Data Migration and Reporting Specialist

About this Job

Our Mission is “Powering the Good to be Great” – as we facilitate and empower nonprofit fundraising initiatives through our intuitive platform that combines CRM, Forms and Event design/publishing, Email Marketing Automation, and payments processing.

The Data Migration & Reporting Specialist supports client implementations and ongoing professional services initiatives by assisting with data migrations, reporting, quality assurance, and operational data projects. This role works closely under the guidance of the Data Engineer and collaborates with implementation, support, and client-facing teams to ensure data accuracy, integrity, and successful project outcomes.

This is an ideal opportunity for someone early in their data career who enjoys problem-solving, working with structured data, learning modern data tools, and helping nonprofit organizations succeed through technology.

Responsibilities Include:

• Data Migration Support
  • Assist with data migration projects for new and existing clients, including contact, transaction, sustainer, membership, and campaign data.
  • Prepare, normalize, and validate import files using SQL, Excel, and internal tools.
  • Support field mapping, data transformation, and data cleanup activities.
  • Assist with deduplication and data standardization efforts.
  • Help coordinate data enrichment services, including NCOA, deceased suppression, email validation, and related processes.
• Reporting & Dashboard Support
  • Assist with building and validating reports, dashboards, and data extracts for internal teams and clients.
  • Support reporting requests related to fundraising, donor engagement, campaigns, and operational tracking.
  • Help identify discrepancies, anomalies, and data quality concerns through reporting analysis.
  • Contribute to recurring operational and project-based reporting initiatives.
• Quality Assurance & Validation
  • Perform data validation and reconciliation activities to ensure accuracy and completeness of migrations and reporting deliverables.
  • Compare source system data against imported platform data to identify mismatches or missing records.
  • Assist with documenting QA findings and remediation steps.
  • Support testing activities related to imports, workflows, and reporting outputs.
• Documentation & Operational Support
  • Maintain accurate documentation related to migration processes, mappings, QA summaries, and reporting procedures.
  • Assist with maintaining internal SOPs, templates, and knowledge-sharing documentation.
  • Support internal operational initiatives and cross-functional project coordination.
  • Help improve repeatable processes and identify opportunities for operational efficiency.
• AI-Assisted Data Operations
  • Utilize AI-assisted productivity tools (such as ChatGPT, Copilot, or similar technologies) to support SQL development, documentation, troubleshooting, data analysis, and operational efficiency.
  • Leverage modern tools and technologies to improve accuracy, consistency, and delivery speed across projects.
• Stakeholder Collaboration
  • Partner with Data Engineering, Professional Services, Support, and Client Experience teams to support successful client outcomes.
  • Communicate clearly regarding project updates, findings, and outstanding action items.
  • Translate technical findings into clear, client-friendly summaries when needed.

Job Requirements:

• Bachelor’s degree in Information Systems, Computer Science, Data Analytics, Business Analytics, or a related field (or equivalent practical experience).
• 1+ years of experience in data analysis, reporting, technical support, CRM operations, or related work preferred.
• Foundational SQL knowledge, including filtering, joins, aggregations, and data validation queries.
• Strong proficiency in Microsoft Excel, including formulas, pivots, and data manipulation.
• Strong analytical and problem-solving skills with close attention to detail.
• Ability to manage multiple assignments and prioritize effectively in a fast-paced environment.
• Strong written and verbal communication skills.
• Customer-service mindset with a focus on accuracy, collaboration, and responsiveness.
• Comfortable learning new systems, tools, and technologies quickly.

Preferred Qualifications

• Exposure to CRM platforms, nonprofit fundraising systems, or donor databases.
• Familiarity with ETL, data migration, or import/export processes.
• Experience performing QA validation, reconciliation, or data cleanup activities.
• Familiarity with AI-assisted productivity tools for data analysis, SQL support, documentation, and troubleshooting.
• Experience working with CSV, flat-file, or API-based data integrations.

Note: This job description is intended to convey information essential to understanding the scope of the role. It is not exhaustive and may be subject to change as the organization's needs evolve.

About CharityEngine

We are a technology and billing solutions company that caught the nonprofit bug in 2008. That was when we saw how the technology we had built for e-commerce clients could impact the multi-channel campaign tracking and billing automation of one of the largest, fastest-growing nonprofits of the 20th century.

We are privately held and self-sustaining, and we were named to the Inc. 5000 list of America's Fastest-Growing Companies three times (2015, 2016, and 2017). We are proud to say we work solely in the service of nonprofits. Not a VC firm. Not an investment bank. Just nonprofits and the people who think it's cool to help change the world. Our team is a mix of nonprofit industry veterans and career technologists.

We offer Comprehensive benefits that include:

• Competitive compensation commensurate with experience
• Paid leave (vacation/sick), along with company-paid holidays
• Health, dental, vision, and disability insurance
• 401K plan

Job Type: Full-time