CRM Data Migration & Intergration Specialist

Brief Description

Reporting to the Director, Client Implementation, the

CRM Data Migration & Integration Specialist

serves as the functional and technical bridge between client source systems and our CRM/data warehouse environment.

This role is responsible for analyzing legacy CRM data, defining source-to-target mapping logic, and providing detailed ingestion instructions to Data Engineers. While this position does not write production ingestion queries, it must possess strong SQL skills to independently analyze incoming datasets and validate transformation requirements.

The Specialist partners directly with clients and internal account teams to document mapping decisions, explain data architecture, and ensure a clear understanding of how legacy fundraising data translates into the new system.

Experience leveraging AI tools to accelerate data analysis, mapping documentation, and validation workflows is highly desired.

This role requires a hybrid schedule based out of our Peabody, MA office. US-Remote may be considered for highly qualified candidates.

Moore

is a data-driven constituent experience management (CXM) company achieving accelerated growth for clients through integrated supporter experiences across all platforms, channels, and devices. We are an innovation-led company that is the largest marketing, data, and fundraising company in North America, serving the purpose-driven industry with clients across education, association, political, and commercial sectors.

Check out www.WeAreMoore.com for more information.

Your Impact:

Source-to-Target Data Analysis & Mapping

• Perform in-depth analysis of legacy CRM datasets using SQL to understand structure, relationships, and data quality.
• Develop comprehensive Source-to-Target mapping documentation outlining field-level transformations, business rules, and dependencies.
• Identify data normalization, deduplication, and restructuring requirements prior to ingestion.
• Translate fundraising-specific constructs (gifts, pledges, soft credits, households, memberships, campaigns) into our CRM and/or data warehouse schema.

Engineering Collaboration

• Provide detailed, logic-driven ingestion specifications to Data Engineers.
• Clearly articulate transformation rules, calculated fields, and reconciliation requirements.
• Partner with engineering during QA cycles to validate outcomes against source system totals and business logic.
• Support troubleshooting by re-analyzing source data and refining mapping logic as needed.

Data Validation & Reconciliation

• Perform SQL-based validation of incoming and post-load data.
• Conduct financial reconciliation between source systems and target CRM/data warehouse.
• Identify inconsistencies such as duplicate donors, mismatched household relationships, or incorrect soft-credit allocations.
• Document data assumptions, edge cases, and final mapping decisions.

Client-Facing Communication & Enablement

• Present mapping documentation and migration outcomes to clients in a clear, structured manner.
• Lead “Data Mapping Reviews” to ensure client sign-off on transformation logic.
• Provide written and verbal guidance to internal account teams on how migrated data should be interpreted and used.
• Support onboarding efforts beyond data migration, as needed, including workflow clarification and reporting structure alignment.

AI-Enhanced Workflow Optimization

• Utilize AI tools to accelerate:
• Data profiling and anomaly detection
• Mapping documentation creation
• Transformation rule validation
• QA comparison analysis
• Continuously recommend process improvements using AI-assisted approaches.

Your Profile:

• 3+ years of experience in CRM data migration, data integration, or source-to-target mapping.
• Strong SQL skills for data analysis and validation (read/write queries for analysis; not required to build production ingestion code).
• Experience working with CRM systems such as:
• Salesforce NPSP
• Blackbaud CRM
• Raiser’s Edge
• Luminate
• Experience working with relational data structures and understanding schema relationships.

How We’ll Support You:

• Join the largest marketing and fundraising company in North America serving the nonprofit industry, where we prioritize innovation and professional growth.
• Collaborate with industry subject matter experts with over 5,000 employees across the enterprise.
• To help you stay energized, engaged, and inspired, we offer a wide range of benefits, including comprehensive healthcare, paid holidays, and generous paid time off so you can have the time and space to recharge and pursue your other passions and be with the people you care about.
• Moore is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.