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Data Entry & Customer Support Specialist

Processes standard customer data migrations, reviews and cleans datasets, and provides first-touch customer communication. The role suits an entry-level candidate with spreadsheet familiarity, strong attention to detail, and clear communication skills.

About the job

Responsibilities

  • Send professional, empathetic first-touch communications to customers beginning the data transfer process.
  • Process standard data migrations from spreadsheets and CSV files, accurately mapping data to SimplePractice requirements.
  • Review incoming customer datasets for common errors and perform basic cleansing, including trimming, formatting, and organization.
  • Coordinate the transfer queue, keeping standard tasks moving forward and meeting deadlines.
  • Follow HIPAA, PHI, and PII regulations and company policies.
  • Develop competency in Microsoft Excel, Google Sheets, and basic SQL with guidance from team leads.
  • Use and contribute to team macros and internal documentation.
  • Participate in team meetings and shadow more complex migrations.

Requirements

  • Limited to no previous professional experience; some roles may require a specific educational background or degree.
  • Familiarity with Microsoft Excel or Google Sheets, including basic data organization and simple formulas.
  • Strong attention to detail and commitment to data integrity.
  • Confident, sensitive communication style suitable for customer-facing first-touch interactions.
  • Ability to manage assigned tasks and deadlines with a proactive, coachable mindset.

Nice-to-haves

  • Prior customer-facing or administrative experience.
  • Familiarity with SimplePractice or healthcare software workflows.

Compensation and Benefits

  • Annual base compensation range: MXN 260,800–326,000.
  • Annual bonus eligibility.
  • Medical, dental, and vision coverage.
  • Health and wellness benefits.
  • Work-from-home stipend.
  • Flexible time off, wellbeing days, Summer Fridays, company holidays, and paid holidays.
  • Christmas bonus equivalent to 15 days of salary.
  • Monthly meal/grocery voucher.
  • Catered lunch.
  • Relocation bonus for candidates joining from another city.
  • Tuition reimbursement.
  • Savings fund.

Skills

Excel, Google Sheets, SQL, Csv, Data Cleansing, Data Migration, HIPAA, Phi, Pii, Data Mapping

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