the leading edge of technology, applying fresh and creative thinking to everything we do. We demand a work and life experience far beyond the ordinary. We seek inspriation from within and we aim to inspire every individual we encouter. If we can’t help, someone we know often can. We bring people together to create collaboration; because the whole is always greater than the sum of its parts. We understand the value of diversity: of culture, experience, and opinion. Our best work combines ideas from people of all walks of life. We invest in our people, our business, our industry, and our community. We believe we’re all part of something bigger than simply making money.

We’re seeking a talented Data Migration Specialist in Chicago to join our busy Customer Success Team. You’ll be in charge of assessing and migrating data for Practifi’s global clients. You’ll work closely with the Customer Success Team to communicate data migration requirements.

You’ll need to learn and adapt quickly, be persistent and demonstrate “quality first” thinking.

  • Work with customers in gathering business requirements for data migration needs
  • Work across multiple functional projects to understand data usage and implications for data migration
  • Assist in designing, planning and managing the data migration process
  • Work with Customer success team to identify, define, collate, document and communicate the data migration requirements
  • Prepare data migration plans including migration risk, milestones, quality and business sign-off details
  • Manage assigned risks and monitor potential impacts as part of the data migration plan
  • Develop best practice, processes, and standards for effectively carrying out data migration activities
  • Perform source system data analysis in order to manage source to target data mapping
  • Perform migration and testing of static data and transaction data from one core system to another
  • Perform data migration audit, reconciliation and exception reporting
  • Successfully delivered several large-scale data migration projects in previous roles
  • Strong analytical and problem-solving skills
  • Good interpersonal skills and a self-starter
  • Ability to translate intricate business objectives and processes into technical solutions
  • Motivated professional who enjoys innovating and making a real difference in customer experience
  • Strong communicator who can work directly with clients and peers
  • Expert development skills in SQL, T-SQL, SSRS and SSIS
  • Understanding in data governance, data cleansing and data mapping 
  • Experience creating a Data Migration and Cleansing Strategy
  • Previous experience working on Dynamics CRM/AX or Dynamics 365 data migration is not required but it is a bonus
  • Paid holidays
  • Laid-back office, causal attire
  • Modern, open office floor plan
  • Coffee provided
  • Office snacks & fruit
  • Company outings
  • Job training/conference stipend

This is a permanent, full-time position based in Practifi’s Chicago office. It is offered under a common-law employment agreement with the accompanying employee protections.

Practifi’s success as a business management platform depends on a strong commitment to diversity, equity, and inclusion. As an equal opportunity employer, we welcome applicants from all backgrounds. Women, people of color, members of the LGBTQ+ community, individuals with disabilities, and veterans are strongly enouraged to apply. Join us.

Interested in the role? Apply today

Send your resume and cover letter to  We’ll be in touch if your profile is a good fit for the role.