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Current Opportunities
About Platform Transition
We are the creators of the Platform Transition Services Industry. Our innovations help growing companies and implementation partners strategically focus by transitioning data and settings between software systems.
As a Sage Intacct Marketplace Partner, we provide a white glove service to transition customers’ data quickly and easily to Sage Intacct from a variety of legacy systems.
Our founder migrated our first client in 2014, and since then the company has grown steadily every year. To date, we have migrated over 2000 entities to and from Sage Intacct. We are THE go-to company for anyone migrating to Intacct, the experts in our space with unparalleled depth and breadth of experience.
Our Core Values
- We speak with one voice.
- We quickly get it done right the first time.
- We are a space where chaos fades away.
- We are responsible for the customer’s experience.
- We create solutions for the customer challenges that matter
What’s it like to work at Platform Transition
- Fully Remote
- Flexible Schedule
- Profit Sharing Incentive Program
- Paid Time Off
- Health, Dental, and Vision Insurance
- 401(k) plan
Administrative Coordinator
The Role
We are seeking an experienced Administrative Coordinator to support Platform Transition’s operations by maintaining our team’s administrative systems and ensuring everyone follows them. At Platform Transition, our people, culture, and processes drive our success, creating a collegial environment that is passionate about service. We’re a fully remote, boutique company based in Florida, and we’re seeking an enthusiastic team member to grow with us.
What You’ll Be Doing
• | Technology Stack: Expertly utilize and manage settings of our suite of productivity and project management tools, including ClickUp, Zoom Workplace (Meetings, Phone, Scheduler), Slack, Calendly, Yesware, Office365, Azure, SharePoint, and Box.com. |
• | Calendaring & Scheduling: Provide daily strategic and tactical administrative support to our team, primarily our Production team, in managing both internal and external calendaring and scheduling requests. |
• | Document Management: Run the daily Production Standup meeting under the direction of the Project Managers to ensure smooth project scheduling. Serve as the company historian by documenting weekly companywide meetings, processes, decisions, and settings, and regularly update published company procedures. |
• | Archiving: Maintain organized digital archives and perform virtual filing of meeting records, transcripts, project work, and other documentation. |
• | System Reviews: Conduct regular reviews (weekly, monthly, quarterly) of administrative and operational systems to ensure they remain secure, up-to-date, and compliant with privacy policies. |
• | Goal Tracking: Track team progress on Quarterly Rocks (key goals) to support performance measurement and accountability. |
• | Operational Collaboration & Process Improvement: Work closely with the Director of Operations and Project Managers to continually streamline administrative support processes. |
• | Remote Work Readiness: Ensure reliable connectivity during Eastern hours to our virtual desktop environment from your personal computer (dual monitors recommended) and accurately log hours using our time-tracking software. |
What We’re Looking For
• | 5+ years of experience in a lead administrative role |
• | Exceptional organizational skills and the ability to prioritize tasks in a dynamic environment |
• | Strong critical thinking skills paired with a proactive, problem-solving mindset |
• | Excellent written and verbal communication skills |
• | A commitment to delivering high-quality work with strong attention to detail |
• | Reliable, attentive support during Eastern hours |
• | Proficiency with our tech stack, including ClickUp as an admin user, or 3+ years of experience managing alternative project management software |
What We Offer
• | A fully remote, collaborative small team environment with frequent virtual interactions |
• | Competitive compensation and benefits, including Health Insurance, 401(k), PTO, and Profit Sharing |
• | Significant opportunities for professional growth for a sharp, self-directed individual |
If this opportunity sounds like a good match, please include a few short paragraphs with your application submission explaining why you’d be a great fit for this role and telling us a little more about yourself. Resumes without a personal statement will not be considered, as we are more interested in getting to know you than just the skills and accomplishments listed on your resume.
Our preferred method to apply is via LinkedIn. However, if you are unable to do so, please send a resume and cover letter to hr@platformtransition.com.
Learn more about us at platformtransition.com.
Platform Transition™ is a Sage Intacct® Marketplace Partner. The Multi-Dimensional Data Conversion Solution™ is a workflow intended to quicken and ease the transition to Sage Intacct®.
Accounting Data Processing Specialist
If you’re analytical, precise, and excited about working with complex data migrations in a fully remote, collaborative environment, this is your chance to make an impact in the industry we pioneered.
The Role
We are looking for a full-time Data Migrator that will provide back-office support to client-facing project team members transitioning clients’ financial ERP data. This will include the extraction, mapping, templating, processing, validation, loading, and error handling of data.
At Platform Transition, our people, culture, and process drive our success and make it a wonderful collegial working environment. We are a fully remote, boutique company based in Florida and are looking for an enthusiastic teammate to grow with us.
What you’ll be doing …
• | Collaborate with Project Managers and other team members to facilitate a seamless and consistent process |
• | Manage data and work product in excellence, upholding our core value of “quickly get it done right the first time.” |
• | Support the team working on multiple concurrent projects by being accountable and self-directed with strong organizational and time management skills |
• | Utilize and follow Platform Transition’s methodology and knowledge repository to achieve successful customer outcomes |
• | Develop and maintain expertise around data extraction and report manipulation of multiple accounting and ERP systems. |
• | Manipulate and process data with Excel, Access, and SQL programming. |
• | Develop and maintain expertise with migration utility modification processes. |
• | Upload data into target ERP systems. |
• | Resolve load errors and validate results for quality control |
• | Attend and contribute to the company’s weekly virtual meetings and trainings. |
What we are looking for …
• | 4 years work experience in management information systems, data science, or bookkeeping |
• | Expert skills in MS Excel |
• | Intermediate skills in VBA |
• | Two (2) years experience with SQL |
• | Experience with MS Access |
• | Understanding of basic accounting principles |
• | Excellent written and oral English communication skills |
• | Flexible schedule but available during US Eastern time |
If this opportunity sounds like a good match, please include a few short paragraphs with your application submission explaining why you’d be a great fit for this role and telling us a little more about yourself. Resumes without a personal statement will not be considered, as we are more interested in getting to know you than just the skills and accomplishments listed on your resume.
Please provide a resume and cover letter to hr@platformtransition.com
Learn more about us at platformtransition.com.