Practice Migration Specialist

We're looking for an organized, detail-oriented, and tech-savvy Practice Migration Specialist to help mental health practices transition smoothly to Sessions Health. In this role, you'll manage and execute data migrations for new practices, particularly group practices transitioning from other EHR platforms. You'll work hands-on with data, validate accuracy, configure practice and client information, troubleshoot issues, and collaborate with our Engineering and Customer Success teams to ensure successful migrations. You'll play an important role in making the transition to Sessions Health as smooth and efficient as possible, helping practices feel confident that their information is accurately transferred and ready to use. This position reports to the Customer Success Manager.

Your responsibilities will include:

Data Migration & Practice Configuration

• Manage and execute the data migration process for group practices transitioning to Sessions Health.
• Prepare, clean, organize, and transform data files for import into Sessions Health.
• Perform quality assurance checks to ensure imported data is accurate, complete, and properly mapped.
• Review and replicate relevant practice settings, client information, forms, and configurations from existing EHR systems to ensure continuity during the transition.
• Configure and validate client records, billing information, service settings, and other practice-specific details as needed.
• Identify and resolve data inconsistencies, incorrect mappings, duplicate records, and other migration issues.
• Investigate and troubleshoot import errors, collaborating with Engineering to resolve more complex technical issues.
• Maintain accurate documentation of migration activities, issues, resolutions, and completion status.

Customer Communication & Coordination

• Communicate with practices to gather necessary information, clarify migration requirements, and address questions throughout the process.
• Provide clear updates on migration progress, timelines, and any issues requiring attention.
• Coordinate with Customer Success and other internal teams to ensure migrations align with onboarding timelines and customer expectations.
• Help ensure practices feel supported and confident as they transition to Sessions Health.

Process Improvement & Collaboration

• Partner with Engineering to identify opportunities to improve data import tools, automation, and workflows.
• Identify recurring migration challenges and recommend improvements to increase accuracy and efficiency.
• Develop and maintain internal documentation, checklists, and standardized migration procedures.
• Help test improvements to internal migration tools and processes.
• Contribute to creating a scalable and reliable migration experience as Sessions Health grows.

What Success Looks Like

• Practices transition to Sessions Health with accurate, complete, and properly configured data.
• Migrations are completed reliably and within agreed-upon timelines.
• Customers feel informed, supported, and confident throughout the transition.
• Data inconsistencies and migration issues are identified and resolved efficiently.
• Engineering spends less time handling routine data migration tasks.
• Migration workflows become increasingly standardized, efficient, and scalable.

Required Experience

• 2+ years working in data analysis, EHR implementation, practice operations, or a similar data-heavy role.
• Strong organizational skills with the ability to manage multiple projects and competing priorities.
• Exceptional attention to detail and a commitment to data accuracy.
• Strong proficiency with Microsoft Excel or Google Sheets, including formulas, data manipulation, and working with CSV files.
• Strong technical aptitude and the ability to quickly learn new software, tools, and workflows.
• Excellent written and verbal communication skills, with the ability to explain technical concepts clearly and professionally.
• Strong analytical and problem-solving skills, with the ability to investigate and resolve issues independently.
• Ability to collaborate effectively with both technical and nontechnical team members.
• A proactive, ownership-oriented mindset and a commitment to delivering a positive customer experience.

Additional Experience We'd Love

• Familiarity with HIPAA and the secure handling of Personal Health Information.
• Experience working in a technical support role and writing technical documentation.
• Experience with data migration, data imports, data operations, or software implementation.
• Experience working with EHR systems, healthcare technology, or mental health practice operations.
• Familiarity with data mapping, data validation, and data transformation.
• Experience in a SaaS, customer onboarding, technical support, or implementation environment.
• Familiarity with SQL, scripting, or other data management tools.
• Experience improving operational processes or identifying opportunities for automation.

Benefits

• Flexible work schedule to support work-life balance.
• Fully remote work environment.
• Generous PTO and paid federal holidays.
• Comprehensive health, dental, and vision coverage.
• Disability insurance.
• 401(k) match, with potential for performance bonuses.

We are committed to supporting the well-being of our employees through competitive benefits and a remote-friendly work environment. Your growth and satisfaction are important to us, and we strive to create an environment where you can thrive.