Practice Migration Specialist

• Manage and execute the data migration process for group practices transitioning to Sessions Health.
• Prepare, clean, organize, and transform data files for import into Sessions Health.
• Perform quality assurance checks to ensure imported data is accurate, complete, and properly mapped.
• Review and replicate relevant practice settings, client information, forms, and configurations from existing EHR systems to ensure continuity during the transition.
• Configure and validate client records, billing information, service settings, and other practice-specific details as needed.
• Identify and resolve data inconsistencies, incorrect mappings, duplicate records, and other migration issues.
• Investigate and troubleshoot import errors, collaborating with Engineering to resolve more complex technical issues.
• Maintain accurate documentation of migration activities, issues, resolutions, and completion status.

• Communicate with practices to gather necessary information, clarify migration requirements, and address questions throughout the process.
• Provide clear updates on migration progress, timelines, and any issues requiring attention.
• Coordinate with Customer Success and other internal teams to ensure migrations align with onboarding timelines and customer expectations.
• Help ensure practices feel supported and confident as they transition to Sessions Health.

• Partner with Engineering to identify opportunities to improve data import tools, automation, and workflows.
• Identify recurring migration challenges and recommend improvements to increase accuracy and efficiency.
• Develop and maintain internal documentation, checklists, and standardized migration procedures.
• Help test improvements to internal migration tools and processes.
• Contribute to creating a scalable and reliable migration experience as Sessions Health grows.

• Practices transition to Sessions Health with accurate, complete, and properly configured data.
• Migrations are completed reliably and within agreed-upon timelines.
• Customers feel informed, supported, and confident throughout the transition.
• Data inconsistencies and migration issues are identified and resolved efficiently.
• Engineering spends less time handling routine data migration tasks.
• Migration workflows become increasingly standardized, efficient, and scalable.

• 2+ years working in data analysis, EHR implementation, practice operations, or a similar data-heavy role.
• Strong organizational skills with the ability to manage multiple projects and competing priorities.
• Exceptional attention to detail and a commitment to data accuracy.
• Strong proficiency with Microsoft Excel or Google Sheets, including formulas, data manipulation, and working with CSV files.
• Strong technical aptitude and the ability to quickly learn new software, tools, and workflows.
• Excellent written and verbal communication skills, with the ability to explain technical concepts clearly and professionally.
• Strong analytical and problem-solving skills, with the ability to investigate and resolve issues independently.
• Ability to collaborate effectively with both technical and nontechnical team members.
• A proactive, ownership-oriented mindset and a commitment to delivering a positive customer experience.

• Familiarity with HIPAA and the secure handling of Personal Health Information.
• Experience working in a technical support role and writing technical documentation.
• Experience with data migration, data imports, data operations, or software implementation.
• Experience working with EHR systems, healthcare technology, or mental health practice operations.
• Familiarity with data mapping, data validation, and data transformation.
• Experience in a SaaS, customer onboarding, technical support, or implementation environment.
• Familiarity with SQL, scripting, or other data management tools.
• Experience improving operational processes or identifying opportunities for automation.

• Flexible work schedule to support work-life balance.
• Fully remote work environment.
• Generous PTO and paid federal holidays.
• Comprehensive health, dental, and vision coverage.
• Disability insurance.
• 401(k) match, with potential for performance bonuses.

We are committed to supporting the well-being of our employees through competitive benefits and a remote-friendly work environment. Your growth and satisfaction are important…