Customer Success Specialist ( Data Migration)
Job Description
Role Overview
You’ll be at the heart of helping customers successfully move onto a modern Community platform. In this role, you blend data migration, customer success, and light technical work to make complex transitions feel simple and reliable for customers.
You’ll lead end-to-end data migrations, work directly with customers to understand their needs, and use tools like Excel, HTML/CSS, and Python to transform and validate data. You’ll spot issues early, improve processes, and contribute to automation that makes migrations faster and more scalable over time.
If you enjoy solving technical problems, working with data, and building strong customer relationships while influencing how things are done, this role gives you the chance to have real impact across multiple teams and projects.
Here’s a breakdown of what you’ll do (not all of it, just the important stuff)
- Lead end-to-end customer data migrations into the Community platform, ensuring accuracy, quality, and on-time delivery.
- Partner directly with customers to gather requirements, share progress updates, and manage expectations throughout the migration journey.
- Analyze, transform, and validate customer data using Excel and other tools to ensure clean, correctly mapped migrations.
- Review and refine HTML/CSS content so migrated sites and pages look polished and consistent.
- Contribute to building and enhancing automation and tooling (for example, using Python) to streamline migration workflows and reduce manual effort.
- Collaborate with Product, Engineering, and Customer Success teams to troubleshoot migration issues and continuously improve the customer experience.
These are the essentials you’ll need to get an interview
- Around 1–3 years of experience in data migration, customer onboarding, implementation, technical operations, or a similar customer-facing technical role.
- Strong Microsoft Excel skills, including advanced formulas and data analysis or transformation.
- Working knowledge of HTML and CSS for reviewing and adjusting content layout and formatting.
- Some experience with Python or a clear interest in learning and using it for automation and process improvements.
- Confident communicator, comfortable speaking and writing directly with customers and internal stakeholders.
- Proven ability to juggle multiple projects, stay organized, and deliver work in a fast-paced environment with high attention to detail.
- Experience working effectively with cross-functional teams (for example, Product, Engineering, Operations, or Customer Success).
It would be great if you had these too, but we’ll support you if you don’t
- Experience working in a SaaS environment or on platform migration / implementation projects.
- Familiarity with tools like Jira and Confluence, and with data governance, privacy, or security concepts.
- A track record of contributing to process improvements or automation initiatives and an interest in driving operational excellence at scale.
About Us
Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster.
Learn more at diligent.com or follow us on LinkedIn and Facebook
What Diligent Offers You
- Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients
- We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few
- We have teams all over the world. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney.
- Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.
Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.
Headquartered in New York, Diligent has offices in Washington D.C., London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney. To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to work onsite at least 50% of the time. We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community.
We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's EEO Policy and Know Your Rights. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected].
To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.