Data Services Specialist

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Logo of SofterWare, Inc.

SofterWare, Inc.

201 - 500 employees

☁️ SaaS

🤝 Non-profit

📚 Education

SaaS • Non-profit • Education

SofterWare, Inc. is a software company that builds and supports mission-focused, user-friendly applications—primarily cloud/SaaS products—for nonprofits, educational institutions, and childcare programs. Since 1981 it has developed fundraising software (DonorPerfect) and related payments technology to reduce administrative work and help organizations do good by being affordable, reliable, and easy to use. The company emphasizes social good, supporting nonprofits and schools with tools for fundraising, management, and payments.

📋 Description

• Execute the full data transfer lifecycle, including data review, mapping, SQL development, beta transfer, validation, and final deployment • Manage a high-volume pipeline of concurrent client projects, ensuring steady progress across all stages of the implementation process • Develop and maintain SQL scripts to transform client data into structures compatible with SofterWare products, including joins, updates, and data manipulation logic • Obtain client data from source systems by providing extraction guidance or directly retrieving data when access is granted, ensuring completeness and accuracy of all required datasets • Lead or support client mapping sessions by gathering requirements, documenting decisions, and ensuring accurate field alignment • Enforce data submission standards and ensure client-provided data aligns with defined project scope and requirements • Proactively communicate with clients to support scheduling and completion of required milestones (e.g., mapping, beta review, final data submission) • Identify potential risks or issues related to data quality, client responsiveness, or project scope and escalate appropriately • Validate data accuracy through structured quality checks, including record counts, field validation, and system testing prior to client review • Document all mapping decisions, transformation logic, and project updates within Salesforce and internal documentation systems • Collaborate with Onboarding Coordinators, Sales, and internal teams to support a smooth and efficient implementation process • Execute billable professional services work as assigned, including database cleanup, code standardization, deduplication, and other one-off data-related requests • Respond to internal Sales and onboarding inquiries by providing guidance on data transfer processes, requirements, and general technical capabilities through internal communication channels • Contribute to a positive client onboarding experience by delivering high-quality work, maintaining clear communication, and supporting a smooth and professional implementation process, recognizing the Implementation team as a client’s first impression of SofterWare and its impact on long-term client satisfaction and retention • Document client interactions, issues, and resolutions in the CRM to ensure visibility and continuity of support • Identify escalated client issues to the appropriate team members to de-escalate and resolve the situation • Participate in special projects and take on additional responsibilities as assigned to support team and organizational goals.

🎯 Requirements

• Proficiency in SQL Server, including writing queries, joins, updates, and basic data transformation logic • Strong understanding of general database usage and relational database concepts • Ability to manage multiple concurrent projects in a deadline-driven, high-volume environment • Strong organizational and prioritization skills, with the ability to manage workload and adjust priorities based on deadlines and project stage • Excellent verbal and written communication skills, with the ability to actively listen, gather requirements, and communicate effectively with both technical and non-technical audiences • Ability to communicate professionally with clients and internal teams, maintaining clarity and responsiveness • Strong attention to detail, particularly in data validation, documentation, and quality control • Ability to identify issues and escalate appropriately when encountering unfamiliar or complex scenarios • Ability to follow defined processes and maintain consistency across all stages of the data transfer lifecycle • Proficiency with business and communication tools, including Microsoft Office, Google Workspace, Salesforce CRM, Slack, and other internal systems • Ability to maintain accurate and up-to-date project documentation to support transparency and team collaboration

🏖️ Benefits

• Paid time off and volunteer days • Matching gifts program • Parental and military leave • 401(k) with employer match and profit sharing • Medical, prescription, vision, and dental coverage • Pre-tax dependent coverage and voluntary benefits • Short-term disability • Employee Assistance and Wellness Programs

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