Software Migration Specialist – Payments

We are seeking a client-facing Migration Specialist with a background in software migration, onboarding, or payments operations. The ideal candidate will demonstrate strong interpersonal and organizational skills, excellent written and verbal communication, and the ability to manage high-priority tasks in a high-volume setting. You should be comfortable working in repetitive, process-driven environments with a focus on accuracy and customer satisfaction. Required experience includes 2+ years in software migration, implementation, customer onboarding, customer support, or related roles. You should have experience with CRM systems, database-driven workflows, or financial management software. Prior exposure to PSP-regulated onboarding and banking account knowledge is a plus. A bachelor’s degree or college diploma in a related field (or equivalent experience) is preferred. Key personal attributes include strong collaboration, negotiation, and diplomacy; robust organizational skills; effective escalation discipline; and the ability to work under pressure while delivering consistent, high-quality service. • Deliver exceptional customer service to clients via phone, email, and web-based channels throughout the migration journey. • Execute structured migration workflows for assigned clients, following predefined processes and playbooks. • Manage a rolling pipeline of approximately 25–30 migrations concurrently in a high-volume environment. • Serve as the main point of contact for clients during migrations, guiding them through each step and addressing questions or concerns. • Operate within structured migration playbooks, ensuring consistency, accuracy, and timely completion. • Identify issues or inconsistencies during migrations and escalate as needed to maintain project integrity. • Collaborate cross-functionally with Customer Success and internal teams to ensure smooth execution and on-time delivery. • Provide regular, structured status updates on migration progress, deliverables, and timelines. • Balance multiple concurrent migrations within defined workload expectations and SLA targets. • Support end-to-end migration processes by following predefined workflows and coordinating with internal teams. About the Company & Industry We operate in the global fintech and payments infrastructure space, supporting businesses in managing and scaling their financial operations through modern, API-driven platforms. Where they operate: Primarily US-based, with global clients Distributed teams across North America, LATAM, and Europe Strong focus on cross-border payments and financial operations Culture & Work Environment Execution & ownership → You manage your own migration pipeline end-to-end Process-driven excellence → Clear playbooks, structured workflows Customer obsession → High-touch, high-quality client interactions Resilience under pressure → Fast-paced, high-volume environment Collaboration → Close work with Customer Success, Ops, and Product teams We offer a collaborative, fast-paced environment with opportunities to contribute to critical client projects in the payments domain. While specific benefits are not listed in the posting, we emphasize professional growth, structured migration playbooks, and cross-functional teamwork. If you thrive in a high-volume, process-driven setting and enjoy shaping a seamless onboarding and migration experience for clients, this role provides meaningful impact and career development opportunities. • Experience in payments operations, software migration, onboarding, or similar client-facing roles. • Familiarity with PSP-regulated onboarding processes and banking account knowledge. • Track record of managing high-volume workflows and multi-tasking across 25–30 client migrations simultaneously. • Proactive communication style with the ability to keep internal and external stakeholders informed throughout the migration lifecycle. • Prior experience with CRM platforms, database-driven workflows, or financial management systems. • Bachelor’s degree or equivalent experience in a related field.