Job Description

Minimum Requirements:

• 3-5 years of experience as a data analyst or in data migrating
• Experience pulling data / navigating Salesforce
• Proficient in Excel formulas such as filters, VLOOKUP/XLOOKUP, and pivot tables
• Bachelor’s degree

Plusses:

• Salesforce Accredited Professional Certification preferred

Description:

Insight Global is assisting a client in identifying a Data Migration Assistant for a 6-month contract for a local and established non-profit in New York City. This person will support the data team during a major data clean up and CRM migration. The role mostly focuses on data entry, data clean up, deduplication, record validation, and migration preparation tasks within Salesforce fundraising system.

Key responsibilities:

Data Cleaning and Standardization:

• Clean and standardize donor data in accordance with data guidelines (e.g., New York, NY format; phone formatting; address standards; non-deletion of historical addresses).
• Review, correct, and normalize contact records to ensure consistency across all fields.
• Update outdated addresses, mark old addresses as “former,” and ensure new information is properly saved.
• Support cleanup of international address formats using English letters when required.

Deduplication and Record Verification:

• Review duplicate records identified by IS or Development teams and confirm correct primary records prior to merging.
• Assist with contact and account merges in Salesforce (in collaboration with IS).
• Validate that donor records meet migration-ready criteria, including correct names, emails, phone numbers, and giving histories.

Migration Preparation:

• Assist with data exports, mapping, and field-level review to prepare datasets for the new CRM.
• Compare data between Salesforce, Classy, and other platforms to identify discrepancies.
• Help prepare and organize files for migration consultants (En Pointe, DonorDrive team, etc.).
• Conduct record-by-record checks for accuracy during test uploads or dry runs.

Data Entry and Maintenance:

• Perform high-volume, high-accuracy data entry for donor records, contacts, gifts, and event-related updates.
• Correct incomplete or inaccurate fields based on donor history and system notes.

Reporting and Quality Control:

• Run Salesforce reports to identify errors, missing data, or inconsistencies.
• Support weekly data quality audits with the Development VP and IS team.
• Provide progress updates on cleanup task completion and migration readiness.

TECHNICAL SKILLS

• Salesforce (Required): Proficiency in data entry, report generation, list cleanup, deduplication, and basic troubleshooting to ensure data accuracy and migration readiness.
• Microsoft Office with Advanced Excel: Strong skills using filters, formulas, VLOOKUP/XLOOKUP, and pivot tables to analyze data, identify duplicates, and reconcile records across datasets.
• Fundraising & CRM Systems: Familiarity with donor and CRM platforms such as Classy, Raiser’s Edge, DonorDrive, or similar systems; ability to quickly learn new database environments.
• Data Cleaning & Verification: Ability to review, standardize, and validate records; identify and resolve inconsistencies; and prepare datasets for migration or system integration.
• Cross-Platform Research Tools: Experience working across external platforms such as ZoomInfo, DonorSearch, or similar tools to verify, update, and enrich records as needed.
• Reporting & Quality Control: Ability to run reports, audit data for accuracy, and ensure data integrity before, during, and after migration.
• Data Security & Confidentiality: Strong understanding of handling sensitive information with accuracy, discretion, and compliance with organizational data privacy standards.

Pay: $30

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