Customer Onboarding & Migration Specialist.

About the role

Octelligence is seeking a Customer Onboarding & Migration Specialist to help organizations transition from spreadsheets, traditional minute books, and legacy equity management systems to a modern digital platform.

You'll work with customers to organize and migrate corporate records, configure their workspaces, and ensure they can confidently manage corporate information and equity records within Octelligence.

What you'll do

• Guide new customers through onboarding and platform setup.
• Assist with importing corporate records, shareholder information, and capitalization data.
• Support migrations from spreadsheets and existing corporate records or cap table platforms.
• Help customers identify missing, inconsistent, or incomplete information during migration.
• Deliver product training and onboarding sessions.
• Document recurring migration challenges and recommend workflow improvements.
• Collaborate with the product team to improve onboarding and migration tools.

What we're looking for

• Experience in SaaS onboarding, customer success, data migration, or implementation services.
• Strong organizational skills and attention to detail.
• Comfortable working with structured data, spreadsheets, and business documents.
• Familiarity with corporate records, share registers, cap tables, or legal practice workflows is an asset.
• Strong communication skills and a customer-focused approach.
• Ability to work independently and manage multiple onboarding projects.

Engagement

Remote, project-based contract opportunities, with assignments based on customer onboarding and migration requirements.