Years of experience: 18
Document ProcessorData Entry SpecialistLive ChatData Entry AssociateAssistantAdministrative Assistant
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Heather's Career Path
Mar. 2022 -Jun. 2025
SS&C TechnologiesData Migration Specialist
Conducting deep data analysis of current customer data in MS Excel to validate requirements and define migration scope in the fintech sector. Working with customers and Project Managers to map, extract, transform and load (ETL, ELT) data to Intralinks’ new product. Documenting the process and best practices along the way. Meeting with clients and other stakeholders to address project requirem...
Mar. 2019 -Mar. 2022
Concenter Services, LLCContent/Data Migration Lead
Managing a team of 3 people, I led the process from concept to completion to migrate clients from competitor platforms to the XLR8 CRM platform, sitting on top of Salesforce. Beginning with data analysis using complex SQL queries along with MS Excel to map and transform data for fintech clients. Extracting, transforming and loading (ETL, ELT) data from platforms such as Junxure, RedTail and D...
Mar. 2019 -Mar. 2022
Concenter Services, LLCData Migration Lead
Managed data migration projects for financial advisors who were looking to migrate from their current CRM to XLR8 CRM. Beginning with data analysis phase through production phase including the use of complex SQL queries and scripting using Microsoft SQL Server Management Studio to extract, transform and load (ETL) data. I provided Salesforce CRM administration and customization, ongoing consu...