Key skills

Salesforce Data MigrationSalesforce Data LoaderSalesforce ImportsData DiscoverySource-to-Target Data MappingData Cleansing and DeduplicationData TransformationData Validation and ReconciliationSQLCRM Consolidation and System ConversionMicrosoft DynamicsFinancial ServicesStakeholder ManagementSalesforceCRM

About this role

Aureon Consulting is seeking a Salesforce Data Migration Engineer to migrate data from multiple CRM platforms into Salesforce. The role focuses on data discovery, mapping, cleansing, transformation, validation, reconciliation, and migration execution, while supporting CRM consolidations, system conversions, and M&A integrations.

Responsibilities:

Migrating data from multiple CRM platforms into Salesforce
Salesforce imports, data discovery, data mapping, data cleansing, transformation, validation, and migration execution
Supporting CRM consolidations, system conversions, or M&A integrations
Working with business and technical stakeholders to ensure successful migration outcomes

Requirements:

Applicants must be physically located in the continental U.S. at time of application
U.S. Citizens and Green Card Holders Only
Proven experience migrating data from various CRM platforms into Salesforce
Strong Salesforce Data Loader and Salesforce import experience
Deep understanding of Data Discovery and Source-to-Target Data Mapping
Experience with data cleansing, deduplication, transformation, validation, and reconciliation
Strong SQL and data analysis skills
Experience supporting CRM consolidations, system conversions, or M&A integrations
Ability to work with business and technical stakeholders to ensure successful migration outcomes
Candidates must have demonstrated experience migrating data from legacy CRM systems into Salesforce
Experience with CRM platforms such as Microsoft Dynamics, Redtail, Wealthbox, Tamarac, AdvisorEngine (Junxure), Advyzon, HubSpot, or similar solutions
Wealth Management or Financial Services experience