Data Associate, Migrations and Intergrations - SalesForce

The purpose of this role is to support the Managed Migrations team in delivering a smooth and positive customer experience during the transition to new back-office systems designed to enhance customer support services. The role involves working closely with team members, the sales organisation, and key stakeholders to manage the migration process effectively. Responsibilities include handling and transferring large datasets from legacy transactional systems to new platforms while carrying out detailed and accurate migration procedures to ensure a seamless transition with minimal or no disruption to customers.

Main Responsibilities

• Liaising daily with internal departments, including Sales, Finance, and Support, as well as customers via telephone and email to manage customer renewals and ensure successful migrations.
• Collaborating effectively within a team environment to achieve and maintain structured KPI and SLA targets.
• Providing call support to the UK team for a selected customer base when required.
• Delivering high-quality customer service to ensure a positive and satisfactory customer experience throughout the migration process.
• Applying strong problem-solving skills to resolve customer and process-related issues efficiently.
• Ensuring all daily, weekly, and monthly tasks are completed accurately and within required time frames.
• Processing and actioning amendments to customer accounts as needed.
• Supporting and assisting team members by offering guidance and training where appropriate.
• Carrying out additional ad-hoc and administrative duties as required by the business.

Requirements

• Previous experience in providing telephone or call support is advantageous.
• Dedicated to delivering excellent customer service and maintaining positive customer relationships.
• Skilled in accurately entering information, preparing documentation, and providing information efficiently and promptly.
• Strong written, verbal, and numerical communication skills.
• Able to remain calm and think logically when working under pressure.
• Self-driven, proactive, and committed to contributing positively as part of a team.
• Proficient in the use of Microsoft Office Suite applications.
• Knowledge of Salesforce and customer relationship management systems.
• Excellent attention to detail with a focus on accuracy and quality of work.
• Enthusiastic and highly motivated individual with a strong ability to work effectively within a team environment.

Competencies

• Client & Customer focus

• Continual improvement

• Performance focus

• Confidence & oral and written communication

• Willing to learn with a “can do” attitude

• Managing Self

• Resilience

• Flexibility

• Time Management skills

Benefits

• Competitive salary with strong growth potential
• Be part of a scaling business backed by UK leaders
• Work in a high-performance, supportive environment
• Real career progression opportunities—we grow people, not just teams
• Learn fast, move fast, and make an impact from day one