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