Migration Solutions Consultant, Migration Services

Primary Role Responsibilities

The Consultant in Migration Services plays a central role in helping clients migrate from legacy systems to Riskonnect’s Salesforce-based platform solutions. Acting as a hands-on functional and technical implementation specialist, the Consultant supports the full lifecycle of migration projects from discovery, environment setup, and solution design through configuration, validation, deployment, and go-live ensuring client data, business rules, security models, and workflows are accurately transitioned into the target Salesforce environment.

Working closely with Project Managers, Business Analysts, QA, Data, Configuration, Development, and client stakeholders, the Consultant bridges business requirements and technical platform delivery. They analyze legacy environments, draft and validate migration design documentation, assist with Salesforce configuration and customization, support client design reviews, validate migrated data and configuration outcomes, and maintain implementation documentation that enables repeatable, high-quality migrations.

Essential Duties:

As a Consultant in the Migration Services Team, your essential duties will include Salesforce migration implementation, configuration, validation, documentation, and client-facing delivery support:

· Lead migration discovery and design activities by reviewing source systems, business process notes, client requirements, dependencies, and target-state Salesforce capabilities.

· Prepare and maintain migration design materials, configuration notes, decision logs, data mapping assumptions, and client-facing documentation through design sign-off.

· Support Salesforce environment setup, including users, licenses, permissions, groups, email services, admin access, and readiness checks.

· Configure and validate Salesforce objects, fields, layouts, record types, picklists, Lightning pages, reports, dashboards, security, and portal-related screens.

· Translate legacy business rules into Salesforce configuration patterns, including validation rules, formulas, flow recommendations, email logic, and virtual fields.

· Collaborate with Data, QA, Configuration, Development, and project teams to validate migration loads, resolve defects, and confirm acceptance criteria.

· Support go-live activities, including production validation, report readiness, user and group migration, final security checks, client readiness, and handoff.

· Contribute to reusable migration playbooks, templates, procedures, configuration standards, KT materials, and lessons learned.

Join the A-Team and experience the A-Life!