Xero Migration Specialist

About The Back Room

We exist to free our clients' time so they can focus on what they do best — growing their business. We deliver smart, efficient solutions that liberate teams from the everyday admin, and we hold ourselves to the same standard. Time is the ultimate currency, and we treat it like it.

About the Client
Our client is an accounting software and services business operating across New Zealand, the United States, the United Kingdom, and other global markets. They are growing their existing offshore team to support their data migration function, helping businesses transition smoothly to modern accounting platforms. This role exists to ensure client financial data is accurately migrated, validated, and configured, enabling customers to confidently adopt new systems with minimal disruption.

The Role
As a Data Migration Specialist, you'll play a critical role in helping clients transition their financial information from legacy systems to modern accounting platforms. You'll work closely with clients, internal teams, and implementation specialists to ensure data migrations are completed accurately, efficiently, and on time. Success in this role means delivering seamless migration experiences, maintaining high data integrity standards, and providing exceptional support throughout the onboarding journey.

What You'll Do

• Assist clients with migrating financial data, including conversion balances, historical transactions, payroll information, and other key datasets

• Validate, cleanse, and reconcile migrated data to ensure accuracy and completeness

• Handle customer queries, technical questions, and migration-related escalations

• Liaise with internal stakeholders to coordinate migration timelines and project requirements

• Participate in regular meetings with implementation, partner, and account management teams

• Manage support tickets and customer requests within established service levels

• Update and maintain CRM records and migration documentation

• Support the ongoing improvement of migration processes, procedures, and client onboarding workflows

What We're Looking For

• Strong understanding of accounting principles and financial transactions

• Previous experience working with accounting software and financial data

• Advanced Microsoft Excel skills, including functions, pivot tables, and data analysis

• Excellent attention to detail and ability to identify discrepancies

• Strong communication skills with the ability to explain technical concepts clearly

• Highly organized with the ability to manage multiple projects and deadlines

• Proactive problem-solving mindset with a strong sense of ownership and accountability

Nice to Have

• Experience with accounting platforms such as Xero, MYOB, Sage, QuickBooks, or similar systems

• Background in bookkeeping, accounting, or finance-related roles

• Experience in software implementation, onboarding, or data migration projects

• Familiarity with CRM systems and customer support platforms

Why This Role

This is a unique opportunity to combine accounting knowledge with technology and client-facing project work. You'll be part of a global team helping businesses modernize their financial systems while developing valuable expertise in software implementation, data migration, and process improvement within a fast-growing industry.

This role is open to Philippine citizens currently based in the Philippines.

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