Migration Specialist

Tampa, FL, United States

Ref#: 806

Date published: 20-Jun-2017

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The Migration Specialist serves to find and facilitate the transition of clients from their client server platform to our hosted solution. This is a junior/entry level position with room for growth. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.

Essential Functions: In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include:

  • Proactively call into the client base to find clients interested in transitioning to our hosted platform

  • Facilitating in the transition of clients from client server to our hosted platform

  • Assist clients in filling out Discovery documents

  • Facilitate calls between client and internal staff, technical services, etc.

  • Building Proposals

  • Working with our technical services team to help with Q& A

  • Liaison between Account Management and other departments

  • Escalate issues through the appropriate channels/departments

  • Any and all small projects that come up with the client base

  • Help answer phones and check the sales voicemail

Basic Qualifications:

  • Bachelor’s Degree

Additional Qualifications:

  • Excellent oral and written communication skills. Ability to communicate effectively in writing and verbally with internal and external clients/prospects.
  • Ability to multi-task in a challenging, production- oriented department
  • Exceptional ability to problem solve.
  • Demonstrated skill and ability to be self-motivated, dependable, persistent, flexible and personable and to work independently
  • Exceptional organizational and communication skills
  • Ability to work in a team environment

Physical Demands:

  • Activities require a significant amount of sitting at office and work desks and in front of a computer monitor.

  • Some walking and standing relative to interaction with other personnel.


Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. This document does not create an employment contract, implied or otherwise.  It does not alter the "at will" employment relationship between the company and the employee.