Data Migration Specialist

Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.

We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. And we just secured $70M in Series C funding to help us fulfill that mission.

We are hiring Data Migration Specialists to help support our Customer Experience team during customer onboarding. These individuals will play a key role in ensuring successful and accurate data and file migrations as our customers transition to Canopy’s Practice Management Suite.

This is a hybrid position in Draper, Utah (M, W, F in-office).

• Support the data migration team during customer implementations to ensure projects stay on schedule.
• Assist with preparing, formatting, and validating customer data for migration using Excel, in house tools, and AI.
• Collaborate with implementation, R&D, and other migration team members to resolve data-related blockers.
• Provide hands‑on support during critical cutover and go‑live periods.
• Create and maintain spreadsheets to track data, monitor progress, and document reconciliation results.
• Run and document test migrations, verifying accuracy and completeness of migrated data.
• Perform data checks, reconciliations, and quality assurance reviews to ensure data integrity.
• Quickly and clearly escalate issues or discrepancies to the appropriate team members.
• Document processes, data mappings, and lessons learned to support continuous improvement.
• Maintain strict confidentiality and integrity of client data.
• Take initiative to identify potential issues early and proactively suggest or implement solutions.

• 1–3 years of experience in data or file migration, data analysis, or a similar technical role.
• Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation.
• Strong attention to detail and ability to maintain accuracy across large datasets.
• Excellent communication and problem‑solving skills.
• Ability to work independently and collaboratively in a fast‑paced environment.
• A strong sense of ownership, accountability, and follow‑through.
• Ability to use AI to work more efficiently and collaboratively.

• Experience with SQL (writing or optimizing queries/scripts for data validation or troubleshooting).
• Familiarity with SaaS environments or data migration tools.
• Background working with accounting or financial data.
• Prior experience supporting software implementations or client onboarding.

We know many women do not apply for a job if they don’t perfectly fit the description. We want you to apply anyway.

Flexible Paid Time Off - you’re actually encouraged to use, plus 10 company holidays!

Health Benefits - including Medical, Dental, and Vision and an HSA Match.

401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

Paid New Parent Leave & Birthing Parent Leave - so you’re able to care for your little ones.

Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short‑term disability coverage.

Nectar - our peer‑to‑peer recognition program to help our employees recognize the amazing work being done by other Canopians!

Company Events - including monthly company‑wide meetings, summer parties, and more.

ERG Committees - to plan initiatives around continuing education, community…