Client Data Specialist

This position is only available for W-2 employees. Please note that to be a W-2 employee, you must reside in one of the following states: PA, NJ, NH, DE, CO, SD, TX, WY, AK, or FL.

Make an Impact That Matters

Are you passionate about helping nonprofits grow their impact? Join SofterWare, a mission-driven technology company empowering thousands of organizations to change the world through innovation, data, and connection.

About SofterWare

Repeatedly recognized as a Philadelphia Inquirer Top Workplace, SofterWare builds innovative software-as-a-service (SaaS) products that empower nonprofits to thrive. Over 10,000 organizations use our flagship product, DonorPerfect, to leverage donor data, launch impactful fundraising campaigns, and strengthen the communities they serve.

Why you will love working at SofterWare:

• Contribute to a mission-driven organization dedicated to empowering nonprofits — where your work directly helps meaningful causes and makes a real difference in the world.
• Enjoy a remote-first, flexible work environment that supports your well-being and balance.
• Be part of a company culture that values collaboration, learning, inclusion, and giving back together as a team.
• Engage with vibrant employee groups like Diversity & Inclusion, SofterWare Women’s Network, SofterWare Wellness, and SofterWare Gives Back, our volunteer and community service initiative.
• Build meaningful relationships in a remote-first environment — from lively Slack channels that connect teammates with shared interests to virtual events that strengthen our sense of community

Your Role as a Client Data Specialist:

The Client Data Specialist is responsible for executing end-to-end data transfer projects for new clients, including data review, mapping, transformation, and validation. This role involves working with client data from multiple source systems and transforming it into SofterWare products using SQL-based ETL processes. The Client Data Specialist manages a high-volume pipeline of concurrent projects, with workload levels varying with business demand and team assignments. Success in this role requires maintaining consistent project progress, ensuring data accuracy, and effectively guiding clients through required milestones to support timely and successful implementations. This role combines technical execution with client interaction and requires strong attention to detail, organization, and communication skills to support a positive onboarding experience and long-term client satisfaction.

Key Responsibilities: 

• Execute the full data transfer lifecycle, including data review, mapping, SQL development, beta transfer, validation, and final deployment
• Manage a high-volume pipeline of concurrent client projects, ensuring steady progress across all stages of the implementation process
• Develop and maintain SQL scripts to transform client data into structures compatible with SofterWare products, including joins, updates, and data manipulation logic
• Obtain client data from source systems by providing extraction guidance or directly retrieving data when access is granted, ensuring completeness and accuracy of all required datasets
• Lead or support client mapping sessions by gathering requirements, documenting decisions, and ensuring accurate field alignment
• Enforce data submission standards and ensure client-provided data aligns with defined project scope and requirements
• Proactively communicate with clients to support scheduling and completion of required milestones (e.g., mapping, beta review, final data submission)
• Identify potential risks or issues related to data quality, client responsiveness, or project scope and escalate appropriately
• Validate data accuracy through structured quality checks, including record counts, field validation, and system testing prior to client review
• Document all mapping decisions, transformation logic, and project updates within Salesforce and internal documentation systems
• Collaborate with Onboarding Coordinators, Sales, and internal teams to support a smooth and efficient implementation process
• Execute billable professional services work as assigned, including database cleanup, code standardization, deduplication, and other one-off data-related requests
• Respond to internal Sales and onboarding inquiries by providing guidance on data transfer processes, requirements, and general technical capabilities through internal communication channels
• Contribute to a positive client onboarding experience by delivering high-quality work, maintaining clear communication, and supporting a smooth and professional implementation process, recognizing the Implementation team as a client’s first impression of SofterWare and its impact on long-term client satisfaction and retention
• Document client interactions, issues, and resolutions in the CRM to ensure visibility and continuity of support
• Identify escalated client issues to the appropriate team members to de-escalate and resolve the situation
• Participate in special projects and take on additional responsibilities as assigned to support team and organizational goals.
• Utilize AI tools to support data mapping, evaluation, and script generation, reviewing and refining output to ensure accuracy and increase overall project efficiency.

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Key Requirements: 

• Proficiency in SQL Server, including writing queries, joins, updates, and basic data transformation logic
• Strong understanding of general database usage and relational database concepts
• Ability to manage multiple concurrent projects in a deadline-driven, high-volume environment
• Strong organizational and prioritization skills, with the ability to manage workload and adjust priorities based on deadlines and project stage
• Excellent verbal and written communication skills, with the ability to actively listen, gather requirements, and communicate effectively with both technical and non-technical audiences
• Ability to communicate professionally with clients and internal teams, maintaining clarity and responsiveness
• Strong attention to detail, particularly in data validation, documentation, and quality control
• Ability to identify issues and escalate appropriately when encountering unfamiliar or complex scenarios
• Ability to follow defined processes and maintain consistency across all stages of the data transfer lifecycle
• Proficiency with business and communication tools, including Microsoft Office, Google Workspace, Salesforce CRM, Slack, and other internal systems
• Ability to maintain accurate and up-to-date project documentation to support transparency and team collaboration
• Ability to effectively leverage AI tools for data mapping and script generation, while critically reviewing and validating their output for accuracy.
  

Education and Experience:

• Associates' or Bachelor’s degree in Information Technology, Computer Science, Data Management, or a related field, or equivalent work experience
• 1–3 years of experience working with SQL, data transformation, or database-related roles
• Experience working with relational databases preferred
• Experience managing multiple projects or tasks simultaneously in a deadline-driven environment
• Previous client-facing or customer service experience preferred
• Familiarity with nonprofit data structures and systems is a plus
  

Compensation

We believe great work deserves great rewards — and that when SofterWare succeeds, our team members should share in that success. This full-time, remote position offers a total compensation range of $55,000–$60,000 USD, depending on your experience and skills. Our compensation package is designed to recognize your contributions, reward outstanding performance, and support your long-term growth.

Total Compensation includes:

• Competitive base salary 
• Quarterly incentive bonuses
• Monthly profit-sharing bonus

Benefits

We’re proud to offer a comprehensive and competitive benefits package, including:

• Paid time off and volunteer days
• Matching gifts program
• Parental and military leave
• 401(k) with employer match and profit sharing
• Medical, prescription, vision, and dental coverage
• Pre-tax dependent coverage and voluntary benefits
• Short-term disability
• Employee Assistance and Wellness Programs

SofterWare is proud to be an Equal Opportunity Employer.
We make employment decisions based on merit, qualifications, and business needs. We do not discriminate based on race, color, citizenship status, national origin, ancestry, gender, gender identity or expression, sexual orientation, age, religion, creed, physical or mental disability, marital status, veteran status, political affiliation, genetic information, pregnancy, or any other characteristic protected by law. SofterWare is committed to providing reasonable accommodations for individuals with disabilities and fostering an inclusive, supportive workplace where everyone can thrive.

Join Us

Ready to make an impact with a team that empowers nonprofits every day?

Apply now and help us build a better world through technology and compassion.