Salesforce Data Migration Specialist

1 day ago

Manila, National Capital Region, Philippines Somewhere Full time

Job Title: Salesforce Data Migration

Type: Full-time, Independent Contractor

Location: Remote (U.S. work hours)

Overview

We are seeking a Data Cleaning Specialist to play a critical role in enhancing the accuracy, completeness, and reliability of our Salesforce data. This role will focus on data migration preparation, ongoing data hygiene, and record standardization to ensure Salesforce remains a trusted source of truth for our sales and operations teams.

The ideal candidate will bring strong knowledge of Salesforce data structures, experience with large-scale data cleanup/migration, and expertise in SQL, SOQL, and Excel/Google Sheets.

Key Responsibilities

  • Export data from in-house CRM/CSVs for migration into Salesforce.

  • Prepare data from legacy systems for Salesforce import.

  • Clean and maintain Salesforce data post-import, including:

    • Correcting contract statuses (draft → activated, with automation control).

    • Identifying, reviewing, and merging duplicate records.

    • Adding and enriching address data and other fields (~48k accounts).

  • Standardize key data fields (phone numbers, picklists, numeric fields, etc.).

  • Support data migration workflows, ensuring correct field mapping and seamless integration.

  • Ensure Salesforce data quality through deduplication rules, matching rules, and reporting validation.

  • Collaborate with operations and sales teams to improve data hygiene processes.

Required Skills & Expertise
Salesforce Knowledge

  • Familiarity with Salesforce data structures (Admin certification strongly preferred).

  • Understanding of Salesforce objects: Quotes, Accounts, Contacts, Custom Objects, Account Hierarchy, Master-Detail & Lookup relationships.

  • Proficiency with Salesforce Data Loader (insert, update, delete records).

  • Proficiency with Salesforce Inspector Reloaded Tool (SOQL exports, data updates).

  • Strong Salesforce reporting experience, including:

    • Report type limitations.

    • Cross filters.

    • Joined reports (preferred).

Data Management & Tools

  • SQL / SOQL proficiency: able to write and understand queries, joins, and subqueries (AI assistance acceptable).

  • Excel / Google Sheets mastery, including:

    • VLOOKUP, fuzzy matching, sorting, filtering, duplicate removal.

  • Data migration experience: proven ability to clean, transform, and map fields for Salesforce imports.

Additional Experience (Preferred)

  • Familiarity with Salesforce duplicate rules and matching rules.

  • Prior use of ZoomInfo to enrich Salesforce data (strongly preferred).

Candidate Profile

  • Detail-obsessed with strong organizational skills.

  • Proactive problem solver who can work independently.

  • Strong communicator with cross-team collaboration skills.

  • Comfortable working with large data sets (~50k+ records) in Salesforce.

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