The Transitions department is responsible for extracting and transferring data from legacy systems to LEAP for clients globally. The department is not only responsible for the technical aspects but also manages client's expectations in relation to data collection, migration and LEAP implementation.

Data Migration Specialists use the proprietary migration tools available as well as technical expertise to ensure data moving from a legacy system is properly migrated and checked prior to uploading into LEAP.

Data Migration Specialists are the product experts on our migration tools and are expected to also teach and work with our Partner Network to ensure their migrations are running smoothly.

Responsibilities

Liaise with implementation coordinators to ensure they are kept up to date with the progress of the data migrations

Timely and accurate migration of data

Reconciliation of migrated accounting data

Expanding and adding functionality to the transition process

Creation and maintenance of documentation and internal systems

Daily observations and control of projects for the Transitions Department

Written reporting on migrated data

QA Testing on transition software

Ensure data sets received from client are complete and ready for migration (e.g. reports, backups)

Run migration tools for the applicable legacy system to migrate client data to LEAP

Check that data was successfully imported into LEAP

Ensure time, client funds and office balances are correct and match to the legacy data cut-off

Liaise with clients to ensure they are kept up to date with the progress of their data migration, reviewing transition reports with the client and discussing any roadblocks with their transition

Testing fixes to bugs

Keeping the Partner Network up to date on new improvements to the migration tools

Assisting the Partner Network on any migrations they have questions about and ensuring they are delivering quality migrations

Requirements

• SQL & Relational Databases: Advanced proficiency in MS SQL Server - writing queries, joins, scripts, and stored procedures to extract, clean, and map legacy database records; solid understanding of database environments.
• Data Transformation & ETL: Hands-on experience with ETL methodologies and source-to-target field mapping, including script automation in Python or PowerShell.
• Data Wrangling (Excel / CSV): Expertise in Excel for fast schema validation and cleanup (nested formulas, VLOOKUP/XLOOKUP, text-to-columns).
• Legal Bookkeeping & Accounting: Working knowledge of legal trust/client and office accounting, and familiarity with legal terminology (e.g., matters, unbilled fees, disbursements, safe custody).
• Legal Practice Management Software: Experience with legal practice management systems (desirable).
• Project Management: Ability to plan, prioritise, and track conversion work through to completion.
• Attention to Detail: Exceptional eye for detail and data accuracy.
• Client Communication: Confidence liaising directly with clients on conversion status, issues, and timelines.

Benefits

• Medical, Dental and Vision Plans Available
• Remote work model
• WFH Equipment allowance (including internet costs)
• 401k with Company Matching Program
• Employee Assistance Plan
• Flexible PTO
• Company Shares Opportunity
• Salary range $85-100k OTE dependent upon experience